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 [EVERGREEN FIBREBOARD BHD:激烈竞争导致销量下降]

2Q19 vs 2Q18:
马来西亚部门:
截至2019年6月30日的季度,马来西亚部门的收入从去年同期的1.5784亿令吉减少15.3%或2414万令吉至1.337亿令吉。收入下降主要是由于尽管美元上涨导致平均售价提高,但来自该地区的激烈竞争导致销量下降。

本季度的税前亏损为377万令吉,而去年同期的税前利润为647万令吉。亏损主要是由于销售收入减少,由于销量减少导致运营成本增加以及本季度录得汇兑损失,而在上一年的相应季度有外汇收益为466万令吉。

泰国部门:
截至2019年6月30日的季度,泰国部门的收入从去年同期的1.1551亿令吉减少33.2%或3,835万令吉,至7,716万令吉。收入减少的主要原因是该地区的激烈竞争导致平均售价和销量下降。

本季度的税前亏损为630万令吉,而去年同期的税前利润为755万令吉。亏损主要是由于平均售价降低,原木成本增加以及销售量降低导致的运营成本增加所致。

其他部门:
本季度的税前利润为59万令吉,而去年同期的税前亏损为16万令吉。

合并:
截至2019年6月30日止的季度,集团的营业额从去年同期的2.8992亿令吉减少20%或5,799万令吉,至2.3193亿令吉。收入减少的主要原因是该地区的激烈竞争导致平均售价和销量下降。

本季度的税前亏损为948万令吉,而去年同期的税前利润则为1386万令吉。亏损主要是由于平均售价下降,原木成本上升(由于销量下降以及外汇损失)导致的利润下降所致,而相比上一季度同期有外汇收益。

YTD19 vs YTD18:
马来西亚部门:
在本年度迄今,马来西亚部门的收入减少了13.8%,至2亿7713万令吉,上年同期为3亿2165万令吉。收入减少的主要原因是该地区的激烈竞争导致平均售价和销量下降。

截至目前为止,本财年的税前亏损为880万令吉,而去年同期的税前利润为1,422万令吉。亏损主要是由于年初至今平均售价下降,经营成本上升(由于销量减少和外汇收益减少)导致利润率下降。

泰国部门:
截至目前为止,泰国部门的营业额为1亿6100万令吉,较去年同期的1亿9383万令吉减少16.9%或3283万令吉。收入减少的主要原因是销量下降和平均售价下降。

截至目前为止,本财年的税前亏损为1065万令吉,而去年同期的税前利润为1141万令吉。亏损主要是由于较低的平均售价,较高的原木成本以及较高的运营成本(由于销量下降)导致利润降低。

其他部门:
截至目前为止,本财年的税前亏损为17万令吉,而去年同期的税前利润则为180万令吉。亏损主要是由于平均售价降低导致利润率下降。

税前合并利润:
截至目前为止,长青纤维板的收入减少了13.8%或7,644万令吉,至4亿7765万令吉,相比去年同期的5亿5409万令吉。收入减少的主要原因是该地区的激烈竞争导致平均售价和销量下降。

截至目前为止,本财年的税前亏损为1,962万令吉,而去年同期的税前利润则为2,743万令吉。亏损主要是由于较低的平均售价和较低的销售量导致较高的运营成本而导致利润率下降。

2Q19 vs 1Q19:
本季收入减少了5.6%或1,379万令吉,至2亿3193万令吉,相比上一季度的2亿4572万令吉。收入下降的主要原因是尽管平均售价较高,但销量下降。

前景:
面板市场仍然竞争激烈,相邻国家/地区的产能不断增加。展望未来,长青纤维板相信前景会更好。
-----------------------------
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 RM1.88 (dividend RM0.025) in 1 year 2 months 13 days, total return is 166.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.87 in 1 month 29 days, total return is 91.2%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.42 (dividend RM0.04) in 1 year 3 months 23 days, total return is 83.6%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.94 in 9 months 5 days, total return is 63.5%

e) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.27 in 10 months 9 days, total return is 58.8%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18 (dividends RM0.083) in 1 Year 18 days, total return is 42.3%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.35 (dividend RM0.018) in 10 months 2 days, total return is 41.8%

h) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.31 (dividend RM0.01) in 4 months 22 days, total return is 38.9%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 11 months 7 days, total return is 37%

j) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.25 (dividend RM0.22) in 1 Year 11 days, total return is 30.7%

k) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.31 in 4 months 22 days, total return is 26%

l) DESTINI (DESTINI BHD), recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.23 in 1 months 1 day, total return is 15%

m) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.20 (dividends RM0.111) in 1 Year 2 months 25 days, total return is 8.9%

n) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.51 (dividends RM0.04) in 1 Year 25 days, total return is 8.4%

o) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.51 (dividends RM0.0225) in 1 Year 1 month 2 days, total return is 7.6%

p) GTRONIC (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.16 (dividends RM0.08) in 1 Year 3 months 17 days, total return is 3.2%

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。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

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

12月29日星期日:Hotel Sri Petaling, KL 3份点心

2020年2月22日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

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

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

12月28日星期六:Hotel Sri Petaling, KL

2020年2月23日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

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

12月27日星期五:Hotel Sri Petaling, KL 3份点心

2020年2月21日星期五:Silka Johor Bahru Hotel, Johor Bahru 7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
-----------------------------------------
[EVERGREEN FIBREBOARD BHD: lower sales volume as a result of severe competition from the region]

2Q19 vs 2Q18:
Malaysia segment:
The Malaysia segment’s revenue for the quarter ended 30 June 2019 decreased by 15.3% or RM24.14 million to RM133.7 million from RM157.84 million recorded in the preceding year corresponding quarter. The decrease in revenue was mainly due to lower of sales volume as a result of severe competition from the region despite of higher average selling price as a result of strengthening of US Dollar.

Loss before tax was reported at RM3.77 million for the current quarter, compared to profit before tax of RM6.47 million recorded in the corresponding quarter of the preceding year. The loss was mainly resulted from lower sales revenue, higher operational cost due to lower sales volume couple with foreign exchange loss being recorded in the current quarter compared to foreign exchange gain of RM4.66 million being recorded in the corresponding quarter of the preceding year.

Thailand segment:
The Thailand segment’s revenue for the quarter ended 30 June 2019 decreased by 33.2% or RM38.35 million to RM77.16 million from RM115.51 million recorded in the preceding year corresponding quarter. The decrease in revenue was mainly due to the lower average selling prices and sales volume as a result of severe competition from the region.

Loss before tax was reported at RM6.3 million for the current quarter, compared to a profit before tax of RM7.55 million recorded in the corresponding quarter of the preceding year. The loss was mainly due to lower margin resulted from lower average selling prices , higher cost of log couple with higher operational cost which is due to lower sales volume.

Others segment:
Profit before tax was reported at RM0.59 million for the current quarter compared to loss before tax of RM0.16 million recorded in the corresponding quarter of the preceding year.

Consolidated:
The Group’s revenue for the quarter ended 30 June 2019 decreased by 20% or RM57.99 million to RM231.93 million from RM289.92 million recorded in the preceding year corresponding quarter. The decrease in revenue was mainly due to the lower average selling prices and sales volume as a result of severe competition from the region.

Loss before tax was reported at RM9.48 million for the current quarter, compared to profit before tax of RM13.86 million recorded in the corresponding quarter of the preceding year. The loss was mainly due to lower margin resulted from lower average selling prices, higher log cost, higher operational cost which is due to lower sales volume as well as foreign exchange loss being recorded in the current quarter compared to foreign exchange gain being recorded in the corresponding quarter of the preceding year.

YTD19 vs YTD18:
Malaysia segment:
For the current year to date, the Malaysia segment’s revenue has decreased by 13.8% to RM277.13 million, as compared to the revenue of RM321.65 million for the corresponding period last year. The decrease in revenue was mainly due to the lower average selling prices and sales volume as a result of severe competition from the region.

Loss before tax was reported at RM8.8 million for the current year to date , as compared to a profit before tax of RM14.22 million recorded in the corresponding period last year. The loss was mainly due to lower profit margin resulted from lower average selling price, higher operational cost which is due to lower sales volume and lower foreign exchange gain being recorded in the current year to date.

Thailand segment:
For the current year to date, the Thailand segment’s revenue was RM161 million, with a decrease of 16.9% or RM32.83 million, as compared to the revenue of RM193.83 million for the corresponding period last year. The decrease in revenue was mainly due to lower sales volume and average selling price.

For the current year to date, loss before tax was reported at RM10.65 million, as compared to a profit before tax of RM11.41 million recorded in the corresponding period last year. The loss was mainly due to lower margin resulted from lower average selling prices, higher cost of log and higher operational cost which is due to lower sales volume.

Others Segment:
Loss before tax was reported at RM0.17 million for the current year to date, as compared to a profit before tax of RM1.8 million recorded in the corresponding period last year. The loss was mainly due to lower margin resulted from lower average selling price.

Consolidated profit before tax:
For the current year to date, the Group’s revenue has decreased by 13.8% or RM76.44 million to RM477.65 million, as compared to RM554.09 million for the corresponding period last year. The decrease in revenue was mainly due to the lower average selling prices and sales volume as a result of severe competition from the region.

Loss before tax was reported at RM19.62 million for the current year to date, as compared to a profit before tax of RM27.43 million recorded in the corresponding period last year. The loss was mainly due to lower margin resulted from lower average selling prices and higher operational cost which is due to lower sales volume.

2Q19 vs 1Q19:
The current quarter revenue decreased by 5.6% or RM13.79 million to RM231.93 million, as compared to RM245.72 million recorded in the preceding quarter. The decrease in revenue was mainly due to lower sales volumes despite of higher average selling prices.

Prospects:
The panel board market remains competitive with continued additional capacities coming online in neighbouring countries. Moving forward, the Group believes prospect will be better.
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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/232227.jsp

James Ng
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