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 [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”)。

汽车领域:
营业额为11.020亿令吉,较去年同期的23.864亿令吉减少53.8%,主要是由于COVID-19大流行后MCO的影响,影响了当前季度车辆,零件和服务的销售。继收入减少和联营公司的业绩份额下降之后,该部门报告的LBT为4170万令吉,而去年相应季度的PBT为1.511亿令吉。

设备部门:
收入为2亿3320万令吉,低于同期的3亿4360万令吉,主要是由于锁定/ MCO和COVID-19对本季度的重型和工业设备子类别的影响。与收入的下降一致,该部门的PBT为2460万令吉,低于去年同期的3550万令吉。

制造与工程部门:
收入为1.833亿令吉,低于去年同期的2.445亿令吉,主要是由于本季度实施MCO后,其润滑油和汽车零部件子部门的收入降低。营业额减少后,PBT为800万令吉,低于去年同期的1,320万令吉。

前景:
汽车领域:
政府宣布,自2020年6月15日至2020年12月31日,对CKD车辆(100%)和CBU车辆(50%)免征销售税,旨在刺激本地汽车市场的增长。公告发布后,马来西亚汽车协会(MAA)将其今年的总行业销量预测从2020年4月宣布的先前预测的40万辆上调至470,000辆。该集团最近推出了全新的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。

设备部门:
除了激烈的竞争之外,由于COVID-19大流行和项目所处的某些行业发展放缓,重型设备子行业继续面临国内需求低迷的情况。此外,对其产品的需求可能是由于订约市场的激烈竞争而受到影响。

制造与工程部门:
尽管他们预计在COVID-19大流行之后会对航空航天市场产生下行影响,但被该集团收到对今年余下时间的fan case订单而有所缓解。
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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 RM3.72, 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%

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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[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.

Automotive Segment:
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.

Equipment Segment:
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.

Prospects:
Automotive Segment:
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.

Equipment Segment:
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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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/2020-10-12-story-h1534587840.jsp

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