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 [STRAITS INTER LOGISTICS BHD:Tumpuan Megah和Banle的持续增长,分别每年500万令吉和83万美元的税后保证,预计将进一步提高集团的收入和盈利能力]

随着集团不断建立包括燃油加油和石油产品贸易在内的可持续收入来源的战略,该集团在2019年第三季度的收入从2018年第三季度的6939万令吉增加了3倍多,增加了1亿5630万令吉至2亿2569万令吉。收入的大幅增长主要是由于合并了Tumpuan Megah Development Sdn Bhd(“ Tumpuan Megah”)的业绩。

集团在2019年第三季度的税前利润为291万令吉,而2018年第三季度的税前利润为128万令吉。2019年第三季度的税前利润与2018年第三季度相比增长了127.3%,是由于收入增长了225.3%,主要是由于大马海峡物流扩大了产品线,包括船用燃料油(“ MFO”)的扩展。

QoQ:
2019年第三季度,随着公司开始进行MFO加油和增加其加油业务,收入从上一季度的1.2522亿令吉增加了1.0047亿令吉或80.2%至2.2569亿令吉。石油和天然气行业的回暖继续为加油业务的需求做出积极贡献。本季度的PBT比上一季度减少31万令吉。

前景:
Tumpuan Megah和Banle的持续增长,分别每年500万令吉和83万美元的税后保证,预计将进一步提高集团的收入和盈利能力。该税后利润保证用于2019年12月31日和2020年12月31日的两个财政年度。随着集团业务基础设施和产品线的扩大,集团有望进一步利用好的中期前景。

此外,海峡通过其子公司Tumpuan Megah已于2019年6月26日与民都鲁港口有限公司(BPSB)签订了加油服务协议,合同期限为3年,从2019年8月1日开始。因此,通过在民都鲁港口范围内建立新的加油基地,使Tumpuan Megah能够扩大其在东马的加油业务。

于2019年10月1日,Tumpuan Megah与Lumut Maritime Terminal Sdn Bhd(「LMTSB」)订立了第二项加油服务协议,合约期为一(1)年,由2019年10月1日开始,并双方可选择续约不得超过一(1)年。通过与LMTSB签订此协议,Tumpuan Megah可以在Lumut建立加油业务基地,称为“ PIT-STOP BUNKER HUB @ LUMUT”,随后会将其加油业务和运营进一步扩展到马来西亚半岛西海岸。

为配合集团的业务战略进一步扩展其加油服务和MFO的供应,Straits Marine Fuels & Energy Sdn Bhd的全资子公司SMF Ixora Ltd于2019年9月12日签署了一份备忘录,以在当前财政年度获得第二艘船,即M.T. Poseidon(484万美元的购买价),与进一步扩大其加油服务和MFO的供应战略相一致。M.T. Poseidon现在是该集团船队中最大的单位,并自此更名为M.T. Ixora。

与马来西亚经济的稳步复苏和一些重大建筑项目的复苏相一致,建筑材料的需求和交付量的增加最终将导致对物流和运输服务的需求增加,该行业由海峡集团70.0%拥有的子公司海峡联盟运输有限公司(Straits Alliance Transport Sdn Bhd)运营。随着新船收购完成和新的业务活动,集团对2019年的展望仍然乐观。
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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 RM2.39 (dividend RM0.025) in 1 year 5 months 4 days, total return is 237.8%

b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.39 in 11 months 27 days, total return is 141.7%

c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 6 months 15 days, total return is 137.7%

d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.91 (adjusted)(dividend RM0.01) in 7 months 14 days, total return is 74.9%

e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.765 in 4 months 22 days, total return is 68.1%

f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.45 in 6 months 17 days, total return is 61.1%

g) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.20 (dividend RM0.015) in 1 Year 1 month, total return is 51.9%

h) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.29 (dividends RM0.113) in 1 Year 3 months 9 days, total return is 51.1%

i) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.33 (dividend RM0.018) in 1 Year 24 days, total return is 39.7%

j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.105) in 1 Year 1 month 29 days, total return is 38.2%

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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电话/Whatsapp : 011 - 15852043

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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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[STRAITS INTER LOGISTICS BHD: continued growth enjoyed by both Tumpuan Megah and Banle, which comes with a Profit After Tax Guarantee per annum of RM5.00 million and USD0.83 million respectively are expected to further enhance both the Group’s revenue and profitability]

As the Group’s strategy to continue building a sustainable revenue stream consisting of oil bunkering and trading in oil products takes place, it had more than tripled its revenue for the third quarter of 2019 by RM156.30 million to RM225.69 million, from RM69.39 million achieved in the third quarter of 2018. The substantial increase in revenue is mainly due to the consolidation of the results of Tumpuan Megah Development Sdn Bhd (“Tumpuan Megah”).

The Group recorded a profit before tax of RM2.91 million in the third quarter of 2019 as compared to RM1.28 million in third quarter of 2018. The 127.3% jump in profit before tax for the third quarter of 2019 as compared to the third quarter of 2018 was due to revenue improvement which increased by 225.3%, mainly contributed by the Group’s expansion of its product line to include the bunkering of Marine Fuel Oil (“MFO”).

QoQ:
For the third quarter of 2019, the revenue increased by RM100.47 million or 80.2% to RM225.69 million, from RM125.22 million achieved in the preceding quarter, as the Company commenced its MFO bunkering and increased its bunkering operation. The pick up in the oil and gas industry continued to contribute positively in demand for the bunkering business. PBT for the Group had recorded a decrease of RM0.31 million in the current quarter compared to the preceding quarter.

Prospects:
The continued growth enjoyed by both Tumpuan Megah and Banle, which comes with a Profit After Tax Guarantee per annum of RM5.00 million and USD0.83 million respectively are expected to further enhance both the Group’s revenue and profitability. This Profit After Tax Guarantee is for both financial year ending (“FYE”) 31 December 2019 and 31 December 2020. With this expanded Group business infrastructure and product line, the Group is further poised to exploit its positive mid-term prospects.

Furthermore, Straits has through its subsidiary, Tumpuan Megah, had on 26 June 2019 entered into a provision of bunkering services agreement with Bintulu Port Sdn Bhd (‘‘BPSB’’) for a contract period of three (3) years commencing from 1 August 2019. Hence, enabling Tumpuan Megah to enlarge its bunkering business in East Malaysia by establishing a new bunkering base within the port limits of Bintulu.

On 1 October 2019, Tumpuan Megah, had entered into a second provision of bunkering services agreement with Lumut Maritime Terminal Sdn Bhd (“LMTSB”) for a contract period of one (1) year commencing from 1 October 2019 with the option to renew for not more than one (1) year to be mutually agreed upon. By entering into this agreement with LMTSB, it enable Tumpuan Megah to establish a base in bunkering business in Lumut, known as “PIT-STOP BUNKER HUB @ LUMUT”, and subsequently further expanding its bunkering business and operation into the West Coast of Peninsular Malaysia.

In line with the Group’s business strategy to further expand its bunkering services and supply of MFO, it had on 12 September 2019, through SMF Ixora Ltd, a wholly-owned subsidiary of Straits Marine Fuels & Energy Sdn Bhd had entered a Memorandum of Agreement to acquire its second vessel in this current financial year, namely M.T. Poseidon for a purchase consideration of USD4.84 million which is in line with strategy to further expand its bunkering services and supply of MFO. M.T. Poseidon is now the largest unit in the Groups’ fleet of vessels and has since been renamed M.T. Ixora.

Consistent with the steady recovery of the Malaysia economy and revival of some major construction projects, the increase in demand and deliveries of construction materials will ultimately result in increase in the demand for logistics and transportation services, a sector in which Straits’ 70.0% owned subsidiary, Straits Alliance Transport Sdn Bhd operates in. With the completion of the new vessels acquisitions and new business activities, the Group’s outlook for 2019 continue to look 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.

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/2020-01-17-story-h1482813136.jsp



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