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 [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]

截至2019年9月30日止的九(9)个月的收入增加38.2%或6.339亿令吉,而PBT和PATAMI则分别较去年同期增长207.4%和354.5%至5.22亿令吉和4.956亿令吉。一次性收益主要来自卖掉新加坡的产业,达2.088亿令吉,被2017财政年度卖掉产业的义务额外拨备5580万令吉所抵消。

物业发展:
房地产开发部门的业绩显着改善,贡献比去年同期增加了252.7%或2.149亿令吉。本年度的业绩包括在Bukit Selarong,吉打州的非战略性土地出售收益以及强制性的土地收购分别为8,110万令吉和2,700万令吉,并被拨备和减值总额达7,000万令吉所抵消。

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。

这集团应占合营企业及联营公司的亏损增加至3,540万令吉,而去年同期为2,920万令吉。这主要是由于Battersea的营销费用增加以及PJ Midtown的利润份额降低。

物业投资:
房地产投资部门的利润为890万令吉,低于上年同期的4,700万令吉。

休闲和款待:
休闲与招待的亏损则从去年同期的2,320万令吉减少至1,490万令吉。

QoQ:
本季度的集团收入比上一季度下降1.8%。本季度这集团的PBT和PATAMI分别降低了77.1%和87.7%。本季度和上一季度的业绩受到与2017财政年度出售产业有关的义务额外拨备的影响,分别为2730万令吉和2850万令吉。

物业发展:
房地产发展的贡献下降了71.0%,至5140万令吉,上一季度则为1亿7680万令吉。该表现受到应收帐款和未售存货减值的影响,分别为1,360万令吉和2,380万令吉,而上一季度则记录了3,010万令吉的有关拨备和注销的房地产开发开支。 Battersea的亏损份额较高,为2150万令吉,上一季度的亏损为830万令吉,这是由于随着销售和营销工作的加强,销售和营销费用增加了。

物业投资:
物业投资部门的盈利为50万令吉,较上个季度的180万令吉低,主要是由于本季度的应收账款减值260万令吉。

休闲和款待:
休闲与招待产生了630万令吉的亏损,上一季度则为380万令吉。本季度录得的亏损增加,主要是由于休闲经营单位的收入减少。

前景:
在回顾期间,集团共推出了2,320个单位,总发展价值(GDV)为14亿令吉。一系列成功的营销活动已使新产品,正在进行的项目和已完成的库存产生了积极的销售,总额达23亿令吉。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。
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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 RM2.42 (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%

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

3月21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

3月22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

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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[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:
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:
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.

QoQ:
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.

Property development:
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:
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.

Prospects:
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.
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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://www.facebook.com/jamesshareinvest/posts/2502834109983328
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