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 [IJM CORP BHD:国内外竞争激烈的经营环境,由于商品价格普遍偏低,印尼盾对美元以及日元的汇率波动和较高的借贷成本,集团的种植部门预计未来一年将充满挑战]

截至2019年3月31日止本年度,怡保工程营业收入为56.5566亿令吉,较去年减少5.2%,主要由于怡保工程建筑,制造及采石及种植业务收入减少所致。

施工:
由于较新的项目尚未达到最佳建设阶段,截至2019年3月31日止的当前季度和年度的收入分别比去年同期下降18.2%和14.9%。截至2019年3月31日止的本年度,由于建筑收入减少,以及与未实现的美元计值借款相比,本年度的未实现汇兑损失为970万令吉,导至税前利润下降21.2%,而前一年的外汇收益为1,080万令吉。

物业发展:
本季度营业收入和税前利润分别比上年同期增长25.5%和60.5%。

制造和采石:
与去年相应的季度相比,本季度收入和税前利润分别下降2.8%和11.2%,但桩和预拌混凝土行业的利润率有所提高。与去年同期相比,本年度的收入和税前利润分别下降16.2%和28.5%。这主要是由于桩和采石业的销量和利润率下降。

种植:
本年度的收入与上一年相比减少了15.6%,主要原因是商品价格下跌。本年度税前亏损为4,330万令吉,主要是由于商品价格下跌,加上马来西亚业务的生产成本压力,以及印尼业务的年轻成熟地区增加,导致全面种植维护成本和开销。该部门的业绩也受到今年美元计价借款的未实现净外汇损失2580万令吉的影响,而上一年的未实现外汇损失为2,370万令吉。

基础设施:
怡保工程的本地通行费和港口特许权以及阿根廷的收费特许权投资的较高贡献使该部门当前季度从去年相应季度的税前亏损1,950万令吉增加至税前利润1.714亿令吉。

怡保工程的税前利润增加至3亿3,160万令吉,而上一季度则为1.773亿令吉,主要是由于怡保工程的建筑,物业发展,种植及基建部门的贡献增加。

前景:
尽管消费者信心有所改善,但预计本地房地产市场将面临挑战。关键问题如价格承受能力,高价房产的过剩,生活成本的上升以及紧缩的融资安排将继续产生抑制作用。

鉴于国内外竞争激烈的经营环境,集团的工业部门预计将在下一个财政年度保持其业绩。由于商品价格普遍偏低,印尼盾对美元以及日元的汇率波动和较高的借贷成本,集团的种植部门预计未来一年将充满挑战。尽管马来西亚业务的作物产量恢复以及印尼业务的年轻成熟区域增加,但该部门继续面临因工资增加和化肥和燃料成本上升而产生的成本压力。鉴于不断变化的营商环境,怡保工程预期即将来临的财政年度将继续充满挑战。
-----------------------------
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 RM1.40 (dividend RM0.015) in 10 months 28 days, total return is 97.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 24 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 (dividend RM0.04) in 12 months 9 days, total return is 73.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.62 (dividend RM0.1875) in 8 months 26 days, total return is 48.5%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 20 days, total return is 43.5%

f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 10 days, total return is 35.6%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 6 months 17 days, total return is 32.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.52 (dividend RM0.035) in 7 months 22 days, total return is 22.4%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 6 months 10 days, total return is 17.6%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.61 (dividends RM0.03) in 9 months 10 days, total return is 14.7%

k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.75 (dividends RM0.063) in 9 months 3 days, total return is 14%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.15 in 5 months 20 days, total return is 10.6%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.70 in 3 months 16 days, total return is 9.7%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividends RM0.084) in 11 months 11 days, total return is 7.2%

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

8月10日星期六:AG Hotel Penang, George Town

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

8月9日星期五:AG Hotel Penang, George Town 4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/2320845318182209 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/BzwgRj6HXar

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
----------------------
[IJM CORP BHD: competitive operating environment both domestically and overseas, Plantation division expects a challenging year ahead due to the prevailing low commodity prices, volatile foreign exchange rates particularly that of the Indonesian Rupiah against the US Dollar as well as Japanese Yen and higher borrowing costs]

For the current year ended 31 March 2019, the Group posted an operating revenue of RM5,655.66 million, a decrease of 5.2% over the preceding year, mainly due to lower revenue contributed by the Group’s Construction, Manufacturing & Quarrying and Plantation divisions.

Construction:
Revenue for the current quarter and year ended 31 March 2019 declined by 18.2% and 14.9% respectively compared to the corresponding period of the preceding year as newer projects have yet to reach optimal construction phase. For the current year ended 31 March 2019, pre-tax profit declined by 21.2% following lower construction revenue as well as an unrealised foreign exchange loss of RM9.7 million in relation to US Dollar denominated borrowings in the current year as compared to an unrealised foreign exchange gain of RM10.8 million in the preceding year.

Property development:
Current quarter revenue and pre-tax profit increased by 25.5% and 60.5% respectively compared to the previous year’s corresponding quarter.

Manufacturing and quarrying:
Current quarter revenue and pre-tax profit decreased by 2.8% and increased by 11.2% respectively compared to the previous year’s corresponding quarter with improved margins recorded by the piles and ready-mixed concrete sectors. Revenue and pre-tax profit for the year was lower by 16.2% and 28.5% respectively compared to the previous year’s corresponding period. These were mainly due to lower sales volumes and margins in the piles and quarrying sectors.

Plantation:
Revenue for the current year however decreased by 15.6% compared to the preceding year mainly due to lower commodity prices. The pretax loss of RM43.3 million for the year was mainly attributable to the lower commodity prices, compounded by the production cost pressure in the Malaysian operations and also the increase in young mature areas in the Indonesian operations incurring full plantation maintenance costs and overhead set against the start-up crop yield. The Division’s results were also affected by the net unrealised foreign exchange loss of RM25.8 million on the US Dollar denominated borrowings for the current year as compared to the unrealised foreign exchange loss of RM23.7 million in the preceding year.

Infrastructure:
The higher contributions from the Group’s local tolls and port concessions as well as toll concession investment in Argentina increased the Division’s pre-tax profit for the current quarter to RM171.4 million from a pre-tax loss of RM19.5 million recorded in the previous year’s corresponding quarter.

The Group’s pre-tax profit increased to RM331.6 million compared to RM177.3 million posted in the immediate preceding quarter mainly due to higher contributions from the Group’s Construction, Property Development, Plantation and Infrastructure divisions.

Prospects:
The local property market is expected to remain challenging although consumer sentiments have improved. The key issues of price affordability, the overhang of high priced properties, rising costs of living and tight financing arrangements will continue to have a dampening effect.

Given the competitive operating environment both domestically and overseas, the Group’s Industry division expects to maintain its performance in the coming financial year. The Group’s Plantation division expects a challenging year ahead due to the prevailing low commodity prices, volatile foreign exchange rates particularly that of the Indonesian Rupiah against the US Dollar as well as Japanese Yen and higher borrowing costs. Notwithstanding the recovery of crop production in the Malaysian operations as well as increased young mature areas in the Indonesian operations, the division continues to face cost pressures arising from the wage increases and higher costs of fertilisers and fuel. Given the constantly changing business environment, the Group expects the coming financial year to continue to be challenging.
--------------------------------------------------------------------------
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 RM1.40 (dividend RM0.015) in 10 months 28 days, total return is 97.9%

b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.42 in 6 months 24 days, total return is 77.5%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.34 (dividend RM0.04) in 12 months 9 days, total return is 73.6%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.62 (dividend RM0.1875) in 8 months 26 days, total return is 48.5%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.825 in 5 months 20 days, total return is 43.5%

f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.41 in 1 month 10 days, total return is 35.6%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 6 months 17 days, total return is 32.4%

h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.52 (dividend RM0.035) in 7 months 22 days, total return is 22.4%

i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 6 months 10 days, total return is 17.6%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.61 (dividends RM0.03) in 9 months 10 days, total return is 14.7%

k) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.75 (dividends RM0.063) in 9 months 3 days, total return is 14%

l) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.15 in 5 months 20 days, total return is 10.6%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.70 in 3 months 16 days, total return is 9.7%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.16 (dividends RM0.084) in 11 months 11 days, total return is 7.2%

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/2320845318182209 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/214582.jsp
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