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 [BSTEAD (2771) 寶實得 BOUSTEAD HOLDINGS BHD:种植部录得更好的收入1.627亿令吉,比19财年第1季的1.349亿令吉增加了21%。这是在棕榈产品价格上涨的支持下实现的] - James的股票投资James Share Investing

[BOUSTEAD HOLDINGS BHD:种植部录得更好的收入1.627亿令吉,比19财年第1季的1.349亿令吉增加了21%。这是在棕榈产品价格上涨的支持下实现的]

在考虑分配给非控股权益和永久伊斯兰债券持有人的情况下,本季度,该集团净亏损为7,310万令吉(19财年第一季度:2,240万令吉净亏损)。与19财年第一季度相比,只有种植部门的EBITDA更高。

在20财年第1季,种植部录得更好的收入1.627亿令吉,比19财年第1季的1.349亿令吉增加了21%。这是在棕榈产品价格上涨的支持下实现的。药物部门录得较高的收入,达8亿1千990万令吉(19财年第1季度:7亿8610万令吉),主要是由于印尼业务的需求增加。

物业及工业部:
季内,产业与工业部门的亏损增加到2510万令吉(19财年第一季度:亏损2150万令吉),主要是由于酒店及工业部门的表现疲弱。物业投资部门由于经营成本减少而录得赤字减少。

种植部:
在20财年第1季,种植部取得了改善的业绩,PBT为130万令吉,而19财年第1季的税前亏损为1,400万令吉。这主要归功于棕榈产品价格的上涨。

重工业部:
重工业部在本季度结束时的LBT较高为3,650万令吉(19财年第一季度:LBT为1,820万令吉)。 Boustead Heavy Industries Corporation在本季度结束时的PBT为2,070万令吉(19财年第1季度:LBT为410万令吉),主要是由于拨回了预期的信贷损失准备金。

制药部:
在第1季度,制药事业部的PBT为2940万令吉,较1QFY19的2590万令吉增长14%。由于没有在集团确认concession rights的摊销,以及政府医院的更大贡献和较低的运营成本,使企业受益。

贸易,金融和投资部:
在20财年第1季,贸易,金融与投资部录得2240万令吉的赤字(19财年第1季度:盈余7930万令吉)。来自马来西亚诺丁汉大学的贡献更好,这是由于本科生和离岸计划的收入增加所致。

于2020年3月31日,莫实得的应付账款减少主要是由于以较低的价格购买燃料并支付给供应商。

QoQ:
本季度的税后亏损和净亏损分别比上一季度低,为7560万令吉(19财年第四季度:净亏损12.9亿令吉)和7310万令吉(19财年第四季度:净亏损11.3亿令吉)。

物业及工业部:
在20财年第1季,产业与工业部录得2千510万令吉的赤字(19财年第4季度:3210万令吉的盈余)。

种植部:
在20财年第1季度,种植部取得了130万令吉的PBT(19财年第4季度:1.777亿令吉的LBT)。 20财年第一季度的更好结果还归因于棕榈产品价格的上涨和上一季度种植资产减值导致折旧费用的减少。

重工业部:
重工业部门在本季度结束时的LBT为3650万令吉,远低于上一季度的10亿令吉。

制药部:
在本季度,制药部门录得2940万令吉的盈余(19财年第4季度:赤字2亿4050万令吉)。本季度的业绩受到马来西亚和印度尼西亚的政府和私立医院的需求增加的支持。

贸易,金融和投资部:
在20财年第1季度,贸易,金融与投资部的LBT为2240万令吉(19财年第4季度:PBT为5010万令吉)。

前景:
莫实得将专注于应对措施,以改善莫实得的运营绩效,减轻Covid-19的影响和更好的现金管理。该集团将继续监测和评估正在进行的发展并作出相应回应。

种植部:
该部门预计作物产量将有所增长,并提高业务效率。

制药部:
制药部门在今年第一季度取得可喜的成绩。由于医疗保健部门竭尽全力防止病毒的进一步传播,政府宣布的各种经济刺激方案和与Covid-19相关的举措将有助于满足医疗保健从业者的需求,并提供急需的资金和支持。

作为领先的药品制造商,该部门意识到其在关键时期的作用。该部门致力于履行与​​卫生部(MOH)的合同,为卫生部设施提供药品和医疗用品,并向卫生部提供物流和配送服务。为确保可持续增长,该部门将继续提高制造和运营效率,并扩大研发能力,以探索发展业务的新途径,包括其印度尼西亚业务。

物业及工业部:
该部门已采取了几项措施来最大程度地减少影响,例如进行在线营销和各种促销活动,以及采取紧缩措施以控制成本。

其他部门:
LMS项目以及与国防相关的维护,修理和大修活动将为重工业部的未来发展做出贡献。
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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 RM3.53 (dividend RM0.04) in 1 year 11 months 10 days, total return is 399.3%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM49.40 (adjusted)(dividend RM0.52) in 2 Years 21 days, total return is 311.2%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.85 (adjusted)(dividend RM0.055) in 1 Year 1 month 20 days, total return is 253.6%

d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.79 (dividend RM0.0025) in 1 month 28 days , total return is 123.2%

e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.65 (dividend RM0.04) in 2 Years 21 days, total return is 112.6%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.12 (dividend RM0.188) in 1 Year 9 months 15 days, total return is 45.2%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.81 in 1 year 6 months 2 days, total return is 40.9%

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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[BOUSTEAD HOLDINGS BHD: Plantation Division recorded a better revenue of RM162.7 million, an increase of 21% from RM134.9 million registered in 1QFY19. This was achieved on the back of improved prices of palm products]

This quarter, after taking into account the allocation to non-controlling interests and perpetual sukuk holders, the Group posted a net loss of RM73.1 million (1QFY19: net loss of RM22.4 million). Only Plantation Division managed to register higher EBITDA as compared to 1QFY19.

For 1QFY20, the Plantation Division recorded a better revenue of RM162.7 million, an increase of 21% from RM134.9 million registered in 1QFY19. This was achieved on the back of improved prices of palm products. The Pharmaceutical Division recorded a higher revenue of RM819.9 million (1QFY19: revenue of RM786.1 million) mainly due to stronger demand from the Indonesian operation.

Property & Industrial Division:
During the quarter, Property & Industrial Division incurred a higher deficit of RM25.1 million (1QFY19: deficit of RM21.5 million) mainly due to weaker performance from hotel and industrial segments. Property Investment segment recorded a lower deficit on reduced operating cost.

Plantation Division:
For 1QFY20, the Plantation Division registered an improved result with a PBT of RM1.3 million against the loss before tax of RM14.0 million in 1QFY19. This was mainly contributed by the better palm products prices.

Heavy Industries Division:
The Heavy Industries Division closed the quarter with a higher LBT of RM36.5 million (1QFY19: LBT of RM18.2 million). Boustead Heavy Industries Corporation closed the quarter with a PBT of RM20.7 million (1QFY19: LBT of RM4.1 million) mainly due to reversal of provisions for expected credit losses.

Pharmaceutical Division:
For the 1st quarter, Pharmaceutical Division registered a PBT of RM29.4 million, an increase of 14% against 1QFY19’s PBT of RM25.9 million. The bottom line has benefitted from the absence of amortisation of concession rights recognised at the Group level as well as stronger contribution from Governments hospital and lower operating costs.

Trading, Finance & Investment Division:
For 1QFY20, Trading, Finance & Investment Division recorded a deficit of RM22.4 million (1QFY19: surplus of RM79.3 million). Contribution from the University of Nottingham in Malaysia was better on higher revenue from under graduate and offshore programmes.

As at 31 March 2020, the Group's payables decreased mainly attributable to purchases of fuels at lower prices and payment to suppliers.

QoQ:
Loss after tax and net loss for the current quarter was lower than preceding quarter at RM75.6 million (4QFY19: net loss of RM1.29 billion) and RM73.1 million (4QFY19: net loss of RM1.13 billion) respectively.

Property & Industrial Division:
For 1QFY20, Property & Industrial Division recorded a deficit of RM25.1 million (4QFY19: surplus of RM32.1 million).

Plantation Division:
In 1QFY20, the Plantation Division registered a PBT of RM1.3 million (4QFY19: LBT of RM177.7 million). The better result for 1QFY20 was also attributable to higher palm product prices and reduction in depreciation charge as a result of the impairment made on plantation assets in the preceding quarter.

Heavy Industries Division:
The Heavy Industries Division closed the current quarter with a LBT of RM36.5 million, which was much lower than LBT of RM1.0 billion recorded in the preceding quarter.

Pharmaceutical Division:
For the current quarter, the Pharmaceutical Division recorded a surplus of RM29.4 million (4QFY19: deficit of RM240.5 million). The result for the current quarter was bolstered by stronger demand from Government and private hospitals in Malaysia and Indonesia.

Trading, Finance & Investment Division:
In 1QFY20, the Trading, Finance & Investment Division incurred a LBT of RM22.4 million (4QFY19: PBT of RM50.1 million).

Prospects:
The Group will focus on response measures to improve the performance of the Group’s operations, mitigating the impact of Covid-19 and cash management. The Group will continue to monitor and assess the ongoing development and respond accordingly.

Plantation Division:
The Division expects to record some growth in crop production with an improved operational efficiency.

Pharmaceutical Division:
The Pharmaceutical Division was able to deliver solid results in the first quarter of the year. As the health care sector does its utmost to prevent the further spread of this virus, the various economic stimulus packages and Covid-19 related initiatives announced by the Government will help to address the needs of healthcare practitioners, providing much-needed funds and support.

As a leading pharmaceutical manufacturer, the Division is conscious of its role during this critical time. The Division is dedicated to fulfilling its contract with the Ministry of Health(MOH) for the provision of medicines and medical supplies to MOH facilities, as well as logistics and distribution services to MOH. In tandem with this, to ensure sustainable growth, the Division continues to enhance manufacturing and operational efficiencies and expand its research and development capabilities to explore new avenues to grow its business, including for its Indonesian operations.

Property & Industrial Division:
The Division has taken several initiatives to minimise the impact such as conducting online marketing and various promotional activities, as well as introducing austerity measures to contain costs.

Other Divisions:
The LMS projects as well as defence related maintenance, repair and overhaul activities will contribute to Heavy Industries Division’s performance going forward.
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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/2020-07-23-story-h1510692765.jsp
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