[DAMANSARA REALTY BHD：森美兰州芙蓉的50英亩商业土地上的联合开发项目获得了Menteri Besar Negeri Sembilan Incorporated（“ MBNSI”）授予的Letter of Award ("LOA")。该综合发展项目的总发展价值（“ GDV”）将约为7.71亿令吉]
2020年第一季度，集团录得税前亏损160万令吉，而去年税前盈利则为350万令吉，主要是由于各部门的收入确认较低。
综合设施管理（“ IFM”）：
本季度的财务表现较低主要是由于2020年3月18日COVID-19大流行而施加了行动控制命令（“ MCO”）导致收入贡献减少。
物业和土地开发（“ PLD”）：
PLD于2020财年录得30万令吉盈利，而2019财年则亏损10万令吉，主要是由于与Country Garden合作的Central Park joint venture development，和Damansara Hills, Kuantan的项目。
项目管理顾问（“ PMC”）：
本季度的财务业绩下降主要是由于大流行导致MCO，使收入贡献降低。
QoQ：
随着收入的下降，这集团所有部门的重大亏损导致了这季的亏损。
前景：
这集团旨在保持弹性，以加强其财务状况并实现其现有战略重组计划（“ SRP”）中的目标。 SRP是一项实时计划，他们将审查每年制定的策略和目标，以确保它符合当前市场和经济状况并具有反应力。为了符合集团的目标，他们将通过审查其业务部门并重新定义其业务来重新评估其在2020财年的能力和优势。他们重新定义业务部门的理由是要确保每个部门都由自己独特的目标市场所决定，在各个部门之间建立协同作用，并避免职能重叠以实现整个集团的优化。
他们提供可行和创新解决方案的能力以及更广泛的咨询服务范围，将在向所有利益相关者提供更大附加值的同时突出其业务；从他们的客户，他们的雇员，他们的投资者到他们的监管者。
从长远来看，尽管PLD市场仍将是DBhd利润的主要驱动力，但随着房地产市场的复苏，PLD部门将继续对开发项目保持选择性。他们预计，IFM部门将主要为DBhd带来更大的增长机会，以应对房地产市场疲软的影响。通过扩展基于技术的解决方案，鉴于第四次工业革命，他们也在寻找方法来解决不断提高的人力和维护成本，这是自动化技术的进步，以提高运营效率并减少对劳动密集型工作方法的依赖。
在PMC方面，他们将结合PLD的优势，将其咨询服务从医疗保健领域扩展到专门的发展项目，例如医院规划，开发和建设，这将使收入来源多样化并为集团的房地产项目提供支持。
产业和土地开发活动：
他们仍然专注于仅选择可以提高集团利润率，现金流和利润表现的房地产项目。他们认为，机会仍然存在于尚未开发的市场中，并且对具有良好地理位置和基础设施，经济增长区附近的可负担房屋的真正需求还是会强劲的。考虑到这一点，营销其当前的房地产项目将是其主要优先事项之一。
在2019年5月，他们在森美兰州芙蓉的50英亩商业土地上的联合开发项目获得了Menteri Besar Negeri Sembilan Incorporated（“ MBNSI”）授予的Letter of Award ("LOA")。该综合发展项目的总发展价值（“ GDV”）将约为7.71亿令吉，包括商业，商店和住宅单位。这些项目有望为DBhd Group的收益和净资产带来积极的贡献。
综合设施管理：
随着他们继续转型，成为行业中的首选资产和设施管理解决方案提供商，他们正在探索方法，以利用和开发超出其核心工程服务提供商的相关和补充设施管理服务，例如他们自己的内部无现金支付解决方案以及自动化的集中式系统–使DBhd成为提供IFM服务的一站式服务。他们的目标是用最少的资本支出和轻资产的方法做到这一点。
在过去的几年中，他们已经成功开发并交付了自己的内部无现金支付解决方案以及用于地铁停车场的自动集中式系统。该无现金支付解决方案已扩展到餐饮，Pengerang, Johor的管理处和RAPID Executive Village的场外和互连设施和公用事业的安全管理（即运营和维护）。在无现金支付解决方案成功的基础上，基于技术的解决方案将继续成为增强和扩展其IFM服务配套以及提供可定制解决方案以满足客户需求和要求的关键。
项目管理顾问：
他们计划将PMC领域的服务范围从医疗保健领域扩展到包括建筑在内的更广泛的领域。由Damansara PMC Services Sdn Bhd（“ DPMC”）来领导，他们将通过与PLD结合优势来扩大其PMC部门，从而专注于专门项目，尤其是医院和医疗中心的开发。此举旨在增加他们的收入来源并使其多样化，以确保更可持续的经常性收入以及支持集团的房地产项目。
凭借在医院规划和建设，项目管理和技术咨询领域的丰富技术知识和专业知识的支持，随着他们在建筑和医院管理领域的产品扩展，他们将继续更加积极地追求PMC项目。
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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 RM2.62 (dividend RM0.04) in 1 year 10 months 20 days, total return is 272%
b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM36.92 (adjusted)(dividend RM0.52) in 2 Years 2 days, total return is 208.4%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM4.11 (adjusted)(dividend RM0.055) in 1 Year 30 days, total return is 149.4%
d) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.795 in 1 month 9 days, total return is 123.9%
e) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 2 Years 2 days, total return is 108.8%
f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945 in 1 year 5 months 12 days, total return is 64.3%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.33 (dividend RM0.188) in 1 Year 8 months 25 days, total return is 58.4%
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James Ng
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[DAMANSARA REALTY BHD: they received Letter of Award ("LOA") from Menteri Besar Negeri Sembilan Incorporated ("MBNSI") for a joint development project on 50 acres of commercial land in Bandar Sri Sendayan, Seremban, Negeri Sembilan. The gross development value("GDV") of this mix development project will be approximately RM771.0 million]
For 1Q2020, the Group recorded a loss before tax of RM1.6 million compared to profit before tax of RM3.5 million mainly due to the lower recognition of revenue from all segments.
Integrated Facilities Management ("IFM"):
Lower financial performance in the current quarter is mainly due to lower revenue contribution as a result of the imposition of Movement Control Order("MCO") on 18 March 2020 due to the COVID-19 pandemic.
Property and Land Development ("PLD"):
For FY2020 PLD recorded a profit of RM0.3 million as compared to RM0.1 million loss for FY2019, mainly due to contributions from project at Damansara Hills, Kuantan and Central Park joint venture development with Country Garden in Johor Bahru.
Project Management Consultancy ("PMC"):
Lower financial performance in the current year quarter is mainly due to lower revenue contribution as a result of the imposition of MCO due to the pandemic.
QoQ:
In tandem with the decreasing in revenue, the Group reported loss due to major loss in all segment.
Prospects:
The Group aims to remain resilient in strengthening their financial position and in achieving their targets under their existing Strategic Restructing Plan ("SRP"). The SRP is a live plan and they will review the strategies and targets set in place every year to ensure that it is relevant and reactive to the current market and economic conditions. In line with the Group’s goals, they will be re-evaluating their capacity and strengths in FY2020 by reviewing their business segments and redefining their businesses. Their rationale in redefining of their business segments is to ensure that each segment is determined by its own unique target market and set of goals, building of synergies across segments and avoiding overlap in functions to achieve optimisation throughout the Group.
Their ability to offer feasible and innovative solutions as well as a broader scope of consultancy services will underscore their operations alongside the delivery of greater value-add to all their stakeholders; from their clients, their employees, their investors to their regulators.
Whilst the PLD segment will remain the key driver of profit for DBhd over the long-term, they continue to be selective with development projects as the property market recovers. They foresee IFM segment to predominantly generate larger growth opportunities for DBhd, countering the effects of the softer property market. Through their expansion of tech-based solutions, they are also looking at ways to address rising man power and maintenance costs in view of the 4th industrial revolution by advancement in automation to improve their operational efficiency and reduce dependency on labour intensive work approach.
On the PMC front, they are combining strengths with PLD to expand their consultancy services beyond the healthcare sector to specialised development projects such as hospital planning, development and construction which will diversify income streams as well as support the Group's property projects.
Property and Land Development Activities:
They remain focused on selecting only property projects that can improve the Group’s margins, cash flow and bottom-line performance. They believe that opportunities still remain in untapped segments of the market and there is strong genuine demand for affordable homes with good location and infrastructure, close to economic growth areas. With this in mind, marketing their current property projects will be one of their key priorities.
In May 2019, they received Letter of Award ("LOA") from Menteri Besar Negeri Sembilan Incorporated ("MBNSI") for a joint development project on 50 acres of commercial land in Bandar Sri Sendayan, Seremban, Negeri Sembilan. The gross development value("GDV") of this mix development project will be approximately RM771.0 million, consisting of commercial podiums, shop lots and residential units. The projects is expected to contribute positively to the earnings and net assets of DBhd Group.
Integrated Facility Management:
As they continue their transformation to become the Preferred Assets and Facilities Management Solutions Provider in the industry, they are exploring ways to harness and develop related and complementary facility management services beyond their core engineering service provider – such as their own in-house cashless payment solution as well as automated centralised system – making DBhd a one-stop-shop for IFM services. They aim to do this with minimal capital expenditure and an asset-light approach.
They have successfully developed and delivered their own in-house cashless payment solution as well as automated centralised system for Metro Parking carparks over the past few years. This cashless payment solution has been expanded for F&B payments as well as security management (i.e. operations and maintenance) for off-site and interconnecting facilities and utilities in the RAPID Executive Village and Management Office in Pengerang, Johor. Building on the success of their cashless payment solutions, moving forward, technology-based solutions will continue to be the key to enhancing and expanding their suite of IFM services as well as providing customisable solutions to meet their clients' needs and requirements.
Project Management Consultancy:
They plan to broaden their offerings within the PMC segment beyond the healthcare sector to a wider sector including construction. Spear headed by Damansara PMC Services Sdn Bhd(“DPMC”), they will grow their PMC segment by pairing strengths with PLD to focus on specialised projects especially in hospital and medical centre development. This is aimed at increasing and diversifying their income streams to ensure a more sustainable recurring revenue as well as to support the Group’s property projects.
Backed by sound technical knowledge and expertise especially in the areas of hospital planning and construction, project management and technical consultancy, they will continue to pursue PMC projects more aggressively as they expand their offerings in the areas of construction and hospital management.
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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.
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James Ng
https://klse.i3investor.com/blogs/general/2020-07-06-story-h1509769275.jsp
