[UMW HOLDINGS BHD：最近推出了全新的SUV车型，并增加了现有产品功能的增强，预计将为未来几个季度的销售业绩带来正面贡献]
集团的收入为15.297亿令吉，低于截至2019年6月30日的季度（“相应季度”）所报告的29.712亿令吉。收入的下降主要是由于本季度为应对COVID-19大流行而实施的封锁/行动控制令（“ MCO”）造成的中断后，所有业务部门的销售均下降了。继收入减少后，合顺去年为1亿5040万令吉的税前利润（“ PBT”），而今年本季为5880万令吉的税前亏损（“ LBT”）。
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.72, dividend RM0.052, in 2 years 1 month 27 days, total return is 427.6%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.86 adjusted, dividend RM0.52, in 2 Years 3 months 7 days, total return is 339.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 4 months 7 days, total return is 285.9%
d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.64, dividend RM0.003, in 1 Year 1 month 14 days, total return is 261.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.95, dividend RM0.005, in 4 months 15 days, total return is 169%
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 7 days, total return is 143.9%
g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.335, in 5 months 13 days, total return is 76.3%
h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.72, dividend RM0.015, in 11 months 19 days, total return is 65.2%
i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.28, dividend RM0.0025, in 2 months 20 days, total return is 56.9%
j. UNISEM (M) BHD, recommended on 19 May 19, initial price was RM2.58, rose to RM3.93, dividend RM0.08, in 1 Year 4 months 20 days, total return is 55.4%
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[UMW HOLDINGS BHD: recent launch of an all-new SUV model and added enhancement to the current product offering are expected to contribute positively to the sales performance in the coming quarters]
Group revenue of RM1,529.7 million was lower than the RM2,971.2 million reported in the quarter ended 30 June 2019 (“corresponding quarter”). The decrease in revenue was mainly due to lower sales in all business segments, following disruptions caused by the implementation of lockdowns/Movement Control Order (“MCO”) to combat the COVID-19 pandemic in the current quarter. Following the decrease in revenue, the Group reported a loss before tax (“LBT”) of RM58.8 million in the current quarter from a profit before tax (“PBT”) of RM150.4 million in the corresponding quarter.
Revenue of RM1,102.0 million was 53.8% lower than the RM2,386.4 million reported in the corresponding quarter, mainly due to the impact of the MCO following the COVID-19 pandemic which affected the sales in respect of vehicles, parts and services in the current quarter. Following the decrease in revenue and a lower share of results from an associated company, the segment reported a LBT of RM41.7 million against RM151.1 million PBT in the corresponding quarter.
Revenue of RM233.2 million was lower than the RM343.6 million in the corresponding quarter, mainly due to the economic impact of lockdowns/MCO and COVID-19 on the heavy and industrial equipment sub-segments in the current quarter. In line with the decrease in revenue, the segment’s PBT of RM24.6 million was lower than the RM35.5 million profit reported in the corresponding quarter.
Manufacturing & Engineering Segment:
Revenue of RM183.3 million was lower than the RM244.5 million reported in the corresponding quarter, mainly due to lower revenue in its Lubricants and Auto-components sub-segments following the implementation of MCO in the current quarter. PBT of RM8.0 million was lower than the RM13.2 million in the corresponding quarter following the decrease in revenue.
The government’s announcement of the sales tax exemption on CKD vehicles (100%) and CBU vehicles (50%) effective from 15 June 2020 to 31 December 2020 is aimed to spur the growth of the local automotive market. Following the announcement, the Malaysian Automotive Association (MAA) has revised its total industry volume projection for the year upwards to 470,000 units from its previous forecast of 400,000 units announced in April 2020. The Group’s recent launch of an all-new SUV model and added enhancement to the current product offering are expected to contribute positively to the sales performance in the coming quarters.
Apart from intense competition, the Heavy Equipment sub-segment continues to face sluggish domestic demand due to delays in the implementation of projects arising from the COVID-19 pandemic and slowdown in some sectors it operates in. Additionally, the demand for its products may be affected due to intense competition in a contracting market.
Manufacturing & Engineering Segment:
While they are expecting a downward impact on the Aerospace sub-segment following the COVID-19 pandemic, the Group is partially cushioned by fan case orders that have been received for the rest of the year.
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