[KAREX BHD:完成最终social audits后,避孕套向商业和招标市场的销售有了显着改善。本季度对美洲地区的销售也特别强劲。有利的销售组合以及诸如提高自动化程度和改善生产流程等措施控制了成本]
截至2020年6月30日的第四季度(“ 2020年第四季度”),由于性健康业务的增长,收入比上一年第四季度增长3.9%。完成最终social audits后,避孕套向商业和招标市场的销售有了显着改善。本季度对美洲地区的销售也特别强劲。有利的销售组合以及诸如提高自动化程度和改善生产流程等成本控制措施,使这季度的税前利润提高至430万令吉,税后利润提高至260万令吉。
在回顾的十二个月期间(“ 12MFY2020”),由于性健康业务的贡献增加,收入增长了4.4%。尽管Covid-19大流行导致的运营中断阻碍了盈利能力,但通过有利的销售组合和成本控制措施,经营活动和税前利润的结果有所改善。
QoQ:
通过有利的销售组合和实施成本控制措施改善了这季度的盈利能力,有430万令吉的税前利润。
前景:
避孕套仍然是计划生育以及防止艾滋病毒和其他性传播感染传播的重要工具。康乐仍充满信心,他们有独特的能力克服业务障碍,以利用全球对卫生和疾病预防的重新重视而带来的潜在机会。
他们的制造经验,成本竞争力和提供的产品令人信服的竞争优势,将使他们能够在安全套领域获得订单,这种安全套领域已从政府补贴的模式转变为近来更具商业性的模式。此外,他们的品牌也有望在这一年内扩展到新的地区,从而使他们能够继续在行业内获得更大的价值份额。
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James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.66, dividend RM0.04, in 2 years 13 days, total return is 417.5%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.80 adjusted, dividend RM0.52, in 2 Years 1 month 24 days, total return is 322.7%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.36 adjusted, dividend RM0.055, in 1 Year 2 months 23 days, total return is 284.1%
d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.00, dividend RM0.0025, in 3 months 1 day, total return is 182.4%
e. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.63, dividend RM0.04, in 2 Years 1 month 24 days, total return is 110.1%
f. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.905, dividend RM0.015, in 10 months 5 days, total return is 106.7%
g. MGB BHD, recommended on 1 March 20, initial price was RM0.565, rose to RM0.87, in 5 months 24 days , total return is 54%
h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.265, in 1 month 6 days, total return is 47.2%
i. DESTINI BHD, recommended on 24 Sep 19, initial price was RM0.20, rose to RM0.29, in 11 months 1 day, total return is 45%
j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.655, dividend RM0.003, in 1 Year, total return is 44.6%
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超过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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免责声明:
高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。
James Ng
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[KAREX BHD: Condom sales to the Commercial and Tender market had marked improvements following the completion of the final social audits. Sales to the Americas region were also particularly strong during the quarter. Favourable sales mix coupled with cost control initiatives, such as increased automation and improvements in production processes, have improved the PBT]
For the fourth quarter ended 30 Jun 2020 ("4QFY2020"), revenue increased by 3.9% in comparison to the fourth quarter in the preceding year, sustained through an increased contribution from the Sexual Wellness segment. Condom sales to the Commercial and Tender market had marked improvements following the completion of the final social audits. Sales to the Americas region were also particularly strong during the quarter. Favourable sales mix coupled with cost control initiatives, such as increased automation and improvements in production processes, have improved the profit before tax to RM 4.3 million and profit after tax to RM 2.6 million for the quarter.
For the twelve months period under review (“12MFY2020”), revenue grew by 4.4% supported by a stronger contribution from Sexual Wellness segment. Although profitability was held back by operations disruptions from the Covid-19 pandemic, the results from operating activities and profit before tax have improved through favourable sales mix and cost control initiatives.
QoQ:
Profitability for the quarter improved through favourable sales mix and the implementation of cost control initiatives which attributed to the profit before tax of RM 4.3 million in the current quarter.
Prospects:
Condoms remain an essential tool for family planning as well as preventing the spread of HIV and other sexually transmitted infections. The Group remains confident that they are uniquely poised to overcome operation hurdles in order to take advantage of potential opportunities presented by the renewed global emphasis on hygiene and disease prevention.
Their manufacturing experience, cost competitiveness and breath of offerings are compelling competitive advantages that will allow them to capture orders within the condom space that has been shifting from a government subsidized model to one that is more commercial in nature during recent times. In addition, their branded segment is also expected to expand into new regions during the year, enabling them to continue to capture a greater share of the value within the industry.
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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 over 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/2020-08-26-story-h1512539624.jsp