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 [SERBA DINAMIK HOLDINGS BHD:收购位于柔佛州哥打丁宜的Teluk Ramunia Yard(TR Yard)。TR Yard能够在占地约170英亩的一块土地上为多达50,000吨的海上平台和其他结构进行钢材制造]

2Q20 vs 2Q19:
截至2020年6月30日的季度(“ FY20财年第二季度”),由于O&M部门的强劲活动,世霸动力的收入为14.379亿令吉,比去年同期(“ FY19财年第二季度”)高26.3%。集团也录得税前利润1.665亿令吉,比19财年第二季的1.438亿令吉高出15.7%。

O&M在20财年第二季度贡献了83.2%的收入,比19财年第二季度增加了2.443亿令吉或25.7%。增长的原因是他们在中东地区(例如阿联酋,卡塔尔和阿曼和马来西亚)的MRO活动增加。 IRM活动在19财年第二季度也显示出更高的增长。该部门录得2亿1千930万令吉的改善营业利润,毛利润率为18.3%。 EPCC的收入总额为1.481亿令吉,比19财年第2季度略有增长,占集团总收入的10.3%。

2Q20 vs 1Q20:
截至2020年6月30日的季度,世霸动力的收入比上一季度(Q1FY20)增长了12.5%,这主要是由于O&M和ICT活动的收入增加了。整体营业利润为2亿5670万令吉,比20财年第一季增加2800万令吉或12.2%。

由于一些国家如卡塔尔,阿曼和马来西亚等国开展了更多活动,O&M收入比20财年第一季度略增了8,630万令吉或7.8%。营业利润的增长与收入相符,而毛利润率提高了0.1%。 EPCC收入也增740万令吉,较20财年第1季增加5.3%,这是由于本季度他们在阿联酋,坦桑尼亚,老挝和马来西亚的合约所贡献。营业利润从20财年第一季度的2170万令吉小幅增长到20财年第二季度的2220万令吉,毛利润率为15.0%。 ICT在20财年第2季度的收入为9380万令吉,与20财年第1季度相比增长6590万令吉或增长100.0%以上,这是由于与阿联酋国​​家/地区的客户合同相关的工作更多。

YTD20 vs YTD19:
该集团今年迄今的收入总计达27.165亿令吉,营业利润为4.854亿令吉,占总收入的17.9%。与去年同期相比,收入和营业利润分别增长了28.0%和29.1%。 O&M的收入增长了27.3%,主要来自中东地区以及马来西亚。O&M营业利润也比上年同期增长29.2%。

EPCC的收入增加了3050万令吉或11.8%。业务部门的营业利润比去年同期增加470万令吉或11.9%。 ICT和E&T业务部门的收入也分别增长了6,790万令吉和10万令吉或126.0%和22.8%。两个业务部门的营业利润也分别比去年同期增加了950万令吉和4万令吉或95.5%和21.3%。尽管公司开支增加和抵销额year on year增加,但该集团的税前累积盈利提高至3亿1千420万令吉,比去年同期增加4千5百80万令吉。

按国家划分的收入:
就地域划分而言,马来西亚是按国家划分的第二大收入来源,在20财年第2季度共录得3.941亿令吉,占总收入的27.4%,较19财年第2季度增长了16.4%。收入的增长主要归因于O&M和EPCC活动的更多call out工作。中东地区贡献了本季度总收入的67.2%或9亿6670万令吉,比19财年第二季度增加了2亿9400万令吉。增长的主要原因是阿联酋和卡塔尔的call out活动增加。

前景:
在石油和天然气方面,由于许多主要经济体取消了与Covid-19相关的封锁措施,对全球石油市场前景的重新乐观以及对石油需求进一步复苏的期望,油价在5月反弹。石油价格在6月的第一周巩固了涨幅,并保持了上升趋势,达到了约三个月来的最高值。

尽管市场低迷和波动,世霸动力仍在不断努力通过争取新合同以及续签国内外现有合同来增加市场份额。在本季度,集团获得各种合同,例如印度尼西亚的一份EPCC合同,马来西亚的7项O&M合同和赞比亚的2项ICT合同。只要设备仍在运行以生产所需的产量,他们的大多数O&M合同仍在进行中。由于Covid-19发生在不同的时间,因此该集团正在通过在坦桑尼亚,卡塔尔和阿联酋等未封锁国家(特别是在石油和天然气和发电等重要领域)启动手头合同来利用这一优势。

在此艰难时期,世霸动力设法通过采用工业革命4.0(“ IR 4.0”)元素为运维合同提供增值解决方案,以帮助资产所有者提高设备的性能和生产率。 IR 4.0支柱中使用最广泛的技术包括人工智能(AI)和数据分析。

世霸动力透过这公司之全资附属公司Serba Dinamik Group Bhd(「SDGB」)收购位于柔佛州哥打丁宜的Teluk Ramunia Yard(TR Yard)。TR Yard能够在占地约170英亩的一块土地上为多达50,000吨的海上平台和其他结构进行钢材制造。有了这个堆场,它将使世霸动力有资格参与各种规模广阔的投标,例如海上运输和安装(“ T&I”),integrated hook-up and commissioning(i-HUC)服务,顶部维护,退役工程和其他相关服务。此次收购将提升集团成为集成一站式解决方案提供商的愿望,以将离岸上游能力与已经建立的岸上下游联系起来。

集团还做出了巨大努力,以确保2020年ICT领域的增长。获得了两份新的ICT合同,这表明了集团对扩大ICT领域的承诺。合同的范围是在赞比亚实施数字小额贷款和数字健康平台。通过与Future Digital Data Systems L.L.C(FDDS)签订另一份合同,也加强了ICT部门,在阿联酋阿布扎比开发数据中心及其相关设施,基础设施和园林绿化;最大容量为20兆瓦(“ MW”)。

在这种病毒大流行情况下,大多数人正在寻找在线解决方案。该集团通过其ICT部门确实提供了符合客户期望的在线,无现金和非接触式功能。主要解决方案产品中包括电子商务平台EasyBuyBye,具有电子钱包功能的无现金支付系统Qwik Pay和内容或数据交换平台Global Content Exchange(“ GCE”)。借助这些解决方案,世霸动力正在国内和国际上大力开拓机构,零售或消费者基础。通过这些举措,集团有望进一步发展其ICT领域,并有望为集团做出更大的贡献。

随着O&M,EPCC和ICT部门赢得新合同,现有O&M合同的续签以及对TR Yard的收购有望改善集团的财务状况和盈利能力。总体而言,如果当前的Covid-19大流行停止,除非出现无法预料的情况,该集团乐观地将这些已证实的能力应用到他们全球网络中的所有国家中,从而朝着乐观的方向前进。
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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 RM3.80, dividend RM0.04, in 2 years 16 days, total return is 437.1%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.56 adjusted, dividend RM0.52, in 2 Years 1 month 27 days, total return is 337.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.47 adjusted, dividend RM0.055, in 1 Year 2 months 26 days, total return is 290.7%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.00, dividend RM0.0025, in 3 months 4 days, total return is 182.4%

e. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.59, dividend RM0.10, in 2 Years 1 month 27 days, total return is 112.6%

f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.20, dividend RM0.01, in 6 months 26 days, total return is 112.3%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.845, dividend RM0.015, in 10 months 8 days, total return is 93.3%

h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.275, dividend RM0.0025, in 1 month 9 days, total return is 54.2%

i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.23, dividend RM0.188, in 1 Year 10 months 21 days, total return is 52.1%

j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.685, dividend RM0.003, in 1 Year 3 days, total return is 51.2%

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

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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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[SERBA DINAMIK HOLDINGS BHD: acquired Teluk Ramunia Yard (“TR Yard”) which is located in Kota Tinggi, Johor. TR Yard has the capacity to perform steel fabrication for offshore platforms and other structures of up to 50,000 tonnes on a piece of land area approximately 170 acres]

2Q20 vs 2Q19:
For the quarter ended 30 June 2020 (“Q2FY20”), the Group recorded revenue of RM1,437.9 million which was 26.3% higher than corresponding quarter of the preceding year (“Q2FY19”) due to strong activities from O&M segment. The Group also recorded profit before taxation of RM166.5million, 15.7% higher as compared to profit before taxation of RM143.8 million in Q2FY19.

O&M contributed 83.2% of revenue in Q2FY20 with an increase of RM244.3 million or 25.7% against Q2FY19. The increase was due to higher activities from their MRO activity in middle east region such as UAE, Qatar & Oman, and Malaysia. IRM activity also showed higher growth against Q2FY19. The segment recorded an improved operating profit of RM219.3 million which represents a gross margin of 18.3%. EPCC revenue recorded a total of RM148.1 million, slightly increase against Q2FY19 and contributed 10.3% of the total revenue of the Group.

2Q20 vs 1Q20:
For quarter ended 30 June 2020, the Group recorded increase of revenue of 12.5% from immediate preceding quarter (“Q1FY20”) mainly due to increase revenue from O&M & ICT activity. Overall Operating profit stood at RM256.7 million, an increase of RM28.0 million or 12.2% higher against Q1FY20.

O&M revenue slightly increased by RM86.3 million or 7.8% higher than Q1FY20 as some countries showed more activities in country namely Qatar, Oman & Malaysia. The increment in operating profit is in line with revenue and GP margin increase by 0.1%. EPCC revenue also recorded a slight increase of RM7.4 million or 5.3% more against Q1FY20 which derived from their contracts in UAE, Tanzania, Laos and Malaysia in the current quarter. Operating profit registered a small increase from RM21.7 million in Q1FY20 to RM22.2 million in Q2FY20 resulting in 15.0% of gross profit margin. ICT registered revenue of RM93.8 million in Q2FY20, showed an increase of RM65.9 million or growth of more than 100.0% as compared to Q1FY20 due to more work performed in relation to a contract with customer in country of UAE.

YTD20 vs YTD19:
The group’s year to date (“YTD”) revenue recorded a total of RM2,716.5 million with operating profit at RM485.4 million or 17.9% of total revenue. This is an improvement against the same period last year with 28.0% and 29.1% for revenue and operating profit respectively. O&M have shown an increase in revenue of 27.3% mainly from middle east region as well as country of Malaysia. O&M operating profit also showed an increase of 29.2% against the corresponding period of the preceding year.

EPCC showed an increase in revenue of RM30.5 million or 11.8%. The operating profit for business segment improved by RM4.7 million or 11.9% increase against the corresponding period of the preceding year. Both ICT and E&T business segments also showed an increase in revenue of RM67.9 million and RM0.1 million or 126.0% and 22.8% respectively. The operating profit for both business segments also improved by RM9.5 million and RM0.04 million or 95.5% and 21.3% increase against the corresponding period of the preceding year. Despite the increase in the corporate expenses and elimination year on year, the group’s cumulative profit before tax improved to RM314.2 million, RM45.8 million higher than the corresponding period of the preceding year.

Segmental Revenue by countries:
On geographical segmentation, Malaysia ranked as second biggest revenue contributor by country, recording a total of RM394.1 million for Q2FY20 or 27.4% of total revenue recording an improvement of 16.4% against Q2FY19. The improvement in revenue is mainly contributed by higher call out works for O&M and EPCC activity. Middle east contributed 67.2% of the overall revenue for the quarter or RM966.7 million, an increase of RM294.0 million against Q2FY19. The increase was mainly contributed by higher call out activity in UAE & Qatar.

Prospects:
On the Oil and Gas front, oil prices bounced back in May amid renewed optimism on the global oil market outlook and expectations for a further recovery in oil demand as Covid-19 related lockdown measures were being lifted in many major economies. Oil prices consolidated gains in the first week of June and maintained an upward trend to reach their highest value in about three months.

The Group continuously striving to increase more market share through securing of new contracts as well as renewing existing contracts, both domestic and internationally despite market downturn and volatility. In the current quarter, the Group was able to secure various contracts such as one EPCC contract in Indonesia, seven O&M contracts in Malaysia and two ICT contracts in Zambia. Most of their O&M contracts are still on going as long as the equipment are still running to produce the required production. As the Covid-19 occurred at different timing, the Group is taking the advantage by activating contracts in hand in countries which are not lockdown such as Tanzania, Qatar & UAE especially for essential sectors like oil & gas and power generation.

During this tough time, the Group has managed to provide value added solutions in O&M contracts by adopting Industrial Revolution 4.0 (“IR 4.0”) element to help asset owner to achieve better performance and productivity of their equipment. Among most widely technology being used in IR 4.0 pillar are Artificial Intelligence (“AI”) and data analytics.

The Group via Serba Dinamik Group Bhd (“SDGB”), a wholly owned subsidiary of the Company, has also acquired Teluk Ramunia Yard (“TR Yard”) which is located in Kota Tinggi, Johor. TR Yard has the capacity to perform steel fabrication for offshore platforms and other structures of up to 50,000 tonnes on a piece of land area approximately 170 acres. With this yard, it will qualify the Group to be able to participate in various sizeable prospects such as offshore transport and installation (“T&I”), integrated hook-up and commissioning (i-HUC) services, top side maintenance, decommissioning works and other related services. This acquisition will elevate the Group’s aspiration to be an integrated one stop solutions provider to connect offshore upstream capabilities to the onshore downstream, which is already well established.

The Group has also put a strong effort to ensure growth of ICT segment in year of 2020. With the two new ICT contracts awarded, it shows the Group’s commitment to expand ICT segment moving forward. The scope of the contracts is to implement the Digital Microlending and Digital Health Platform in Zambia. The ICT segment is also strengthened by securing another contract with Future Digital Data Systems L.L.C. (“FDDS”) to develop a data centre and its related facilities, infrastructure, and landscaping in Abu Dhabi, UAE; with a capacity of up to 20 MegaWatt (“MW”).

During this pandemic situation, most people are looking into online solutions as an alternative. The Group through its ICT segment do provide online, cashless and contact less features which suit customer’s expectation. Among main solution products are EasyBuyBye, an e-commerce platform, Qwik Pay, a cashless payment system with e-wallet capability and Global Content Exchange (“GCE”), a content or data exchange platform. With these solutions, the Group is tapping into the institutional and retail or consumer base in a big way both domestic and also internationally. Through these initiatives, the Group is expected to further grow its ICT segment and expected to contribute further to the Group.

With the new contracts won from O&M, EPCC and ICT segments, renewal of existing O&M contracts as well as acquisitions of TR Yard are expected to enhance the Group’s financial position as well as profitability. Overall, the Group is optimistic moving forward by tapping onto these proven capabilities into all countries within their global network barring unforeseen circumstances should the current pandemic Covid-19 still prolong.
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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/2020-08-31-story-h1512627260.jsp
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