SERNKOU 7180 SERN KOU RESOURCES BERHAD | Q3 业绩开箱
在马股中,其中一家较受笔者留意的家具股就属 Sern Kou Resources Berhad(SERNKOU、7180)了;SERNKOU 先前不幸受到火神光顾,不过在 17.05.2023 的时候,公司却有宣布他们会共获得 RM 4.0 Million 的赔偿金,以支付公司在这期间丢失的收入。
需要再重提的是,这次的火灾并无造成任何的人员伤亡,目前该厂房貌似也开始准备复工。
🔹 回到业绩上,SERNKOU 在该季中的营业额为 RM 87.8 Million,对比去年同期(2022 财政年 Q3)增加了 RM 4.1 Million 左右或 4.85% 左右;这主要是因为市场对于热带木材(“Tropical Wood”)的需求增加,令 SERNKOU 的木加工和贸易业务收入增长。
🔹 不过,SERNKOU 的税前盈利(“PBT”)在该基础之下却不增反跌至 RM 2.2 Million,而去年同期则是 RM 5.1 Million;公司在季报内提到,这是因为公司为了增加销量而推出更多较低盈利率的产品所致。
🔹 客观来看,整体的木制产品领域,或更仔细的说家具领域都有所放缓,因此 SERNKOU 这次的盈利放缓仍在笔者个人的预期之内。
🔹 而在按季比较(对比 2023 财政年 Q2)之下,SERNKOU 的营业额则是上涨了 RM 4.6 Million 或 5.58% 左右,这和上述提及的热带木材需求上涨的因素是相同的。
🔹 有趣的是,公司的 PBT 却按季反弹了 RM 7.5 Million 左右;这主要是因为公司在 2023 财政年 Q2 内有因为火灾而对其资产做出了 RM 6.0 Million 的减值开销,因此公司在 Q2 时其实是陷入了亏损中的,所以才会出现那么大的业绩反差。
🔹 以净经营现金流来看,SERNKOU 在 2023 财政年 9M 内共支出了 RM 28.1 Million 的现金流,这也是随同公司的应收账款(“Trade Receivables”)的增加而出现的现金支出;不过 SERNKOU 手头上仍有 RM 43.7 Million 的现金,短期内应无任何现金流上的压力。
🔹 在短期内,SERNKOU 会先完成他们的业务回复计划(“BRP”);首先公司会先购置原料并开始寻找分包商复工,以确保为客户的供应不会中断。
🔹 另外,公司也已经获批 RM 4.0 Million 的赔偿金,而这笔金额也将会投入到公司已经锁定的新设备中,以让其运作回复到常态;至于重建厂房的话,目前 SERNKOU 也已经委任工程咨询公司以协助为 SERNKOU 厂房重建。
总的来说,SERNKOU 在季报内也有提到短期内会面临挑战(基本上,整个家具领域也是这样),不过笔者认为 SERNKOU 的股价可以顶着在目前的价位,或许接下来有些有趣的发展会浮出水面。
那么,读者们如何看待 SERNKOU 这家公司呢?
✅ 参加马股交易大赛:https://forms.gle/wWfntYTLDUZQsehZ6
✅ 与 EXEED GROUP 开设股票户口:HTTPS://BIT.LY/3D4FJAV
✅ 加入 EXEED GROUP 的大家庭:HTTPS://BIT.LY/3BT3CX7
DISCLAIMER: EXEED GROUP ACCEPTS NO LIABILITY WHATSOEVER FOR ANY DIRECT OR CONSEQUENTIAL LOSS ARISING FROM ANY USE OF CONTENT HERE.
#SERNKOU
#EXEED
#BURSA
#股票
#EXEED#SERNKOU-WA#SERNKOU#BURSA
https://xifu.my/OpinionsComment.aspx?BID=B02443223PBAA0BC
Singapore Investment Bloggers
-
-
-
-
-
-
-
-
-
-
-
SBJUL23 GX23070H is 2.82%5 hours ago
-
-
-
-
May 2023 Portfolio7 hours ago
-
Retirement Journey Update for May 20238 hours ago
-
-
-
-
Sea Limited – Dip or Doom?13 hours ago
-
-
-
-
-
Dividends for May 20231 day ago
-
-
-
-
Investment Summary - May 20231 day ago
-
-
-
-
-
-
Support Us: Learn To Invest1 day ago
-
-
Portfolio (May 31st, 2023)1 day ago
-
-
Portfolio Summary for May 20232 days ago
-
-
-
Looking at Rental Yields2 days ago
-
-
-
-
-
-
-
-
Month of May 20232 days ago
-
-
-
I was right! Sort of....2 days ago
-
-
-
Updates for May 20233 days ago
-
-
-
-
-
-
-
-
-
-
-
Dirty, Dirty Coal6 days ago
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Meta's new Twitter competitor1 week ago
-
Liquidity, Liquidity, Liquidity1 week ago
-
-
-
-
-
-
-
-
-
-
Success in life2 weeks ago
-
-
Eh Aye…2 weeks ago
-
Welcome Rain!2 weeks ago
-
-
-
-
A New Light3 weeks ago
-
-
-
-
$250 to 5mil3 weeks ago
-
-
-
-
-
-
Monthly Summary of April 20234 weeks ago
-
-
-
-
-
-
My retirement test drive: Q1, 20231 month ago
-
Snack Empire – Crunch Time1 month ago
-
祭友文:拿起来,再放下1 month ago
-
-
-
-
-
The Ben Mezrich Screenplay Token1 month ago
-
-
-
1Q 2023 Investment Strategy Update1 month ago
-
-
-
Dividends Contributors – Top 102 months ago
-
-
Individual Income Tax Season 2023 Singapore2 months ago
-
-
-
How long is the RES course?2 months ago
-
Cost of having a baby2 months ago
-
-
-
I don’t know how My Portfolio is Performing2 months ago
-
-
-
-
-
-
How to become a real estate agent in Singapore3 months ago
-
-
New Launch Spotlight: The Botany at Dairy Farm4 months ago
-
A New Beginning – The Year of the Rabbit4 months ago
-
-
-
Demoralized4 months ago
-
2022 Thoughts, Hello 2023!5 months ago
-
-
Series of Defaults for Maple Finance5 months ago
-
Takeaways from “Sea Change”5 months ago
-
-
Greed is Coming Back6 months ago
-
-
-
-
Investing is Easy6 months ago
-
-
-
-
-
-
-
-
-
Portfolio Update - 2Q202210 months ago
-
-
What is Overemployment11 months ago
-
Terra Hill Condo (former Flynn Park)11 months ago
-
Alibaba VS Tencent: The Battle Royale11 months ago
-
-
-
-
-
-
-
-
-
Recent Post
-
-
-
-
-
RCECAP 9296 RCE CAPITAL BERHAD 改变派息政策1 week ago
-
-
二小姐《无情的人儿》2 weeks ago
-
-
-
-
-
-
-
下跌股:康大工业(KOTRA,0002, 主板保健股) RM5.57支撑4 months ago
-
-
【马股】16%+高息股!0负债高现金!能入吗?6 months ago
-
8月棕油库存料升13.5% 种植公司次季净利看涨9 months ago
-
CHINWEL – Not too late to invest.11 months ago
-
恒大置地(TAMBUN,5191,主板产业股)迈向98仙/敏源1 year ago
-
-