[NESTLE MALAYSIA BHD：对MILO制造进行RM1亿投资，使Chembong Factory成为全球最大的MILO制造卓越中心，该公司致力于提高整个供应链的效率，并将节省的资金再投资，以实现可持续和有利可图的增长]
3Q18 vs 3Q17:
截至2018年9月30日止的第三季度，与2017年第三季度相比，集团的收入从13.2亿令吉增加至14.3亿令吉（+1.09亿令吉），增长了8.3％。这一增长主要得益于强劲的国内和出口销售。从2018年6月到2018年8月，0％的消费税实施进一步推动了消费者支出，导致需求增加和销售增加。随着7月下旬第二季度新的国家配送中心（NDC）的搬迁和过渡，该集团受益于令人鼓舞的市场形势。
营业额增加以及利润率增加导致额外毛利增加近1亿令吉（2017年第3季度：4.56亿令吉; 2018年第3季度：5.55亿令吉）。主要原材料的优惠价格趋势以及他们在供应链中不断提高效率导致了这一利润率的提高。税前利润从1.443亿令吉增加至1.867亿令吉，增加29.4％，而税后利润由1.19亿令吉改善至1.377亿令吉。
YTD18 vs YTD17：
截至2018年9月30日止的前九个月，雀巢的营业额为42亿令吉，较去年同期增加4.8％。消费者情绪改善以及成功的创新和装修推动了强劲的增长。他们的MAGGI Noodles系列产品特别强劲，主要是由于推出了Pedas Giler品种。其他创新产品包括Nestlé Tropicana Lychee Yogurt Flavour Ice Cream, MILO 3-in-1 Less Sugar和NESCAFÉ Cold Brew。
营业额增长加上利润率改善导致毛利由14.8亿令吉增加至16.1亿令吉，反映出增长8.6％。营业利润也从6.73亿令吉增加7.7％至7亿2500万令吉。税后利润增加了2400万令吉，从5.11亿令吉增加至5.35亿令吉。
3Q18 vs 2Q18：
第三季度，集团的营业额为14亿令吉，比上一季度增长9.4％。 2018年6月至2018年8月的0％消费税有助于提振消费者信心，从而带来更强劲的需求和更高的销售额。
前景：
在马来西亚经济更令人鼓舞的一年的背景下，他们仍然致力于通过创新驱动和增强其强大的品牌组合来“推动增长”的长期战略。他们相信，他们的投资，包括新的雀巢配送中心，将使他们能够保持稳健的增长势头。根据这项承诺，雀巢最近宣布对MILO制造进行RM1亿投资，使Chembong Factory成为全球最大的MILO制造卓越中心。该公司致力于提高整个供应链的效率，并将节省的资金再投资，以实现可持续和有利可图的增长。
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James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.83 in 2 months 19 day, total return is 16.1%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.885 in 4 months, total return is 11.3%
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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[NESTLE MALAYSIA BHD: RM100 miilion investment in MILO manufacturing making the Chembong Factory the largest MILO manufacturing Centre of Excellence in the world, improve efficiencies across their supply chain and reinvest savings to achieve suatainable and profitable growth]
3Q18 vs 3Q17:
For the third quarter ended 30 Sept 2018, the Group increased its revenue by 8.3%, from RM1.32 billion to RM1.43 billion (+RM109 million) compared to Q3 2017. This growth was driven by strong Domestic and Export sales. The 0% GST implementation from June 2018 to August 2018 further boosted consumer spending, leading to higher demand and increased sales. With the move and transition to the new National Distribution Centre (NDC) in late Quarter 2 fully completed in July, the Group benefitted from the encouraging market situation.
The higher turnover coupled with an improved margin contributed to an additional Gross Profit of almost RM100 million (Q3 2017: RM456 million ; Q3 2018: RM555 million). The favourable price trend in major raw materials and their continuous drive for efficiency increases along the supply chain led to this margin improvement. The profit before tax increased by 29.4% from RM144.3 million to RM186.7 million, while profit after tax improved from RM119.0 million to RM137.7 million.
YTD18 vs YTD17:
For the first nine months ended 30 Sept 2018, the Group registered a turnover of RM4.2 billion, 4.8% higher than the previous year's corresponding period. The strong growth was driven by improved consumer sentiment as well as their successful innovations and renovations. Their MAGGI Noodles range saw especially strong growth, mainly contributed by the launch of their Pedas Giler variety. Other innovative product launches were Nestlé Tropicana Lychee Yogurt Flavour Ice Cream, MILO 3-in-1 Less Sugar and NESCAFÉ Cold Brew.
The turnover growth combined with an improved margin led to an increase in Gross Profit from RM1.48 billion to RM1.61 billion, reflecting a 8.6% jump. Operating Profit was also up by 7.7% from RM673 million to RM725 million. Profit after tax rose by RM24 million, from RM511 million to RM535 million.
3Q18 vs 2Q18:
In the third quarter, the Group registered a turnover of RM1.4 billion, 9.4% higher than the previous quarter. The 0% GST from June 2018 to August 2018 helped to boost consumer confidence which led to a stronger demand and higher sales.
Prospects:
Against the backdrop of a more encouraging year for the Malaysian economy, they remain committed to their long-term strategy to 'Fuel the Growth' via their innovative drive and enhancing their strong brand portfolio. They are confident that their investments, including the new Nestlé Distribution Centre, will enable them to maintain their solid growth momentum. In line with this committment, the Group has recently announced the RM100 miilion investment in MILO manufacturing making the Chembong Factory the largest MILO manufacturing Centre of Excellence in the world. The Company strives to improve efficiencies across their supply chain and reinvest savings to achieve suatainable and profitable growth.
------------------------------------------------
James Ng Stock Pick Performance:
Since Recommended Return:
1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.83 in 2 months 19 day, total return is 16.1%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.885 in 4 months, total return is 11.3%
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/
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James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/
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James Ng
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