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 [FELDA GLOBAL VENTURES HOLDINGS BHD:在产量下降和2020年预算案中宣布实施B20计划提供的推动力的推动下,预计CPO价格将在本财政年度的剩余时间中保持有利]

这集团的收入较去年同期微跌1.3%至101亿令吉,而这集团在回顾财政期间的税前亏损为3亿9632万令吉,低于上一年的相应时期的8亿8479万令吉的亏损。

种植部门:
截至2019年9月30日的财政期间,种植部门报告的亏损为8,731万令吉,低于去年同期的8.7686亿令吉。在当前财政期间,合资企业亏损的份额降低有助于改善该部门的绩效。在运营方面,FFB产量为344万吨,比上年的306万吨增长了12.4%,每公顷产量为14.26吨。实现的OER从去年同期的20.41%增至20.63%。

糖业:
糖业部门亏损2亿7千600万令吉,相比上一个财政期间的7千147万令吉的利润,主要是由于毛利减少,回教条款的某些条款修改后产生的融资成本增加以及1.45亿令吉的机器损害的拨备。

物流及其他行业:
物流及其他部门的利润为2163万令吉,低于去年同期的5711万令吉。在当前财政期间,由于更高的吞吐量和处理率的提高,物流部门的贡献有所提高。

QoQ:
该集团的收入在本季度增长了8.2%,而该集团报告的税前亏损为3亿6297万令吉,而上一季度的亏损为5679万令吉。

种植部门:
种植部门录得7,304万令吉的亏损,高于上一季的5,410万令吉。本季度实现的平均毛棕榈油价格为每吨1,983令吉,而上一季度为每吨1,955令吉,从而抵消了部分亏损。

FFB产量从上一季度的115万吨增加到123万吨,而产量则从上一季度的4.76吨/公顷提高到5.12吨/公顷。本季度的OER达到20.91%,高于上一季度的20.22%。

糖业:
糖业部门录得2亿1千997万令吉的亏损,较上季的5千3百17万令吉的亏损增加,主要是由于平均售价降低,炼油成本增加,财务成本增加以及为机器的减值拨备了1.45亿令吉。

物流及其他行业:
物流及其他部门录得464万令吉的亏损,相比上一季度的4,314万令吉的利润,是由于本季度确认了2,800万令吉的应收账款减值。

前景:
集团的多管齐下的转型计划正步入正轨,第三季度的运营业绩显示持续改善。在产量下降和2020年预算案中宣布实施B20计划提供的推动力的推动下,预计CPO价格将在本财政年度的剩余时间中保持有利。印度尼西亚对B30的承诺也是降低CPO库存水平的积极因素。

食糖业务仍然受到高昂的原材料成本,精炼成本和财务费用的影响。但是,该集团正在最后确定解决这些问题的若干措施。这集团预计将继续涉足采购流程,这将节省大量资金。
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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 RM1.98 (dividend RM0.025) in 1 year 3 months 17 days, total return is 180.4%

b) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.945 in 3 months 4 days, total return is 107.7%

c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.14 in 10 months 9 days, total return is 98.3%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.45 (dividend RM0.04) in 1 year 4 months 28 days, total return is 87.4%

e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.42 (dividends RM0.083) in 1 Year 1 month 22 days, total return is 57.4%

f) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 in 11 months 13 days, total return is 51.3%

g) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.51 (dividend RM0.01) in 5 months 27 days, total return is 50.9%

h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 (dividend RM0.018) in 11 months 6 days, total return is 37.6%

i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.67 (dividend RM0.07) in 1 Year 11 days, total return is 37%

j) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.18 in 4 months 29 days, total return is 31.1%

k) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 (dividend RM0.22) in 1 Year 1 month 15 days, total return is 23.3%

l) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.28 in 5 months 27 days, total return is 23.1%

m) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.70 (dividend RM0.05) in 8 months 5 days, total return is 12.9%

n) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.36 (dividends RM0.111) in 1 Year 3 months 29 days, total return is 12.9%

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
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[FELDA GLOBAL VENTURES HOLDINGS BHD: CPO price is expected to be favourable for the rest of the financial year, driven by lower production and the impetus provided by the announcement of B20 implementation during Budget 2020]

The revenue of the Group declined marginally by 1.3% to RM10.10 billion compared to previous corresponding period while the Group reported a lower loss before zakat and taxation of RM396.32 million for the financial period under review compared to RM884.79 million losses in corresponding period of previous year.

Plantation Sector:
Plantation Sector reported a lower loss of RM87.31 million for the financial period ended 30 September 2019 compared to RM876.86 million in previous corresponding period. Lower share of loss from joint ventures in current financial period has helped to improve the Sector’s performance. Operationally, FFB production rose by 12.4% to 3.44 million mt compared to 3.06 million mt with a yield of 14.26 mt per hectare. OER achieved was higher at 20.63% from 20.41% in the previous corresponding period.

Sugar Sector:
Sugar Sector registered a loss of RM276.00 million compared to RM71.47 million profit in previous financial period mainly attributable to lower gross profit, higher finance cost incurred following the modification of certain terms in respect of its Islamic term loan and provision of RM145 million for the impairment of plant and machinery.

Logistic and Others Sector:
Logistic and Others Sector recorded a lower profit of RM21.63 million compared to RM57.11 million in previous corresponding period. Logistic division recorded an improved contribution due to higher throughput and increase in handling rate in current financial period.

QoQ:
The revenue of the Group reported a growth of 8.2% in current quarter while Group reported a loss before zakat and taxation of RM362.97 million compared to RM56.79 million losses in preceding quarter.

Plantation Sector:
The Plantation Sector recorded a higher loss of RM73.04 million compared to RM54.10 million losses in preceding quarter. The loss was partially offsetted by the higher average CPO price realised in current quarter of RM1,983 per mt compared to RM1,955 per mt in preceding quarter.

FFB production increased to 1.23 million mt from 1.15 million mt in the preceding quarter whilst yield improved to 5.12 mt per hectare from 4.76 mt per hectare in preceding quarter. OER was higher at 20.91% in the current quarter compared to 20.22% achieved in the preceding quarter.

Sugar Sector:
Sugar Sector reported a higher loss of RM219.97 million compared to RM53.17 million losses in preceding quarter mainly attributable to lower average selling price, higher refining cost, higher finance cost incurred and provision of RM145 million for the impairment of plant and machinery.

Logistics and Others Sector:
Logistic and Others Sector recorded a loss of RM4.64 million compared to RM43.14 million profit in preceding quarter due to recognition of impairment of receivables amounting to RM28 million in current quarter.

Prospects:
The Group’s multi-pronged transformation plan is on track with operational performance in the 3rd quarter showing sustained improvement. CPO price is expected to be favourable for the rest of the financial year, driven by lower production and the impetus provided by the announcement of B20 implementation during Budget 2020. Indonesia’s commitment to B30 is also a positive factor that will reduce stock levels of CPO.

The sugar business is still affected by high cost of raw material, refining cost and finance charges. However, the Group is finalising several measures to address these issues. The Group expects to continue making inroads into procurement processes that will translate into substantial savings.
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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
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