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 [MI TECHNOVATION BERHAD:已于第二季度迁入新落成的Bayan Lepas工厂,他们已开始为Mi Autobotics和Mi Components建造Batu Kawan工厂,目前已完成22%]

2Q19 vs 2Q18:
正齐科技本季度的税前利润(“PBT”)为1,738万令吉,超过了上一财政年度的季度1662万令吉。 PBT略微增加5%主要是由于制造效率和成本控制措施以及地域销售组合的变化导致本季度应付给外部销售代理的佣金减少。

YTD19 vs YTD18:
正齐科技于截至2019年6月30日止的本财政期间录得总收入7562万令吉及PBT为2428万令吉,收入减少14%但PBT增加4%。收入下降是半导体行业持续放缓的结果,而PBT的增加是由于运营效率和地域销售组合的变化导致应付给外部销售代理的佣金减少。

2Q19 vs 1Q19:
正齐科技于本季度录得收入4,613万令吉及PBT 1738万令吉,而上一季度则为2,948万令吉及690万令吉。收入和PBT分别增长了56%和152%。本季度取得更好的业绩主要是由于产生的销售收入增加,特别是来自东北亚地区,实现了一些运营效率以及马来西亚令吉兑美元贬值带来的外汇收益。

前景:
他们的主要客户需要制定资本支出决策,并且考虑到预测的最坏情况,客户需要继续前进。他们观察到其主要客户在2H2019的资本支出投资量有所改善,这将使他们有机会在2H2019或2020年初获得更好的业绩,这取决于结算和发货时间而导致的收入确认。

他们对这种情况持乐观态度,因为大多数客户已经考虑到贸易战引起的最坏情况。全球供应链的重组,特别是中国新的供应链生态系统,增加了活动,扩大了半导体设备市场。如果Mi Equipment能够参与这个生态系统,他将成为受益者之一。

他们的子公司Mi Equipment已于第二季度迁入新落成的Bayan Lepas工厂,他们已开始为Mi Autobotics和Mi Components建造Batu Kawan工厂,目前已完成22%。他们正在建立他们的集团基础设施,以赶上业界普遍预计将于2020年开始的扩张周期。
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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 RM1.65 (dividend RM0.015) in 1 year 11 days, total return is 132.9%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.51 (dividend RM0.04) in 1 year 1 month 20 day, total return is 95%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.28 in 8 months 7 days, total return is 60%

d) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.70 (dividend RM0.07) in 9 months 5 days, total return is 39.4%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.80 in 7 months 3 days, total return is 39.1%

f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.39 in 2 months 19 days, total return is 33.7%

g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.32 (dividend RM0.1875) in 10 months 9 days, total return is 32.7%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 7 months 29 days, total return is 31.4%

i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.96 (dividends RM0.063) in 10 months 16 days, total return is 27.2%

j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.56 (dividends RM0.04) in 10 months 21 days, total return is 11.9%

k) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.85 (dividend RM0.01) in 2 months 21 days, total return is 11.4%

l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.29 (dividends RM0.084) in 1 Year 24 days, total return is 10.5%

m) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.88 in 7 months 21 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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[MI TECHNOVATION BERHAD: Mi Equipment has moved into the newly completed Bayan Lepas facilities in the second quarter and they have commenced the construction of their Batu Kawan plant for Mi Autobotics and Mi Components which has currently reached 22% completion]

2Q19 vs 2Q18:
The Group’s profit before tax (“PBT”) of RM17.38 million for the current quarter exceeded the similar quarter of the last financial year of RM16.62 million. The slight increase of 5% in PBT was mainly due to manufacturing efficiency and cost control measures as well as change in geographical sales mix resulting in lower commission payable to external sales agents during the current quarter.

YTD19 vs YTD18:
The Group recorded a total revenue of RM75.62 million and PBT of RM24.28 million for the current financial period ended 30 June 2019, representing a 14% drop in revenue but a 4% increase in PBT. The decline in revenue was a result of continuing slowdown in semiconductor industry whereas the increase in PBT was due to operations efficiencies and change in geographical sales mix resulting in lower commission payable to external sales agent.

2Q19 vs 1Q19:
The Group posted a revenue of RM46.13 million and PBT of RM17.38 million for the current quarter under review, compared to RM29.48 million and RM6.90 million for the immediate preceding quarter. Both revenue and PBT have increased by 56% and 152% respectively. The better results in current quarter were mainly due to higher sales revenue generated, in particular from North East Asia region, some operations efficiencies achieved as well as foreign exchange gains resulting from depreciation of Ringgit Malaysia against US Dollar.

Prospects:
Capex decisions from their key customers need to be made and players will need to move ahead, taking into account the worst‐case scenarios forecasted. They observed improvements in the capex investment quantum of their key customers in 2H2019 which will give them the opportunity to register better performance in 2H2019 or otherwise early 2020, depending on revenue recognition due to timing of billing and shipment.

They are positive on the situation as the worst‐case scenario caused by the trade war has been taken into account by most of their customers. The restructuring of the global supply chain, especially the new supply chain eco‐system in China, has increased activities and expanded the market for semiconductor equipment. Mi Equipment will be one of the beneficiaries if they are able to participate in this eco‐system.

Their subsidiary, Mi Equipment has moved into the newly completed Bayan Lepas facilities in the second quarter and they have commenced the construction of their Batu Kawan plant for Mi Autobotics and Mi Components which has currently reached 22% completion. They are putting in place their group wide infrastructure to catch the upcycle which is widely anticipated to begin in 2020 by the industry.
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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.

https://klse.i3investor.com/blogs/general/221370.jsp

James Ng
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