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 [HAIO (7668) 海鸥 HAI-O ENTERPRISE BHD:电子商务平台的“small-ticket”物品的销量增加,成本优化计划以及来自供应商的更高的A&P补贴] - James的股票投资James Share Investing

截至2020年4月30日止年度,海鸥的税前盈利为4160万令吉,较上一年的6340万令吉降低了34.4%。集团的现金及现金等价物和短期投资总额截至2020年4月30日为9590万令吉(30.4.2019财年:9,510万令吉)。

于回顾的第四季,集团的营业额及税前盈利分别为5370万令吉及1090万令吉,较去年同期的7000万令吉及1380万令吉减少23.3%和21.0%:

传销部:
税前利润仅微跌1.5%至1,020万令吉,主要是由于在MCO期间来自其电子商务平台的“small-ticket”物品的销量增加,成本优化计划以及来自供应商的更高的A&P补贴。

批发部:
税前盈利下降约54.4%至90万令吉。

零售部门:
该部门在第4季录得90万令吉亏损,而去年同期的税前盈利为40万令吉。

QoQ:
税前盈利微跌0.9%至1,090万令吉。

传销部:
在MCO期间,MLM部门通过鼓励分销商转移到其在线门户网站以接触其成员,从而积极利用电子商务平台。此外,免费会员的推出和“留在家中,在家中赚钱”活动已经成功吸引了相当数量的新会员,带来了更多的销售,尤其是随着消费者转向更实惠的商品而增加了“small-ticket”商品的销售。该部门采取的这些积极措施有助于减轻MCO的负面影响,从而将收入的下降减缓至4.2%,至3,530万令吉。

由于采取了技术和社交媒体的举措,提高了运营效率以及成本优化措施,MLM的税前利润增长了39.3%,达1020万令吉,上一季度为730万令吉。

批发部:
税前盈利减少57.1%至90万令吉。

零售部门:
该部门在财政年度的第四季收入跌48%,亏损90万令吉。

前景:
尽管收入与上一季度相比下降了近20%,但集团仍保持了营业利润,在最新的季度表现了韧性。这种韧性是依靠其关键业务(尤其是传销部门)的敏捷性来迅速适应变化并重新制定战略以发展和增强其在危机中的市场定位。尽管面对新规范,前景仍然充满不确定性,但他们乐观地认为,面对并应对突如其来的突发变化的能力将使他们处于很好的状态,以应对挑战。展望未来,海鸥将继续优化成本,重新制定业务计划,并努力进一步加强其现有的数字基础设施,增强其在社交媒体和数字广告中的影响力,以覆盖现有和潜在客户。由于Covid-19可能会导致更多人关注医疗保健,因此集团希望巩固其作为马来西亚主要医疗保健公司的地位。有鉴于此,董事会预计在下一个财政年度充满挑战的商业环境中,海鸥将保持盈利。
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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 RM3.64, dividend RM0.04, in 2 years 7 days, total return is 414.7%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM54.28 adjusted, dividend RM0.52, in 2 Years 1 month 18 days, total return is 351.4%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.30 adjusted, dividend RM0.055, in 1 Year 2 months 17 days, total return is 280.5%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.795, dividend RM0.0025, in 2 months 26 days , total return is 124.6%

e. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.64, dividend RM0.04, in 2 Years 1 month 18 days, total return is 111.3%

f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.875, dividend RM0.015, in 9 months 30 days, total return is 100%

g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.70, dividend RM0.003, in 11 months 25 days , total return is 54.5%

h. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.12, dividend RM0.188, in 1 Year 10 months 12 days, total return is 45.2%

i. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.28, in 10 months 26 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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[HAI-O ENTERPRISE BHD: higher sales of “small-ticket” items derived from their e-commerce platform during the MCO period, cost optimisation initiatives, as well as higher A&P subsidy from suppliers]

For the year ended 30 April 2020, the Group recorded a lower pre-tax profit of RM41.6 million as compared to the preceding year of RM 63.4 million, a decrease of 34.4%. The Group’s cash and cash equivalents and short term investment totalled RM 95.9 million as at 30 April 2020 (FYE 30.4.2019: RM 95.1 million).

For the 4th quarter under review, the Group recorded lower revenue and pre-tax profit of RM53.7 million and RM 10.9 million, as compared to RM 70.0 million and RM 13.8 million in the preceding year’s corresponding quarter, representing a decrease of 23.3% and 21.0% respectively:

MLM division:
Pre-tax profit fell only marginally by 1.5% to RM 10.2 million, mainly thanks to higher sales of “small-ticket” items derived from their e-commerce platform during the MCO period, cost optimisation initiatives, as well as higher A&P subsidy from suppliers.

Wholesale division:
Pre-tax profit declined by about 54.4% to RM 0.9 million.

Retail division:
The division recorded a loss of RM 0.9 million in the 4th quarter as compared to pre-tax profit of RM 0.4 million in the preceding year’s corresponding quarter.

QoQ:
Pre-tax profit decreased marginally by 0.9% to RM 10.9 million.

MLM division:
During the MCO period, the MLM division aggressively leveraged on the e-commerce platform by encouraging distributors to shift to its online portal to reach out to its members. In addition, the launch of free membership and “Stay at home, earn from home” campaign has successfully attracted a sizable number of new members which brought in additional sales especially sales of “small-ticket” items increased as consumers switched to more affordable items. Such proactive measures taken by the division have helped to mitigate the negative impact of the MCO, thus cushioning the decline of revenue to 4.2% to RM 35.3 million.

Thanks to the initiative to leverage on technology and social media which has improved operating efficiencies, as well as cost optimization measures, MLM pre-tax profit rose by 39.3% to RM 10.2 million, as compared to RM 7.3 million in the immediate preceding quarter.

Wholesale division:
Pre-tax profit decreased by 57.1% to RM 0.9 million.

Retail division:
The division suffered a 48% decline in revenue and a loss RM 0.9 million in the 4th quarter of the financial year.

Prospects:
The Group has delivered resilience in the latest quarter under review as operating profit was maintained despite an almost 20% decline in revenue from the immediate preceding quarter. This resilience was anchored on the agility of their key businesses, especially the MLM division, to quickly adapt to change and to re-strategize to evolve and strengthen their market positioning amidst the crisis. While the outlook remains highly uncertain as they face a new norm, they are optimistic that the ability to face and adapt to sudden and unexpected changes will put them in good stead to ride challenges ahead. Moving forward, the Group will continue to optimise costs, re-strategize business plans, and work to further strengthen their existing digital infrastructure, enhance their presence in social media and digital advertising to reach out to existing and potential customers. With Covid-19 likely to lead to greater focus on healthcare, and the Group hopes to fortify their position as a premier healthcare company in Malaysia. In view of the above, the Board of Directors expects the Group to remain profitable amidst the challenging business environment in the next financial year.
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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/2020-08-20-story-h1512425507.jsp

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