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 [S P SETIA BHD:由于集团预期经济活动将需要一些时间才能恢复,2020财年的销售目标从45.5亿令吉修订为38亿令吉,这与当前的市场状况相吻合]

物业发展:
集团的房地产开发部门在2020年第一季度实现了6.515亿令吉的收入和1.06亿令吉的PBT。本季度的收入和PBT均低于2019财年同期,部分原因是由于采取了行动控制令(MCO)以应对Covid-19大流行。销售办事处,建筑工地和社交活动的关闭中断了他们业务的运营,因此,本季度的利润贡献较低。

QoQ:
集团的2020年第1季度的PBT为1.037亿令吉,略低于2019年第4季度的PBT 1.163亿令吉,部分原因是MCO导致业务中断。

前景:
Covid-19大流行的爆发导致空前地执行行动控制令(“ MCO”),导致大多数企业和社会活动受到严重破坏。房地产行业不能幸免,因此,预期的复苏不会很快发生。

取而代之的是,情绪低落预计会恶化并延长。预计会出现某种形式的收缩,但是由于房地产行业在过去几年中已经面临强劲的阻力,这种收缩更有可能被缓冲而不是急剧下降。

实达集团将必须为Covid-19之后的一个截然不同的运营环境做好准备。房地产业的复苏将在很大程度上取决于整体经济的好转以及购买者的情绪。由于许多人采取观望态度,目前购房者的情绪仍然很弱。

MCO阻碍了买卖协议的签署,因此延迟了将这些预订转换为销售的过程。在有条件的MCO延长期限内继续进行社会疏离的做法将影响施工进度。人们对工作安全的担忧仍在加剧,消费者将在支出方面更加谨慎,尤其是在购买大的物品(例如房地产)时。因此,由于集团预期经济活动将需要一些时间才能恢复,2020财年的销售目标从45.5亿令吉修订为38亿令吉,这与当前的市场状况相吻合。由于尚未确定Covid-19大流行的全部影响,2020财年的前景仍然充满挑战和不确定性。
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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 RM3.38 (dividend RM0.04) in 1 year 11 months 12 days, total return is 378.3%

b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM50.88 (adjusted)(dividend RM0.52) in 2 Years 23 days, total return is 323.4%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.72 (adjusted)(dividend RM0.055) in 1 Year 1 month 22 days, total return is 245.8%

d) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.65 (dividend RM0.04) in 2 Years 23 days, total return is 112.6%

e) OPENSYS (OPENSYS M BHD), recommended on 24 May 20, initial price was RM0.355, rose to RM0.745 (dividend RM0.0025) in 1 month 30 days , total return is 110.6%

f) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.665 (dividend RM0.003) in 10 months 29 days , total return is 46.8%

g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10 (dividend RM0.188) in 1 Year 9 months 17 days, total return is 43.9%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 1 year 6 months 4 days, total return is 40%

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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[S P SETIA BHD: as the Group expects that economic activities will take some time to recover, the sales target for FY2020 is revised from RM4.55 billion to RM3.80 billion, which is aligned to the present market conditions]

Property Development:
The Group’s property development segment achieved revenue of RM651.5 million and PBT of RM106.0 million in Q1 2020. Both revenue and PBT for the current quarter is lower than the corresponding quarter in FY2019 partly due to the Movement Control Order (MCO) taken in response to the Covid-19 pandemic. Closure of sales offices, construction sites and social activities have disrupted the operations of their businesses, and hence the lower profit contribution in the current quarter.

QoQ:
The Group’s PBT for Q1 2020 of RM103.7 million is slightly lower than the PBT for Q4 2019 of RM116.3 million, partly due to the disruption of businesses from MCO.

Prospects:
The outbreak of the Covid-19 pandemic has led to the unprecedented implementation of the Movement Control Order (“MCO”) which resulted in most businesses and social activities being severely disrupted. The property industry is not spared and as a result, the anticipated recovery will not happen so soon.

Instead, the subdued sentiment is expected to worsen and be prolonged. Some form of contraction is expected but as the property industry has already been facing strong headwinds for the past few years, the contraction is more likely to be buffered rather than a steep decline.

The Group will have to be prepared for a very different operating landscape post Covid-19. The recovery of the property industry will largely depend on the improvement of the broader economy and also the buyers’ sentiment which for now, remains weak as many are adopting a wait-and-see attitude.

The MCO had hampered the signing of the Sale and Purchase Agreement and hence, delayed the conversion of these bookings into sales. The continued practice of social distancing over the extended conditional MCO period will impact on construction progress. Concerns on job security remain heightened and consumers will be more cautious on their spending, especially on purchasing ‘big ticket’ items such as properties. Hence, as the Group expects that economic activities will take some time to recover, the sales target for FY2020 is revised from RM4.55 billion to RM3.80 billion, which is aligned to the present market conditions. The outlook for FY2020 remains challenging and uncertain as the full impact of the Covid-19 pandemic has not been ascertained.
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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/2020-07-25-story-h1510726373.jsp

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