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 [SIME DARBY BHD:澳大利亚和大中华地区设备销售增加。由于上一季度受到冠状病毒爆发的不利影响,这季收入大幅反弹]

4Q20 vs 4Q19:
森那美拥有人应占溢利(「纯利」)下跌3.8%。

a)工业:
本季度的部门盈利下跌3.8%至2.04亿令吉。如果剔除一次性的东西,利润增长了15.9%,这主要是由于澳大利亚和大中华地区设备销售的增加。由于上一季度受到冠状病毒爆发的不利影响,这季收入大幅反弹,因此大中华区业务的利润增长了56.6%。这季度,澳大利亚业务的盈利能力并未受到流动限制的重大影响。

b)汽车:
本季度的部门盈利下跌29.7%至1.94亿令吉。大中华区业务的利润下降了33%,这主要是由于厂商的奖励降低,尽管收入增长了3.1%。新加坡业务亏损减少。

c)物流:
该部门录得1.01亿令吉的息税前亏损。本季度还包括了1800万令吉的出售海洋使用权和相关资产的收益。

d)医疗保健:
季内亏损600万令吉,主要是由于资产减值及收入减少。

e)其他:
包括森那美在Eastern & Oriental Berhad ("E&O")的投资减值拨回净额400万令吉(去年同期:亏损1800万令吉)。本季度还包括来自卡塔尔石油公司(QP)诉讼案的和解收入1500万令吉。

f)财务收入:
这季度的财务收入包括与可收回的印度预扣税有关的800万令吉。

g)财务费用:
4700万令吉的融资成本包括与采纳MFRS 16之后的租赁负债相关的2200万令吉的融资成本。

前景:
尽管在本财政年度下半年受到冠状病毒爆发的挑战,森那美在截至2020年6月30日的财政年度中的表现令人满意,这得益于这财政年度上半年的强劲表现。集团的大部分业务都在通常相对良好控制冠状病毒爆发的地方。因此,在放宽流动限制后,许多业务的销售有所恢复。该集团制定了一项低迷行动计划。该计划可确保森那美保持弹性,并能够迅速适应不断变化的商业环境。

许多国家出台了刺激措施,以在锁定和限制措施严重抑制经济活动后帮助其经济复苏。基础设施支出的增加将支持工业部门的设备销售,而马来西亚的汽车销售免征销售税等财政激励措施将有助于促进销售。基于森那美迄今所经历的相对强劲的销售反弹以及相对强劲的财务状况,董事会对森那美截至2021年6月30日的财政年度的财务表现将会令人满意表示谨慎乐观。
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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 RM3.68, dividend RM0.052, in 2 years 1 month 25 days, total return is 422%

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 3 months 5 days, total return is 339.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.38 adjusted, dividend RM0.055, in 1 Year 4 months 5 days, total return is 285.3%

d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.62, dividend RM0.003, in 1 Year 1 month 12 days, total return is 256.7%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.06, dividend RM0.005, in 4 months 13 days, total return is 200%

f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.37, dividend RM0.02, in 8 months 5 days, total return is 143.9%

g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.325, in 5 months 11 days, total return is 71.1%

h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.73, dividend RM0.015, in 11 months 17 days, total return is 67.4%

i. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.945, in 1 year 8 months 17 days, total return is 64.3%

j. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 18 days, total return is 56.9%

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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[SIME DARBY BHD: higher equipment sales in Australia and Greater China. Revenue rebounded strongly after having been adversely affected by the coronavirus outbreak in the preceding quarter]

4Q20 vs 4Q19:
The Group’s profit attributable to owners of the Company (“Net Profit”) declined by 3.8%.

a) Industrial:
Segment profit decreased by 3.8% to RM204 million in the current quarter. Excluding one off items, profit increased by 15.9% mainly due to higher equipment sales in Australia and Greater China. The Greater China operations registered a 56.6% increase in profit as revenue rebounded strongly after having been adversely affected by the coronavirus outbreak in the preceding quarter. The Australia operations’ profitability was not significantly impacted by movement restrictions during the quarter.

b) Motors:
Segment profit decreased by 29.7% to RM194 million in the current quarter. Profit from the Greater China operations declined by 33% mainly due to lower rebates/incentives from principal although revenue was 3.1% higher. The Singapore operations recorded a lower loss.

c) Logistics:
The division recorded a loss before interest and tax of RM101 million. Also included in the current quarter is a gain on disposal of sea-use-rights and related assets of RM18 million.

d) Healthcare:
The loss during the quarter of RM6 million was mainly due to impairment of assets and lower revenue.

e) Others:
The results include net reversal of impairment of the Group's investment in Eastern & Oriental Berhad ("E&O") of RM4 million (previous corresponding quarter: loss of RM18 million). Also included in the quarter is RM15 million income from the settlement of the Qatar Petroleum (“QP”) legal case.

f) Finance income:
Finance income for the quarter includes RM8 million relating to the India withholding tax recoverable.

g) Finance costs:
The finance costs of RM47 million includes finance cost of RM22 million relating to lease liabilities following the adoption of MFRS 16.

Prospects:
The Group performed satisfactorily in the financial year ended 30 June 2020, supported by the strong performance in the first half of the financial year, despite challenges from the coronavirus outbreak in the second half of the financial year. A significant portion of the Group’s operations are in locations where the coronavirus outbreak has generally been under control or relatively well managed. As such, many operations have seen a recovery in sales after movement restrictions were eased. The Group has instituted a downturn action plan. The plan ensures that the Group remains resilient and is able to quickly adapt to the changing business environment.

Many countries have introduced stimulus measures to help their economy recover after lockdowns and restrictions significantly curtailed economic activity. Increased infrastructure spending would support equipment sales of the Industrial division while fiscal incentives such as the sales tax exemption for car sales in Malaysia would help bolster sales. Based on the relatively strong rebound in sales that the Group has experienced thus far and its relatively strong financial position, the Board is cautiously optimistic that the Group’s financial performance for the financial year ending 30 June 2021 would be satisfactory.
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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/2020-10-08-story-h1534528326.jsp

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