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[MGB (7595) 创建集团 MGB BHD:房地产开发业绩的改善减轻了负面影响,并导致PAT的小幅增长] - James的股票投资James Share Investing

尽管自MCO实施以来,建筑业务的收入和PBT大幅下降是由于微利润和延迟的施工进度,但房地产开发业绩的改善减轻了负面影响,并导致PAT的小幅增长。

QoQ:
于本季度,这集团的财务表现较弱。

前景:
Negara银行已将隔夜政策利率(OPR)从2.5%主动下调至2.0%,最近一次下调是在2020年5月5日,这将缓解由此产生的金融影响经济。为了提高经济风险,政府在这个关键时期不时推出刺激计划,以减轻大流行的直接影响。其中包括工资补贴,暂停偿还贷款,延长法定供款时间,修改税款,减少征费等。

此外,在2020年6月5日,政府推出了《短期经济复苏计划》,该计划的其中一项是在2020年6月1日至2021年12月31日期间,免除个人对不超过三(3)套住宅房屋的卖掉所产生的房地产收益税。别忘了整个2019年进行的房屋所有权运动(HOC)旨在鼓励马来西亚人增加房屋所有权,现在已延长至2021年。

尽管在截至2020年12月31日的财政年度中,这集团的市场环境仍然充满挑战,但利用政府的所有举措和刺激性措施,这集团有信心经济将以最佳速度复苏,并随后提振消费者的信心,并提高房地产市场上的支出。

在最近与土地所有者达成的几项合资/开发权协议的支持下,MGB集团期待着担当经济适用房的核心开发商的角色。预制混凝土面板的自给有望减少开发项目中的时间和人工成本,从而最终提高盈利能力。

他们将保持警惕地审视集团内部的所有职能,并提高效率,适应公共需求并始终防止不必要的利润泄漏。除非有任何不可预见的情况,董事会对这集团在2020年的业绩将会令人满意表示谨慎的乐观。
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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 RM2.45 (dividend RM0.04) in 1 year 10 months 13 days, total return is 248.3%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM29.80 (adjusted)(dividend RM0.52) in 1 Year 11 months 24 days, total return is 149.8%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.74 (adjusted)(dividend RM0.055) in 1 Year 23 days, total return is 127.2%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.65 (dividend RM0.04) in 1 year 11 months 24 days, total return is 112.6%

e) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.68 in 1 month 2 days, total return is 91.5%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.23 (dividend RM0.188) in 1 Year 8 months 18 days, total return is 52.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.87 in 1 year 5 months 5 days, total return is 51.3%

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。

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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[MGB BHD: improved performance from property development has mitigated the negative effect and resulted a marginal increased in PAT]

Despite the significant dip in revenue and PBT of the construction segment due to soft profit and delayed construction progress since MCO implemented, the improved performance from property development has mitigated the negative effect and resulted a marginal increased in PAT.

QoQ:
The financial performance of the Group is weaker in current quarter under review.

Prospects:
Bank Negara has proactively reduced the Overnight Policy Rate (OPR) from 2.5% to 2.0% with the last reduction was on 5 May 2020, which should cushion the consequential financial impact on the economy. To improve the economic risks, Government has been introducing stimulus packages from time to time during this critical period with the aim to alleviate the pandemic’s immediate impact. Amongst others include wages subsidy, moratorium on loan repayment, extension of time for statutory contribution, tax revision, levies reduction and others.

Further, on 5 June 2020, Government unveiled the Short-Term Economic Recovery Plan (STERP) whereby 1 of the initiative was the exemption of the real property gain tax for disposal up to three (3) units of residential homes by an individual from 1 June 2020 to 31 December 2021. Not forgetting the Home Ownership Campaign (HOC), which ran throughout 2019, was designed to encourage the increase in home ownership among Malaysians is now extended till 2021.

Although the market environment remain challenging for the Group for the financial year ending 31 December 2020, but tapping on all the initiatives and stimulating measures from the Government, the Group is confident that the economy will recover at its optimum pace and subsequently boost consumer’s sentiment and spending on property market.

MGB Group is looking forward to play the role as core developer of affordable houses on the back of several joint venture / development right agreements entered recently with land-owners. The self-supply of precast concrete panels is expected to reduce the time and labour cost in the development project which eventually enhance the profitability.

They will review all functions within the Group vigilantly and be self-conscious, era-conscious, social-conscious and leak-conscious to increase efficiency, align to public needs and prevent unnecessary profit leaking at all times. Barring any unforeseen circumstances, the Board is cautiously optimistic that the Group will perform satisfactorily in year 2020.
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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/2020-06-27-story-h1509623019.jsp
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