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 [PETRONAS DAGANGAN BHD:零售部门收入减少了20.463亿令吉,这主要是由于销量减少了32%,由于同时实施MCO导致需求低迷以及平均售价降低了30%]

2Q20 vs 2Q19:
零售部门:
国油贸易的零售部门收入减少了20.463亿令吉,这主要是由于销量减少了32%,由于同时实施MCO导致需求低迷以及平均售价降低了30%。本季度的PBT减少了8,980万令吉,这主要是由于MOPS价格下降导致Mogas和Diesel的收入减少。

商业部门:
商业部门的收入减少了26.233亿令吉,这是由于需求减少分别导致平均售价降低了44%和销量减少了47%。该季度的LBT为290万令吉,而去年PBT为1.302亿令吉,这主要是由于Jet A1和Diesel的利润率和销量下降。

YTD20 vs YTD19:
零售部门:
零售部门收入减少了22.807亿令吉,这是由于销量减少19%,需求减少以及平均售价下降了14%。期间的LBT为6360万令吉,而去年PBT为3亿3870万令吉,减少了4.023亿令吉,这主要是由于MOPS价格的急剧下跌导致Mogas和Diesel收入减少。

商业部门:
商业部门的收入减少了29.202亿令吉,这是由于平均售价下降了20%,而销量下降了26%,这主要是由于需求减少所致。由于MOPS价格下跌,PBT减少了2.053亿令吉,这与Jet A1和Diesel的毛利减少有关。

2Q20 vs 1Q20:
截至2020年6月30日的季度,集团收入比上一季度下降了55%,这主要是由于销量下降了35%,平均售价下降了32%。由于广告和促销活动减少后的营业费用减少,本季度的PBT记录为120万令吉,而上一季度的LBT为1840万令吉。由于销量减少和平均售价下降,这被来自商业部门的毛利润减少7,640万令吉所抵消。

前景:
由于共同爆发病毒大流行和政府的MCO,该集团在第二季度经历了充满挑战的市场环境。从3月中旬到4月,这导致销售量和收入减少。 Mogas和Diesel的需求减少与GDP减少相一致。 GDP萎缩了17.1%,而第一季度增长了0.7%。消费者信心指数(CSI)仍低于100点的乐观阈值。关闭不必要的制造和建筑业务已经影响了对柴油的需求。航空燃油需求继续受到限制出行的影响。

收入受到产品价格下降的影响,该价格与原油价格相关。第二季度布伦特平均价格从第一季度的50.26美元/桶下降了41.5%至29.2 美元/桶,预计价格将保持波动。展望未来,预计航空业将需要更长的时间来恢复。

零售部门:
零售业务将继续致力于通过其卓越的运营和数字扩展计划来增强客户体验。

商业部门:
在此困难时期,商业业务将继续保持警惕,并通过加强渠道交付,提供全面的产品服务,利用卓越的物流和分销网络来维持现有市场并占领新市场,为客户提供卓越的价值。
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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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[PETRONAS DAGANGAN BHD: Retail Segment revenue decreased by RM2,046.3 million mainly due to lower sales volume of 32% in tandem with low demand due to the implementation of MCO, as well as lower average selling prices by 30%]

2Q20 vs 2Q19:
Retail Segment:
Retail Segment revenue decreased by RM2,046.3 million mainly due to lower sales volume of 32% in tandem with low demand due to the implementation of MCO, as well as lower average selling prices by 30%. PBT for the quarter was lower by RM89.8 million mainly due to decrease in revenue from Mogas and Diesel following declining MOPS prices.

Commercial Segment:
Commercial Segment recorded decrease in revenue of RM2,623.3 million due to lower average selling prices by 44% and volume by 47% respectively following lesser demand. LBT for the quarter was RM2.9 million compared to PBT of RM130.2 million mainly due to lower margins and volume from Jet A1 and Diesel.

YTD20 vs YTD19:
Retail Segment:
Retail Segment revenue decreased by RM2,280.7 million due to lower sales volume of 19% in tandem with lesser demand as well as decrease in average selling prices by 14%. LBT for the period was RM63.6 million compared to PBT of RM338.7 million, a decrease of RM402.3 million mainly due to lower revenue from Mogas and Diesel following the sharp decline in MOPS prices.

Commercial Segment:
Commercial Segment recorded a decrease in revenue of RM2,920.2 million due to decerase in average selling prices by 20% and lower sales volume by 26% mainly due to lesser demand. PBT decreased by RM205.3 million in line with lower gross profit from Jet A1 and Diesel following decrease in MOPS prices.

2Q20 vs 1Q20:
Group revenue for the quarter ended 30 June 2020 decreased by 55% compared to the preceding quarter mainly due to lower sales volume of 35% and decrease in average selling prices of 32%. PBT for the quarter was recorded at RM1.2 million compared to LBT of RM18.4 million in the preceding quarter contributed by lower operating expenses following decrease in advertising and promotion activities. This was offset by lower margins mainly from Commercial segment by RM76.4 million due to lower sales volume and average selling prices.

Prospects:
The Group experienced challenging market conditions in Q2 due to covid 19 pandemic and MCO by the government. This has led to reduction in sales volume and revenue from mid-March to April. Reduction in demand for Mogas and Diesel was in line with the decrease in GDP. GDP recorded a contraction of 17.1% as compared to a growth of 0.7% in Q1. Consumer Sentiment Index (CSI) remained below 100-point optimism threshold. Closure of non-essential manufacturing and construction businesses has impacted demand for diesel. Demand for Aviation fuel continues to be affected by restricted traveling.

Revenue was impacted by declining product prices which has correlation to crude oil prices. Average Brent price in Q2 has decreased by 41.5% to USD29.2/bbl, from USD50.26/bbl in Q1 and the price is expected to remain volatile. Going forward, the aviation sector is anticipated to take a longer time to recover.

Retail Segment:
Retail business will continue to focus on enhancing customer experience through its operational excellence and digital expansion initiatives.

Commercial Segment:
Commercial business will continue to remain vigilant during this difficult time and provide superior value proposition to its customer through enhancing channel delivery, providing comprehensive product offerings, leveraging on superior logistics and distribution network to sustain existing markets and capture new markets.
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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/2020-09-28-story-h1514332073.jsp

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