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[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:
由于出口销售增加,集团在1Q21的收入增加了2.8%,至5722.3万令吉,而去年同期为5566.1万令吉。由于客制化食品和饮料(F&B)包装的交付量增加,出口销售额从20财年第一季度的1765.6万令吉增长了19.8%,至2115.7万令吉。集团还通过其新的个人防护设备(PPE)产品线向国内市场出售了口罩和面罩。

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。

同时,由于部分利用了上年结转的未使用再投资准备金,以及部分未确认未吸收再投资准备金的递延税项资产,集团的净利润从1Q20的219.9万令吉大幅提高至1Q21的826.6万令吉。

1Q21 vs 4Q20:
截至2020年4月30日(4Q20)的1Q21,集团收入从4966.2万令吉增加15.2%至5722.3万令吉。这是因为从2020年3月至2020年4月的行动控制令(MCO)期间,集团有条件的行动控制令(CMCO)从2020年5月起将其人力增加到100%。此外,这集团于2020年5月开始生产口罩,为21年第一季度的收入带来了积极贡献。

这集团在21财年第1季度录得除税前利润867.4万令吉,较20财年第4季度的586.9万令吉增加47.8%,这归因于销售组合的改善,树脂成本的降低和利息费用的减少。随着收入的增长,集团注意到21财年第1季度的净利润为826.6万令吉,较上一季度的686.3万令吉增加了20.4%,这是由于部分利用了上年同期未使用的再投资津贴以及部分确认以前未确认的未吸收再投资准备金的递延所得税资产的金额。

前景:
在个人防护设备领域,集团将扩大其口罩生产能力,并已承诺投资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。

这集团旨在满足国内外市场对口罩和面罩的需求。 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。同时,这集团将继续专注于为餐饮业生产定制产品,并巩固其在本地区领先的热成型包装供应商的地位。
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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 RM3.59, 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%

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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[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.

Prospects:
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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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/2020-09-30-story-h1514383994.jsp
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