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 [HEINEKEN MALAYSIA BHD:酒吧和娱乐场所等拥有酒许可证的商店仍被禁止营业,而餐馆和咖啡店等贸易场所的销售却因人们的消费模式转变而倾向于外卖和居家网购,导致销售因病毒大流行而缓慢]

2Q20 vs 2Q19:
集团收入与2019年同季度相比下降了50%,这主要是由于从2020年3月18日至2020年5月3日,暂停了双溪大道啤酒厂的运营以遵守政府强制执行的MCO,以控制Covid-19。尽管喜力大马于2020年5月4日生效的有条件MCO期间恢复了运营和业务,但喜力大马的业务绩效,特别是在贸易渠道中的业务绩效仍受到不利影响。这主要是因为酒吧和娱乐场所等拥有酒许可证的商店仍被禁止营业,而餐馆和咖啡店等贸易场所的销售却因人们的消费模式转变而倾向于外卖和居家网购,导致销售因病毒大流行而缓慢。收入下降导致毛利润贡献显着减少,不足以抵消固定费用。因此,喜力大马在本季度录得2400万令吉的前所未有的税前亏损。

YTD20 vs YTD19:
集团收入较2019年同期下降26%,主要是由于啤酒销量下降22%,这在很大程度上受到他们啤酒厂运营从2020年3月18日至2020年5月3日的长期停业以遵守MCO的影响。税前利润与2019年同期相比下降67%。

2Q20 vs 1Q20:
截至2020年6月30日的第二季度,集团业绩与上一季度相比大幅下降,主要是由于啤酒厂在整个2020年4月至2020年5月3日的整个月的暂停运营。

前景:
仍然禁止酒馆和娱乐中心等拥有酒牌的店面营业,而由于政府规定的标准运营程序的执行,饭店,咖啡厅和美食广场等其他商业网点也将受到限制性经营。这将继续对集团在2020年剩余时间的整体业务业绩产生不利影响。Covid-19全年的确切影响仍然难以估计,因为这将取决于此次危机的持续时间和经济后果,以及业务恢复的速度。
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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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[HEINEKEN MALAYSIA BHD: outlets with liquor license such as pubs and entertainment outlets are still prohibited from operating whilst sales in on-trade outlets such as restaurants and coffee shops was slow due to shift in consumption patterns favouring takeout and at-home options amid public concern on the pandemic]

2Q20 vs 2Q19:
Group revenue declined by 50% as compared to the same quarter in 2019, mainly due to the prolonged suspension of operations of the Sungei Way Brewery to comply with the MCO enforced by the Government from 18 March 2020 until 3 May 2020 to contain the spread of the Covid-19. Despite the Company resuming its operations and business during the Conditional MCO which took effect from 4 May 2020, the Group business performance particularly in the on-trade channel continue to be adversely impacted. This was mainly because outlets with liquor license such as pubs and entertainment outlets are still prohibited from operating whilst sales in on-trade outlets such as restaurants and coffee shops was slow due to shift in consumption patterns favouring takeout and at-home options amid public concern on the pandemic. The decline in revenue caused a significant reduction in gross profit contributions, which was insufficient to offset the fixed overhead. Consequently, the Group incurred an unprecedented pre-tax loss of RM24 million in the current quarter under review.

YTD20 vs YTD19:
Group revenue declined by 26% as compared to the same period in 2019, mainly due to the 22% decline in beer volume, heavily impacted by the prolonged suspension of their brewery operations from 18 March 2020 until 3 May 2020 to comply with the MCO. Profit before tax decreased by 67%, versus the same period in 2019.

2Q20 vs 1Q20:
The substantial decline in the Group performance for the second quarter ended 30 June 2020 versus the preceding quarter was mainly attributed to the suspension of operations of the brewery for the entire month of April up to 3 May 2020.

Prospects:
Outlets with liquor license such as pubs and entertainment centres are still prohibited from operating whilst other on-trade outlets such as restaurants, coffee shop and food courts are subject to restrictive operations due to the enforcement of the standard operating procedures set by the Government. This will continue to have an adverse impact on the Group’s overall business performance for the rest of 2020. The exact impact of Covid-19 for the full year remains difficult to estimate as it will depend on the duration and the economic consequences of this crisis as well as the speed of recovery of the 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/2020-08-21-story-h1512451274.jsp
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