[GEORGE KENT MALAYSIA BHD:于2019年6月28日与Honeywell签署了长期许可协议,以制造高精度水表测量部件,并将这些水表独家销售给26个地区,包括亚洲地区的15个新地区]
工程:
截至2019年10月31日止的本季收入为3987万令吉,较2018年同期的6513万令吉减少39%。截至2019年10月31日止的本季度的877万令吉部门利润,相比2018年同期的2483万令吉,下降64%。该部门的较低利润主要是由于本季度的收入和毛利率降低。
截至2019年10月31日止期间的收入为1亿6022万令吉,较2018年同期的2亿1803万令吉减少27%,这归因于项目结束时的收入贡献减少。由于收入减少,截至2019年10月31日止期间的部门利润为4,228万令吉,较截至2018年10月31日止期间的7,510万令吉减少44%。
水表:
截至2019年10月31日止的本季度营业额为3,304万令吉,较2018年同期的3,842万令吉减少14%。截至2019年10月31日的本季度,部门利润为597万令吉,与2018年同期的1,019万令吉相比,降低41%,主要是由于本季度的销售额和毛利率降低。
截至2019年10月31日止期间的收入为9,320万令吉,较2018年同期的9,821万令吉减少5%。截至2019年10月31日止期间的部门利润为1,529万令吉,较去年2018年同期的2278万令吉,减少33%,这主要是由于本期的销售额和毛利率降低。
税前合并利润:
集团当前季度的税前利润为1,265万令吉(2018年10月31日:3,469万令吉),降低了64%。税前利润较低主要是由于工程部门的贡献较低。截至2019年10月31日止期间,乔治肯特的税前利润为4,632万令吉(2018年10月31日:9,026万令吉),减少了49%。税前利润较低主要是由于工程部门的贡献较低。
QoQ:
截至2019年10月31日的当前季度,税前利润比上一季度下降20%,原因是工程部门贡献的利润下降。
前景:
水表:
乔治肯特于2019年6月28日与Honeywell签署了长期许可协议,以制造高精度水表测量部件,并将这些水表独家销售给26个地区,包括亚洲地区的15个新地区。
工程:
该集团继续利用其在国内铁路项目中作为铁路系统集成商的专业知识以及与全球铁路专家建立的网络,在区域铁路领域中寻找机会。
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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 RM2.51 (dividend RM0.025) in 1 year 6 months 1 day, total return is 254.5%
b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.44 in 1 year 24 days, total return is 150.4%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.91 (dividend RM0.04) in 1 year 7 months 12 days, total return is 145.3%
d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.99 (adjusted)(dividend RM0.01) in 8 months 11 days, total return is 79.6%
e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.77 in 5 months 19 days, total return is 69.2%
f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.38 in 7 months 14 days, total return is 53.3%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividends RM0.113) in 1 Year 4 months 6 days, total return is 50.5%
h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.11 (dividend RM0.015) in 1 Year 1 month 28 days, total return is 40.6%
i) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM5.35 (adjusted) (dividend RM0.13431) in 1 Year 6 months 15 days, total return is 38.5%
j) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.63 (dividend RM0.105) in 1 Year 2 months 26 days, total return is 36.6%
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
3月21日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心
3月29日星期日:Hotel Sri Petaling, KL 3份点心
4月19日星期日:AG Hotel Penang, George Town 2份点心
2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐
3月22日星期日:Silka Johor Bahru Hotel, Johor Bahru
3月28日星期六:Hotel Sri Petaling, KL
4月18日星期六:AG Hotel Penang, George Town
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
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:jamesnginvest
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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[GEORGE KENT MALAYSIA BHD: The Group signed a long-term license agreement with Honeywell on 28 June 2019 to manufacture high-precision water meter measuring components and exclusively sell these water meters to 26 territories, including 15 new territories in the Asian region]
Engineering:
Revenue of RM39.87 million for the current quarter ended 31 October 2019 was 39% lower as compared to RM65.13 million for the corresponding quarter in 2018. Segment profit of RM8.87 million for the current quarter ended 31 October 2019 was 64% lower as compared to RM24.83 million for the corresponding quarter in 2018. The lower segment profit was mainly contributed by the lower revenue and gross profit margin in the current quarter.
Revenue of RM160.22 million for the period ended 31 October 2019 was 27% lower as compared to RM218.03 million for the corresponding period in 2018 attributed to the lower revenue contribution towards the end of a project. Segment profit of RM42.28 million for the period ended 31 October 2019 was 44% lower as compared to RM75.10 million for the period ended 31 October 2018 due to lower revenue.
Metering:
Revenue of RM33.04 million for the current quarter ended 31 October 2019 was 14% lower compared to RM38.42 million for the corresponding quarter in 2018. Segment profit of RM5.97 million for the current quarter ended 31 October 2019 was 41% lower as compared to RM10.19 million for the corresponding quarter in 2018 mainly due to the lower sales and gross profit margin in the current quarter.
Revenue of RM93.20 million for the period ended 31 October 2019 was 5% lower compared to RM98.21 million for the corresponding period in 2018. Segment profit of RM15.29 million for the period ended 31 October 2019 was 33% lower as compared to RM22.78 million for the corresponding period in 2018 mainly due to the lower sales and gross profit margin in the current period.
Consolidated profit before tax:
The Group's current quarter profit before tax of RM12.65 million (31 October 2018: RM34.69 million) was 64% lower. The lower profit before tax reported was mainly attributed to lower contribution from the Engineering division. The Group's profit before tax for the period ended 31 October 2019 of RM46.32 million(31 October 2018: RM90.26 million) was 49% lower. The lower profit before tax reported was mainly attributed to lower contribution from the Engineering division.
QoQ:
The profit before taxation for the current quarter ended 31 October 2019 is 20% lower than the preceding quarter due to lower profit contributed by the Engineering division.
Prospects:
Metering:
The Group signed a long-term license agreement with Honeywell on 28 June 2019 to manufacture high-precision water meter measuring components and exclusively sell these water meters to 26 territories, including 15 new territories in the Asian region.
Engineering:
The Group continues to seek opportunities in the Regional railway space, leveraging on its expertise as Rail Systems Integrator in domestic railway projects and its established network with global rail specialists.
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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/2020-02-14-story-h1483796204.jsp