[SCGM BHD：承诺投资70万令吉购买4台口罩生产机器，将其产能从每月120万个增加到每月600万个。这些新机器预计将于2020年9月投入生产。 2020年7月28日，SCGM获得了国内贸易和消费者事务部的批准，将其口罩产能的50％出口到新加坡]
1Q21 vs 1Q20:
与21财年第1季度的收入增长一致，由于有利的产品组合，降低的树脂价格，较低的利息支出，和更高的外汇收益，本季度的集团税前盈利跃升293.4％至867.4万令吉，而20财年第1季度为220.5万令吉的税前利润。此外，由于自2020年3月起将Telok Panglima Garang的工厂与古来工厂合并，集团在1Q21减少了电力和租金开支。
1Q21 vs 4Q20：
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.59, dividend RM0.052, in 2 years 1 month 17 days, total return is 409.4%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.82 adjusted, dividend RM0.52, in 2 Years 2 months 28 days, total return is 322.9%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.36 adjusted, dividend RM0.055, in 1 Year 3 months 27 days, total return is 284.1%
d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.90, dividend RM0.005, in 4 months 5 days, total return is 154.9%
e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.01, in 7 months 27 days, total return is 143.9%
f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.35, in 5 months 3 days, total return is 84.2%
g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.78, dividend RM0.003, in 1 Year 1 month 4 days, total return is 72.1%
h. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 10 days, total return is 62.5%
i. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.705, dividend RM0.015, in 11 months 9 days, total return is 61.8%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.82, in 1 year 8 months 9 days, total return is 42.6%
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[SCGM BHD: The Group has committed RM0.7 million to purchase 4 units of face mask production machines that will increase their capacity from 1.2 million pieces per month to 6.0 million pieces per month. These new machines are expected to come onstream in September 2020. On 28 July 2020, SCGM received approval from the Ministry of Domestic Trade and Consumer Affairs to export 50% of its face mask capacity to Singapore]
1Q21 vs 1Q20:
The Group posted a 2.8% increase in revenue to RM57.223 million in 1Q21 compared to RM55.661 million in the previous corresponding quarter resulting from higher export sales. Export sales increased by 19.8% to RM21.157 million from RM17.656 million in 1Q20 on higher deliveries of customised food and beverage (F&B) packaging. The Group also sold face masks and face shields under its new Personal Protective Equipment (PPE) product line to the domestic market.
In line with the increased revenue in 1Q21, the Group’s profit before tax jumped 293.4% to RM8.674 million in the quarter under review versus RM2.205 million profit before tax in 1Q20 due to favourable product mix, reduced resin prices, lower interest expense and higher gain on foreign exchange. In addition, the Group incurred lower electricity and rental expenses in 1Q21, as the factory in Telok Panglima Garang was consolidated with the Kulai plant since March 2020.
Simultaneously, the Group’s net profit improved significantly to RM8.266 million in 1Q21 from RM2.199 million in 1Q20 due to the partial utilisation of unutilised reinvestment allowance brought forward from prior year, and partial recognition of deferred tax asset on unabsorbed reinvestment allowance previously not recognised.
1Q21 vs 4Q20:
For 1Q21, the Group revenue increased 15.2% to RM57.223 million from RM49.662 million in the quarter ended 30 April 2020 (4Q20). This was because the Group was able to increase its manpower to 100% from May 2020 onwards under the Conditional Movement Control Order (CMCO), compared to 50% manpower during the Movement Control Order (MCO) from March to April 2020. Also, the Group commenced production of face masks in May 2020, which contributed positively to 1Q21 revenue.
The Group recorded 47.8% higher profit before tax of RM8.674 million in 1Q21 compared to profit before tax of RM5.869 million in 4Q20, which is attributable to improved sales mix, lower resin costs and lower interest expense. In line with the increased revenue, the Group noted 20.4% higher net profit of RM8.266 million in 1Q21 versus RM6.863 million in the preceding quarter, due to the partial utilisation of unutilised reinvestment allowance brought forward from prior year, and partial recognition of deferred tax asset on unabsorbed reinvestment allowance previously not recognised.
In the PPE segment, the Group will expand their face mask production capacity, and has committed RM0.7 million to purchase 4 units of face mask production machines that will increase their capacity from 1.2 million pieces per month to 6.0 million pieces per month. These new machines are expected to come onstream in September 2020.
The Group aims to cater to demand for face masks and face shields from the domestic and overseas markets. On 28 July 2020, SCGM received approval from the Ministry of Domestic Trade and Consumer Affairs to export 50% of its face mask capacity to Singapore.
At the same time, the Group will retain its focus on producing customised products for the F&B sector, and reinforce their position as a leading thermo-form packaging provider in the region.
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