[PANTECH (5125) 鹏达集团 PANTECH GROUP HOLDINGS BHD：本地石油和天然气项目的销售需求和交付量减少] - James的股票投资James Share Investing
贸易部：
截至2019年11月30日的当前季度，贸易部门的外部收入减少至8,388万令吉（19财年第三季度：9,444万令吉），税前利润减少至1,089万令吉（19财年第三季度：1,193万令吉），分别减少约1056万令吉（11.18％）和105万令吉（8.77％）。
截至2019年11月30日的9个月，贸易部门录得较低的外部收入2亿5698万令吉（19财年9个月：2亿9319万令吉）和较低的税前利润2953万令吉（19财年9个月：3755万令吉），分别减少约3,621万令吉（12.35％）和802万令吉（21.36％）。本季度以及截至2019年11月30日的9个月收入和税前利润较低，主要是由于本地石油和天然气项目的销售需求和交付量减少。
制造部：
截至2019年11月30日的当前季度，制造部门录得更高的外部收入8163万令吉（19财年第三季度：4572万令吉）和更高的部门税前利润335万令吉（19财年第三季度：294万令吉），分别增加了约3,591万令吉（78.55％）和41万令吉（14.10％）。
截至2019年11月30日的9个月，制造部门录得较高的外部收入2亿159万令吉（19财年9个月：1.7341亿令吉），但税前利润却降低到1,110万令吉（19财年9个月：1297万令吉），分别增加约2818万令吉（16.25％）和减少188万令吉（14.48％）。截至2019年11月30日的9个月，税前利润有所下降，这主要是由于碳钢产品的初次发货，其产品组合由于较高的生产成本而导致利润率较低。
集团表现：
截至2019年11月30日止的当前季度，集团录得较高的收入1.6551亿令吉（19财年第3季度：1亿4016万令吉），但税前利润（PBT）较低，为1286万令吉（19财年第3季度：1402万令吉）。除税前溢利减少，主要由于贸易部门的销售贡献减少。
截至2019年11月30日的9个月，集团的营业额减少至4亿5857万令吉（19财年9个月：4亿6660万令吉），税前盈利减少到3645万令吉（19财年9个月：4760万令吉） 。集团业绩较弱的主要原因是销售需求以及贸易部门的贡献下降。
QoQ：
该集团的税后盈利（“ PAT”）为1027万令吉，比上一季度的718万令吉高。
前景：
鹏达集团对油气行业的发展和面临的挑战仍持谨慎乐观的态度。
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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％
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James Ng
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[PANTECH GROUP HOLDINGS BHD: lower sales demand and delivery in local oil and gas projects]
Trading Division:
For the current quarter ended 30 November 2019, the trading division recorded lower external revenue of RM83.88 million (Q3FY19: RM94.44 million) and lower segment profit before tax of RM10.89 million (Q3FY19: RM11.93 million), a decrease of approximately RM10.56 million (11.18%) and RM1.05 million (8.77%) respectively.
For the 9 months ended 30 November 2019, the trading division recorded lower external revenue of RM256.98 million (9 months FY19: RM293.19 million) and lower profit before tax of RM29.53 million (9 months FY19: RM37.55 million), a decrease of approximately RM36.21 million (12.35%) and RM8.02 million (21.36%) respectively. The lower revenue and segment profit before tax for the current quarter and the 9 months ended 30 November 2019 was mainly due to the lower sales demand and delivery in local oil and gas projects.
Manufacturing Division:
For the current quarter ended 30 November 2019, the manufacturing division recorded higher external revenue of RM81.63 million (Q3FY19: RM45.72 million) and a higher segment profit before tax of RM3.35 million (Q3FY19: RM2.94 million), an increase of approximately RM35.91 million (78.55%) and RM0.41 million (14.10%) respectively.
For the 9 months ended 30 November 2019, the manufacturing division recorded higher external revenue of RM201.59 million (9 months FY19: RM173.41 million) but lower profit before tax of RM11.10 million (9 months FY19: RM12.97 million), an increase of approximately RM28.18 million (16.25%) and a decrease of RM1.88 million (14.48%) respectively. A lower segment profit before tax for the 9 months ended 30 Nov 2019 was achieved mainly due to initial shipment of carbon steel products which has product mix of lower margin caused by higher cost of production.
Group Performance:
For the current quarter ended 30 November 2019, the Group registered a higher revenue of RM165.51 million (Q3FY19: RM140.16 million) but a lower profit before tax (“PBT”) of RM12.86 million (Q3FY19: RM14.02 million). A lower segment profit before tax was achieved mainly due to lower sales contribution from trading division.
For the 9 months ended 30 November 2019, the Group registered lower revenue of RM458.57 million (9 months FY19: RM466.60 million) and a lower profit before tax of RM36.45 million (9 months FY19: RM47.60 million). The weaker Group performance was mainly due to the decrease in sales demand and contribution from trading division.
QoQ:
The Group reported a higher profit after taxation (“PAT”) of RM10.27 million compared to preceding quarter of RM7.18 million.
Prospects:
The Group remains cautiously optimistic on the development in and challenges faced by the oil and gas industries.
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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
https://klse.i3investor.com/blogs/general/2020-05-05-story-h1506906304.jsp
