[ UWC (5292) UWC公司 UWC BERHAD：政府允许包括UWC在内的已批准制造商在2020年5月1日开始的MCO的第4阶段中以满负荷运行] - James的股票投资James Share Investing
3Q20 vs 3Q19:
集团在本季度的收入为5580万令吉，比去年同期的3830万令吉增长45.7％。增长的主要原因是半导体行业和生命科学行业的全球客户需求增加。
这集团的税前盈利（“ PBT”）从去年同期的1150万令吉增加56.2％至1800万令吉。它主要来自半导体和生命科学客户的新合格产品的收入增长，以及与上一财政年度同期相比有利的汇率。
3Q20 vs 2Q20：
尽管马来西亚政府因COVID-19实施了行动控制令（“ MCO”），但集团在本季度的收入却从上一季度的5,490万令吉增加1.6％至5,580万令吉。由于UWC被列为基本服务提供商，因此MITI已批准UWC以50％的产能继续运营。 UWC通过利用供应商的能力保持了增长势头，并实现了收入的小幅增长。订单主要来自半导体行业和生命科学行业。此外，由于参与了COVID-19相关设备的供应链，这集团一直与他们的生命科学客户密切合作，他们在其中支持了前线的病毒分析并为抗击COVID-19做出了贡献。
集团的PBT增长6.1％至1,800万令吉，而上一季度的PBT为1,700万令吉。增长的主要原因是本季度财务成本减少和有废料的收入。此外，由于本季度美元兑马来西亚令吉走强，外汇收益增加。
前景：
政府允许包括UWC在内的已批准制造商在2020年5月1日开始的MCO的第4阶段中以满负荷运行。尽管供应链受到轻微干扰，但该集团的订单尚未取消，并收到来自现有和新客户的询问。集团还采取了必要的预防措施，以将Covid-19造成的影响降至最低。
测试领域的需求继续保持积极。尽管持续的贸易紧张局势和全球病毒大流行，这集团对其长期业绩持乐观态度。不管经济状况如何，随着5G和AI的普及，技术的发展将继续。
UWC参与了Covid-19相关设备的供应链，因此，他们的生命科学客户会有持续的需求。目前，这集团正与他们的客户一起加快某些产品的资格认证，并继续与他们的客户紧密合作来开发更多产品。
当前的经济形势将加快集团实施自动化和工业4.0的步伐，以减少对劳动力的依赖并提高生产率以优化生产效率。通过将新机器停靠在自己的房屋中，机器与自动化之间可以实现更多的集成，因此，可以减少对劳动力的依赖，并可以进一步增强足够的社交距离。
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Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.60 (dividend RM0.04) in 1 year 9 months 24 days, total return is 269.2%
b) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM32.76 (adjusted)(dividend RM0.32) in 1 Year 11 months 4 days, total return is 172.5%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.76 (dividend RM0.04) in 1 year 11 months 4 days, total return is 126.4%
d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.56 (adjusted)(dividend RM0.055) in 1 Year 3 days, total return is 116.5%
e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.49 (dividend RM0.148) in 1 Year 7 months 28 days, total return is 65.9%
f) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.90 in 1 year 4 months 16 days, total return is 56.5%
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）：
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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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[UWC BERHAD: government allowed approved manufacturers, including UWC, to run at full capacity during Phase 4 of the MCO which began on 1st May 2020]
3Q20 vs 3Q19:
The Group’s revenue for the current quarter was RM55.8 million, representing an increase of 45.7% as compared to RM38.3 million generated in the corresponding quarter in the previous year. The increase was mainly due to stronger demand from global customers in the semiconductor industry and life science industry.
Profit before tax (“PBT”) of the Group for the quarter under review increased by 56.2% to RM18.0 million from RM11.5 million, a similar quarter of the preceding year. It was mainly derived from the increase in revenue specifically on newly qualified products from semiconductor and life science customers, and also favourable foreign exchange rate compared to the corresponding period in the previous financial year.
3Q20 vs 2Q20:
The Group’s revenue for the quarter under review increased by 1.6% to RM55.8 million from RM54.9 million in the preceding quarter despite the implementation of the Movement Control Order (“MCO”) by the Malaysian government due to COVID-19. Since UWC is listed as a provider of essential services, UWC was granted approval to continue operations at 50% capacity by MITI. UWC maintained the momentum by utilizing their suppliers' capacity and achieved a slight increase in revenue. The orders mainly came from the semiconductor industry and life science industry. In addition, being involved in the supply chain of COVID-19 related equipment, the Group had been working very closely with their life-science customers in which they have supported the front line analysis and contributed in the fight against COVID-19.
The Group’s PBT increased by 6.1% to RM18.0 million as compared to the PBT of RM17.0 million in the preceding quarter. The increase was mainly attributed to lower finance cost and scrap income earned in the current quarter. In addition, there was a gain on foreign exchange as a result of the stronger US Dollar against the Ringgit Malaysia during the current quarter.
Prospects:
The government allowed approved manufacturers, including UWC, to run at full capacity during Phase 4 of the MCO which began on 1st May 2020. Despite having slight supply chain disruptions, the Group has yet to receive order cancellation and has received consistent enquires from existing and new customers. The Group has also taken the necessary preventive measures to minimize the impact caused by Covid-19 during their operations.
The testers' demand continues to remain positive. Despite the ongoing trade tension and global pandemic, the Group is optimistic in their long-term performance. Technology development will continue regardless of economic conditions as the adoption of 5G and AI are imminent.
UWC is involved in the supply chain of Covid-19 related equipment, therefore, expecting continuous demand from their life-science customers. At the moment, the Group is expediting the qualification for selected items with their customers and continue to work closely with their customers in developing more products.
The current economic sentiment will accelerate the Group’s implementation of automation and Industry 4.0 to reduce dependency on labour and improve productivity to optimize production efficiency. With the new machines that has docked into their premise, there is more integration between machines and automation, hence, dependency on labour could be reduced and adequate social distancing can be further enhanced.
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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/2020-06-06-story-h1508665864.jsp
