DNEX (4456) 迪耐
[DAGANG NEXCHANGE BHD：发展业务，探索利用其现有IT及电子服务及能源业务构建模块的机会，同时专注于新计划的实施]
3Q18 vs 2Q18:
与上一季度相比，迪耐这季收入增加了1212万令吉（23.7％）。收入增加主要是由于印尼海底电缆安装及维修项目的工程收费为910万令吉; Genaxis Group Sdn. Bhd.的收入和其子公司收入。
迪耐来自资讯科技部门的经常性收入来源继续为迪耐的盈利贡献。随着本季度原油价格的上涨，迪耐在联营公司的业绩份额有所改善。
3Q18 vs 3Q17：
与去年同季相比，迪耐本季收入较上年同期增长27.9％。收入增加的主要原因是印度尼西亚海底电缆安装和维修项目的工作进度收费，以及Genaxis集团收购后的新经常性收入。
迪耐的贸易便利化仍然强劲，预期年增长率为4％，但本季度业绩受到YoY PBT利润率下降到18％（2017年为38％）的影响，主要原因是人力成本和为业务发展活动而产生的费用增加，和一次性商誉减值为360万令吉。
就能源而言，联营公司的业绩份额对迪耐的盈利贡献显着;随着本季度原油价格的上涨，其表现有所改善。
YTD18 vs YTD17：
迪耐于本年度至今录得收入1.856亿令吉，而去年则为1.4243亿令吉。今年迄今为止总收入增长30％主要是由于Genaxis集团的收购后业绩合并以及印度尼西亚海底电缆安装和维修项目的工作进度收费，以及集团的B2B和B2G业务。随着本季度原油价格的上涨，迪耐在联营公司的业绩份额有所改善。
前景：
迪耐将继续发展业务，探索利用其现有IT及电子服务及能源业务构建模块的机会，同时专注于新计划的实施。除非出现任何不可预见的情况，否则迪耐预计2018年将取得积极成果。
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James Ng Stock Pick Performance:
Since Recommended Return:
1) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.935 in 4 months 26 days, total return is 17.6%
2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.80 in 3 months 15 day, total return is 11.9%
3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 in 1 month 13 days, total return is 11.6%
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> 14％
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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[DAGANG NEXCHANGE BHD: build its business by exploring opportunities that leverage on building blocks of its existing IT & eServices and Energy businesses, while focusing on the implementation of planned new initiatives]
3Q18 vs 2Q18:
The Group recorded higher revenue in current year quarter by RM12.12 million (23.7%) as compared to immediate preceding quarter. The increase in revenue was mainly due to progress billing of RM9.1 million for the work done on submarine cable installation and repair project in Indonesia; and revenue from Genaxis Group Sdn. Bhd. and its subsidiary company.
The Group’s recurring revenue stream from Information Technology segment has continued to contribute to the Group’s profitability. The Group share of result in an associate company has improved in tandem with the improving crude oil price in current quarter.
3Q18 vs 3Q17:
The Group recorded higher revenue in current year quarter by 27.9% as compared to preceding year corresponding quarter. The increase in revenue was mainly due to progress billing for the work done on submarine cable installation and repair project in Indonesia, and new recurring incomes from post acquisition results from Genaxis Group.
The Group’s trade facilitation remains strong, with expected annual growth of 4%, however the current quarter performance was affected by the lower year-to-year PBT margin of 18% (38% in 2017), mainly due to increasing manpower cost and expenses incurred for business development activities and one off goodwill impairment of RM3.6 million.
For Energy, the share of result in an associate company has contributed significant to the Group bottom line; its performance was improved in tandem with the improving crude oil price in current quarter.
YTD18 vs YTD17:
The Group recorded RM185.60 million in revenue for the current year-to-date as compared to the preceding year of RM142.43 million. The overall 30% higher revenue in the current year-to-date was mainly due to the consolidation of post acquisition results from Genaxis Group and progress billing for the work done on submarine cable installation and repair project in Indonesia, in addition to continued growth in the Group’s B2B and B2G businesses. The Group share of result in an associate company has improved in tandem with the improving crude oil price in current quarter.
Prospects:
The Group will continue to build its business by exploring opportunities that leverage on building blocks of its existing IT & eServices and Energy businesses, while focusing on the implementation of planned new initiatives. Barring any unforeseen circumstances, the Group expects to deliver positive results for the year 2018.
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James Ng Stock Pick Performance:
Since Recommended Return:
1) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.935 in 4 months 26 days, total return is 17.6%
2) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.80 in 3 months 15 day, total return is 11.9%
3) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.11 in 1 month 13 days, total return is 11.6%
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 https://web.facebook.com/jamesshareinvest/
In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/183157.jsp by date.
James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
James的股票投资James Share Investing Blog Index: https://klse.i3investor.com/blogs/general/blidx.jsp
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Final decision is always yours, thank you.
James Ng
https://klse.i3investor.com/blogs/general/184177.jsp
