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[FELDA GLOBAL VENTURES HOLDINGS BHD:下游部门改善,因为在压碎和橡胶部门录得更高的利润率和销量;本财年中的合资企业所占业绩的份额提高]
这集团的收入较去年同期微跌1.5%至132.6亿令吉,而这集团在本财政年度的loss before zakat and taxation较低为3亿5026万令吉,而上一财政年度则为10亿2497万令吉亏损。
种植部门:
截至2019年12月31日的财政年度,种植部门报告的亏损减少到1163万令吉,而去年同期的亏损为9.8853亿令吉。在没有减值的情况下,该部门盈利为2137万令吉,相比上一财政年度为6753万令吉亏损,这是由于下游部门的改善,因为在压碎和橡胶部门录得更高的利润率和销量。此外,本财年中的合资企业所占业绩的份额提高,有助于改善该部门的绩效。在运营方面,FFB产量从421万吨增加了5.6%,达到445万吨,每公顷产量为18.44吨。实现的OER从上一年的20.49%提高到20.61%。
制糖业:
糖业部门录得3亿1970万令吉的亏损,相比前一个财政年度为5千871万令吉的利润。
物流及其他行业:
物流及其他部门的利润为3021万令吉,低于上一年的6764万令吉。由于本财政年度处理的吞吐量和吨位增加,物流部门的贡献有所提高。
QoQ:
本季度的营业额下跌11.1%至31.6亿令吉,而profit before zakat and taxation则为4,606万令吉,相比前一季的亏损为3.6297亿令吉。在没有减值的情况下,集团的profit before zakat and taxation从亏损5897万令吉提高至利润6306万令吉。改善的主要原因是,与上一季度相比,本季度糖业务的经营亏损减少了。
种植部门:
种植部门录得7,568万令吉盈利,上一季度则录得7,304万令吉亏损。在没有减值和LLA的情况下,本季度实现的平均毛棕榈油价格为每吨2159令吉,而上一季度为每吨1983令吉,这部分抵消了利润下降。
糖业:
糖业部门的亏损减少到4,370万令吉,上一季度的亏损为2.1997亿令吉。
物流及其他行业:
物流及其他部门录得858万令吉盈利,相比之下,上一季度为464万令吉亏损,主要是由于本季度录得更高的吞吐量。
前景:
这集团将继续努力以在经营和财务上取得更好的业绩,为股东创造价值。这包括为所有利益相关者带来持续成果的举措。尽管这集团在运营方面取得了积极的进步,但董事会预计商业环境仍将充满挑战。
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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 RM2.23 (dividend RM0.04) in 1 year 8 months 24 days, total return is 217.5%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.70 (dividend RM0.04) in 1 year 10 months 5 days, total return is 118.9%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.38 (adjusted)(dividend RM0.055) in 11 months 4 days, total return is 105.7%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.10 in 1 year 3 months 16 days, total return is 91.3%
e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.26 (dividend RM0.148) in 1 Year 6 months 29 days, total return is 51.4%
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。
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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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[FELDA GLOBAL VENTURES HOLDINGS BHD: improvement in downstream division on the back of higher margin and sales volume registered in kernel crushing as well as rubber division; improved share of result from joint ventures in current financial year]

The revenue of the Group declined marginally by 1.5% to RM13.26 billion compared to previous corresponding year while the Group reported a lower loss before zakat and taxation of RM350.26 million for the financial year under review compared to RM1,024.97 million losses in previous financial year.
Plantation Sector:
Plantation Sector reported a lower loss of RM11.63 million for the financial year ended 31 December 2019 compared to RM988.53 million reported in previous year. Without the impairment, the Sector reported a profit of RM21.37 million compared to RM67.53 million losses in previous financial year due to improvement in downstream division on the back of higher margin and sales volume registered in kernel crushing as well as rubber division. In addition, improved share of result from joint ventures in current financial year has helped to improve the Sector’s performance. Operationally, FFB production rose by 5.6% to 4.45 million mt compared to 4.21 million mt with a yield of 18.44 mt per hectare. OER achieved was higher at 20.61% from 20.49% registered in the previous year.

Sugar Sector:
Sugar Sector registered a loss of RM319.70 million compared to RM58.71 million profit in previous financial year.

Logistic and Others Sector:
Logistic and Others Sector recorded a lower profit of RM30.21 million compared to RM67.64 million posted in previous year. Logistic division recorded an improved contribution due to higher throughput and tonnage carried in current financial year.

QoQ:
The revenue of the Group reported a decrease by 11.1% to RM3.16 billion in current quarter while Group reported a profit before zakat and taxation of RM46.06 million compared to RM362.97 million losses in preceding quarter. Without impairment, Group’s profit before zakat and taxation improved from a loss of RM58.97 million to a profit of RM63.06 million. The improvement was mainly due to the lower losses contributed by Sugar business operationally for the quarter under review compared to preceding quarter.

Plantation Sector:
The Plantation Sector recorded a profit of RM75.68 million compared to RM73.04 million losses in preceding quarter. Without impairment and LLA, the decrease in profit was partially cushioned by the higher average CPO price realised in current quarter of RM2,159 per mt compared to RM1,983 per mt in preceding quarter.

Sugar Sector:
Sugar Sector reported a lower loss of RM43.70 million compared to RM219.97 million losses in preceding quarter.

Logistics and Others Sector:
Logistic and Others Sector recorded a profit of RM8.58 million compared to RM4.64 million losses in preceding quarter mainly attributed to higher throughput registered in current quarter.

Prospects:
The Group is continuing its efforts to deliver better results operationally and financially to create value for our shareholders. This include initiatives which will deliver sustained results for the benefit of all stakeholders. Whilst the Group has made positive improvements operationally, the Board foresees the business environment to remain challenging.
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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

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