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 [PANASONIC MANUFACTURING MALAYSIA BHD:马来西亚政府实施了行动控制令(MCO),因此无法满足该时期的一些销售订单。国内销售受到的影响最大,本季度仅占总收入的21%,而去年同期的贡献为49%]

1Q21 vs 1Q20:
截至2020年6月30日的本季度,该公司的收入为1.541亿令吉,比去年同期的2.914亿令吉显着降低47.1%或1.373亿令吉。由于马来西亚政府于2020年3月18日至2020年5月初关闭了工厂,原因是马来西亚政府实施了行动控制令(MCO),因此无法满足该时期的一些销售订单。国内销售受到的影响最大,本季度仅占总收入的21%,而去年同期的贡献为49%。

因此,该公司的经营活动产生了420万令吉的亏损,而去年同期的盈利是3040万令吉。以公司的除税前综合利润水平计算,本季度录得除税前亏损380万令吉,较上年同期的利润3,510万令吉减少3,890万令吉。这主要归因于:

(i)较低的收入,
(ii)由于利率和定存金额降低,利息收入减少了230万令吉,以及;
(iii)应占联营公司业绩的亏损较高,达290万令吉,而去年同期的亏损则为100万令吉。 MCO的实施也影响了联营公司的业绩。

这两个部门的收入都受到了MCO的影响,其中家用电器产品和风扇产品分别仅占去年同期的54%和52%。由于销量减少,家电产品部门在截至2020年6月30日的本季度录得260万令吉的税前亏损,而去年同期则为1,080万令吉的税前利润。

风扇产品部门在截至2020年6月30日的本季度录得税前边际利润为410万令吉,较上年同期的税前利润2270万令吉减少了81.8%或1860万令吉。

1Q21 vs 4Q20:
该公司在本季度的收入为1.541亿令吉,比上一季度的2.047亿令吉降低了24.7%或5060万令吉。较低的收入主要是由于MCO的长期影响。公司在本季的综合税前亏损为380万令吉,较上一季的PBT 3390万令吉减少3770万令吉;主要归因于本季度的收入减少,汇兑损失和其他运营成本。此外,与上一季度的利润相比,联营公司蒙受了损失。

前景:
世界现在面临的COVID-19大流行是前所未有的,它对全球经济的影响是严重的。由于许多主要经济体采取了多种遏制措施来限制病毒的传播,全球增长预计在2020年将为负值。

全球前景仍然存在下行风险,特别是如果大流行病再次流行,必须重新引入遏制措施。在马来西亚,国家银行最近宣布,由于疲弱的外部需求和严格的遏制措施,2020年第二季度经济萎缩了17.1%。为了进一步增强制造能力,公司将推进其数字化和自动化计划。
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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 RM3.50, dividend RM0.052, in 2 years 1 month 13 days, total return is 396.8%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.80 adjusted, dividend RM0.52, in 2 Years 2 months 24 days, total return is 339.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM5.90 adjusted, dividend RM0.055, in 1 Year 3 months 23 days, total return is 256.6%

d. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.01, in 7 months 23 days, total return is 143.9%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.82, dividend RM0.005, in 4 months 1 day, total return is 132.4%

f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.35, in 4 months 30 days, total return is 84.2%

g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.785, dividend RM0.003, in 1 Year 1 month, total return is 73.2%

h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.74, dividend RM0.015, in 11 months 5 days, total return is 69.7%

i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 6 days, total return is 59.7%

j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.83, in 1 year 8 months 5 days, total return is 44.3%

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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[PANASONIC MANUFACTURING MALAYSIA BHD: Some of the sales orders for this period could not be met due to the shutdown of the plant on the Malaysian Government’s implementation of the Movement Control Order (MCO). Domestic sales was most impacted, contributing only 21% of total revenue in this quarter as compared to previous year’s contribution of 49%]

1Q21 vs 1Q20:
The Company’s revenue of RM154.1 million for the current quarter ended 30 June 2020 was significantly lower by 47.1% or RM137.3 million as compared with the revenue of RM291.4 million registered in the previous year’s corresponding quarter. Some of the sales orders for this period could not be met due to the shutdown of the plant from 18 March 2020 till early May 2020 on the Malaysian Government’s implementation of the Movement Control Order (MCO). Domestic sales was most impacted, contributing only 21% of total revenue in this quarter as compared to previous year’s contribution of 49%.

Consequently, the Company’s results from operating activities registered a loss of RM4.2 million as compared to a profit of RM 30.4 million registered the previous year’s corresponding quarter. At the Company’s combined profit before tax level, the current quarter registered a loss before tax of RM3.8 million, a decrease of RM38.9 million as compared to the previous year’s corresponding quarter profit of RM35.1 million. This was attributed mainly to:-

(i) lower revenue,
(ii) the reduction in interest income by RM2.3 million as interest rates and placement amount was lower, and;
(iii) a higher share of losses of associated company’s results amounting to RM2.9 million as compared to a lower loss of RM1.0 million in the previous year’s corresponding quarter. The performance of the associated company was also affected by the implementation of MCO.

Both segments’ revenue have been significantly impacted by the MCO with Home Appliance products segment and Fan products segment achieving only 54% and 52% of the revenue recorded in the previous year’s corresponding quarter respectively. With the lower sales achieved, the Home Appliance products segment recorded a loss before tax of RM2.6 million for the current quarter ended 30 June 2020 as compared to a profit before tax of RM 10.8 million in the previous year’s corresponding quarter.

Fan products segment was able to record a marginal profit before tax of RM4.1 million for the current quarter ended 30 June 2020, a decrease of 81.8% or RM18.6 million as compared to the profit before tax in the previous year’s corresponding quarter profit before tax of RM22.7 million.

1Q21 vs 4Q20:
The Company’s revenue of RM154.1 million in the current quarter was lower by 24.7% or RM50.6 million compared to the revenue of RM204.7 million recorded in the preceding quarter. The lower revenue was mainly due to the prolonged effect of the MCO. The Company’s combined loss before tax of RM3.8 million for the current quarter decreased by RM37.7 million as compared to the combined profit before tax of RM33.9 million in the preceding quarter; mainly attributable to lower revenue achieved, foreign exchange losses and other operating costs incurred during the current quarter under review. In addition, the associated company incurred losses as compared to profits in the preceding quarter.

Prospects:
The COVID-19 pandemic that the world is facing now is unprecedented and its impact on the global economy is severe. Global growth is projected to be negative for 2020 due to various containment measures implemented by many major economies to limit the spread of the virus.

Downside risks to the global outlook remain, especially if a resurgence in the pandemic necessitates the reintroduction of containment measures. In Malaysia, Bank Negara recently announced that the economy contracted by 17.1% in the second quarter of 2020 arising from weak external demand and strict containment measures imposed. To further strengthen its manufacturing capabilities, the Company will forge ahead with its digitalization and automation plans.
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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/2020-09-27-story-h1514329223.jsp

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