[SIME DARBY PROPERTY BERHAD：截至2019年9月30日，未开票销售总额为16亿令吉；他们集团的重点仍然是价格在50万令吉以下的负担得起的物业和价格在50万至80万令吉之间的中档产品，这些产品的需求仍然强劲]
排除一次性交易外，本年度业绩增长352.2％，主要是由于Denai Alam，Elmina市，Bukit Raja城，Nilai Utama，Serenia市和Ara Damansara的Cantara Residences的销售和开发活动增加，部分被较低的Bandar Universiti Pagoh township的贡献所抵消。
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 RM2.42 (dividend RM0.025) in 1 year 6 months 9 days, total return is 242%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM2.15 (dividend RM0.04) in 1 year 7 months 20 days, total return is 175.5%
c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.54 in 1 year 1 month 1 day, total return is 167.8%
d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.04 (adjusted)(dividend RM0.01) in 8 months 19 days, total return is 142.5%
e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.80 in 5 months 27 days, total return is 75.8%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.37 (dividends RM0.113) in 1 Year 4 months 14 days, total return is 56.2%
g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.33 in 7 months 22 days, total return is 47.8%
h) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.33 (dividend RM0.018) in 1 Year 1 months 29 days, total return is 39.7%
i) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.10 (dividend RM0.015) in 1 Year 2 months 5 days, total return is 39.4%
j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.66 (dividend RM0.105) in 1 Year 3 months 3 days, total return is 39%
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[SIME DARBY PROPERTY BERHAD: As at 30 September 2019, total unbilled sales stood at RM1.6 billion; their Group’s focus remains on affordable properties priced below RM500,000 and mid-range products priced between RM500,000 to RM800,000 per unit where demand remains strong]
Revenue for the nine (9) months ended 30 September 2019 improved by 38.2% or RM633.9 million whilst the PBT and PATAMI surged by 207.4% and 354.5% to RM522.0 million and RM495.6 million respectively as compared to the corresponding period of the previous year. The one-off gains mainly derived from disposal of properties in Singapore amounting to RM208.8 million, which offset with additional provision of RM55.8 million on disposal obligations in relation to a property disposed in financial year 2017.
Property development segment registered a significant improvement in performance with 252.7% or RM214.9 million increased in contribution as compared to the corresponding period of the previous year. Current year’s results included gain on non-strategic land sale in Bukit Selarong, Kedah and compulsory land acquisitions of RM81.1 million and RM27.0 million respectively, offset with provision and
impairment totalling RM70.0 million.
Excluding these one-off, the 352.2% increased in current year performance was contributed mainly by higher sales and development activities in Denai Alam, City of Elmina, Bandar Bukit Raja, Nilai Utama, Serenia City and Cantara Residences in Ara Damansara partially offset by lower contribution from Bandar Universiti Pagoh township.
The Group’s share of losses from joint ventures and associates increased to RM35.4 million as compared to RM29.2 million in the corresponding period a year ago. This was due mainly to higher marketing expenses incurred by Battersea and lower share of profit from PJ Midtown.
Property investment segment registered lower profit of RM8.9 million as compared to RM47.0 million in the corresponding period of the previous year.
Leisure and hospitality:
Leisure and hospitality recorded lower loss of RM14.9 million as compared to RM23.2 million in the corresponding period of the previous year.
Group revenue for the current quarter was 1.8% lower than the preceding quarter. PBT and PATAMI of the Group for the current quarter are lower by 77.1% and 87.7% respectively. Results in the current and preceding quarter were impacted by additional provision for disposal obligations in relation to a property disposed in financial year 2017 of RM27.3 million and RM28.5 million respectively.
Contribution from property development declined by 71.0% to RM51.4 million as compared to the preceding quarter of RM176.8 million. The performance was impacted by impairment of receivable and unsold inventories of RM13.6 million and RM23.8 million respectively whilst in preceding quarter RM30.1 million was recorded in relation to provision and write off of property development expenditure. The share of losses from Battersea was higher at RM21.5 million as compared to a loss of RM8.3 million in the preceding quarter due to increase in sales and marketing expenses as sales and marketing efforts intensified.
Property investment segment registered lower profit of RM0.5 million as compared to RM1.8 million in the preceding quarter mainly due to an impairment of receivable of RM2.6 million in the current quarter.
Leisure and hospitality:
Leisure and hospitality incurred loss of RM6.3 million as compared to RM3.8 million in the preceding quarter. The higher loss recorded in the current quarter was due mainly to lower revenue registered by the leisure operating units.
During the period under review, the Group launched a total of 2,320 units with a combined gross development value (GDV) of RM1.4 billion. A series of successful marketing campaigns have yielded positive sales of new launches, on-going projects and completed inventories amounting to RM2.3 billion. As at 30 September 2019, total unbilled sales stood at RM1.6 billion. Their Group’s focus remains on affordable properties priced below RM500,000 and mid-range products priced between RM500,000 to RM800,000 per unit where demand remains strong.
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 email@example.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.