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 [CCK CONSOLIDATED HOLDINGS BHD:家禽部门的饲料成本和零售部门的进口产品(牛肉,羊肉,鱼等)的成本提高]

1Q20 vs 1Q19:
截至2020年3月31日的第一季,古晋中央冷藏录得收入1.60963亿令吉,比去年同期(收入为1.5527亿令吉)增长约4%。与2019年同期相比,2020年第一季度美元/马来西亚令吉升值约2.22%,这影响了他们的毛利率。 2020年第一季度的毛利率为19.27%,而2019年同一季度的毛利率为20.12%。影响最大的是家禽部门的饲料成本和零售部门的进口产品(牛肉,羊肉,鱼等)的成本。由于所有部门的成本控制措施,集团的税前利润从2019年的960.1万令吉增长9%至2020年的1049.2万令吉。

1Q20 vs 4Q19:
2020年第1季度的收入从2019年最后一个季度的1.73332亿令吉下降7%至1.60963亿令吉。他们的业务受到今年第一季度病毒大流行的影响。他们的许多食品和饮料客户(例如,酒店,餐厅,咖啡店,学校宿舍等)被关闭或经营规模有限,只允许外卖。虾部门的收入与上一季度相比下降了12.7%,这是由于本季度没有对虾的收获周期。

集团的毛利率从2019年12月的21.37%下降至2020年3月的19.27%。与上一季度相比,本季度美元/马币的贬值幅度约为0.4%,影响了进口冷藏食品的成本,如牛肉,羊肉和鱼。由于美元/马币疲软以及原材料成本上升,饲料成本增加。

相应地,集团的税前净利则从1279.9万令吉减少18%至1049.2万令吉。缺少先前提到的大虾捕捞周期,是导致该集团业绩下降的原因之一。虾部门的业绩与上一季度相比下降了106%。

前景:
MCO法规的放松以及对社交活动以及食品和饮料商店的限制的实施将对其业务产生一定的影响。
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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 RM3.47, dividend RM0.04, in 2 years, total return is 390.9%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM49.00 adjusted, dividend RM0.52, in 2 Years 1 month 11 days, total return is 307.9%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.20 adjusted, dividend RM0.055, in 1 Year 2 months 10 days, total return is 274.6%

d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.60, dividend RM0.04, in 2 Years 1 month 11 days, total return is 106.3%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.65, dividend RM0.0025, in 2 months 19 days , total return is 83.8%

f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.735, dividend RM0.015, in 9 months 23 days, total return is 68.5%

g. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.29, in 10 months 19 days , total return is 45%

h. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.10, dividend RM0.188, in 1 Year 10 months 5 days, total return is 43.9%

i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.65, dividend RM0.003, in 11 months 18 days , total return is 43.5%

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

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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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[CCK CONSOLIDATED HOLDINGS BHD: cost of feed for the poultry segment and cost of imported products (beef, lamb, fish etc) for the retail segment increased]

1Q20 vs 1Q19:
For the first quarter ended 31 March 2020, the Group recorded a revenue of RM160.963 million, representing an increase of approximately 4% over the same period last year whereby the revenue was recorded at RM155.270 million. The strengthening of the USD/MYR of approximately 2.22% in the first quarter of 2020 when compared to the same quarter in 2019, affected their gross margins. The gross margin for the first quarter of 2020 was 19.27% whereas, the gross margin for the same quarter in 2019 was 20.12%. The biggest impact was on the cost of feed for the poultry segment and cost of imported products (beef, lamb, fish etc) for the retail segment. The Group’s profit before tax increased 9% from RM9.601 million in 2019 to RM10.492 million in 2020 as a result of cost control measures across all segments.

1Q20 vs 4Q19:
Revenue for the 1st quarter of 2020 declined by 7% from RM173.332 million in the last quarter of 2019 to RM160.963 million. Their business was affected with the onset of the pandemic in the first quarter of this year. Many of their food and beverage customers (eg. Hotels, restuarants, coffee shops, school hostels etc) were closed or operated on a limited scale allowing only deliveries and take-aways. The prawn segment’s revenue declined by 12.7% this quarter when compared to the preceding quarter due to an absence of a harvesting cycle of prawns this quarter.

The Group’s gross profit margin declined from 21.37% in December 2019 to 19.27% in March 2020. The weakening of the USD/MYR by approximately 0.4% this quarter when compared to the last quarter affected the costs of imported coldstorage items like beef, lamb and fish. Feed costs increased as a result of the weak USD/MYR as well as higher cost of raw materials.

Correspondingly, the Group’s net profit before tax decreased by 18% from RM12.799 million to RM10.492 million. The absence of the earlier mentioned harvest of a prawn cycle was a contributory factory in the decline in the Group’s results. The prawn segment’s results decreased by 106% compared to the preceding quarter.

Prospects:
The relaxation of MCO regulations and the implementation of restrictions on social events and food and beverage outlets will have some impact on their business.
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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/2020-08-13-story-h1511679587.jsp
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