[SLP RESOURCES BHD:出口市场(尤其是日本和欧洲国家)的销售和销量下降]
截至2020年3月31日的本季度,信利资源的收入为3,410万令吉,较去年同期的4,310万令吉减少20.8%,这是由于出口市场(尤其是日本和欧洲国家)的销售和销量下降。伴随着较低的收入,该集团的税前盈利(PBT)减少至520万令吉,较去年同期的630万令吉减少110万令吉或17.8%。
QoQ:
截至2020年3月31日的本季度,信利资源的收入为3,410万令吉,较上一季度的3,790万令吉减少10.1%,这是由于出口市场(尤其是日本和澳大利亚)的销售和销量下降。尽管本季度的收入减少,但该集团的PBT为520万令吉,高于上一季度的500万令吉。
前景:
集团认为,2020财年整体市场需求将保持波动。自两年前以来,中美之间尚未解决的贸易争端以及意料之外的病毒大流行可能会进一步扰乱商业活动。据估计,全球有三分之一的人口被命令留在家里,而且由于许多国家处于封锁状态,包装材料的需求可能会减少。病毒大流行何时会缓解的不确定性将继续对全球经济产生不利影响。信利资源未来将采取保守的态度,以保持其资产负债表的健康,并专注于食品和饮料,卫生和保健领域的包装产品。
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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 RM2.26 (dividend RM0.04) in 1 year 9 months 3 days, total return is 221.7%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.72 (dividend RM0.04) in 1 year 10 months 12 days, total return is 121.4%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.45 (adjusted)(dividend RM0.055) in 11 months 11 days, total return is 109.9%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.08 in 1 year 3 months 23 days, total return is 87.8%
e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.76 (adjusted)(dividend RM0.32) in 1 Year 10 months 14 days, total return is 73.6%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.28 (dividend RM0.148) in 1 Year 7 months 7 days, total return is 52.7%
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。
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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
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[SLP RESOURCES BHD: lower sales and sales volume for export markets especially Japan and European countries]
For the current quarter ended 31 March 2020, the Group recorded revenue of RM34.1 million, a decrease of 20.8% from RM43.1 million recorded in the corresponding quarter last year which is due to lower sales and sales volume for export markets especially Japan and European countries. In tandem with lower revenue recorded, the Group posted lower Profit Before Tax (PBT) of RM5.2 million, a decrease of RM1.1 million or 17.8% compared to RM6.3 million of PBT recorded in the corresponding quarter last year.
QoQ:
For the current quarter ended 31 March 2020, the Group recorded revenue of RM34.1 million, a decrease of 10.1% when compared to RM37.9 million recorded in the preceding quarter due to lower sales and sales volume for export markets especially Japan and Australia. Despite lower revenue recorded in current quarter, the Group posted higher PBT of RM5.2 million compared to RM5.0 million in preceding quarter.
Prospects:
The Group is of the view that overall market demand would stay volatile for FY2020. The unresolved trade disputes between China and USA since two years ago and the unexpected pandemic could further disrupt business activities. It is estimated that one third of the global populations is being ordered to stay at home, and with many countries in lockdown situation, there could be potentially be demand shrinkage for packaging materials. The uncertainty as to when the pandemic will ease off will continue to have an adverse impact on the economy globally. The Group would adopt a conservative approach going forward, as to keep their balance sheet healthy and focus on essential packaging products for food & beverages (F&B), hygiene and healthcare sectors.
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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/2020-05-17-story-h1507085014.jsp