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[LBS (5789) 林木生集團 LBS BINA GROUP BHD:销售下降和利润率下降] - James的股票投资James Share Investing

这季度,林木生集团取得2亿9千900万令吉的营业额和2千4百万令吉的税前利润(“ PBT”),而去年同期为3亿2千7百万令吉和3,700万令吉的税前盈利。

物业发展:
物业发展部门录得较高收入及较低的PBT。 PBT的下降主要是由于销售下降和利润率下降。

建设与贸易:
建筑与贸易部门的收入和PBT分别为1.25亿令吉和100万令吉,而去年同期为1.84亿令吉和500万令吉。 PBT的下降主要是由于从2020年3月18日起实施了行动控制令(MCO),以遏制Covid-19的爆发,该爆发严重破坏了建筑活动和进度。

管理,投资及其他:
管理,投资及其他部门的收入为1.04亿令吉,税前亏损为200万令吉,而去年同期的收入为1,800万令吉和PBT为300万令吉。

赛车跑道:
赛车跑道部门的营业额为100万令吉及LBT为400万令吉,而去年同期的营业额则为500万令吉及LBT 200万令吉。由于Covid-19的爆发,原定的比赛活动已推迟到以后进行,这对收入和LBT产生了负面影响。

QoQ:
这季度,集团取得2亿9千900万令吉的营业额和2千4百万令吉的PBT,而上一季度的收入为2亿9千1百万令吉和3,400万令吉的PBT。 PBT的下降主要是由于上一季度某些已完成的项目节省了成本。

前景:
随着MCO于2020年3月中旬实施,房地产开发商由于相关部门施加的出行限制以及其他预防措施,导致房地产销售下降。这些对业务运营产生了重大影响,在销售和产业查看方面面临新挑战,延迟了买卖协议的签订以及新项目启动的延期等。由于就业稳定性的问题,买家情绪仍然疲弱。大流行对当前财政年度的前景和全面影响仍有待观察,因为Covid-19的情况是前所未有的,而且仍在持续。
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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 RM3.36 (dividend RM0.04) in 1 year 11 months 5 days, total return is 375.5%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM45.96 (adjusted)(dividend RM0.52) in 2 Years 16 days, total return is 282.9%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.15 (adjusted)(dividend RM0.055) in 1 Year 1 month 15 days, total return is 211.7%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.66 (dividend RM0.04) in 2 Years 16 days, total return is 113.8%

e) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.74 in 1 month 23 days, total return is 108.5%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.17 (dividend RM0.188) in 1 Year 9 months 10 days, total return is 48.3%

g) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.845 in 1 year 5 months 26 days, total return is 47%

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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[LBS BINA GROUP BHD: lower sales and lower profit margin]

For the current quarter under review, the Group achieved revenue of RM299 million and profit before tax (“PBT”) of RM24 million as compared to revenue of RM327 million and PBT of RM37 million in the previous year corresponding quarter.

Property Development:
Property Development segment recorded higher revenue and lower PBT. The decrease in PBT was mainly due to lower sales and lower profit margin.

Construction and Trading:
Construction and Trading segment recorded revenue and PBT of RM125 million and RM1 million respectively as compared to revenue of RM184 million and PBT of RM5 million in the previous year corresponding quarter. The decrease in PBT was mainly due to the implementation of Movement Control Order (“MCO”) from 18 March 2020 to curb the outbreak of Covid-19 which have caused significant disruptions to the construction activities and progress.

Management, Investment and Others:
Management, Investment and Others segment recorded revenue of RM104 million and loss before tax (“LBT”) of RM2 million as compared to revenue of RM18 million and PBT of RM3 million in the previous year corresponding quarter.

Motor Racing Circuit:
Motor Racing Circuit segment recorded revenue of RM1 million and LBT of RM4 million as compared to revenue of RM5 million and LBT of RM2 million in the previous year corresponding quarter. Due to the outbreak of Covid-19, scheduled racing events have been postponed to later date which has negative impact on the revenue and LBT.

QoQ:
For the current quarter under review, the Group achieved revenue of RM299 million and PBT of RM24 million as compared to revenue of RM291 million and PBT of RM34 million in the immediate preceding quarter. The decrease in PBT was mainly due to cost savings from certain completed projects in the immediate preceding quarter.

Prospects:
With the implementation of the MCO in mid-March 2020, property developers have seen a decline in property sales due to the travelling and movement restrictions and other precautionary measures imposed by the relevant authorities. These have posed significant impact on the business operations with new challenges in securing and conducting property viewings, delay in the signing of the Sale and Purchase agreements and deferment in new project launches etc. Buyer sentiments remain weak with job security concerns. The outlook and full impact of the pandemic on the current financial year remains to be seen as the Covid-19 situation is unprecedented and still on-going.
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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/2020-07-19-story-h1510609186.jsp
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