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 [V.S INDUSTRY BHD:由于受贸易战对美国出口销售的影响,成本上升和竞争加剧,而中国当地客户由于经济不确定性而暂停订单,业绩已经并将继续受到影响]

本季度,同期税前利润增长28.4%或840万令吉至3820万令吉。截至2019年4月30日止九个月期间,威铖录得收入29.48亿令吉,较去年同期的30.738亿令吉减少1.258亿令吉。税前利润为1.33亿令吉,同期下跌8.8%或1290万令吉。

本季度收益改善的主要原因是马来西亚业务的表现令人称道,这部分抵消了中国业务的负面贡献。按累计季度计算,海外业务(尤其是中国)已产生亏损,进一步影响威铖盈利。

马来西亚:
由于主要客户的销售订单增加,马来西亚部门的当前季度和累计季度收入分别增长6.9%和7.3%。同时,税前利润同比分别增长58.9%和19.8%。

印度尼西亚:
尽管收入减少主要是由于产品组合的变化,但印度尼西亚部门录得本季度的税前利润。尽管本季度有盈利利润,但由于本季度的利润不足以抵消上一季度的亏损,因此印尼部门在累计季度亏损。

中国:
由于完成的销售订单减少,中国部门录得本季度及累计季度收入减少。中国业务在本季度和累计季度亏损,在没有大量销售订单的情况下出现亏损因为设施仍未得到充分利用(缺乏规模经济)。

就本季度而言,威铖的税前利润为3820万令吉,而上一季度为4940万令吉,主要是由于主要客户的销售订单减少。

前景:
在充满挑战的经营环境下,集团迄今为止的表现令人满意。集团在中国的业务仍然困难。由于受贸易战对美国出口销售的影响,成本上升和竞争加剧,而中国当地客户由于经济不确定性而暂停订单,业绩已经并将继续受到影响。预计产能利用不足的问题将继续。

尽管存在短期挑战,但董事会仍然对威铖的长期前景持积极态度,基本面稳固,与现有客户的关系稳固,强大的执行能力,最近增加的新关键客户以及潜在的未来合约获胜。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.35 (dividend RM0.015) in 10 months 14 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.37 in 6 months 10 days, total return is 71.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 25 days, total return is 67.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 12 days, total return is 41.9%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 5 months 6 day, total return is 32.2%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 3 days, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 8 days, total return is 21.7%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 27 days, total return is 18.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 27 days, total return is 16.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 6 days, total return is 11.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 2 days, total return is 9%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.10 (dividends RM0.084) in 10 months 28 days, total return is 5.7%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

1)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

7月14日星期日:AG Hotel Penang, George Town

7月28日星期日:Silka Johor Bahru Hotel, Johor Bahru

9月7日星期六:Hotel Sri Petaling, KL

2)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

7月27日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

7月13日星期六:AG Hotel Penang, George Town 4份点心

7月21日星期日:Hotel Sri Petaling, KL 3份点心

7月26日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2311638045769603 找到公司和选股文章以及视频。

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯: https://www.instagram.com/p/BzMbZpeHtjb

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
------------------------
[V.S INDUSTRY BHD: Performance has been and continues to be impinged by rising cost and competition with export sales to the US affected by the trade war while local customers in China are holding back orders due to economic uncertainties]

For this quarter, profit before tax increased 28.4% or RM8.4 million to RM38.2 million over the same period. For the nine months period ended 30 April 2019, the Group recorded a revenue of RM2,948.0 million, a decrease of RM125.8 million as compared to the corresponding period of the preceding year of RM3,073.8 million. Profit before tax stood at RM133.0 million, dropped by 8.8% or RM12.9 million over the same period.

The improved earnings for the current quarter was mainly attributable to commendable performance from operations in Malaysia which partially offset the negative contributions from the operations in China. On cumulative quarters basis, the overseas operations, particularly China, had incurred losses that further affected the Group earnings.

Malaysia:
For the current quarter and cumulative quarters, Malaysia segment recorded 6.9% and 7.3% increase in revenue respectively due to higher sales orders from key customers. Meanwhile, profit before tax was up 58.9% and 19.8% respectively over the same period.

Indonesia:
Indonesia segment recorded profit before tax for the quarter under review despite lower revenue mainly due to a change in the product mix. Despite recording profit for the quarter under review, Indonesia segment was loss-making for the cumulative quarters as the profit in the current quarter was insufficient to set off the loss incurred in prior quarter.

China:
China segment recorded a lower revenue for the current quarter and cumulative quarters as a result of lower sales orders completed. Operations in China were loss-making for the current quarter and cumulative quarters in the absence of large sales orders which resulted in lack of economies of scale as the facilities remained under-utilized.

For the current quarter under review, the Group recorded a lower profit before tax of RM38.2 million as compared to RM49.4 million in the preceding quarter mainly attributable to lower sales orders from key customers.

Prospects:
Amidst the challenging operating environment, the Group performance thus far has been satisfactory. The Group’s operations in China remains difficult. Performance has been and continues to be impinged by rising cost and competition with export sales to the US affected by the trade war while local customers in China are holding back orders due to economic uncertainties. The issue of under-utilization of capacity is expected to prevail.

Despite the short-term challenges, the Board remains positive on the long-term prospects of the Group, underpinned by solid fundamentals, robust relationships with existing customers, strong execution skills, recent addition of new key customer and potential future contract win.
--------------------------------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.35 (dividend RM0.015) in 10 months 14 days, total return is 90.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.37 in 6 months 10 days, total return is 71.3%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 25 days, total return is 67.3%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.60 (dividend RM0.0825) in 8 months 12 days, total return is 41.9%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.76 in 5 months 6 day, total return is 32.2%

f) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 3 days, total return is 30.4%

g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.51 (dividend RM0.035) in 7 months 8 days, total return is 21.7%

h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 27 days, total return is 18.2%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.99 in 5 months 27 days, total return is 16.5%

j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 6 days, total return is 11.5%

k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.69 in 3 months 2 days, total return is 9%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.10 (dividends RM0.084) in 10 months 28 days, total return is 5.7%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2311638045769603 by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp

Facebook Group: https://www.facebook.com/groups/jamesinvesting

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/212514.jsp
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