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 [SCGM BHD:调试了一台新口罩制造机,并于2020年5月成功开始生产和销售口罩]

4Q20 vs 4Q19:
收入的减少部分被出口销售增17.9%至1821.2万令吉(19年第4季度为1544.9万令吉)所缓解,这是因为马来西亚的所有港口仍在运营,并且在MCO期间允许分销卡车在马来西亚和新加坡之间往返。

尽管在4Q20录得较低的收入,但集团在本季度的税前盈利跃升221.5%至586.9万令吉(4Q19产生了483.1万令吉的税前亏损),因引入和销售新的个人防护设备(PPE)产品系列,例如面罩,降低的树脂价格,更低的利息费用和更高的外汇收益。

集团也从19年第4季度的713.9万令吉净亏损显着提高至4Q20的686.3万令吉净利,这是由于部分利用了上一年结转的未使用再投资津贴,以及之前部分确认了未吸收再投资津贴的递延所得税资产。

YTD20 vs YTD19:
这集团的税前盈利增长1041.9%,从上年的税前亏损168.6万令吉增长至税前盈利1588万令吉,这得益于毛利润率的改善,这归功于集团努力优化销售组合,降低树脂材料成本的使用和较低的利息费用。

集团的税后利润从之前的净亏损511.9万令吉提高超过4倍,至税后利润1727.7万令吉,这是由于部分利用了上一年结转的未使用再投资津贴,以及之前部分确认了未吸收再投资津贴的递延所得税资产。

4Q20 vs 3Q20:
自2020年2月以来,新的PPE产品线(即面罩)的引入和销售,部分缓解了收入的下降。集团在这季度内交付了420万令吉的面罩销售。这集团在20财年第四季录得586.9万令吉的税前盈利,较20财年第三季的363.8万令吉增加61.3%,这归因于销售组合的改善,树脂成本的降低以及由于令吉兑主要外币疲软导致的外汇收益增加和较低的利息支出。尽管收入下降,但集团还是注意到20季度第4季度的净利润为686.3万令吉,较上一季度的418.1万令吉增长了64.1%,这是由于部分利用了前一年未使用的再投资津贴,以及之前部分确认了未吸收再投资津贴的递延所得税资产。

前景:
展望未来,SCGM将继续为不会衰退的市场服务:食品和饮料(F&B)部门是其主要目标,医疗个人防护设备(PPE)是其次要市场。在餐饮部门,SCGM将进一步加大其在国内和出口市场的营销力度,以继续增长被视为“必需产品”的餐饮包装产品的销量。同时,SCGM将继续强调其生产努力,以满足对高度定制的餐饮包装的需求。

在PPE领域,SCGM通过将口罩添加到当前的面罩产品中来扩展其产品组合。这季度,这集团调试了一台新口罩制造机,并于2020年5月成功开始生产和销售口罩。

与此同时,自2020年3月以来,雪兰莪Telok Panglima Garang的租赁制造工厂与SCGM总部和柔佛州古来的制造工厂的合并预计将对集团的财务业绩产生积极影响,因人均产出会增加和规模经济的改善。与同时维护两个工厂相比,这也降低了他们的运营成本。
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James Ng Stock Pick Performance:
Since Recommended Return:

a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.60, dividend RM0.04, in 1 year 11 months 15 days, total return is 409.1%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM51.76 adjusted, dividend RM0.52, in 2 Years 26 days, total return is 330.6%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.55 adjusted, dividend RM0.055, in 1 Year 1 month 25 days, total return is 235.6%

d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.65, dividend RM0.04, in 2 Years 26 days, total return is 112.6%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.735, dividend RM0.0025, in 2 months 3 days , total return is 107.7%

f. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.655, dividend RM0.003, in 11 months 2 days , total return is 44.6%

g. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.07, dividend RM0.188, in 1 Year 9 months 20 days, total return is 42%

h. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.81 in 1 year 6 months 7 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超过14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

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免责声明:
高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。

James Ng
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[SCGM BHD: The Group commissioned one new face mask making machine during the quarter under review and successfully commenced production and sales of face mask in May 2020]

4Q20 vs 4Q19:
Decrease in revenue was partly mitigated by the 17.9% increase in export sales to RM18.212 million from RM15.449 million in 4Q19, as all ports in Malaysia remained in operation and distribution lorries were allowed to travel between Malaysia and Singapore throughout the MCO period.

Despite registering a lower revenue in 4Q20, the Group’s profit before tax jumped 221.5% to RM5.869 million in the quarter under review versus RM4.831 million loss before tax in 4Q19 due to introduction and sales of a new personal protective equipment (PPE) product line, i.e. face shields, reduced resin prices, lower interest expense and higher gain on foreign exchange.

The Group’s net profit also improved significantly to RM6.863 million in 4Q20 from RM7.139 million net loss in 4Q19 due to the partial utilisation of unutilised reinvestment allowance brought forward from prior year, and partial recognition of deferred tax asset on unabsorbed reinvestment allowance previously not recognised.

YTD20 vs YTD19:
The Group achieved pre-tax profit expansion by 1041.9% to RM15.880 million from RM1.686 million loss before tax in previous year backed by an improvement in gross margin, which the Group attributed to its effort to optimise the sales mix, lower cost of resin materials and lower interest expense.

The Group’s profit after tax improved more than 4-fold to RM17.277 million from RM5.119 million net loss previously, due to the partial utilisation of unutilised reinvestment allowance brought forward from prior year, and partial recognition of deferred tax asset on unabsorbed reinvestment allowance previously not recognised.

4Q20 vs 3Q20:
Decrease in revenue was partly mitigated by the introduction and sales of a new PPE product line, i.e. face shields since February 2020. The Group has delivered RM4.2 million sales of face shields during the quarter under review. The Group recorded a 61.3% higher profit before tax of RM5.869 million in 4Q20 compared to profit before tax of RM3.638 million in 3Q20, which is attributable to improved sales mix, lower resin costs, higher gain on foreign exchange due to weakening of Ringgit Malaysia against major foreign currencies and lower interest expense. Despite the dip in revenue, the Group noted 64.1% higher net profit of RM6.863 million in 4Q20 versus a net profit of RM4.181 million in the preceding quarter, due to the partial utilisation of unutilised reinvestment allowance brought forward from prior year, and partial recognition of deferred tax asset on unabsorbed reinvestment allowance previously not recognised.

Prospects:
Going forward, SCGM will stay on course to serve recession-proof segments: the food and beverage (F&B) sector as its primary target, and medical personal protective equipment (PPE) as its secondary market. In the F&B segment, SCGM will further intensify its marketing efforts in the domestic and export markets to continue growing its sales of F&B packaging products which are considered “essential products”. At the same time, SCGM will continue to emphasise its production efforts on fulfilling demand for highly-customised F&B packaging.

In the PPE segment, SCGM expanded its product portfolio by adding face masks to its current range of face shields. The Group commissioned one new face mask making machine during the quarter under review and successfully commenced production and sales of face mask in May 2020.

At the same time, the consolidation of rented manufacturing plant in Telok Panglima Garang, Selangor with SCGM’s headquarters and manufacturing plant in Kulai, Johor since March 2020 is expected to impact positively on the financial performance of the Group, due to increased output per worker and improved economies of scale. This also lowers their operating costs compared to maintaining two plants simultaneously.
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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 over 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/2020-07-28-story-h1510780066.jsp

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