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 [S P SETIA BHD:在46个正在进行的项目的基础上,剩余8,984英亩的有效土地储备,潜在总GDV为1438.2亿令吉,前景展望仍然乐观,截至2019年9月30日的未开账单销售总额为105.2亿令吉]

3Q19 vs 3Q18:
物业发展:
该集团的房地产开发部门在2019年第三季度实现收入8.657亿令吉,税前利润为1.809亿令吉。2019年第三季度的收入略低于去年同期。

施工:
建设利润对实达集团而言并不重要,因为它们是土地和开发权交换安排的一部分。

其他操作:
来自其他业务的收入主要来自于木材制造,贸易活动以及投资物业的运营,例如办公大楼,零售商场和会议中心。

YTD19 vs YTD18:
物业发展:
剔除一次性的公允价值收益,相比2018财年同期相同的9个月期间,房地产开发部门的PBT提高15%。

施工:
建设利润对实达集团而言并不重要,因为它们是土地和开发权交换安排的一部分。

其他操作:
来自其他业务的收入主要来自于木材制造,贸易活动以及投资物业的运营,例如办公大楼,零售商场和会议中心。

3Q19 vs 2Q19:
扣除土地出售收益,2019年第三季度的PBT比2019年第二季度的PBT提高7%。

前景:
全球地缘政治问题继续给全球前景带来不确定性,并拖累房地产板块。因此,“观望”态度持续存在,因为购买者仍对购买大件商品持保留态度。 2020年财政预算案采纳了一些对房地产业有利的措施,包括将外国买家购买高层房地产的价格门槛降低至60万令吉,以及30亿令吉的政府担保,以提供至多100亿令吉的Rent-to-Own融资计划。

鉴于计划推出的项目的多面性,对HOC做出的令人鼓舞的反应以及为促进房屋所有权而推出的举措,集团仍保持积极态度,并将努力实现45.5亿令吉的销售目标。在46个正在进行的项目的基础上,剩余8,984英亩的有效土地储备,潜在总GDV为1438.2亿令吉,前景展望仍然乐观,截至2019年9月30日的未开账单销售总额为105.2亿令吉。
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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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[S P SETIA BHD: Anchored by 46 ongoing projects with 8,984 acres of effective land banks remaining and potential GDV of RM143.82 billion, prospects going forward remain positive with total unbilled sales of RM10.52 billion as at 30 September 2019]

3Q19 vs 3Q18:
Property Development:
The Group’s property development segment achieved revenue of RM865.7 million and PBT of RM180.9 million in Q3 2019. Q3 2019 revenue is slightly lower than the same quarter in the preceding year.

Construction:
The construction profit is not significant to the Group as they are carried out as part of land and development right exchange arrangement.

Other Operations:
Revenue from other operations mainly contributed by wood-based manufacturing, trading activities, and the operation of investment properties such as office towers, retail malls and convention centres.

YTD19 vs YTD18:
Property Development:
Excluding the one-off fair value gain, the property development segment’s PBT is better by 15% compared to the segment’s PBT for the same 9 months period in FY2018.

Construction:
The construction profit is not significant to the Group as they are carried out as part of land and development right exchange arrangement.

Other Operations:
Revenue from other operations mainly contributed by wood-based manufacturing, trading activities, and the operation of investment properties such as office towers, retail malls and convention centres.

3Q19 vs 2Q19:
Excluding the gain from land sale, the PBT for Q3 2019 is 7% better than that achieved for Q2 2019.

Prospects:
Global geopolitical issues continue to cast uncertainties to global outlook and weighed down on the property sector. Consequently, the “wait-and-see” attitude lingers on as purchasers are still having reservation on purchasing big ticket items. The Budget 2020 incorporated some measures positive to the property sector, including the proposed reduction of price threshold for foreign purchasers for high rise properties to RM600,000 as well as RM3 billion government guarantee for up to RM10 billion Rent-to-Own financing schemes.

Given the versatility of the planned launches, the encouraging response to the HOC and initiatives introduced to promote home ownerships, the Group remains positive and will work towards achieving the sales target of RM4.55 billion. Anchored by 46 ongoing projects with 8,984 acres of effective land banks remaining and potential GDV of RM143.82 billion, prospects going forward remain positive with total unbilled sales of RM10.52 billion as at 30 September 2019.
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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/2020-02-24-story-h1483916329.jsp
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