[BURSA MALAYSIA BHD:场内交易(“ OMT”)和直接业务交易(“ DBT”)的平均每日交易值(“ ADV”)上升了7.1百分比,从2019年第一季度的24.1亿令吉增至2020年第一季度的25.8亿令吉,以及与2019年第一季度相比有更高的交易天数]
1Q20 vs 1Q19:
截至2020年3月31日的季度(“ 1Q2020”)的税前利润(“ PBT”)为8,710万令吉,较截至2019年3月31日的季度(“ 1Q2019”)的6,440万令吉增加35.3%。2020年第1季度的总部门利润为1.049亿令吉,较2019年第1季度的8080万令吉增加了29.8%。
2020年第一季的全面收益总额为5080万令吉,较2019年第一季的690万令吉增加639.1%。这主要是由于2020年第一季度的利润比2019年第一季度更高,以及由于截至2020年3月31日持有的已发行股票数量减少,以其变动计入其他综合收益的报价的FVTOCI的公允价值下降。
证券市场:
证券市场在2020年第一季度录得9070万令吉的部门利润,较2019年第一季度的7240万令吉增长25.4%,主要来自交易收入。证券市场在1Q2020的营业收入为1.117亿令吉,较2019年1季度的9,210万令吉增长21.3%。
贸易收入在1Q2020上增加32.2%至7,800万令吉,主要是由于场内交易(“ OMT”)和直接业务交易(“ DBT”)的平均每日交易值(“ ADV”)上升了7.1百分比,从2019年第一季度的24.1亿令吉增至2020年第一季度的25.8亿令吉,以及与2019年第一季度相比有更高的交易天数。相比去年第一季度的29%,2020年第一季度的交易速度提高了10个百分点至39%。
衍生品市场:
衍生品市场在2020年第一季录得1,620万令吉的部门盈利,较2019年第一季的990万令吉增加63.3%。衍生品市场在1Q2020的营业收入为2890万令吉,较2019年1季度的2340万令吉增加23.3%。
2020年第1季度的贸易收入增加了63.5%,达到2680万令吉,这主要是由于2020年第1季度交易的棕榈油期货(FCPO)和FTSE Bursa Malaysia KLCI Futures(FKLI)合约数量增加以及与2019年第一季度相比,2020年第一季度的交易日更多。部门开支从2019年第一季度的1,400万令吉减少5.1%至2020年第一季度的1,330万令吉,这主要是由于2020年第一季度产生的POC费用降低。
交易所控股公司:
交易所控股公司在1Q2020录得较低的部门亏损340万令吉,较2019年第一季度的390万令吉减少,主要是由于2020年第一季度确认的grant收入增加。
其他:
该部门的利润从2019年第一季度的240万令吉下降了43.3%至2020年第一季度的140万令吉,这主要是由于2020年第一季度从BSAS交易中获得的交易费降低了。
开销:
开销在1Q2020增加了8.0%,从2019年第一季度的1,650万令吉增加至1,780万令吉,这主要是由于2020年第一季度的员工成本和折旧增加。
1Q20 vs 4Q19:
2020年第1季度的税前利润为8,710万令吉,比截至2019年12月31日的季度(“ 2019年第4季度”)的6,330万令吉增加了37.6%。 2020年第1季度的总部门利润为1.049亿令吉,比2019年第4季度的8170万令吉增长28.4%。
证券市场:
证券市场在1Q2020录得9,070万令吉的部门盈利,较2019年4季度的7,480万令吉增加21.3%,主要是由于交易收入增加。证券市场在1Q2020的营业收入为1.117亿令吉,较2019年第4季度的9,500万令吉增长了17.6%。
2020年第1季度的交易收入增长31.8%至7800万令吉,这主要是由于OMT和DBT的ADV为25.8亿令吉,高于2019年第4季度的20.5亿令吉。 2020年第一季度的交易速度比2019年第四季度的26%高出13个百分点至39%。
衍生品市场:
衍生品市场在2020年第一季录得1,620万令吉的部门盈利,较2019年第四季度的1,150万令吉增加40.2%,主要是由于交易收入增加。衍生品市场在2020年第一季的营业收入为2890万令吉,较2019年第四季度的2280万令吉增加26.7%。 2020年第1季度的交易收入增加30.2%至2680万令吉,这主要是由于FCPO和FKLI的合约交易量增加。
交易所控股公司:
交易所控股公司在1Q2020录得340万令吉的部门亏损,较2019年第4季度的540万令吉减少,这主要是由于2019年第4季度因确认了330万令吉的计算机软件减值损失准备而产生的费用增加。
其他:
该部门的利润从2019年第四季度的80万令吉增长了66.8%,至1Q2020的140万令吉,这主要是由于2020年第一季度从BSAS交易中赚取了更高的交易费。
开销:
开销在1Q2020减少了3.4%,从2019年第四季度的1,840万令吉减少至1,780万令吉,这主要是由于2020年第一季度产生的建筑管理费用降低。
前景:
世界各地的中央银行都试图通过放松货币政策以及提供金融救济措施来减轻COVID-19的经济影响。在衍生品市场,本季度录得的平均每日合约几乎是去年同期的两倍。大马交易所将继续扩大和加强其产品种类,并吸引新的参与者进入衍生品市场。
至于伊斯兰资本市场,通过大马交易所i平台进行的交易活动在2020年第一季度比2019年第一季度有所增加。这与整个市场中较高的交易活动相一致,并且随着马来西亚交易所-i平台上的散户和机构投资者的新交易参与者的加入和激活,预计该趋势将在中期持续。另一方面,预计Bursa SuqAl-Sila(“ BSAS”)将通过与外国参与者的持续参与来增加贸易活动,从而维持其活动水平。在2020年第一季度,交易所吸引了9名BSAS新参与者的加入,其中2名是外国参与者。
大马交易所已宣布多项纾缓措施,以减轻资本市场参与者的财务负担,并提供更大的灵活性,以帮助他们度过这个充满挑战的时期。预计短期和中期,全球和本地市场的不确定性将继续贡献证券和衍生产品市场的波动和交易活动。
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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 RM2.23 (dividend RM0.04) in 1 year 8 months 18 days, total return is 217.5%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.62 (dividend RM0.04) in 1 year 9 months 29 days, total return is 108.8%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.42 (adjusted)(dividend RM0.055) in 10 months 28 days, total return is 108.1%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.04 in 1 year 3 months 10 days, total return is 80.9%
e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.27 (dividend RM0.148) in 1 Year 6 months 23 days, total return is 52.1%
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
7月5日星期日:Espira Sri Petaling, KL 3份点心
7月11日星期六:Silka Johor Bahru Hotel, Johor Bahru 7份点心
7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
7月4日星期六:Espira Sri Petaling, KL
7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru
7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
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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
--------------------------------
[BURSA MALAYSIA BHD: higher Average Daily trading Value ("ADV") for On-Market Trades ("OMT") and Direct Business Trades ("DBT"), which increased by 7.1 percent to RM2.58 billion in 1Q2020 compared to RM2.41 billion in 1Q2019 as well as higher number of trading days in 1Q2020 compared to 1Q2019]
1Q20 vs 1Q19:
Profit Before Tax ("PBT") for the quarter ended 31 March 2020 ("1Q2020") was RM87.1 million, an increase of 35.3 per cent compared to RM64.4 million in the quarter ended 31 March 2019 ("1Q2019"). Total segment profits for 1Q2020 were RM104.9 million, an increase of 29.8 per cent compared to RM80.8 million in 1Q2019.
Total comprehensive income for 1Q2020 was RM50.8 million, an increase of 639.1 per cent compared to RM6.9 million in 1Q2019. This was mainly due to the higher profits in 1Q2020 compared to 1Q2019, and reduction in the fair value of quoted shares at FVTOCI due to the lower number of quoted shares held as at 31 March 2020.
Securities Market:
The Securities Market recorded a segment profit of RM90.7 million in 1Q2020, an increase of 25.4 per cent compared to RM72.4 million in 1Q2019 mainly due to trading revenue. The Securities Market's operating revenue for 1Q2020 was RM111.7 million, an increase of 21.3 per cent compared to RM92.1 million in 1Q2019.
Trading revenue increased by 32.2 percent to RM78.0 million in 1Q2020 mainly due to higher Average Daily trading Value ("ADV") for On-Market Trades ("OMT") and Direct Business Trades ("DBT"), which increased by 7.1 percent to RM2.58 billion in 1Q2020 compared to RM2.41 billion in 1Q2019 as well as higher number of trading days in 1Q2020 compared to 1Q2019. Trading velocity in 1Q2020 was higher by 10 percentage points to 39% compared to 29% in 1Q2019.
Derivatives Market:
The Derivatives Market recorded a segment profit of RM16.2 million in 1Q2020, an increase of 63.3 percent from RM9.9 million in 1Q2019, mainly due to higher trading revenue. The Derivatives Market's operating revenue for 1Q2020 was RM28.9 million, an increase of 23.3 percent compared to RM23.4 million in 1Q2019.
Trading revenue increased by 63.5 percent to RM26.8 million in 1Q2020 mainly due to higher number of Crude Palm Oil Futures ("FCPO") and FTSE Bursa Malaysia KLCI Futures ("FKLI") contracts traded in 1Q2020, as well as higher number of trading days in 1Q2020 compared to 1Q2019. Segment expenses decreased by 5.1 percent to RM13.3 million in 1Q2020 compared to RM14.0 million in 1Q2019 mainly due to the lower POC expenses incurred in 1Q2020.
Exchange Holding Company:
The Exchange Holding Company recorded a lower segment loss of RM3.4 million in 1Q2020 compared to RM3.9 million in 1Q2019 mainly due to higher grant income recognised in 1Q2020.
Others:
The segment profit decreased by 43.3 percent to RM1.4 million in 1Q2020 compared to RM2.4 million in 1Q2019 mainly due to lower trading fees earned from BSAS trades in 1Q2020.
Overheads:
Overheads increased by 8.0 percent to RM17.8 million in 1Q2020 compared to RM16.5 million in 1Q2019 mainly due to higher staff costs and depreciation incurred in 1Q2020.
1Q20 vs 4Q19:
PBT for 1Q2020 was RM87.1 million, an increase of 37.6 per cent from RM63.3 million in the quarter ended 31 December 2019 ("4Q2019"). Total segment profits for 1Q2020 were RM104.9 million, an increase of 28.4 per cent from RM81.7 million in 4Q2019.
Securities Market:
The Securities Market recorded a segment profit of RM90.7 million in 1Q2020, an increase of 21.3 per cent from RM74.8 million in 4Q2019 mainly due to higher trading revenue. The Securities Market's operating revenue for 1Q2020 was RM111.7 million, an increase of 17.6 percent compared to RM95.0 million in 4Q2019.
Trading revenue increased by 31.8 percent to RM78.0 million in 1Q2020 mainly attributed to higher ADV for OMT and DBT of RM2.58 billion in 1Q2020 compared to RM2.05 billion in 4Q2019. Trading velocity in 1Q2020 was higher by 13 percentage points to 39% compared to 26% in 4Q2019.
Derivatives Market:
The Derivatives Market recorded a segment profit of RM16.2 million in 1Q2020, an increase of 40.2 percent from RM11.5 million in 4Q2019 mainly due to higher trading revenue. The Derivatives Market's operating revenue for 1Q2020 was RM28.9 million, an increase of 26.7 percent from RM22.8 million in 4Q2019. Trading revenue increased by 30.2 percent to RM26.8 million in 1Q2020 mainly attributed to higher number of contracts traded for FCPO and FKLI.
Exchange Holding Company:
The Exchange Holding Company recorded a lower segment loss of RM3.4 million in 1Q2020 compared to RM5.4 million in 4Q2019 mainly due to higher expenses incurred in 4Q2019 from the recognition of an impairment loss allowance on computer software of RM3.3 million.
Others:
The segment profit increased by 66.8 percent to RM1.4 million in 1Q2020 compared to RM0.8 million in 4Q2019 mainly due to higher trading fees earned from BSAS trades in 1Q2020.
Overheads:
Overheads decreased by 3.4 percent to RM17.8 million in 1Q2020 compared to RM18.4 million in 4Q2019 mainly due to lower building management expenses incurred in 1Q2020.
Prospects:
The central banks around the world have sought to mitigate the economic impact of COVID-19 via the easing of monetary policies as well as providing financial relief measures. In the Derivatives Market, the average daily contracts recorded in this quarter is almost double that of the corresponding quarter last year. The Exchange will continue to expand and strengthen its product offerings, and attract new participants to the Derivatives Market.
As for the Islamic Capital Market, trading activities through Bursa Malaysia-i platform saw an increase in 1Q2020 compared to 1Q2019. This is in line with the higher trading activities in the overall market and the trend is expected to continue in the medium term with the onboarding and activation of new trading participants of retail and institutional investors on Bursa Malaysia-i. Bursa SuqAl-Sila' (“BSAS”), on the other hand, is expected to sustain its level of activities by continuous engagement with its foreign participants to increase their trading activities. In 1Q2020, the Exchange saw the onboarding of nine new participants for BSAS, of which two are foreign.
The Exchange had announced several relief measures to ease the financial burden of the capital market participants and to provide greater flexibility to aid them through this challenging period. The uncertainties in both the global and local markets are anticipated to continue to contribute to the volatility and trading activity in both the Securities and Derivatives Markets in the short and medium term.
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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://www.facebook.com/jamesshareinvest/posts/2558569364409802