Type something and hit enter

On

[VS (6963) 威城 V.S INDUSTRY BHD:主要客户的销售订单减少] - James的股票投资James Share Investing

在本季度,税前盈利下跌11.9%或590万令吉,至4350万令吉。在6个月的时间里,税前利润为1.072亿令吉,同比增长13.1%或1250万令吉。累计季度收益的增长主要归因于中国采用轻资产和低成本模式的重组和精简业务后,业务的亏损要小得多。

马来西亚部门:
由于主要客户的销售订单减少,马来西亚本季度和累计季度收入分别下降了19.4%和9.6%。随着收入的下降,同期税前利润分别下降了8.4%和4.8%。

印尼区:
尽管取得更高的收入,但印尼部门在本季度录得150万令吉的税前亏损,而去年同期为30万令吉的税前利润,主要是由于不利的外汇汇率。

中国部门:
由于精简活动并采用资产负债率较低的轻资产模型而导致的运营费用降低,因此亏损在累计季度中大幅缩小。

QoQ:
在本季度回顾中,威城的税前利润较上一季度的6370万令吉降低至4350万令吉,这与主要客户的销售订单减少导致的收入下降相符。

前景:
自2020年1月以来爆发的COVID-19疫情现在已成为大流行病,进一步给本地和全球带来了很大的冲击,影响全球贸易活动和人员流动的市场。此外,政府于2020年3月18日至2020年4月1日(随后延至2020年4月14日)实施的Movement Control Order (“MCO”)也可能对集团的运营产生进一步影响。
-----------------------------
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 RM1.67 (dividend RM0.04) in 1 year 7 months 15 days, total return is 139.2%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.49 (dividend RM0.04) in 1 year 8 months 26 days, total return is 92.5%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.57 (adjusted)(dividend RM0.055) in 9 months 25 days, total return is 57.2%

d) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.88 (dividend RM0.148) in 1 Year 5 months 20 days, total return is 27.5%

e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.73 in 1 year 2 months 7 days, total return is 27%

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

7月5日星期日:Espira Sri Petaling, KL 3份点心

7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心

7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

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7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
---------------------------
[V.S INDUSTRY BHD: lower sales orders from key customers]

For this quarter, profit before tax decreased 11.9% or RM5.9 million to RM43.5 million over the same period. For 6 months period, profit before tax stood at RM107.2 million, increased by 13.1% or RM12.5 million over the same period. The improved earnings for the cumulative quarters was mainly attributable to much smaller losses from the operations in China following restructuring and streamlining of operations by adopting an asset-light and lower-cost model.

Malaysia segment:
For the current quarter and cumulative quarters, Malaysia segment recorded a 19.4% and 9.6% decrease in revenue respectively due to lower sales orders from key customers. In tandem with the decrease in revenue, profit before tax dropped by 8.4% and 4.8% respectively over the same period.

Indonesia segment:
Despite achieving higher revenue, Indonesia segment recorded loss before tax of RM1.5 million for the quarter under review as compared to profit before tax of RM0.3 million in the preceding year corresponding quarter mainly due to less favourable foreign exchange rate.

China segment:
Losses narrowed significantly for the cumulative quarters due to lower operating expenses incurred following streamlining activities and adopting an asset-light model with lower gearing structure.

QoQ:
For the current quarter under review, the Group recorded a lower profit before tax of RM43.5 million as compared to RM63.7 million in the preceding quarter, in line with the decline in revenue as a result of lower sales orders from key customers.

Prospects:
The COVID-19 outbreak since January 2020, which has now turned pandemic, has further put much dampener on both local and global markets affecting trade activities and movement of people worldwide. In addition, the Movement Control Order (“MCO”) implemented by the Government that is in place from 18 March 2020 to 1 April 2020 (subsequently extended to 14 April 2020) is also expected to have further impact on the operations of the Group.
--------------------------------------------------------------------------
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/2020-03-30-story-h1485701965.jsp
Back to Top
Back to Top