[EA TECHNIQUE (M) BHD：订单约为7.5953亿令吉，并有4.066亿令吉的延期；该公司最近已获得PETCO Trading Labuan Company Limited (“PTLCL”)的合同，提供长期的沿海船只服务。合约价值为2亿3912万令吉，不包括期权期]
YTD19 vs YTD18:
截至2019年9月30日的9个月，集团的税前利润为2437万令吉，较去年同期的1.0819亿令吉减少77％。减少的原因是，EPCIC项目成本在上一个相应时期内发生了逆转，这使PBT提升到了与当前累计9个月时期相比更高的水平。
3Q19 vs 3Q18：
截至2019年9月30日的三个月，集团的税前利润为690万令吉，相比去年同期的755万令吉，下降9％，原因是自Nautica Batu Pahat在船坞上以来，没有租船租赁。截至2019年9月30日的三个月，集团录得外汇净亏损262万令吉，而去年同期则为净亏损175万令吉。
3Q19 vs 2Q19：
截至2019年9月30日的三个月，集团的税前利润为690万令吉，较上一季度的834万令吉下降17％。减少的原因是因为Nautica Batu Pahat在船坞上，没有租船。
前景：
截至2019年9月30日，集团的订单约为7.5953亿令吉，并有4.066亿令吉的延期。该公司最近已获得PETCO Trading Labuan Company Limited (“PTLCL”)的合同，提供长期的沿海船只服务。合约价值为2亿3912万令吉，不包括期权期。该合同预计将于2020年底开始交付第一艘船。因此，预计它将为公司在截至2021年12月31日及之后的财政年度的收益和有形净资产带来积极的贡献。
EA科技还收到了PETRONAS Carigali Sdn Bhd（“ PCSB”）于2019年5月31日授予的临时使用油轮（TST）的授标信，其中包括用于Sepa Derisk和早期生产系统（ DEPS）项目（“合同”）的Station Keeping和Flexible Riser Tie-In。合同期限主要为十二（12）个月，可自到期日起六（6）个月延长，并由PCSB自行决定以商定的固定费率时间表再延长六（6）个月，并于2019年11月开始。该合同的主要阶段价值约为8418万令吉，包括动员和遣散费，预计将为公司的收益和净有形资产带来正面贡献。
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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 RM2.38 (dividend RM0.025) in 1 year 4 months 28 days, total return is 236.4%
b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.26 in 11 months 20 days, total return is 119.1%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.53 (dividend RM0.04) in 1 year 6 months 8 days, total return is 97.5%
d) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.77 in 4 months 15 days, total return is 69.2%
e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.76 (adjusted)(dividend RM0.01) in 7 months 7 days, total return is 65.9%
f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.49 in 6 months 10 days, total return is 65.6%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.31 (dividends RM0.113) in 1 Year 3 months 2 days, total return is 52.4%
h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.18 (dividend RM0.015) in 1 Year 24 days, total return is 49.4%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.105) in 1 Year 1 month 22 days, total return is 37.4%
j) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM5.01 (adjusted) (dividend RM0.13431) in 1 Year 5 months 10 days, total return is 30%
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
2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心
3月29日星期日：Hotel Sri Petaling, KL 3份点心
4月19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
2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru
3月28日星期六：Hotel Sri Petaling, KL
4月18日星期六：AG Hotel Penang, George Town
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
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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
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[EA TECHNIQUE (M) BHD: orderbook was approximately RM759.53 million with additional RM406.6 million for extension period; the Company has recently been awarded a contract by PETCO Trading Labuan Company Limited (“PTLCL”) for Provision of Long-term Charter Coastal Vessel Services. The contract value is approximately RM239.12 million, excluding the option period]
YTD19 vs YTD18:
The Group posted a profit before tax of RM24.37 million for the nine month period ended 30 September 2019, as compared to RM108.19 million in the previous corresponding period, a decrease of 77%. The decrease was due to reversal of EPCIC project costs in the previous corresponding period that lifted PBT to much higher level as compared to current cumulative nine month period.
3Q19 vs 3Q18:
The Group posted a profit before tax of RM6.9 million for the three month period ended 30 September 2019, as compared to RM7.55 million in the previous corresponding period, a decrease of 9% due to no charter hire from Nautica Batu Pahat since it is on drydock. The Group had recorded a net loss on foreign exchange of RM2.62 million for the three month period ended 30 September 2019 as compared to a net loss of RM1.75 million in the previous corresponding period.
3Q19 vs 2Q19:
The Group posted a profit before tax of RM6.9 million for the three month period ended 30 September 2019, as compared to RM8.34 million in the immediate preceding quarter, a decrease of 17%. The decrease was due to no charter hire from Nautica Batu Pahat since it is on drydock.
Prospects:
As at 30 September 2019, the Group’s orderbook was approximately RM759.53 million with additional RM406.6 million for extension period. The Company has recently been awarded a contract by PETCO Trading Labuan Company Limited (“PTLCL”) for Provision of Long-term Charter Coastal Vessel Services. The contract value is approximately RM239.12 million, excluding the option period. This contract is expected to commence by end of year 2020 with the delivery of the first vessel. Hence, it is expected to contribute positively to the earnings and net tangible assets of the Company for the financial year ending 31 December 2021 and beyond.
The Company has also received a Letter of Award dated 31 May 2019 from PETRONAS Carigali Sdn Bhd (“PCSB”) for the Provision of Temporary Storage Tanker (TST) including Station Keeping and Flexible Riser Tie-In for Sepat Derisk and Early Production System (DEPS) Project (“Contract”). The Contract duration will be for a primary period of twelve (12) months with extension options of six (6) months from expiry date and a further six(6) months upon PCSB’s discretion at an agreed fixed schedule of rates and shall commence in November 2019. The value of the Contract is approximately RM84.18 million for the primary period including mobilisation and demobilisation fees and is expected to contribute positively to the earnings and net tangible assets of the Company.
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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/2020-01-10-story-h1482097314.jsp
