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 [CARLSBERG BREWERY MALAYSIA BHD:COVID-19爆发引起的MCO期间停产和分销业务停顿导致销售下降,尤其是在贸易渠道中影响了销售;以及较早的2019年12月农历新年(CNY)前的交易量]

皇帽的营业额与去年同期相比下降了10.6%至5.899亿令吉,而经营利润则下降了17.6%至9200万令吉,这是由于COVID-19爆发引起的MCO期间停产和分销业务停顿导致销售下降,尤其是在贸易渠道中影响了销售;以及较早的2019年12月农历新年(CNY)前的交易量。

马来西亚的总收入下降了11.3%至4.454亿令吉,而经营利润下降了18.3%至7420万令吉,这归因于去年12月的CNY交易量,今年3月没有交易量以及随后2020年3月18日开始的MCO导致销售下降。

新加坡报告收入减少8.6%至1.445亿令吉,而营业利润与去年同期相比下降14.4%至1770万令吉,这是由于COVID-19和较早的去年12月的CNY交易量。由于马来西亚和新加坡业务的利润均下降,该集团本季度的净利润与去年同期相比下降了16.7%,至7300万令吉。

QoQ:
该集团的经营利润较上一季度小幅减少了80万令吉或0.9%,主要是由于新加坡的收入下降。由于马来西亚的利润增加以及LBCP的利润份额(但被新加坡的利润下降所抵消),集团的净利润增长了5.7%。

前景:
由于COVID-19大流行造成的前所未有的不确定性和波动性,董事会对2020年剩余时间的前景持谨慎态度。这场危机给消费者,监管者和企业带来了巨大挑战。它正在改变我们的生活和工作方式。

COVID-19已严重影响了他们在马来西亚和新加坡的运营以及他们在斯里兰卡的投资,并将对他们在2020年的业务和财务表现产生不利影响。在马来西亚,由于马来西亚政府实施MCO,他们的啤酒厂已于2020年3月18日至2020年5月3日关闭。啤酒厂关闭造成的中断也影响了他们在此期间的分销,以及无法满足出口客户的要求。加上在马来西亚的MCO和有条件MCO以及新加坡的Circuit Breaker “CB”期间制定的法规,这些因素对贸易销售和消费者情绪造成了沉重打击,这仍将是本地啤酒行业的主要负担。他们预计,由于产能下降,社交隔离, 健康和安全指南以及宏观经济状况恶化,贸易销售将缓慢复苏。在这种困难的情况下,董事会决定暂停截至2020年12月31日的财政年度的季度股息支付。
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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 RM3.44, dividend RM0.04, in 1 year 11 months 29 days, total return is 386.7%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM54.40 adjusted, dividend RM0.52, in 2 Years 1 month 9 days, total return is 352.4%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.00 adjusted, dividend RM0.055, in 1 Year 2 months 8 days, total return is 262.6%

d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62, dividend RM0.04, in 2 Years 1 month 9 days, total return is 108.8%

e. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.86, dividend RM0.015, in 9 months 21 days, total return is 96.6%

f. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.675, dividend RM0.0025, in 2 months 17 days , total return is 90.8%

g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.715, dividend RM0.003, in 11 months 16 days , total return is 57.8%

h. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.315, in 10 months 17 days , total return is 57.5%

i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.16, dividend RM0.188, in 1 Year 10 months 3 days, total return is 47.7%

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。

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

请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/channel/UC60FiPa8yhuzgA0YMPuzgXQ

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

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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[CARLSBERG BREWERY MALAYSIA BHD: lower sales following the suspension of production and distribution operations during the MCO period that was caused by the outbreak of COVID-19 which impacted sales especially in the On Trade channel; and also an earlier Chinese New Year (CNY) trade loading in December 2019]

The Group’s revenue decreased by 10.6% to RM589.9 million compared to the same quarter last year, whilst profit from operations decreased by 17.6% to RM92.0 million due to lower sales following the suspension of production and distribution operations during the MCO period that was caused by the outbreak of COVID-19 which impacted sales especially in the On Trade channel; and also an earlier Chinese New Year (CNY) trade loading in December 2019.

Total revenue for Malaysia decreased by 11.3% to RM445.4 million whilst profit from operations decreased by 18.3% to RM74.2 million due to the earlier CNY trade loading in December last year, absence of trade loading in March this year and lower sales following the MCO that commenced on 18 March 2020.

Singapore reported a decrease of 8.6% in revenue to RM144.5 million whilst its profit from operations decreased by 14.4% to RM17.7 million compared to the same quarter last year due to lower sales as a result of the outbreak of COVID-19 and the earlier CNY trade loading in December last year. The Group’s net profit for the quarter decreased by 16.7% to RM73.0 million compared to the same quarter last year due to lower profits in both the Malaysia and Singapore operations.

QoQ:
The Group’s profit from operations marginally decreased by RM0.8 million or 0.9% against the preceding quarter mainly due to lower revenue in Singapore. The Group’s net profit increased by 5.7% due to higher profits in Malaysia as well as share of profits in LBCP offset by lower profits in Singapore.

Prospects:
The Board is taking a cautious view over the outlook for the remainder of 2020 due to unprecedented levels of uncertainty and volatility caused by the COVID-19 pandemic. This crisis has brought immense challenges for consumers, regulators, and businesses; it is changing the way we live and work.

COVID-19 has severely impacted their operations in Malaysia and Singapore, as well as their investment in Sri Lanka and will have an adverse impact on their business and financial performance in 2020. In Malaysia, their brewery was closed as a result of the MCO imposed by the Malaysian Government from 18 March 2020 to 3 May 2020. The disruption from the closure of the brewery have also affected their distribution during this period plus inability to fulfill their export customers requirements. Together with the regulations set during the MCO and Conditional MCO in Malaysia and Circuit Breaker “CB” in Singapore, these factors have taken a heavy toll on on-trade sales and consumer sentiment and will remain a major overhang to the local beer industry for some time. They anticipate a slow recovery in on-trade sales due to reduced capacity, social distancing, health and safety guidelines and deteriorating macroeconomic conditions. Under such difficult circumstances, the Board has decided to suspend the quarterly dividend payments for the financial year ending 31 December 2020.
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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/2020-08-11-story-h1511645953.jsp
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