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 [JOHORE TIN BHD:由于全球大流行性冠状病毒(COVID-19)导致的销售下降,以及实施行动控制令(“ MCO”)的规定。随着COVID-19的宣布以及MCO的宣布,他们的出口销售开始放缓,由于劳动力限制在50%,他们的生产产量下降得更多]

2Q20 vs 2Q19:
柔佛珍在第二季录得收入1亿1511万令吉及税前盈利1459万令吉,而去年同期则分别为1亿4156万令吉及1203万令吉。与去年第二季度相比,收入减少了2645万令吉,税前利润增加了256万令吉。

锡罐制造部门的收入从3,216万令吉减少534万令吉,至2,682万令吉,这主要是由于全球大流行性冠状病毒(COVID-19)导致的销售下降,以及实施行动控制令(“ MCO”)的规定。随着COVID-19的宣布以及MCO的宣布,他们的出口销售开始放缓,由于劳动力限制在50%,他们的生产产量下降得更多。另外,因他们的客户的运营不在必需品行业内,因此在MCO期间无法运营,导致其销售下降。税前盈利从去年同期的304万令吉微降19万令吉至285万令吉。这主要是由于尽管本季度收入减少,但生产间接费用成本却降低了。

餐饮部门的收入从1.094亿令吉减少2111万令吉,至8829万令吉,这主要是由于客户对全球COVID-19大流行的影响以及MCO期间的产量减少(劳动力限制为50%的时期)所做出的反应。

YTD20 vs YTD19:
截至2020年6月30日的6个月,该集团的营业额为2.233亿令吉,税前盈利为2137万令吉,而去年的年初分别为2亿8259万令吉和2501万令吉。与去年同期相比,集团的收入减少了5,929万令吉,税前利润减少了364万令吉。

锡罐制造部门的收入从6555万令吉减少1,386万令吉,至5,169万令吉,这主要是由于世界大流行性冠状病毒(COVID-19)导致销售下降,加上实施行动控制令(“ MCO”)的规定。随着COVID-19的宣布以及MCO的宣布,他们的出口销售开始放缓,由于劳动力限制在50%,他们的生产产量下降得更多。另外,他们的客户运营不在必需品行业内,因此在MCO期间无法运营,导致其销售下降。税前盈利从454万令吉减少了80万令吉,降至374万令吉。这主要是由于与上一年相比销售下降。

餐饮部门的收入从2亿1704万令吉减少4542万令吉,至1亿7162万令吉,这主要是由于客户对全球COVID-19大流行的影响以及MCO期间的产量减少(劳动力限制为50%的时期)所做出的反应。税前盈利从2091万令吉减少277万令吉,至1814万令吉,这主要是由于本年度的收入较上年年初至今减少。

2Q20 vs 1Q20:
在本季度的回顾中,柔佛珍的税前盈利增加了781万令吉,至1,459万令吉,而截至2020年3月31日的上一季度的税前利润为678万令吉。

a)锡罐制造部门:
税前盈利从89万令吉增加196万令吉至285万令吉,主要是由于收入较上一季度增加。

b)餐饮部门:
税前盈利从上一季度的616万令吉增加了582万令吉,本季度的税前利润为1198万令吉,这主要是由于本季度的利润率较高。

前景:
a)锡制造业:
由于市场竞争日益激烈,锡制造业将继续面临挑战。

b)餐饮业:
尽管他们预计市场竞争非常激烈,但预计需求仍将保持强劲。
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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 RM3.65, dividend RM0.052, in 2 years 23 days, total return is 417.8%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.28 adjusted, dividend RM0.52, in 2 Years 2 months 3 days, total return is 318.5%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.33 adjusted, dividend RM0.055, in 1 Year 3 months 2 days, total return is 283.3%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.04, dividend RM0.0025, in 3 months 11 days, total return is 193.7%

e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.29, dividend RM0.01, in 7 months 2 days, total return is 128.1%

f. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.55, dividend RM0.10, in 2 Years 2 months 3 days, total return is 107.5%

g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.84, dividend RM0.015, in 10 months 15 days, total return is 92.1%

h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.27, dividend RM0.0025, in 1 month 16 days, total return is 51.4%

i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21, dividend RM0.188, in 1 Year 10 months 28 days, total return is 50.8%

j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.675, dividend RM0.003, in 1 Year 10 days, total return is 49%

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/c/JamesShareInvesting

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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[JOHORE TIN BHD: lower sales resulted from the world pandemic disease of Corona Virus (“COVID-19”) and coupled with the implementation of the Movement Control Order (“MCO”). Their exports sales began to slow down upon the declaration of the COVID-19 and with the announcement of the MCO, their production output lowered even more as the workforce is limited to 50%]

2Q20 vs 2Q19:
The Group recorded a revenue of RM115.11 million and profit before tax of RM14.59 million for the second quarter as compared to preceding year corresponding quarter of RM141.56 million and profit before tax of RM12.03 million respectively. The revenue decreased by RM26.45 million and the profit before tax increased by RM2.56 million respectively as compared to the second quarter of the preceding year.

For the tin cans manufacturing segment, revenue decreased by RM5.34 million from RM32.16 million to RM26.82 million mainly due to lower sales resulted from the world pandemic disease of Corona Virus (“COVID-19”) and coupled with the implementation of the Movement Control Order (“MCO”). Their exports sales began to slow down upon the declaration of the COVID-19 and with the announcement of the MCO, their production output lowered even more as the workforce is limited to 50%. Also, their customers whose operations were not under essentials sector were not able to operate during the MCO period which caused a drop in their sales. Profit before tax decreased marginally by RM0.19 million from RM3.04 million in the preceding year corresponding quarter to RM2.85 million. This is mainly due to lower production overhead costs despite lower revenue in the current quarter.

For the F&B segment, revenue decreased by RM21.11 million from RM109.40 million to RM88.29 million mainly due to the reaction of customers from the effect of the COVID-19 pandemic globally and also where the production output was reduced during the MCO period which the workforce was limited to 50%.

YTD20 vs YTD19:
The Group has recorded a revenue of RM223.30 million and profit before tax of RM21.37 million for the 6 months’ ended 30 June 2020 as compared to preceding year-to-date of RM282.59 million and RM25.01 million respectively. The Group’s revenue decreased by RM59.29 million and the profit before tax decreased by RM3.64 million respectively as compared to preceding year-to-date.

For the tin cans manufacturing segment, revenue decreased by RM13.86 million from RM65.55 million to RM51.69 million mainly due to lower sales resulted from the world pandemic disease of Corona Virus (“COVID-19”) and coupled with the implementation of the Movement Control Order (“MCO”). Their exports sales began to slow down upon the declaration of the COVID-19 and with the announcement of the MCO, their production output lowered even more as the workforce is limited to 50%. Also, their customers whose operations were not under essentials sector were not able to operate during the MCO period which caused a drop in their sales. Profit before tax decreased by RM0.80 million from RM4.54 million to RM3.74 million. This is mainly due to lower sales as compared to preceding year.

For the F&B segment, revenue decreased by RM45.42 million from RM217.04 million to RM171.62 million mainly due to the reaction of customers from the effect of the COVID-19 pandemic globally and also where the production output was reduced during the MCO period which the workforce was limited to 50%. The profit before tax decreased by RM2.77 million from RM20.91 million to RM18.14 million, mainly due to lower revenue in the current year under review as compared to the preceding year-to-date.

2Q20 vs 1Q20:
For the current quarter under review, the Group’s profits before tax increased by RM7.81 million to RM14.59 million as compared to profit before tax of RM6.78 million in the preceding quarter ended 31 March 2020.

a) Tin Cans Manufacturing Segment:
Profit before tax increased by RM1.96 million from RM0.89 million to RM2.85 million mainly due to higher revenue as compared to the previous quarter.

b) F&B Segment:
Profit before tax increased by RM5.82 million from RM6.16 million in the previous quarter as compared to the current quarter’s profit before tax of RM11.98 million, mainly due to higher margin in the current quarter under review.

Prospects:
a) Tin Manufacturing Industry:
Tin manufacturing industry will remain challenging due to an increasingly competitive market.

b) F&B Industry:
Demand is expected to remain strong although they foresee a very competitive market.
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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/2020-09-07-story-h1513371039.jsp
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