[PECCA GROUP BHD,汽车市场的情绪相对较弱]
在本季度回顾中,Pecca录得2,783万令吉营收及361万令吉税前盈利。与去年同期相比,营收下降17.76%,税前利润下降46.54%。
与去年同期季度营收记录为3,385万令吉相比,本季度实现了2,783万令吉营收的下降,主要原因是本地OEM部门的贡献减少。这主要是由于与上年相比,乘用车总产量和Total Industry Volume(“TIV”)更低的生产量。在11月中旬推出替代车型之前,客户的高容量车型的报废情况进一步加剧了这种情况。由于当时客户新推出的轿车的销售,去年季度的营收也较高。
前景:
由于预测TIV产量仍低于2015年的年度TIV峰值,董事会保持谨慎。汽车市场的情绪相对较弱。
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James Ng
For the current quarter under review, the Group recorded a revenue of RM27.83 million and profit before taxation of RM3.61 million. This is 17.76% lower in revenue and 46.54% lower in profit before taxation compared to the preceding year quarter.
In comparison to the preceding year quarter of revenue recorded of RM33.85 million, they achieved a lower revenue for the current quarter of RM27.83 million mainly due to lower contribution from local OEM segment. This was mainly due to a lower Total Industry Volume (“TIV”) and even lower Production Volume for passenger vehicle compared to preceding year. The situation was further compounded by the end-of-life of a customer’s high volume model before introduction of the replacement model in mid-November. The preceding year quarter’s revenue was also higher due to the sales from a newly launch sedan model from a customer then.
Prospects:
The Board remains cautious as forecasted TIV volumes are still below the annual TIV peak in 2015. The sentiment surrounding the automotive market is relatively weak.
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James Ng
http://klse.i3investor.com/blogs/general/157866.jsp