[AEON CO (M) BHD:预计2019财政年度的业绩仍将面临挑战,就物业管理服务而言,永旺预期出租率及租金率仍将面临挑战]
本季度运营利润为9,670万令吉,与去年同期相比下降3.5%,主要是由于运营支出增加,特别是租金和折旧增加。零售业务收入为9.336亿令吉,较去年同期的9.013亿令吉增加3.6%,主要是由于2018年4月开业的新店以及新开业或翻新的店铺的贡献。物业管理服务部门的收入录得微幅增长1.4%至1.769亿令吉,去年同期为1.744亿令吉,主要由于其于2018年4月开业的新购物中心的贡献。
本财政年度的税前利润为1.87亿令吉,较上一财政年度的1.938亿令吉低3.5%。
本季度的税前利润为8,510万令吉,高于前一季度的2,340万令吉,主要是由于收入增加及年终回扣。
前景:
由于普遍担心生活成本增加,经营成本增加以及全球贸易冲突加剧,董事会预计2019财政年度的业绩仍将面临挑战。就零售业务而言,永旺将继续整修其选定的店铺,并采用适当的营销及定价策略,商品分类改革,维持优质客户服务及营运效率,以确保其核心业务将受惠。就物业管理服务而言,永旺预期出租率及租金率仍将面临挑战。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.37 (dividend RM0.015) in 8 months 13 days, total return is 93.7%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.49 in 4 months 9 day, total return is 86.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 in 9 months 22 day, total return is 58.5%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 in 4 months 3 days, total return is 43%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 3 months 5 days, total return is 38.3%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.13 in 3 months 23 days, total return is 32.9%
g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 11 day, total return is 30.3%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 6 months 23 days, total return is 26.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 7 day, total return is 13%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.14 in 3 months 5 days, total return is 9.6%
k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.21 (dividend RM0.061) in 8 months 28 days, total return is 7.9%
l) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.47 (dividend RM0.01) in 9 months 24 days, total return is 5.7%
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
【看懂年报和季报】课程
时间:11a.m. – 7p.m
日期:4月28日星期日
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)
日期:5月26日星期日
地点:Hotel Sri Petaling, KL (包括免费3份点心,茶和咖啡)
日期:7月27日星期六
地点:Silka Johor Bahru Hotel, Johor Bahru (包括免费点心,茶和咖啡)
日期:8月11日星期日
地点:AG Hotel Penang, George Town (包括免费3份点心,茶和咖啡)
有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043
为了方便大家查询我写过的公司和选股文章以及视频,制作了索引。大家只要依照日期,就能从这
https://web.facebook.com/jamesshareinvest/posts/2244298249170250 找到公司和选股文章以及视频。
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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
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James Ng
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[AEON CO (M) BHD: expect the performance for the financial year 2019 to remain challenging, for property management services, the Company expects the occupancy rate and rental rates to remain challenging]
The profit from operations for current quarter of RM96.7 million was lower by 3.5% compared to the preceding year corresponding quarter mainly due to higher operating expenses especially higher rental and depreciation. Retail business revenue registered RM933.6 million, which was higher by 3.6% as compared to the preceding year corresponding quarter of RM901.3 million mainly due to new store which was opened in April 2018 and also contributions from newly opened or renovated stores. Revenue from the property management services segment recorded a marginal growth of 1.4% at RM176.9 million over the previous year corresponding quarter of RM174.4 million mainly due to contributions from its new shopping mall that was opened in April 2018.
The profit before tax for the financial year of RM187.0 million was 3.5% lower than the previous financial year of RM193.8 million.
The profit before tax of RM85.1 million for the quarter was higher than the immediate preceding quarter of RM23.4 million mainly due to higher revenue and year end rebate.
Prospects:
With general concerns on increase cost of living, higher cost of doing business and rising global trade conflict, the Board expect the performance for the financial year 2019 to remain challenging. For retail business, the Company will continue to refurbish its selected stores and employ appropriate marketing and pricing strategies, merchandise assortment reformation, maintaining quality customer service and operational efficiency efforts to ensure that its core businesses will benefit. For property management services, the Company expects the occupancy rate and rental rates to remain challenging.
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.37 (dividend RM0.015) in 8 months 13 days, total return is 93.7%
b) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.49 in 4 months 9 day, total return is 86.3%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.26 in 9 months 22 day, total return is 58.5%
d) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.38 in 4 months 3 days, total return is 43%
e) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.795 in 3 months 5 days, total return is 38.3%
f) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM1.13 in 3 months 23 days, total return is 32.9%
g) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.38 (dividend RM0.0825) in 6 months 11 day, total return is 30.3%
h) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.78 (dividends RM0.03) in 6 months 23 days, total return is 26.6%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.40 (dividend RM0.035) in 5 months 7 day, total return is 13%
j) HSSEB (HSS ENGINEERS BHD), recommended on 20 Jan 19, initial price was RM1.04, rose to RM1.14 in 3 months 5 days, total return is 9.6%
k) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM4.21 (dividend RM0.061) in 8 months 28 days, total return is 7.9%
l) HSL (HOCK SENG LEE BHD), recommended on 1 Jul 18, initial price was RM1.40, rose to RM1.47 (dividend RM0.01) in 9 months 24 days, total return is 5.7%
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/2244298249170250 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/204220.jsp