[UWC BERHAD: 钣金加工和增值装配服务部门产生的更高收入，制造效率的提高以及为客户提供了更高价值的产品。本季度的行政和其他费用较低，主要是由于缺少如上一个财政年度同期的首次公开募股和上市的专业费用，也导致业绩改善]
集团的PBT增长26.6％至2280万令吉，而上一季度的PBT为1800万令吉。该增长主要归因于这集团实现更高生产效率所带来的毛利润率的提高，以及在马来西亚政府强加的有条件行动控制命令（“ CMCO”）和恢复行动控制命令（“ RMCO”）期间能运营。与上一季度相比，由于本季度产生的财务成本减少和赚取的residual income，因此业绩进一步改善。
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.65, dividend RM0.052, in 2 years 23 days, total return is 417.8%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.28 adjusted, dividend RM0.52, in 2 Years 2 months 3 days, total return is 318.5%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.33 adjusted, dividend RM0.055, in 1 Year 3 months 2 days, total return is 283.3%
d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.04, dividend RM0.0025, in 3 months 11 days, total return is 193.7%
e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.29, dividend RM0.01, in 7 months 2 days, total return is 128.1%
f. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.55, dividend RM0.10, in 2 Years 2 months 3 days, total return is 107.5%
g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.84, dividend RM0.015, in 10 months 15 days, total return is 92.1%
h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.27, dividend RM0.0025, in 1 month 16 days, total return is 51.4%
i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21, dividend RM0.188, in 1 Year 10 months 28 days, total return is 50.8%
j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.675, dividend RM0.003, in 1 Year 10 days, total return is 49%
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[UWC BERHAD: higher revenue generated from the Group’s sheet metal fabrication and value-added assembly services segment, increased in manufacturing efficiencies and delivering higher valued products to clients. The lower administrative and other expenses in the current quarter, which was mainly due to the absence of the professional fees for IPO and listing that were incurred in the corresponding period in the previous financial year also contributed to the improved performance]
The Group’s revenue for the current quarter was RM61.4 million, representing an increase of 30.9% when compared to the RM46.9 million generated in the corresponding quarter of the previous year. The increase was mainly due to stronger demand from the Group’s global customers in the semiconductor as well as life science industry.
Profit before tax (“PBT”) of the Group for the quarter under review was increased by 64.7% to RM22.8 million from RM13.9 million recorded in the similar quarter of the preceding year. It was mainly derived from the higher revenue generated from the Group’s sheet metal fabrication and value-added assembly services segment, which positively contributed 93.1% of the total revenue. The Group’s improved performance came about from increased in manufacturing efficiencies and delivering higher valued products to clients. The lower administrative and other expenses in the current quarter, which was mainly due to the absence of the professional fees for IPO and listing that were incurred in the corresponding period in the previous financial year also contributed to the improved performance.
The Group’s revenue for the quarter under review increased by 10.1% to RM61.4 million from RM55.8 million in the preceding quarter. The better result was due to the higher demand from customers mainly from the semiconductor industry, as well as the expansion in life-science industry. There is an increasing demand from medical technology and healthcare equipment sector. Moreover, being involved in the supply chain of COVID-19 related equipment, the Group has grown rapidly with their life-science equipment customers which they have supported.
The Group’s PBT increased by 26.6% to RM22.8 million as compared to the PBT of RM18.0 million in the preceding quarter. The increase was attributed greatly to the improvement in gross profit margin as a result of production efficiency achieved by the Group as well as the approval to operate at full capacity during the Conditional Movement Control Order (“CMCO”) and Recovery Movement Control Order (“RMCO”) imposed by the Malaysian government. The performance was further improved due to lower finance cost incurred and residual income earned in the current quarter as compared to the immediate preceding quarter.
The Group managed to identify alternatives to overcome the sudden supply chain disruptions and prepared for future pandemics. Despite the unfavourable economic conditions, the Group remains optimistic on the prospect and has recorded a consistent Quarter-on-Quarter growth during the financial year. During the quarter, the Group received increased number of enquiries from existing and potential customers directly from their global headquarters. The Group is working closely with their customers in new product development as well as project transfer.
A recent data, released by US based Semiconductor Equipment and Material International (SEMI), suggests that the semiconductor test equipment is expected to grow by 13% in 2020 while the wafer fab equipment is expected to achieve a 13% growth in 2021. The growth momentum will continue on the back of 5G demand. Aligned with the data released by SEMI, the Group has received higher orders for chip tester and flash memory test handler. The Group is expecting a stronger demand for these testers for the quarters to come. In addition, UWC has secured front-end semiconductor equipment customers and managed to move into the front-end semiconductor supply chain.
As for the life science industry, it remains as another catalyst for UWC’s growth plans. Since the Group’s involvement in the manufacturing of COVID-19 equipment, the momentum of the equipment demand continues to be robust and has contributed significantly to the Group’s orderbook. As in their semiconductor business, the Group is in the midst of developing new life science customers as part of the Group’s risk diversification strategy.
In view of the ongoing trade tension between US and China, UWC has also worked with their customers in transferring more product lines to the Group. Moving forward, front-end semiconductor, 5G and life science industry will be UWC’s growth catalyst for the years to come. They will continue to develop new customers and diversify their portfolio.
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