[DAYANG ENTERPRISE HOLDINGS BHD:第四季度船舶利用率增长到73%,而一年前第四季度的利用率为51%,自2018年第一季度以来,它们的船队利用率一直在逐步提高,当时它低至27%]
4Q18 vs 4Q17:
相比之下,达洋截至2018年12月31日止本季度的收入增加了65%,而达洋本季度的税前利润为1.312亿令吉,而2017年12月31日截至相应季度的税前亏损为890万令吉。
YTD18 vs YTD17:
集团于本年度的税前利润为2亿2000万令吉,而去年同期的税前亏损则为6,650万令吉。
4Q18 vs 3Q18:
本季度达洋的税前利润为1.312亿令吉,而上一季度的税前利润为6,770万令吉。
前景:
显而易见的是,第四季度船舶利用率增长到73%,而一年前第四季度的利用率为51%。自2018年第一季度以来,它们的船队利用率一直在逐步提高,当时它低至27%。除非出现任何不可预见的情况,否则他们乐观地认为强劲的盈利趋势将是可持续的,前提是他们相当规模的30亿令吉订单至少能持续到2023年。
在从今年马来西亚多家生产共享承包商获得大部分Pan MCM合同(估计为15亿至20亿令吉)之后,达洋也开始考虑进行国际扩张以进一步发展公司。 2018年11月,达洋与土库曼斯坦当地合作伙伴Gujurly Inzener通过合资公司获得了为Petronas Carigali(土库曼斯坦)私人有限公司提供设施维护支持的合同。该合同的价值估计为大约1亿美元,涵盖从2019年1月1日到2021年有效的三年期限(可选择延长一年)。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.17 in 7 months 25 days, total return is 47.2%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.17 in 2 months 8 days, total return is 46.3%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 2 months 2 days, total return is 35.8%
d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 12 days, total return is 35.2%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 10 day, total return is 19.4%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 27 day, total return is 18.8%
g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.57 (dividend RM0.01) in 7 months 23 days, total return is 12.9%
h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.635 in 1 month 5 days, total return is 10.4%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 6 days, total return is 9.1%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.12 in 1 month 5 days, total return is 7.7%
k) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.53 in 5 months 2 days, total return is 7.1%
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。
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 https://web.facebook.com/jamesshareinvest/ 与我联系
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James Ng
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[DAYANG ENTERPRISE HOLDINGS BHD: it is evidently positive that vessel utilisation came in stronger at 73% in the fourth quarter, compared to a utilisation rate of 51% for the fourth quarter a year ago, their fleet utilisation has been gradually improving since the first quarter of 2018 when it was as low as 27%]
4Q18 vs 4Q17:
Comparatively, the Group’s revenue for the current quarter ended 31 December 2018 increased by 65% while the group made a profit before tax of RM131.2 million for the current quarter as compared to loss before tax of RM8.9 million in the corresponding quarter ended 31 December 2017.
YTD18 vs YTD17:
Group registered a profit before tax for the current year of RM220.0 million as compared to a loss before tax of RM66.5 million in the corresponding period last year.
4Q18 vs 3Q18:
In the current quarter the Group generated profit before tax of RM131.2 million as compared to profit before tax of RM67.7 million in the preceding quarter.
Prospects:
It is evidently positive that vessel utilisation came in stronger at 73% in the fourth quarter, compared to a utilisation rate of 51% for the fourth quarter a year ago. Their fleet utilisation has been gradually improving since the first quarter of 2018 when it was as low as 27%. Barring any unforeseen circumstances, they are optimistic that the strong earnings trend will be sustainable, premised on their fairly sizable order book of RM3 billion to last them at least until 2023.
After securing a larger portion of the Pan MCM contracts estimated at RM1.5-2.0 billion from multiple production sharing contractors in Malaysia this year, Dayang has also started to look at international expansion to further grow the company. In November 2018, Dayang together with Gujurly Inzener, its local partner in Turkmenistan, via a joint venture company, were awarded a contract for the provision of facilities maintenance support for Petronas Carigali (Turkmenistan) Sdn Bhd. The value of this contract which is estimated to be around USD100 million covers a three-year period effective from 01 January 2019 to 2021 (with an option to extend for a further period of one year).
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James Ng Stock Pick Performance:
Since Recommended Return:
a) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.17 in 7 months 25 days, total return is 47.2%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.17 in 2 months 8 days, total return is 46.3%
c) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.31 in 2 months 2 days, total return is 35.8%
d) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.96 (dividend RM0.007) in 6 months 12 days, total return is 35.2%
e) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.22 (dividend RM0.0375) in 4 months 10 day, total return is 19.4%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.01 in 1 month 27 day, total return is 18.8%
g) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.57 (dividend RM0.01) in 7 months 23 days, total return is 12.9%
h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.635 in 1 month 5 days, total return is 10.4%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.35 (dividend RM0.035) in 3 months 6 days, total return is 9.1%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.12 in 1 month 5 days, total return is 7.7%
k) FIAMMA (FIAMMA HOLDINGS BHD), recommended on 23 Sep 18, initial price was RM0.495, rose to RM0.53 in 5 months 2 days, total return is 7.1%
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://web.facebook.com/jamesshareinvest/posts/2201547333445342 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
Facebook Group: https://www.facebook.com/groups/jamesinvesting
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/195015.jsp