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 [INARI AMERTRON BHD:可以期待在2020财年,现有产品和新产品的销量将增加]

4Q19 vs 4Q18:
这集团的税前利润由8140万令吉减少39.5%至4,930万令吉,而税后利润则由截至2018年6月30日止的相应季度的6,690万令吉减少42.7%至3,830万令吉。

4Q19 vs 3Q19:
这集团本季度的收入为2.707亿令吉,较上一季度录得的收入2.563亿令吉高出5.6%,主要是由于季度销量增加所致。集团的税前利润从4260万令吉增加15.7%至4,930万令吉,而税后利润从上一季度的3,880万令吉减少1.1%至3,830万令吉。税前利润增加主要是由于与前一季度相比有利的外汇汇率。

YTD19 vs YTD18:
这集团的税前利润由2.955亿令吉减少26.8%至2.162亿令吉,税后利润由去年同期的2.601亿令吉减少26.1%至1.923亿令吉,主要是由于本财政年度的工厂产出需求减少,产品组合变化和折旧成本上升,以及前一年相应财政期间的税后利润增加也归因于51%拥有的子公司的卖掉资产收益2,370万令吉。

前景:
国际货币基金组织(IMF)在其2019年7月的“世界经济展望”(“WEO”)更新报告中称,全球增长预计将从2018年的3.6%降至2019年的3.2%,并在2020年提升至3.5%。2019年在一个弱势的基础上开始实施,预计将在下半年出现回升。

对于2020年,WSTS在他们最新的2019年春季报告中预测半导体销售额将随着整体市场增长5.4%而增长。在本季度审查中,他们的无线电频率(“RF”)部门录得增长表现,而光电子部门在某些产品线上录得平稳或中度下跌的表现,而这集团的新产品数量略有增加。

由于5G型号和服务配套的更广泛可用性,智能手机的销售额预计将在2020年增长2.8%。由于新手机中更高的芯片复杂性,将会推动其RF部门的持续增长。展望未来,根据这集团目前客户预测的指引,预计这集团FY2020上半年的业务将有所改善。如果没有发生重大影响,这集团可以期待在2020财年,现有产品和新产品的销量将增加。
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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 RM1.56 (dividend RM0.015) in 1 year 18 days, total return is 120.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.42 (dividend RM0.04) in 1 year 1 month 27 day, total return is 83.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.23 in 8 months 14 days, total return is 53.8%

d) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 9 months 12 days, total return is 37%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.04 (dividends RM0.063) in 10 months 23 days, total return is 32.3%

f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.37 in 2 months 26 days, total return is 31.7%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 7 months 10 days, total return is 31.3%

h) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.28 (dividend RM0.1875) in 10 months 16 days, total return is 30.6%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 8 months 7 days, total return is 30.4%

j) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM1.91 (dividend RM0.01) in 2 months 28 days, total return is 15%

k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.40 (dividends RM0.084) in 1 Year 1 month 1 day, total return is 13.2%

l) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.56 (dividends RM0.04) in 10 months 28 days, total return is 11.9%

m) PMETAL (PRESS METAL ALUMINIUM HOLDINGS BHD), recommended on 26 Aug 18, initial price was RM4.78, rose to RM4.92 (dividends RM0.0625) in 1 Year 4 days, total return is 4.2%

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页面与我联系。

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9月8日星期日:Hotel Sri Petaling, KL 3份点心

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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

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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
--------------------------------
[INARI AMERTRON BHD: the Group can look forward to higher volumes for their existing and new products for FY2020]

4Q19 vs 4Q18:
The Group’s profit before tax decreased by 39.5% to RM49.3 million from RM81.4 million and profit after tax decreased by 42.7% to RM38.3 million from RM66.9 million compared to the corresponding quarter ended 30 June 2018.

4Q19 vs 3Q19:
The Group’s revenue for the current quarter of RM270.7 million was 5.6% higher as compared to the revenue registered in the immediate preceding quarter of RM256.3 million which was primarily due to higher volume loading quarter-on-quarter. The increased in Group’s profit before tax by 15.7% to RM49.3 million from RM42.6 million while profit after tax decreased by 1.1% to RM38.3 million from RM38.8 million in the immediate preceding quarter. The increase in profit before tax was mainly due to favourable foreign exchange rates compared to the immediate preceding quarter.

YTD19 vs YTD18:
The Group’s profit before tax decreased by 26.8% to RM216.2 million from RM295.5 million and profit after tax decreased by 26.1% to RM192.3 million from RM260.1 million in the preceding year corresponding financial period are mainly due to decrease in demand of their factory output, changes in product mix and higher depreciation cost in the current financial year to date, as well as the higher profit after tax in the preceding year corresponding financial period was also attributed by gain on disposal of assets by a 51% owned subsidiary of RM23.7 million.

Prospects:
The International Monetary Fund (IMF) in its July 2019 World Economic Outlook (“WEO”) update reported that global growth is projected to slow from 3.6% in 2018 to 3.2% in 2019, improving to 3.5% in 2020. While 2019 started out on a weak footing, a pickup is expected in the second half of the year.

For 2020, WSTS in their latest Spring 2019 report, semiconductor sales are forecasted to grow with the overall market up 5.4%. During the current quarter under review, their Radio Frequency (“RF”) division registered a growth performance while optoelectronics division registered a flat or moderate declined performance in certain product lines, and the Group’s new products show modest increase in volumes.

The smartphone sales is expected to grow 2.8% in 2020, driven by broader availability of 5G models and service packages. They look forward to continued growth in their RF division driven by higher chip complexity in the new phones. Looking forward, using guidance from the Group’s current customer forecasts, the business for first half of FY2020 is expected to improve for the Group. In the event no major fallouts happens, the Group can look forward to higher volumes for their existing and new products for FY2020.
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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/222740.jsp
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