[PRESS METAL ALUMINIUM HOLDINGS BHD：他们对增值产品（VAP）的需求感到鼓舞，他们相信他们能够在2019年实现60％的VAP目标]
1Q19 vs 1Q18:
2019年第一季度集团收入略增4582万令吉或2.2％至21.7亿令吉，而2018年第一季度则为21.3亿令吉。尽管本季度金属价格下跌，但收入增加主要是由于其子公司Press Metal Aluminium Rods Sdn. Bhd. (“PMAR”)的贡献，收购完成后，其业绩自2018年第二季度起并入齐力。
1Q19 vs 4Q18：
2019年第一季度的集团PBT也低于2018年第四季度，低了4636万令吉或23.0％，因为本季度金属价格疲软。
前景：
随着巴西氧化铝生产即将恢复，他们希望看到原材料价格出现调整。他们已经看到碳阳极价格从人民币4,000元的高位回落至每吨人民币3,300元左右。他们继续预计今年的需求将超过供应量。对马来西亚令吉的强势美元也对他们有利。
他们对增值产品（VAP）的需求感到鼓舞，他们相信他们能够在2019年实现60％的VAP目标。他们对铝行业的前景保持乐观，并将继续积极寻求有机和无机增长机会加强其在市场中的地位。
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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 RM1.59 (dividend RM0.015) in 11 months 19 days, total return is 124.5%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.43 (dividend RM0.04) in 1 year 30 days, total return is 84.9%
c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.37 in 7 months 16 days, total return is 71.3%
d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.53 (dividend RM0.1875) in 9 months 17 days, total return is 43.8%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.805 in 6 months 12 days, total return is 40%
f) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.44 in 2 months, total return is 38.5%
g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.30 (dividend RM0.008) in 7 months 9 days, total return is 35.5%
h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.035) in 8 months 14 days, total return is 31.9%
i) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.82 (dividends RM0.063) in 9 months 24 days, total return is 18.4%
j) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.62 (dividends RM0.04) in 10 months 1 day, total return is 16.1%
k) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.46 in 5 months 15 days, total return is 15%
l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.96 in 7 months 1 day, total return is 12.9%
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页面与我联系。
1)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
8月11日星期日：AG Hotel Penang, George Town 4份点心
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10月19日星期六：Silka Johor Bahru Hotel, Johor Bahru 5份点心
2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
8月10日星期六：AG Hotel Penang, George Town
9月7日星期六：Hotel Sri Petaling, KL
10月20日星期日：Silka Johor Bahru Hotel, Johor Bahru
3) 【公司业绩分享会】:
2p.m. – 7p.m.，免费茶和咖啡
8月9日星期五：AG Hotel Penang, George Town 4份点心
9月6日星期五：Hotel Sri Petaling, KL 3份点心
10月18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
Facebook Group: https://www.facebook.com/groups/jamesinvesting
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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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[PRESS METAL ALUMINIUM HOLDINGS BHD: They are encouraged by the demand for their value-added products (VAPs) and they are confident that they can achieve their 60% VAPs target in 2019]
1Q19 vs 1Q18:
The Group revenue in Q1 2019 increased marginally by RM45.82 million or 2.2% to RM2.17 billion as compared to RM2.13 billion in Q1 2018. Higher revenue despite lower metal price during the quarter under review was mainly due to the contribution from its subsidiary, Press Metal Aluminium Rods Sdn. Bhd. (“PMAR”) whose result was consolidated into the Group since Q2 2018 subsequent to the completion of PMAR acquisition.
1Q19 vs 4Q18:
The Group PBT in Q1 2019 was also lower than Q4 2018’s by RM46.36 million or 23.0% following the softening of metal price during the current quarter under review.
Prospects:
They hope to see correction in raw material prices with the imminent resumption of alumina production in Brazil. They have already witnessed declined in carbon anode prices from the high of RMB4,000 to around RMB3,300 per tonne. They continue to expect demand to outstrip supply for this year. The stronger US Dollar against Ringgit Malaysia also works in their favour.
They are encouraged by the demand for their value-added products (VAPs) and they are confident that they can achieve their 60% VAPs target in 2019. They remain optimistic in the prospects of the aluminium industry and will continue to actively seek both organic and inorganic growth opportunities to strengthen their position in the market.
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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 > 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/217769.jsp
