2Q20 vs 2Q19:
YTD20 vs YTD19：
2Q20 vs 1Q20:
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.60, dividend RM0.052, in 2 years 1 month 3 days, total return is 410.8%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.58 adjusted, dividend RM0.52, in 2 Years 2 months 14 days, total return is 320.9%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.17 adjusted, dividend RM0.055, in 1 Year 3 months 13 days, total return is 272.8%
d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.91, dividend RM0.005, in 3 months 22 days, total return is 157.7%
e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.39, dividend RM0.01, in 7 months 13 days, total return is 145.6%
f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.785, dividend RM0.015, in 10 months 26 days, total return is 79.8%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.33, in 4 months 20 days, total return is 73.7%
h. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.30, in 11 months 22 days, total return is 50%
i. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.66, dividend RM0.003, in 1 Year 21 days, total return is 45.7%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.60, dividend RM0.08, in 1 Year 3 months 27 days, total return is 42.6%
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
[NESTLE MALAYSIA BHD: highest CAPEX plan in 6 years is confirmed as announced earlier, including a significant investment going into their Shah Alam factory to build a pioneering facility for Plant-Based Meal Solutions]
2Q20 vs 2Q19:
For the second quarter ended 30 June 2020, total turnover for the Group was RM1.22 billion, a moderate decline in comparison to Q2 2019 (-8.7%). This was mainly attributed to severe operational restrictions on HORECA (Hotel, Restaurant & Café) channels during the MCO, as well as to the decline in mobility of the public impacting sales in restaurants, R&R rest stops, and office-related channels. For Nestlé, this had some material impact on their NESTLÉ PROFESSIONAL business, which serves the Out-of-Home channels, as well as their Ready-to-Drink and some food products.
Against a challenging backdrop, the Group turned in a solid Profit Before Tax of RM140.1 million and a Profit After Tax RM105.5 million for Q2 2020. Against the comparative baseline (PAT RM156.9 million in Q2 2019), profit was impacted by the HORECA situation under MCO and additional expenses necessary to ensure work safety, support to front liners and ensuring continuity across the value chain.
YTD20 vs YTD19:
For the first half ended 30 June 2020, the Group’s Turnover stood at RM2.65 billion, a minor reduction compared with RM2.79 billion in the previous year’s corresponding period. This was due to the anticipated earlier timing of Chinese New Year impact on their Q1 sales vs prior year, as well as the COVID-19 impacts in Q2.
The Group recorded resilient profit margins for the first half, with a Profit Before Tax of RM386.4 million and Profit After Tax of RM291.8 million. The contraction against the same period of 2019 (PAT RM392.1 million in H1 2019) reflects the impact of COVID-19 on HORECA channels, the significant expenses needed to preserve work safety and operational continuity (in the order of RM50 million, mostly in Q2).
2Q20 vs 1Q20:
For the second quarter ended 30 June 2020, the Group registered lower turnover of RM1.22 billion, primarily due to restrictions on Out-of-Home channels during the MCO. The impact was mainly due to the longer period when the country was under the MCO in Q2 2020 compared to only 2 weeks in Q1 2020, and was concentrated in April/May, with a progressive improvement from the start of RMCO. Profit Before Tax at RM140.1 million was solid but impacted by COVID-19 related impacts under MCO on HORECA channels and COVID-19 related expenses.
Their highest CAPEX plan in 6 years is confirmed as announced earlier, including a significant investment going into their Shah Alam factory to build a pioneering facility for Plant-Based Meal Solutions. They are confident that the Group is well-positioned to deliver sustainable earnings, for the balance of the year and beyond, while continuing to apply cautious management in an economic context that remains uncertain and with downside risks.
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 firstname.lastname@example.org 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.