[PRESS METAL ALUMINIUM HOLDINGS BHD：第三期的冶炼厂已按计划于2020年第四季度实现营运目标；这将使他们的总产能从760,000吨增加至每年1,080,000吨，增幅高达42％]
4Q19 vs 4Q18:
齐力的税前利润（PBT）从2018年第四季度的1.9764亿令吉减少了1,292万令吉或6.5％，至2019年第四季度的1.8472亿令吉。
YTD19 vs YTD18：
PBT从2018年的8.7045亿令吉（包括6000万令吉的特殊保险索赔）减少了2.3776亿令吉或27.3％，至2019年的6.3270亿令吉。
4Q19 vs 3Q19：
本季度的PBT已从1亿6894万令吉增至1亿8472万令吉，增加了1578万令吉或9.34％。盈利能力提高主要是由于与上一季度相比，本季度氧化铝和碳阳极价格进一步稳定。
前景：
面对因宏观经济不确定性和贸易战引起的2019年动荡的市场环境，它们采取各种重要投资来进一步加强集团的核心业务。目前，他们第三期的冶炼厂已按计划将于2020年第四季度实现营运目标。这将使他们的总产能从760,000吨增加至每年1,080,000吨，增幅高达42％。他们在民丹岛一家氧化铝精炼厂的投资进度正在按计划进行，他们预计第一阶段将在2020年底投入使用。
如果Covid-19的情况有所改善，铝的价格应该会有所回升。他们计划进一步扩大在东南亚的影响力，因为该地区准备通过外国投资的大量流入而享受增长。由于他们在该地区的近距离和丰富经验，因此在这里加强立足点是有利的。随着更多产能的投产以及战略投资的贡献，他们预计来年的业绩将有所改善。
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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 RM2.28 (dividend RM0.04) in 1 year 8 months 25 days, total return is 224.5%
b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.71 (dividend RM0.04) in 1 year 10 months 6 days, total return is 120.1%
c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.50 (adjusted)(dividend RM0.055) in 11 months 5 days, total return is 112.9%
d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.11 in 1 year 3 months 17 days, total return is 93%
e) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.22 (dividend RM0.148) in 1 Year 6 months 30 days, total return is 48.9%
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
7月5日星期日：Espira Sri Petaling, KL 3份点心
7月11日星期六：Silka Johor Bahru Hotel, Johor Bahru 7份点心
7月19日星期日：AG Hotel Penang, George Town 2份点心
2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
7月4日星期六：Espira Sri Petaling, KL
7月12日星期日：Silka Johor Bahru Hotel, Johor Bahru
7月18日星期六：AG Hotel Penang, George Town
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
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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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[PRESS METAL ALUMINIUM HOLDINGS BHD: Phase 3 smelter is currently on-schedule to meet targeted commissioning in 4Q 2020; this will increase their total capacity by up to 42% from 760,000 up to 1,080,000 tonnes per annum]
4Q19 vs 4Q18:
The Group’s profit before tax (“PBT”) has reduced by RM12.92 million or 6.5% from RM197.64 million in Q4 2018 to RM184.72 million in Q4 2019.
YTD19 vs YTD18:
PBT reduced by RM237.76 million or 27.3% from RM870.45 million (included an exceptional insurance claim amounting to RM60.00 million) in year 2018 to RM632.70 million in year 2019.
4Q19 vs 3Q19:
The current year quarter PBT has improved from RM168.94 million to RM184.72 million, increased by RM15.78 million or 9.34%. The improved profitability was mainly due to the further stabilisation of alumina and carbon anode prices during the current year quarter as compared to the immediate preceding quarter.
Prospects:
Facing turbulent market conditions in 2019 arising from macroeconomic uncertainties and trade wars, they acted to further strengthen the Group’s core business with various significant investments. Their Phase 3 smelter is currently on-schedule to meet targeted commissioning in 4Q 2020. This will increase their total capacity by up to 42% from 760,000 up to 1,080,000 tonnes per annum. The progress of their investment in an alumina refinery in Bintan is moving as planned and they expect Phase 1 commissioning by end of 2020.
There should be a recovery in aluminium prices if the situation of Covid-19 improves. They plan to further expand their presence in Southeast Asia as this region is poised to enjoy growth with strong inflows of foreign investment. Strengthening their foothold here is advantageous due to their close proximity and experience in this region. With additional capacity coming on-stream and contributions from strategic investments, they expect improvements in their performance for this coming year.
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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/2020-05-11-story-h1506973662.jsp
