[SAPURA ENERGY BHD：增加订单到173亿令吉，这可以通过其在2020财年达到约23亿令吉的累计新合同来证明，在台湾，他们的首个项目 - 安装海上风电场标志着集团在多元化的战略能力和战略资产可用于不断增长的可再生能源市场]
1Q20 vs 1Q19:
这集团持续经营业务收入为16.325亿令吉，较去年同期（Q1FY2019）的8.452亿令吉高93.2％，主要由于工程及建筑及钻探业务部门的收入增加所致。
本季度，这集团录得持续经营税前亏损7,840万令吉，较二零一九年财政年度第一季的1.648亿令吉减少52.5％。本季度包括在持续经营业务的税前亏损中的其他收入，是先前收购附属公司的索赔净额，金额为8,770万令吉。
工程建设：
该部门录得收入14.028亿令吉，较去年第一季度的收入6亿6560万令吉高出7.372亿令吉，与本季度的较高的活动一致。该部门录得本季度的税前利润为4,800万令吉，较去年同期的3,650万令吉的税前利润高出31.8％。
钻探：
由于与Q1 FY2019相比，工作钻机的数量增加，本季度收入为2.304亿令吉，比Q1 FY2019的收入1.834亿令吉高出25.6％。该部门录得税前亏损5100万令吉，较二零一九年财政年度第一季的税前亏损6,870万令吉减少25.9％。
勘探和生产：
该部门录得税前亏损750万令吉，较二零一九年财政年度第一季的税前亏损210万令吉高出540万令吉。
1Q20 vs 4Q19：
这集团来自持续经营业务的收入为16.325亿令吉，较前一个季度（Q4FY2019）的14.851亿令吉高出9.9％，主要由于工程及建筑业务部门的收入增加。本季度，这集团录得持续经营税前亏损7,840万令吉，较去年第四季度的6.775亿令吉减少88.4％。本季度包括来自持续经营业务的税前亏损的其他收入，是先前收购附属公司的索赔净额，金额为8,770万令吉。
前景：
这集团在中东，非洲，亚太，欧洲，里海及美洲积极寻求新机会，其在主要市场的招标活动依然强劲。该集团已经能够增加订单到173亿令吉，这可以通过其在2020财年达到约23亿令吉的累计新合同来证明。其工程和建筑领域的着名项目包括ENI在印度尼西亚的EPCI管道，苏伊士湾苏伊士石油公司的六条海底管道的安装以及云林海上风电场的海上风力涡轮机子结构的运输和安装。在台湾，他们的首个项目 - 安装海上风电场标志着集团在多元化的战略能力和战略资产可用于不断增长的可再生能源市场。
在钻探领域，集团已经能够为其钻探船队拿到多项合同，这将转化为未来几个季度资产利用率的增长。该公司已为其钻探平台Sapura T-9，Sapura T-10，Sapura T-18，Sapura Berani和Sapura Esperanza获得新的合同/合同延期。这集团将继续专注于扩大订单并保持强劲的营运表现。董事会有信心这集团有进一步增长的良好定位。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.015) in 10 months 16 days, total return is 89.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 12 days, total return is 70%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 27 days, total return is 67.3%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.66 (dividend RM0.0825) in 8 months 14 days, total return is 45.1%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 5 days, total return is 30.4%
f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 5 months 8 days, total return is 27.8%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.52 (dividend RM0.035) in 7 months 10 days, total return is 22.4%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 29 days, total return is 18.2%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 5 months 29 days, total return is 17.6%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 8 days, total return is 11.5%
k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.64 in 3 months 4 days, total return is 5.8%
l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.03 (dividends RM0.084) in 10 months 30 days, total return is 3.9%
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> 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 https://web.facebook.com/jamesshareinvest/ 与我联系
1)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
7月14日星期日：AG Hotel Penang, George Town
7月28日星期日：Silka Johor Bahru Hotel, Johor Bahru
9月7日星期六：Hotel Sri Petaling, KL
2)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
7月27日星期六：Silka Johor Bahru Hotel, Johor Bahru 5份点心
8月11日星期日：AG Hotel Penang, George Town 4份点心
9月8日星期日：Hotel Sri Petaling, KL 3份点心
3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
7月13日星期六：AG Hotel Penang, George Town 4份点心
7月21日星期日：Hotel Sri Petaling, KL 3份点心
7月26日星期五：Silka Johor Bahru Hotel, Johor Bahru 5份点心
有兴趣的朋友，可以电邮或PM FB page联络我
email：jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043
为了方便大家查询我写过的公司和选股文章以及视频，制作了索引。大家只要依照日期，就能从这
https://web.facebook.com/jamesshareinvest/posts/2311638045769603 找到公司和选股文章以及视频。
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp
Facebook Group: https://www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw
请大家来Follow James的Instagram，获取最新的资讯： https://www.instagram.com/p/BzRnogiHxop
这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[SAPURA ENERGY BHD: The Group has been able to grow its order book of RM17.3 billion as demonstrated by its cumulative new contract wins to-date in FY2020 of approximately RM2.3 billion, maiden award for the installation of offshore wind farm marks a strategic value proposition for the Group in diversifying its capabilities and the use of its strategic assets for a growing renewable energy market]
1Q20 vs 1Q19:
The Group revenue from continuing operations of RM1,632.5 million was 93.2% higher than RM845.2 million in the corresponding quarter of the preceding year ("Q1FY2019"), mainly attributable to the higher revenue from Engineering and Construction and Drilling business segment.
In the current quarter, the Group recorded a loss before taxation from continuing operations of RM78.4 million which was lower by 52.5% compared to RM164.8 million in Q1FY2019. Included under other income in the current quarter loss before taxation from continuing operations is a net settlement of claim from previous acquisition of subsidiaries amounting to RM87.7 million.
Engineering and Construction:
The segment recorded revenue of RM1,402.8 million, which was RM737.2 million higher than the revenue of RM665.6 million in Q1 FY2019, in line with the higher activities during the current quarter. The segment recorded a profit before taxation for the current quarter of RM48.0 million which was higher by 31.8% compared to profit before taxation of RM36.5 million in Q1 FY2019.
Drilling:
The segment revenue for the current quarter of RM230.4 million was 25.6% higher than the revenue of RM183.4 million in Q1 FY2019 due to higher number of working rigs compared to Q1 FY2019. The segment recorded a loss before taxation of RM51.0 million, which was lower by 25.9% compared to the loss before taxation of RM68.7 million in Q1 FY2019.
Exploration and Production:
The segment recorded a loss before taxation of RM7.5 million which was RM5.4 million higher compared to loss before taxation of RM2.1 million in Q1 FY2019.
1Q20 vs 4Q19:
The Group revenue from continuing operations of RM1,632.5 million was 9.9% higher than the immediate preceding quarte ("Q4FY2019") of RM1,485.1 million, primarily due to the higher revenue from Engineering and Construction business segment. In the current quarter, the Group recorded a loss before taxation from continuing operations of RM78.4 million which was lower by 88.4% compared to RM677.5 million in Q4FY2019. Included under other income in the current quarter loss before taxation from continuing operations is a net settlement of claim from previous acquisition of subsidiaries amounting to RM87.7 million.
Prospects:
Tendering activities remained robust in many of their key markets with the Group aggressively pursuing new opportunities in the Middle East, Africa, Asia Pacific, Europe, the Caspian and the Americas. The Group has been able to grow its order book of RM17.3 billion as demonstrated by its cumulative new contract wins to-date in FY2020 of approximately RM2.3 billion. Notable awards in their Engineering and Construction segment include EPCI for pipeline by ENI in Indonesia, the installation of six subsea pipelines at Gulf of Suez for the Gulf of Suez Petroleum Company and the transportation and installation of offshore wind turbine substructures at the Yunlin Offshore Wind Farm in Taiwan. Their maiden award for the installation of offshore wind farm marks a strategic value proposition for the Group in diversifying its capabilities and the use of its strategic assets for a growing renewable energy market.
In their Drilling segment, the Group has been able to demonstrate numerous contract awards for its drilling fleet which would translate to growth in asset utilisation in the upcoming quarters. The business has secured new contracts / contract extensions for its drilling rigs Sapura T-9, Sapura T-10, Sapura T-18, Sapura Berani and Sapura Esperanza. The Group will remain focused on growing the order book and maintaining strong operational performance. The Board is confident that the Group is well positioned for further growth.
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.34 (dividend RM0.015) in 10 months 16 days, total return is 89.5%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.36 in 6 months 12 days, total return is 70%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.29 (dividend RM0.04) in 11 months 27 days, total return is 67.3%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.66 (dividend RM0.0825) in 8 months 14 days, total return is 45.1%
e) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.25 (dividend RM0.008) in 6 months 5 days, total return is 30.4%
f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.735 in 5 months 8 days, total return is 27.8%
g) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.52 (dividend RM0.035) in 7 months 10 days, total return is 22.4%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.66 (dividends RM0.03) in 8 months 29 days, total return is 18.2%
i) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.00 in 5 months 29 days, total return is 17.6%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.16 in 5 months 8 days, total return is 11.5%
k) SWKPLNT (SARAWAK PLANTATION BHD), recommended on 24 Mar 19, initial price was RM1.55, rose to RM1.64 in 3 months 4 days, total return is 5.8%
l) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.03 (dividends RM0.084) in 10 months 30 days, total return is 3.9%
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 > 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 https://web.facebook.com/jamesshareinvest/
In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://web.facebook.com/jamesshareinvest/posts/2311638045769603 by date.
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp
Facebook Group: https://www.facebook.com/groups/jamesinvesting
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/212880.jsp
