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 [JAKS (4723) 捷硕资源JAKS RESOURCES BHD:越南EPC建筑工程确认的收入较高,为2.264亿令吉,因为工程量较高] - James的股票投资James Share Investing

截至2019年6月30日止的本季度,捷硕实现收入3.154亿令吉,较去年同期的1.7亿令吉增加约86%。该增加主要是由于建筑部门的越南EPC建筑工程确认的收入较高,为2.264亿令吉,因为工程量较高,而上一年度相应季度则为6,350万令吉。

捷硕本季度收入的主要贡献来自建筑部门,收入为3.168亿令吉。随着收入整体上升,捷硕于本年度第二季度录得较高的税前利润2,440万令吉,而去年同期则录得600万令吉。

建筑部门在本季度录得的税前利润为5,340万令吉,而去年同期则为1,750万令吉。所取得的较高利润主要归功于越南EPC建筑工程取得的更高进度和利润。

物业发展及投资部门于这季度录得较高的税前亏损2680万令吉,而二零一八年第二季的税前亏损则为1020万令吉。投资控股及其他部门本季度的税前亏损为210万令吉,而去年同期的税前亏损为130万令吉,主要是由于提供了额外的法律费用。

QoQ:
捷硕本季度实现收入3.154亿令吉,较截至2019年3月31日止的前一季度收入2.978亿令吉增加6%。相应地,捷硕第二季度录得较高的税前利润2,440万令吉,相比截至2019年3月31日止的上一季度为2280万令吉。

本季度税前利润较高的主要原因是越南EPC建筑工程的利润为5430万令吉,但受房地产开发投资部门亏损拖累,房地产开发的延迟,本年度第二季度提供的LAD较高。

前景:
建筑部门将继续成为2019财政年度下半年的主要贡献者,因为越南EPC的建筑工程预计将符合预定的工作计划,并将继续为捷硕带来积极的贡献,直至完工。对于物业发展及投资部门而言,部分已发展物业的交付延迟导致LAD费用开支,捷硕将尽快完成物业发展项目。董事会将保持警惕,并继续在捷硕业务的运作和管理中谨慎。
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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 RM1.66 (dividend RM0.015) in 1 year 10 days, total return is 134.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.50 (dividend RM0.04) in 1 year 1 month 19 day, total return is 93.7%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.22 in 8 months 6 days, total return is 52.5%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.815 in 7 months 2 days, total return is 41.7%

e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.39 (dividend RM0.1875) in 10 months 8 days, total return is 36.4%

f) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.07) in 9 months 4 days, total return is 36.2%

g) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.40 in 2 months 18 days, total return is 34.6%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.27 (dividend RM0.008) in 7 months 28 days, total return is 32.4%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.95 (dividends RM0.063) in 10 months 15 days, total return is 26.6%

j) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.39 (dividends RM0.084) in 1 Year 23 days, total return is 13%

k) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.56 (dividends RM0.04) in 10 months 20 days, total return is 11.9%

l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.90 in 7 months 20 days, total return is 5.9%

m) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.49 (dividend RM0.0225) in 10 months 30 days, total return is 3.5%

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页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

9月8日星期日:Hotel Sri Petaling, KL 3份点心

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月22日星期日:AG Hotel Penang, George Town 2份点心

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

9月7日星期六:Hotel Sri Petaling, KL

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

12月21日星期六:AG Hotel Penang, George Town

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

9月6日星期五:Hotel Sri Petaling, KL 3份点心

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

12月20日星期五:AG Hotel Penang, George Town 2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

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:jamesnginvest

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
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[JAKS RESOURCES BHD: higher amount of revenue recognised from the Vietnam EPC construction works in the Construction division of RM226.4 million as compared to RM63.5 million achieved in the preceding year’s corresponding quarter following the higher amount of works done]

The Group achieved revenue of RM315.4 million for the current quarter ended 30 June 2019, an increase of approximately 86% from the previous year’s corresponding quarter of RM170.0 million. The increase was mainly attributable to the higher amount of revenue recognised from the Vietnam EPC construction works in the Construction division of RM226.4 million as compared to RM63.5 million achieved in the preceding year’s corresponding quarter following the higher amount of works done.

The main contributor to the Group’s revenue for the current quarter was from the Construction division with revenue of RM316.8 million. With an overall higher revenue achieved, the Group recorded a higher profit before tax of RM24.4 million in the current year’s second quarter as compared to RM6.0 million achieved in the preceding year’s comparative quarter.

The Construction division recorded a profit before tax of RM53.4 million in the quarter under review as compared to RM17.5 million achieved in the preceding year’s corresponding quarter. The higher profit achieved was mainly attributed by the higher progress billings and profit recognised from the Vietnam EPC construction works.

The Property Development & Investment division recorded a higher loss before tax of RM26.8 million in the quarter under review as compared to a loss before tax of RM10.2 million in the second quarter of 2018. The Investment Holding & Others division recorded a higher loss before tax of RM2.1 million in the current quarter under review as compared to a loss before tax of RM1.3 million incurred in the preceding year’s corresponding quarter mainly due to the additional legal cost provided.

QoQ:
The Group achieved RM315.4 million revenue for the current quarter, an increase of 6% from the revenue of RM297.8 million in the preceding quarter ended 31 March 2019. Correspondingly, the Group recorded a higher profit before tax of RM24.4 million in the second quarter as compared to RM22.8 million achieved in the preceding quarter ended 31 March 2019.

The higher profit before tax in the current quarter was derived mainly from the profit of the Vietnam EPC construction works of RM54.3 million but dragged down by the losses in the Property Development & Investment division with delay in the progress of recognition in property development and higher LAD provided in the current year second quarter.

Prospects:
The Construction division will continue to be the main contributor in the second half of the financial year 2019 as construction works for Vietnam EPC is expected to meet the scheduled work plan and will continue to deliver positively to the Group until its completion. For the Property Development and Investment division, delivery of some of the developed properties have been delayed resulting in the expensing of LAD charges and the Group will work to complete the property development project as soon as possible. The Board will remain vigilant and continue to exercise due care and prudence in the running and administration of the Group’s business.
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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.

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/221046.jsp
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