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 [SUNWAY CONSTRUCTION GROUP BHD:收入较低是由于从2020年3月18日至2020年6月9日生效的为期2个多月的行动控制命令(MCO)的影响]

1Q20 vs 1Q19:
截至2020年3月31日的本季度,双威建筑录得收入3.658亿令吉和税前利润2120万令吉,而上一个财政年度同期的收入为4.4亿令吉和税前利润4010万令吉。由于建筑业务较差,双威建筑的收入下降了16.9%。同时,集团本季度的综合利润率也因建筑部门而下降。

建筑部门报告的收入为3亿2960万令吉,税前利润为2040万令吉,而上一个财政年度的相应季度的收入为4亿700万令吉和税前利润为4千万令吉。本季度的收入较低是由于从2020年3月18日至2020年6月9日生效的为期2个多月的行动控制命令(MCO)的影响。由于营业额下降,本季度的利润率也有所下降同时保持固定的开销。

预制部门报告的收入为3,620万令吉,税前利润为80万令吉,而上一财政年度同期的收入为3,300万令吉,税前利润为10万令吉。

1Q20 vs 4Q19:
截至2020年3月31日止的本季度,集团录得3亿6580万令吉的收入和2120万令吉的税前利润,而上一个季度的收入为4亿8590万令吉和4050万令吉的税前利润。建筑和预制部门均导致收入和利润下降。

建筑部门报告的收入为3亿2960万令吉,税前利润为2040万令吉,而前一季度的收入为4亿4050万令吉和税前利润为3800万令吉。由于马来西亚政府对MCO实施了2个多月的停止经营活动,收入和利润均下降。

预制部门报告的收入为3,620万令吉,税前利润为80万令吉,而上一季度的收入为4,540万令吉,税前利润为250万令吉。由于马来西亚政府实行了2个多月的MCO,因此必须停止生产,并且预制件的交货受到限制,因此收入和利润出现下降。

前景:
马来西亚的经济增长在2020年第一季度大幅放缓至0.7%(2019年第四季度:3.6%),而建筑业的负增长为-7.9%(2019年第四季度:1.0%)。增涨缓和反映了全球和国内为遏制COVID-19大流行的蔓延而采取的措施的影响。根据马来西亚国家银行的预测,全年的GDP预计将在-2.0%至0.5%(2019年:4.3%)左右。

在新加坡,2020年第一季度GDP负增长-2.2%(2019年第四季度:1.0%),建筑业萎缩-4.3%(2019年第四季度:4.3%)。正如新加坡贸易和工业部宣布的那样,新加坡经济预计将在-4.0%至-1.0%(2019年为0.7%; 2018年:3.4%)区域内出现负增长。

除非有任何其他不可预见的情况,双威建筑希望将因MCO和CMCO期间超过2个月的停止工作活动而导致的施工延误降至最低,并恢复项目进度。
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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 RM2.40 (dividend RM0.04) in 1 year 10 months 16 days, total return is 241.3%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM31.40 (adjusted)(dividend RM0.52) in 1 Year 11 months 27 days, total return is 162.9%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.71 (adjusted)(dividend RM0.055) in 1 Year 26 days, total return is 125.4%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.63 (dividend RM0.04) in 1 year 11 months 27 days, total return is 110.1%

e) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.66 in 1 month 5 days, total return is 85.9%

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 21 days, total return is 52.1%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.865 in 1 year 5 months 8 days, total return is 50.4%

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。

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

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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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[SUNWAY CONSTRUCTION GROUP BHD: Lower revenue in the current quarter was due to the impact of more than 2 months of Movement Control Order ("MCO") that was effective from 18 March 2020 to 9 June 2020]

1Q20 vs 1Q19:
The Group recorded revenue of RM365.8 million and profit before tax of RM21.2 million for the current quarter ended 31 March 2020, compared to revenue of RM440.0 million and profit before tax of RM40.1 million in the corresponding quarter of the preceding financial year. The Group's revenue decreased by 16.9% due to construction segment. In tandem, Group's blended margin for the current quarter also saw a decline caused by the construction segment.

Construction segment reported revenue of RM329.6 million and profit before tax of RM20.4 million compared to revenue of RM407.0 million and profit before tax of RM40.0 million in the corresponding quarter of the preceding financial year. Lower revenue in the current quarter was due to the impact of more than 2 months of Movement Control Order ("MCO") that was effective from 18 March 2020 to 9 June 2020. Profit margin for current quarter also saw a decline as a result of lower turnover whilst maintaining its fixed overhead.

Precast segment reported revenue of RM36.2 million with profit before tax of RM0.8 million compared to revenue of RM33.0 million and profit before tax of RM0.1 million in the corresponding quarter of the preceding financial year.

1Q20 vs 4Q19:
The Group recorded revenue of RM365.8 million and profit before tax of RM21.2 million for the current quarter ended 31 March 2020, compared to revenue of RM485.9 million and profit before tax of RM40.5 million in the immediate preceding quarter. Both revenue and profitability recorded a decrease due to both construction and precast segment.

Construction segment reported revenue of RM329.6 million and profit before tax of RM20.4 million compared to revenue of RM440.5 million and profit before tax of RM38.0 million in the immediate preceding quarter. Both revenue and profitability saw a decline as a result of 2 weeks of non activities from the MCO imposed by the Government of Malaysia.

Precast segment reported revenue of RM36.2 million with profit before tax of RM0.8 million compared to revenue of RM45.4 million with profit before tax of RM2.5 million in the immediate preceding quarter. Both revenue and profitability saw a decline as their production has to be stopped and there were delivery restriction of precast components out from Malaysia due to the 2 weeks MCO imposed by the Government of Malaysia.

Prospects:
The Malaysian economic growth has moderated sharply to 0.7% for first quarter of 2020 (4Q 2019 : 3.6%) with construction sector having a negative growth of -7.9% (4Q 2019 : 1.0%). The moderation reflected the impact of measures taken both globally and domestically to contain the spread of the COVID-19 pandemic. For the full year, the forecast GDP will be in the region of -2.0% to 0.5% (2019 : 4.3%) as projected by Bank Negara Malaysia.

Over in Singapore, the GDP has a negative growth of -2.2% in first quarter of 2020 (4Q 2019 : 1.0%), with construction sector shrank by -4.3% (Q4 2019 : 4.3%). Singapore's economy is anticipated to have a negative growth in the region of -4.0% to -1.0% (2019 0.7%; 2018 : 3.4%) as announced by Singapore's Ministry of Trade & Industry.

Barring any further unforeseen circumstances, the Group is hoping to minimise construction delays due to non-work activity of more than 2 months during the MCO and CMCO period, and recover project progress.
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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/2020-06-30-story-h1509655665.jsp

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