[MATRIX CONCEPTS HOLDINGS BHD：正在进行的总发展总值从截至2019年3月31日的26亿令吉增至29亿令吉；于2019年4月进行了soft launched，墨尔本M.Greenvale的第二个发展项目，在9.7英亩土地上拥有70个住宅单位，总开发价值为7,200万令吉]
截至2019年9月30日的季度，集团录得收入2.827亿令吉，较去年同期的2.533亿令吉增加2940万令吉或11.6％。收入的增长主要归功于集团的Sendayan开发项目及其首个高层房地产Chambers Kuala Lumpur的收入的认可。来自集团的投资物业，包括Matrix Global Schools，d'Tempat Country Club和d'Sora Business Boutique Hotel的收入确认，在这季度从先前的900万令吉进一步提高至950万令吉。
该集团的除税前利润也更高，为7950万令吉，比之前的7440万令吉增加了500万令吉或6.8％。得益于房地产开发和投资物业业务的强劲表现，盈利能力得以提高。得益于大量新项目的发布和良好的销售业绩，截至2019年9月30日，集团的未开票销售额为12亿令吉，并将在未来15个月内确认。
QoQ：
集团在截至2019年9月30日的第二季录得收入2.827亿令吉，比截至2019年6月30日的上一季度增加3,420万令吉或13.8％。这主要是由于集团新的高层开发项目和工业物业的收入的确认增加。集团的税前盈利为7950万令吉，相比上一季度为7300万令吉，增加650万令吉或8.9％。这总体上与本季度改进后的收入相符。
前景：
该集团的主要目标仍然是改善其在森美兰州的Bandar Sri Sendayan，Ara Sendayan和Negeri Sembilan的Tiara Sendayan (Sendayan Development )和柔佛州Kluang的Bandar Seri Impian (BSI)的城市发展。这包括增强可用的便利设施和基础设施，以及丰富城市的生活经验，以支持充满活力和繁华的社区。这与集团不断努力扩大其在这些城市附近的土地储备有关。
为了加强其在房地产开发领域的长期可持续性，金群利集团还扩大了项目范围，以包括芙蓉，吉隆坡和澳大利亚当地的更多开发项目，有效地扩大了其地域覆盖范围，以抓住更多的增长机会。截至2019年9月30日，正在进行的总发展总值从截至2019年3月31日的26亿令吉增至29亿令吉。
在国外市场上，继2016年在墨尔本启动的M.Carnegie boutique apartment项目取得成功并取得可喜的销售业绩后，金群利集团继续在澳大利亚取得长足发展。为此，金群利集团于2019年4月进行了soft launched，墨尔本M.Greenvale的第二个发展项目，在9.7英亩土地上拥有70个住宅单位，总开发价值为7,200万令吉。在成功扩张的基础上，他们继续加强其国际影响力，以加强其作为首选开发商的品牌。 2018年10月，集团宣布与印尼企业集团Agung Sedayu Group和Salim Group以及投资银行PT Nikko Securitas Indonesia一起参与在印度尼西亚雅加达新兴的Pantai Indah Kapuk 2郊区的伊斯兰金融大厦的开发。
在截至2019年9月30日的六个月中，该集团推出了价值7.433亿令吉的项目，以回应市场对其芙蓉房地产的强劲需求。这些发布会主要包括Sendayan Development中的两层排屋住宅。
展望未来，在截至2020年3月31日的财政年度的剩余六个月中，集团已安排总值接近5亿令吉的新物业推出，主要包括Sendayan Development的负担得起的高档住宅物业。 2020财年的总新物业推出目标是12亿令吉。
该集团期待在2020财年取得更佳的业绩，这要归功于其健康的产品阵容和令人鼓舞的持续发展以及最近的产品需求记录。尽管房地产业持谨慎态度，但金群利集团有信心因其针对目标市场的需求精心设计的房地产的推出而让其房地产有积极的购买率。
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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 RM2.50 (dividend RM0.025) in 1 year 5 months 26 days, total return is 253.1%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.94 (dividend RM0.04) in 1 year 7 months 6 days, total return is 149.1%
c) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.38 in 1 year 18 days, total return is 140%
d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.02 (adjusted)(dividend RM0.01) in 8 months 5 days, total return is 81.4%
e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.795 in 5 months 13 days, total return is 74.7%
f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.35 in 7 months 8 days, total return is 50%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividends RM0.113) in 1 Year 4 months, total return is 46.7%
h) 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 20 days, total return is 36.6%
i) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.05 (dividend RM0.015) in 1 Year 1 month 22 days, total return is 33.1%
j) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM5.09 (adjusted) (dividend RM0.13431) in 1 Year 6 months 9 days, total return is 31.9%
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。
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James Ng
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[MATRIX CONCEPTS HOLDINGS BHD: Total ongoing developments rose to RM2.9 billion in gross development value as at 30 September 2019, increasing from RM2.6 billion in the financial year ended 31 March 2019; the Group has soft launched, in April, 2019, its second development in Melbourne, M.Greenvale, featuring 70 residential lots situated on a 9.7-acre land with GDV of RM72.0 million]
For the quarter ended 30 September 2019, the Group recorded revenue of RM282.7 million, an increase of RM29.4 million or 11.6% from RM253.3 million in the previous year corresponding quarter. The growth in revenue was largely attributed to the higher revenue recognition from the Group’s Sendayan Development Project and its maiden high-rise property development Chambers Kuala Lumpur. Revenue recognition from the Group's investment properties, comprising Matrix Global Schools, d'Tempat Country Club, and d'Sora Business Boutique Hotel, improved further to RM9.5 million in the quarter under review from RM9.0 million previously.
The Group also achieved higher profit before tax of RM79.5 million, an increase of RM5.0 million or 6.8% from RM74.4 million previously. The improved profitability came on the back of stronger performance from the property development and investment properties segments. Backed by higher amount of new launches and healthy sales performance, the Group’s unbilled sales stood at RM1.2 billion as at 30 September 2019, to be recognized over the next 15 months.
QoQ:
The Group recorded revenue of RM282.7 million for the second quarter ended 30 September 2019, an increase of RM34.2 million or 13.8% from the preceding quarter ended 30 June 2019. This increase was mainly attributed to the higher revenue recognition from the Group’s maiden high-rise development project and industrial properties. Group profit before tax stood at RM79.5 million compared to RM73.0 million in the preceding quarter, an increase of RM6.5 million or 8.9%. This was generally in line with the improved topline for the quarter under review.
Prospects:
The Group’s main objective remains on improving its township developments of Bandar Sri Sendayan , Ara Sendayan and Tiara Sendayan (Sendayan Development ) in Negeri Sembilan and Bandar Seri Impian (BSI) in Kluang, Johor. This includes enhancing available amenities and infrastructure as well as enriching the living experience of the townships towards supporting a vibrant and bustling community. This is coupled with the Group’s continuous efforts to expand their landbank in the vicinity of these townships.
To strengthen their long term sustainability in the property development segment, the Group has also expanded its project profile to include more developments in the locality of Seremban, Kuala Lumpur and Australia, effectively widening their geographical footprint to capture more growth opportunities. Total ongoing developments rose to RM2.9 billion in gross development value as at 30 September 2019, increasing from RM2.6 billion in the financial year ended 31 March 2019.
In foreign markets, the Group continues to make strides in Australia, following the success and commendable sales performance of its M.Carnegie boutique apartment project in Melbourne launched in 2016. In this regard, the Group has soft launched, in April, 2019, its second development in Melbourne, M.Greenvale, featuring 70 residential lots situated on a 9.7-acre land with GDV of RM72.0 million. Underpinned by the successful expansions, they continue to reinforce their international reach towards strengthening their brand as a premier developer of choice. In October 2018, the Group announced its participation in the development of the Islamic Financial Towers in the up-and-coming suburb of Pantai Indah Kapuk 2 in Jakarta, Indonesia together with Indonesian conglomerates Agung Sedayu Group and Salim Group, and investment banking firm PT Nikko Securitas Indonesia.
During the six months ended 30 September 2019, the Group launched RM743.3 million worth of projects in response to the strong market demand for their properties in Seremban. These launches comprise mainly of 2-storey terrace residences in Sendayan Development.
Going forward, for the remaining six months of the financial year ending 31 March 2020, the Group has lined-up close to RM500 million worth of new property launches, comprising mainly affordable and affordable-premium residential properties in Sendayan Development. Total launches for FY2020 is targeted at RM1.2 billion.
The Group looks forward to charting stronger performance in FY2020, to be supported by their healthy lineup of launches and encouraging demand recorded at ongoing developments as well as recent launches. Despite the cautious sentiment of the property industry, the Group is confident of positive uptake of its properties due to the carefully tailored property launches aligned to the requirements of their target 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/2020-02-10-story-h1483734889.jsp
