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[POH HUAT RESOURCES HOLDINGS BHD:在过去的两个月中,他们收到了令人鼓舞的订单,直到2021年2月,他们的发货情况都更加清晰可见]

截至2020年7月31日,堡发资源的营业额较低为1.3281亿令吉,而去年同期为1.6485亿令吉。尽管在此财政期间马来西亚和越南都恢复了生产活动,因Covid-19的大流行,产量下降和客户需求下降继续影响着他们的运营。

2020年5月的出货量较低,因为他们在马来西亚进行了第一阶段的行动管制后才开始管理供应和物流限制。在越南,他们还根据客户的要求和发货时间表调整了生产和发货时间表,从而降低了发货水平。

尽管营业额较低且经营环境更具挑战性,但他们设法保持了本期的利润,税前利润为1,374万令吉,而去年2019年7月31日同期为1,381万令吉。

在马来西亚,他们在本期的毛利为1,500万令吉,较上一期的1,617万令吉低。在越南,他们的毛利润也从上一财年的1,220万令吉降低至1,091万令吉,因产量下降。劳动力成本和工厂间接费用占销售额的百分比较高,这是由于增加了对新生产工人的雇用,并且工厂的效率较低。

QoQ:
税前利润从前一时期的930万令吉提高至本报告期的1,374万令吉。

前景:
Covid-19大流行给全球带来了前所未有的经济和社会困境。自从2020年3月以来,许多行业的活动就完全停止了,美国经济经历了几十年来最严重的下滑之一。尽管有些下滑是在Covid-19大流行的猛烈冲击下显而易见的,但大多数人会感受到2020年第二季度的下滑,美国GDP前所未有地下降了16%。

Covid-19在美国的迅速普及,导致对大多数州实施了前所未有的行动限制。美国大多数非必需业务都被命令关闭。由于Covid-19大流行带来的不确定性,美国家具进口商重新安排了发货时间,并在2020年第二季度推迟了订单。但在过去的两个月中,他们收到了令人鼓舞的订单,直到2021年2月,他们的发货情况都更加清晰可见。
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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 RM3.57, dividend RM0.052, in 2 years 1 month 16 days, total return is 406.6%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.62 adjusted, dividend RM0.52, in 2 Years 2 months 27 days, total return is 337.7%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.14 adjusted, dividend RM0.055, in 1 Year 3 months 26 days, total return is 271%

d. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.955, dividend RM0.005, in 4 months 4 days, total return is 170.4%

e. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.01, in 7 months 26 days, total return is 143.9%

f. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.35, in 5 months 2 days, total return is 84.2%

g. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.825, dividend RM0.003, in 1 Year 1 month 3 days, total return is 82%

h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.73, dividend RM0.015, in 11 months 8 days, total return is 67.4%

i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.285, dividend RM0.0025, in 2 months 9 days, total return is 59.7%

j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.82, in 1 year 8 months 8 days, total return is 42.6%

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。

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。

Whatsapp : 011 - 15852043

请订阅James的股票投资James Share Investing的Youtube频道:https://www.youtube.com/c/JamesShareInvesting

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

免责声明:
高波动性投资产品,你的交易存在风险。过往表现不能作为将来业绩指标。内容仅作为分享,讨论以及领域的分析,而非是一种投资建议,买或卖自负。请Like和Share。最终决定永远是你的,谢谢。

James Ng
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[POH HUAT RESOURCES HOLDINGS BHD: They have received encouraging order over the last 2 months and now have better visibility on their shipments until February 2021]

They recorded lower turnover of RM132.81 million for the reporting period under review, compared to RM164.85 million recorded in the previous year’s corresponding reporting period ended 31 July 2020. Despite resumption of manufacturing activities both in Malaysia and Vietnam during the financial period under review, their operations continued to be affected by reduced production levels and lower demand from customers amidst the Covid-19 pandemic.

Shipment was lower in May 2020 as they managed supply and logistics restriction following the first phase of themovement control in Malaysia. In Vietnam, they also registered lower level of shipment as they adjust their production and shipping schedules in line with customers’ requirements and shipping schedules.

Despite the lower turnover and the more challenging operating environment, they managed to maintain their bottom-line performance for the current reporting period with a profit before tax of RM13.74 million compared to RM13.81 million recorded in the previous year’s corresponding reporting period ended 31 July 2019.

In Malaysia, they registered lower gross profit of RM15.00 million in the current reporting period compared to RM16.17 million in the previous reporting period. In Vietnam, they also registered lower gross profit of RM10.91million compared to RM12.20million in previous year’s corresponding reporting period due to reduced level of production. Labour costs and factory overheads as a percentage of sales were higher due to increased rehiring of new production workers and its factory inefficiency from the rehired workers.

QoQ:
Profit before tax improved to RM13.74 million in the current reporting period against RM9.3 million in the preceding period.

Prospects:
The Covid-19 pandemic has brought about unprecedented economic and social hardship globally. The US economy experienced one of the sharpest declines in decades as activity in a number of sectors simply shut down since March 2020. While some of the decline were apparent right upon the onslaught of the Covid-19 pandemic, most will be felt in the second quarter of 2020, with the US GDP falling by an unprecedented 16%.

The rapid spread of Covid-19 in the US has resulted in unprecedented movement restrictions being imposed on most states. Most non-essential businesses in the US were ordered to shut down. Amidst the uncertainties brought on by the Covid-19 pandemic, US furniture importers rescheduled shipments and held back orders in the second quarter of 2020. They have received encouraging order over the last 2 months and now have better visibility on their shipments until February 2021.
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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/2020-09-29-story-h1514358890.jsp