[UZMA BHD：对某些项目的收入的认可度更高]
与PTD2019相比，集团的收入增加了4,630万令吉或52.8％，主要是由于对某些项目的收入的认可度更高。与收入的增长一致，毛利润也比PTD2019增加了2080万令吉或67.1％。该集团报告调整后的PBT增加970万令吉或2039.1％。增长是由于PTD2020的毛利增加所致。
QoQ:
集团的毛利增加了1,040万令吉或25.2％。 GP的增加主要是由于项目利润率的提高。集团的毛利率由上一季度的29％增至38％。
前景：
自2014年中油价暴跌以来，石油和天然气（“ O＆G”）行业一直处于缓慢的复苏道路。尽管贸易紧张局势和油价波动，但鉴于发展活动令人鼓舞，乌兹马仍保持乐观。凭借乌兹马持续赢得的合同，他们继续专注于发展其综合井解决方案部门并扩大其向区域市场的渠道，特别是在泰国，印度尼西亚，文莱和菲律宾；加强其在其他领域的服务，并为其新能源领域建立订单。他们仍然相信，他们对执行其战略计划的承诺将继续引导其集团实现可持续增长。
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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 RM2.35 (dividend RM0.025) in 1 year 4 months 6 days, total return is 232.2%
b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.28 in 10 months 28 days, total return is 122.6%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.42 (dividend RM0.04) in 1 year 5 months 17 days, total return is 83.6%
d) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.82 in 3 months 23 days, total return is 80.2%
e) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.82 (adjusted)(dividend RM0.01) in 6 months 16 days, total return is 69.5%
f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.42 (dividends RM0.113) in 1 Year 2 months 11 days, total return is 59.3%
g) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.38 in 5 months 18 days, total return is 53.3%
h) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.21 (dividend RM0.015) in 1 Year 2 days, total return is 53.1%
i) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.69 (dividend RM0.07) in 1 Year 30 days, total return is 38.6%
j) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.29 (dividend RM0.018) in 11 months 25 days, total return is 35.5%
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页面与我联系。
1)【看懂年报和季报】课程:
11a.m. – 7p.m.，免费茶和咖啡
12月22日星期日：AG Hotel Penang, George Town 2份点心
12月29日星期日：Hotel Sri Petaling, KL 3份点心
2020年2月22日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心
2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
12月21日星期六：AG Hotel Penang, George Town
12月28日星期六：Hotel Sri Petaling, KL
2020年2月23日星期日：Silka Johor Bahru Hotel, Johor Bahru
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
Facebook Group: https://www.facebook.com/groups/jamesinvesting
这个是我的TELEGRAM Group链接，大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw
请大家来Follow James的Instagram，获取最新的资讯：jamesnginvest
这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[UZMA BHD: higher recognition of revenue for certain projects]
The Group’s revenue increased by RM46.3 million or 52.8% compare to PTD2019 is mainly due to higher recognition of revenue for certain projects. In line with the increase in revenue, the gross profit also increased by RM20.8 million or 67.1% as compared to PTD2019. The Group reported increase in adjusted PBT of RM9.7 million or 2039.1%. The increase is contributed by increase in gross profit in PTD2020.
QoQ:
The Group gross profit reported increase of RM10.4 million or 25.2%. The increase in GP is mainly contributed by higher profit margin of the projects. The Group GPM increase from 29% to 38% as compared to previous quarter.
Prospects:
Since the oil price crash in mid-2014, the Oil and Gas (“O&G”) industry has been on a slow path to recovery. The Group remains optimistic given the encouraging development activities outlook despite the trade tensions and oil price volatility. With the ongoing contracts won by the Group, they maintain their focus on growing their integrated well solution segment and expanding their channels to regional market, especially in Thailand, Indonesia, Brunei and Philippines; strengthening their service proposition for other segments and building order book for their new energy segment. They remain confident that their commitment on the execution of their strategic plans will continue to steer their Group for a sustainable growth.
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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.
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
