[STRAITS (0080) 大马海峡物流STRAITS INTER LOGISTICS BHD：收购Tumpuan Megah后的年末（“FYE”）2019年12月31日和2020年12月31日的财务总保证税后利润为1000万令吉] - James的股票投资James Share Investing
根据集团建立可持续收入来源的计划，包括石油加油和石油产品贸易，它已成功将2019年第一季度的收入从3,644万令吉增加7,232万令吉至1.0876亿令吉。收入大幅增长主要是由于其拥有55.0％股权的子公司Tumpuan Megah Development Sdn Bhd（“Tumpuan Megah”）的业绩合并所致。
2019年第一季度，集团实现税前利润为258万令吉，而2018年第一季度则为58万令吉。与2018年第一季度相比，2019年第一季度的税前利润增长了346.6％，因为收入和毛利率改善分别增加了198.4％和66.4％，以及新收购的38.0％联营公司Banle Energy International Ltd（“Banle”）的利润贡献。
2019年第一季度，收入从上一季度的1.0576亿令吉增加了299万令吉或2.8％至1.0876亿令吉。大马海峡物流的PBT与上一季度相比，本季度增加了93万令吉。与上一季度相比，2019年第一季度税前利润增长56.0％，主要是由于毛利率改善增长了38.3％，以及新收购的38％联营公司Banle的利润贡献。
前景：
这集团于28 September 2018完成收购Tumpuan Megah的55.0％股权及于二零一九年二月二十二日收购Banle的38.0％股权。收购Tumpuan Megah后的年末（“FYE”）2019年12月31日和2020年12月31日的财务总保证税后利润为1000万令吉。至于Banle的收购，它为2019年12月31日和2020年12月31日的FYE提供了165万美元的保证税后利润。
根据这集团为现有及潜在客户提供增值运输及物流服务的策略，以及在物流服务内创造多元化产品，这公司于2018年8月30日成立一间附属公司，即Straits Alliance Transport Sdn Bhd（“SAT”）开展内陆运输和物流业务，这是一项陆上物流服务，主要通过卡车提供陆路运输服务。
这公司于二零一九年四月二十三日在新加坡注册成立51.0％附属公司Straits Marine Services Pte Ltd（「SMS」），为这集团的船队提供内部船舶及海事管理服务，现已外包至外部公司。管理层认为，在这集团执行董事Tony船长的直接监督下成立自己的船舶管理服务部门更为有利，他可以监督并确保船舶维护良好且维护和管理保持成本维持在非常有竞争力的水平。
此外，于二零一九年五月六日，这集团与Elsa Energy Sdn Bhd（「Elsa」）订立Heads of Agreement（「HOA」），以促进谈判及合作，以及探索Straits与Elsa之间潜在的收购机会。随着收购和新业务设置的完成，集团对2019年的展望是积极的。
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Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.58 (dividend RM0.015) in 1 year 4 days, total return is 123.1%
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f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.39 in 2 months 12 days, total return is 33.7%
g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.23 (dividend RM0.008) in 7 months 22 days, total return is 28.3%
h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 6 months 25 days, total return is 27.8%
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l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.89 in 7 months 14 days, total return is 4.7%
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 24 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。
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3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
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James Ng
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[STRAITS INTER LOGISTICS BHD: acquisition of Tumpuan Megah comes with an aggregate profit after tax guarantee of RM10.00 million for the financial year ending (“FYE”) 31 December 2019 and 31 December 2020]
In line with the Group’s plan to build sustainable revenue stream consisting of oil bunkering and trading in oil products, it has managed to increase its revenue for the first quarter of 2019 by RM72.32 million to RM108.76 million, from RM36.44 million achieved in the first quarter of 2018. The substantial jump in revenue is mainly due to the consolidation of the results of its 55.0% owned subsidiary, Tumpuan Megah Development Sdn Bhd (“Tumpuan Megah”).
The Group achieved a profit before tax of RM2.58 million in the first quarter of 2019 as compared to RM0.58 million in first quarter of 2018. The 346.6% jump in profit before tax for the first quarter of 2019 as compared to the first quarter of 2018 was attributable to both the revenue and gross profit margin improvement which increased by 198.4% and 66.4% respectively, and profit contribution from its newly acquired 38.0% associate, Banle Energy International Ltd (“Banle”).
For the first quarter of 2019, the revenue increased by RM2.99 million or 2.8% to RM108.76 million, from RM105.76 million achieved in the preceding quarter. PBT for the Group recorded an increase of RM0.93 million in the current quarter compared to the preceding quarter. The 56.0% jump in profit before tax for the first quarter of 2019 as compared to the preceding quarter was attributable to the gross profit margin improvement which increased by 38.3%, and profit contribution from its newly acquired 38% associate, Banle.
Prospects:
The Group completed the acquisition of 55.0% equity interest in Tumpuan Megah on 28 September 2018 and 38.0% equity interest in Banle on 22 February 2019. The acquisition of Tumpuan Megah comes with an aggregate profit after tax guarantee of RM10.00 million for the financial year ending (“FYE”) 31 December 2019 and 31 December 2020. As for the acquisition of Banle, it comes with an aggerate profit after tax guarantee of USD1.65 million for the FYE 31 December 2019 and FYE 31 December 2020.
Consistent with the Group’s strategy to provide value added transportation and logistics services to the existing and potential customers, as well as creating diversity in its product offerings within the logistics services, the Company had on 30 August 2018, incorporated a subsidiary company, namely Straits Alliance Transport Sdn Bhd (“SAT”) to carry out inland transportation and logistics business, which is in the onshore logistics services to provide transportation services by land, mainly through trucks and / or lorries.
The Company had on 23 April 2019, incorporated a 51.0% subsidiary known as Straits Marine Services Pte Ltd (“SMS”) in Singapore to provide in-house vessel and marine management services to the Group’s fleet of vessels, which is now outsourced to external parties. The Management is of the opinion that it would be more beneficial to set up its own ship management services division under the direct supervision of Captain Tony, the Executive Director of The Group, who can oversee and ensure the vessels are well maintained and the cost of maintenance and management is kept at a very competitive level.
Besides, on 6 May 2019, the Group had entered into a Heads of Agreement (“HOA”) with Elsa Energy Sdn Bhd (“Elsa”) to facilitate negotiations and collaborations as well as to explore potential acquisition opportunities between Straits and Elsa. With the completion of the acquisitions and new business setups, the Group’s outlook for 2019 is positive.
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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.
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James Ng
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