[UWC BERHAD: 钣金加工和增值装配服务部门产生的更高收入，制造效率的提高以及为客户提供了更高价值的产品。本季度的行政和其他费用较低，主要是由于缺少如上一个财政年度同期的首次公开募股和上市的专业费用，也导致业绩改善]
集团在本季度的收入为6,140万令吉，比去年同期的4,690万令吉增长30.9％。增长的主要原因是集团在半导体以及生命科学行业的全球客户需求增加。
集团在回顾季度的税前盈利（“ PBT”）从去年同期的1390万令吉增加64.7％至2280万令吉。该收入主要来自集团的钣金加工和增值装配服务部门产生的更高收入，占总收入的93.1％。集团的业绩改善源于制造效率的提高以及为客户提供了更高价值的产品。本季度的行政和其他费用较低，主要是由于缺少如上一个财政年度同期的首次公开募股和上市的专业费用，也导致业绩改善。
QoQ：
集团在回顾季度的收入从上一季度的5580万令吉增加了10.1％至6140万令吉。更好的业绩是由于主要来自半导体行业的客户的需求增加，以及生命科学行业的扩张。医疗技术和医疗设备领域的需求在不断增长。此外，由于参与了COVID-19相关设备的供应链，因此，随着他们所支持的生命科学设备客户的迅速发展，集团发展迅速。
集团的PBT增长26.6％至2280万令吉，而上一季度的PBT为1800万令吉。该增长主要归因于这集团实现更高生产效率所带来的毛利润率的提高，以及在马来西亚政府强加的有条件行动控制命令（“ CMCO”）和恢复行动控制命令（“ RMCO”）期间能运营。与上一季度相比，由于本季度产生的财务成本减少和赚取的residual income，因此业绩进一步改善。
前景：
该集团设法找到替代方法来克服突然的供应链中断，并为将来的病毒大流行做好了准备。尽管环境经济条件不利，这集团对前景仍然保持乐观，并在本财政年度录得季度稳定的增长。在本季度，这集团直接从其全球总部收到现有和潜在客户的咨询数量有增加。这集团在新产品开发以及项目转让方面与客户紧密合作。
美国半导体设备与材料国际组织（SEMI）发布的最新数据表明，半导体测试设备预计将在2020年增长13％，而晶圆厂设备预计将在2021年实现13％的增长。在5G需求的支持下，这一势头将继续。与SEMI发布的数据保持一致，该集团在芯片测试仪和闪存测试处理器方面获得了更高的订单。这集团预期未来几个季度对这些测试仪的需求将会增加。此外，UWC还确保了前端半导体设备客户的安全，并设法进入了前端半导体供应链。
至于生命科学行业，它仍然是UWC增长计划的另一个催化剂。自从集团参与COVID-19设备的制造以来，设备需求的势头持续强劲，并为集团的订单做出了重大贡献。与半导体业务一样，这集团正在开发新的生命科学客户，这是这集团风险分散战略的一部分。
鉴于中美之间持续的贸易紧张局势，UWC还与他们的客户合作，将更多产品线转让给集团。展望未来，前端半导体，5G和生命科学行业将成为UWC未来几年的增长催化剂。他们将继续开发新客户并使其产品组合多样化。
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James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.65, dividend RM0.052, in 2 years 23 days, total return is 417.8%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM50.28 adjusted, dividend RM0.52, in 2 Years 2 months 3 days, total return is 318.5%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.33 adjusted, dividend RM0.055, in 1 Year 3 months 2 days, total return is 283.3%
d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM1.04, dividend RM0.0025, in 3 months 11 days, total return is 193.7%
e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.29, dividend RM0.01, in 7 months 2 days, total return is 128.1%
f. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.55, dividend RM0.10, in 2 Years 2 months 3 days, total return is 107.5%
g. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.84, dividend RM0.015, in 10 months 15 days, total return is 92.1%
h. PERAK TRANSIT BHD, recommended on 19 Jul 20, initial price was RM0.18, rose to RM0.27, dividend RM0.0025, in 1 month 16 days, total return is 51.4%
i. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.21, dividend RM0.188, in 1 Year 10 months 28 days, total return is 50.8%
j. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.675, dividend RM0.003, in 1 Year 10 days, total return is 49%
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超过14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
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James Ng
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[UWC BERHAD: higher revenue generated from the Group’s sheet metal fabrication and value-added assembly services segment, increased in manufacturing efficiencies and delivering higher valued products to clients. The lower administrative and other expenses in the current quarter, which was mainly due to the absence of the professional fees for IPO and listing that were incurred in the corresponding period in the previous financial year also contributed to the improved performance]
The Group’s revenue for the current quarter was RM61.4 million, representing an increase of 30.9% when compared to the RM46.9 million generated in the corresponding quarter of the previous year. The increase was mainly due to stronger demand from the Group’s global customers in the semiconductor as well as life science industry.
Profit before tax (“PBT”) of the Group for the quarter under review was increased by 64.7% to RM22.8 million from RM13.9 million recorded in the similar quarter of the preceding year. It was mainly derived from the higher revenue generated from the Group’s sheet metal fabrication and value-added assembly services segment, which positively contributed 93.1% of the total revenue. The Group’s improved performance came about from increased in manufacturing efficiencies and delivering higher valued products to clients. The lower administrative and other expenses in the current quarter, which was mainly due to the absence of the professional fees for IPO and listing that were incurred in the corresponding period in the previous financial year also contributed to the improved performance.
QoQ:
The Group’s revenue for the quarter under review increased by 10.1% to RM61.4 million from RM55.8 million in the preceding quarter. The better result was due to the higher demand from customers mainly from the semiconductor industry, as well as the expansion in life-science industry. There is an increasing demand from medical technology and healthcare equipment sector. Moreover, being involved in the supply chain of COVID-19 related equipment, the Group has grown rapidly with their life-science equipment customers which they have supported.
The Group’s PBT increased by 26.6% to RM22.8 million as compared to the PBT of RM18.0 million in the preceding quarter. The increase was attributed greatly to the improvement in gross profit margin as a result of production efficiency achieved by the Group as well as the approval to operate at full capacity during the Conditional Movement Control Order (“CMCO”) and Recovery Movement Control Order (“RMCO”) imposed by the Malaysian government. The performance was further improved due to lower finance cost incurred and residual income earned in the current quarter as compared to the immediate preceding quarter.
Prospects:
The Group managed to identify alternatives to overcome the sudden supply chain disruptions and prepared for future pandemics. Despite the unfavourable economic conditions, the Group remains optimistic on the prospect and has recorded a consistent Quarter-on-Quarter growth during the financial year. During the quarter, the Group received increased number of enquiries from existing and potential customers directly from their global headquarters. The Group is working closely with their customers in new product development as well as project transfer.
A recent data, released by US based Semiconductor Equipment and Material International (SEMI), suggests that the semiconductor test equipment is expected to grow by 13% in 2020 while the wafer fab equipment is expected to achieve a 13% growth in 2021. The growth momentum will continue on the back of 5G demand. Aligned with the data released by SEMI, the Group has received higher orders for chip tester and flash memory test handler. The Group is expecting a stronger demand for these testers for the quarters to come. In addition, UWC has secured front-end semiconductor equipment customers and managed to move into the front-end semiconductor supply chain.
As for the life science industry, it remains as another catalyst for UWC’s growth plans. Since the Group’s involvement in the manufacturing of COVID-19 equipment, the momentum of the equipment demand continues to be robust and has contributed significantly to the Group’s orderbook. As in their semiconductor business, the Group is in the midst of developing new life science customers as part of the Group’s risk diversification strategy.
In view of the ongoing trade tension between US and China, UWC has also worked with their customers in transferring more product lines to the Group. Moving forward, front-end semiconductor, 5G and life science industry will be UWC’s growth catalyst for the years to come. They will continue to develop new customers and diversify their portfolio.
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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 over 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/2020-09-05-story-h1513344943.jsp
