[ECO WORLD DEVELOPMENT GROUP BHD：目标是在财政年度结束前至少推出其新的Duduk系列vertical townships地块。在南部，将于2021年第一季度推出的Eco Botanic II也收到了热烈的反响]
3Q20 vs 3Q19:
由于需要在重新启动之前实施额外的安全措施，物理施工工作于2020年6月中旬完全恢复。努力追赶使工作进度得以加快。若不计减值的影响，2020年第三季度的毛利润率将为25.1％，高于2019年第三季度记录的21.5％。本来可以实现的更高的毛利润率是几个项目节省成本的结果。
为减轻毛利降低的影响，已实施了广泛的成本控制措施，使绿盛世的行政费用与2019年第三季度相比大幅减少了39.9％。随着集团开始全面审查，这一财务纪律将继续简化所有流程，以实现长期可持续性。与2019年第三季度相比，该集团的税后利润较低，为1380万令吉。
YTD20 vs YTD19：
总体而言，集团在3Q YTD 2020的税后利润为6,870万令吉，低于3Q YTD 2019。
3Q20 vs 2Q20：
2020年第三季度取得的更高收入归因于在2020年6月中旬恢复工作后在集团的各个建筑工地成功实施了追赶计划，此后又有了新的销售。 2020年第三季度毛利润较低是由于存货减记。
前景：
绿盛世年初至今的销售额受到以下因素的驱动：
•已发现，在MCO期间进行潜在客户的数字化交流以传达所提供的独特价值主张，可以有效地代替人与人之间的交流。
•2020年6月重新推出了房屋所有权运动，这促使购买兴趣增加。
集团计划通过最新的#YouBelong运动来补充重新引入的房屋所有权运动，该运动积极参与到各个目标市场，以传达其属于EcoWorld社区的信息。伴随诱人的促销方案，它旨在推动销售并加快现有库存的清空，以增强集团的资产负债表。
集团还打算利用以下对著名的外国跨国公司的高价值销售所产生的积极势头，进一步促进其EBP I，II，III和V的发展，这些发展已吸引了本地和外国实业家的询问：
•于2020年6月以总价2.42亿令吉的价格将BBCC开发区中的一处服务式住宅出售给与Mitsui Fudosan (Asia) Malaysia Sdn Bhd成立的合资公司，以及
•于2020年8月以5,330万令吉将Eco Business Park（EBP）V的16.32英亩工业用地出售给Baosteel Can Making（Malaysia）Sdn Bhd。
向前迈进，马来西亚EcoWorld将继续追求2019年中进行的战略转变，以专注于M40阶层的住房需求，M40是市场上最大，最具弹性的市场。作为城镇开发商，当当前风暴过后市场复苏时，该市场份额的增加将使集团处于稳定状态。
绿盛世的目标是在财政年度结束前至少推出其新的Duduk系列vertical townships地块。 Huni @ EcoArdence和Se.Ruang @ EcoSanctuary的注册都很活跃，并且该集团正在积极协助潜在的购买者在正式推出之前申请最终融资。
在南部，将于2021年第一季度推出的Eco Botanic II也收到了热烈的反响。其他价格介于500,000令吉至900,000令吉的产品准备在2021财年推出，包括Eco Grandeur和Eco Horizon的联合房屋，以及在巴生谷和马来西亚依斯干达的多个项目中的小型组合花园房屋。
海外，EcoWorld International第三季税后盈利为3820万令吉，其中EcoWorld Malaysia所占份额为995万令吉。在澳大利亚西村的单位移交工作是该季度取得利润的主要因素。在伦敦，Wardian London的移交也已经开始。第一批完工通知书已于2020年8月发布给购买者，随着Wardian的建设分阶段完成，接下来的几个月还将继续。
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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 RM3.63, dividend RM0.052, in 2 years 1 month 23 days, total return is 415%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM53.52 adjusted, dividend RM0.52, in 2 Years 3 months 3 days, total return is 345.1%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.62 adjusted, dividend RM0.055, in 1 Year 4 months 3 days, total return is 299.7%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.29, dividend RM0.003, in 1 Year 1 month 10 days, total return is 184.2%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.91, dividend RM0.005, in 4 months 11 days, total return is 157.7%
f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.02, in 8 months 3 days, total return is 145.6%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 9 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.755, dividend RM0.015, in 11 months 15 days, total return is 73%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 16 days, total return is 62.5%
j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.845, in 1 year 8 months 15 days, total return is 47%
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％
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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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[ECO WORLD DEVELOPMENT GROUP BHD: The Group aims to launch at least one parcel of its new Duduk series of vertical townships before the end of the financial year. Down south, Eco Botanic II which will be launched in 1Q 2021 has also received overwhelming response]
3Q20 vs 3Q19:
Physical construction works fully resumed in mid-June 2020 due to additional safety protocols required to be implemented prior to recommencement. Nevertheless, catch-up efforts enabled work progress to be expedited. Excluding the impact of the writedown, the gross profit margin for 3Q 2020 would have been 25.1%, higher than the gross profit margin recorded in 3Q 2019 of 21.5%. The higher gross profit margin that would otherwise have materialised was the result of cost savings on several projects.
To mitigate the impact of the lower gross profit, wide-ranging cost control measures were implemented which enabled the Group to substantially reduce its administrative expenses by 39.9% as compared to 3Q 2019. This financial discipline will continue as the Group embarks on a comprehensive review of operations to streamline all processes and future proof every aspect of its business for long-term sustainability. The Group recorded a lower profit after tax of RM13.8 million as compared to 3Q 2019.
YTD20 vs YTD19:
Overall, the Group’s profit after tax for 3Q YTD 2020 amounted to RM68.7 million which is lower than 3Q YTD 2019.
3Q20 vs 2Q20:
The higher revenue achieved in 3Q 2020 was due to the successful execution of catch-up plans at the Group’s various construction sites after work resumed in mid-June 2020, and higher new sales since then. The lower gross profit in 3Q 2020 was due to the write down of inventories.
Prospects:
The Group’s YTD sales have been driven by the following factors:
• Digital engagement of prospects during the MCO to communicate the unique value propositions offered have been found to be highly effective in place of person-to-person engagement.
• The reintroduction of the Home Ownership Campaign in June 2020 which contributed to an uptick in buying interest.
The Group plans to supplement the reintroduced Home Ownership Campaign with its latest #YouBelong campaign which actively engages with its various target markets to convey the message that they belong in an EcoWorld Community. Accompanied by attractive promotional packages, it is designed to drive sales and accelerate the clearance of existing stocks to strengthen the Group’s balance sheet.
The Group also intends capitalise on the positive momentum generated by the following high value sales to notable foreign multinationals to further promote its EBP I, II, III & V developments which have been attracting enquiries from local and foreign industrialists:
• the en-bloc sale in June 2020 of a serviced residence block in the BBCC development for RM242 million to a JV Co formed with Mitsui Fudosan (Asia) Malaysia Sdn Bhd, and
• the sale of 16.32 acres of industrial land at Eco Business Park (EBP) V for RM53.3 million in August 2020 to Baosteel Can Making (Malaysia) Sdn Bhd.
Moving ahead, EcoWorld Malaysia will continue to pursue the strategic shift made in mid-2019 to focus on the housing needs of the M40 group, which is the largest and most resilient segment of the market. As a township developer, increase in the market share of this segment will stand the Group in good stead when the market recovers after the present storm.
The Group aims to launch at least one parcel of its new Duduk series of vertical townships before the end of the financial year. Registrations of interest for both Huni @ EcoArdence and Se.Ruang @ EcoSanctuary have been strong and the Group is actively assisting prospective purchasers in applying for end-financing prior to the official launch.
Down south, Eco Botanic II which will be launched in 1Q 2021 has also received overwhelming response. Other products priced from RM500,000 to RM900,000 which are being prepared for launch in FY2021 include Co-Homes at Eco Grandeur and Eco Horizon, and smaller built-up garden homes at several projects in the Klang Valley and Iskandar Malaysia.
Overseas, EcoWorld International reported a Q3 profit after tax of RM38.2 million, of which EcoWorld Malaysia’s share amounted to RM9.95 million. The commencement of handover of units in West Village in Australia was the main contributor to the profits achieved during the quarter. In London, handover of Wardian London has also commenced. The first batch of completion notices were issued to purchasers in August 2020 and more will follow in the coming months as the construction of Wardian completes in stages.
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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/2020-10-06-story-h1514477148.jsp
