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[PPB GROUP BHD:1H2020,集团的总收入下跌12%至20.2亿令吉(1H2019:23.1亿令吉),因为集团所有核心部门均录得较低的收入]

2020年第二季度,集团录得总收入9.53亿令吉,较2019年第二季度的11.5亿令吉低17%。税前盈利为3.9亿令吉(2019年第二季度:1.81亿令吉)。丰益国际有限公司(“丰益”)的利润贡献增加了1.65亿令吉,达到2.82亿令吉(2019年第二季度:1.17亿令吉)。

在1H2020,集团的总收入下跌12%至20.2亿令吉(1H2019:23.1亿令吉),因为集团所有核心部门均录得较低的收入。集团在1H2020的税前盈利为5亿9千100万令吉,较1H2019的4亿6100万令吉高出28%。这主要是由于丰益集团贡献了4亿4700万令吉(1H2019:3亿1千万令吉)。然而,集团核心利润下降了4.8%。

谷物和农业综合企业:
2020年第二季度和1H2020的部门收入分别下降4%至7.8亿令吉(2019年第二季度:8.09亿令吉)和3%至15.9亿令吉(2019年第一季度:16.3亿令吉)。这主要归因于面粉和饲料的销量下降。 2020年第二季度和1H2020的部门利润分别为1.27亿令吉(2019年第二季度:2500万令吉)和1.81亿令吉(2019年第一季度:8500万令吉)。

消费产品:
2020年第二季度和1H2020的部门收入保持稳定,分别为1.66亿令吉(2019年第二季度:1.67亿令吉)和3.26亿令吉(1H2019:3.32亿令吉)。不包括在2020年第二季度分步收购联营公司的一笔一次性收益1,000万令吉,消费品部门在2Q2020和1H2020录得利润1,000万令吉(2019年第二季度:100万令吉,1H2019:300万令吉)。

电影放映和发行:
2020年第2季度和1H2020的部门收入分别为100万令吉(2019年第二季度:1.46亿令吉)和8000万令吉(1H2019:2.74亿令吉)。在2Q2020和1H2020,该部门分别录得亏损4,100万令吉(2019年第二季度:利润2,100万令吉)和6,100万令吉(2019年上半年:利润3,900万令吉)。截至2020年6月30日的行动控制令(“ MCO”)期间,电影院的关闭极大地影响了该部门的业绩。

环境工程与公用事业:
2020年第2季度和1H2020的部门收入较低,分别为2600万令吉(2019年第二季度:3600万令吉)和5800万令吉(1H2019:7100万令吉)。这主要是由于MCO期间的工程延迟。 2020年第二季度和1H2020的部门利润分别为500万令吉(2019年第二季度:300万令吉)和700万令吉(1H2019:700万令吉)。

产业:
2020年第2季度和1H2020的部门收入分别为900万令吉(2019年第二季度:1600万令吉)和2200万令吉(1H2019:2900万令吉)。该部门在2020年第二季度录得100万令吉亏损(2019年第二季度:盈利800万令吉),并在1H2020录得400万令吉亏损(2019年上半年:盈利1100万令吉)。这主要归因于MCO期间购物中心相关的租金收入减少。

其他部门:
该部门在2Q2020的较高利润为2.87亿令吉(2Q2019:1亿3300万令吉)和1H2020较高利润为4.6亿令吉(1H2019:3亿3700万令吉)。丰益国际的贡献在2020年第二季度较高为2.82亿令吉(2Q2019:1亿1700万令吉)和1H2020为4.47亿令吉(1H2019:3亿1000万令吉)。

QoQ:
2020年第2季度集团的税前利润增至3.9亿令吉(1Q2020:2.01亿令吉)。

前景:
2020年第二季度,马来西亚经济萎缩了17.1%(2020年第一季度:+ 0.7%)。这一下降反映了在全球和国内控制Covid-19大流行的严格遏制措施所产生的空前影响。电影放映和发行部门将继续受到Covid-19大流行的影响,因为大多数电影的发行均已推迟至2021年。无论是投资房地产还是房地产开发,房地产领域的表现仍将充满挑战。
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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 RM3.53, dividend RM0.052, in 2 years 1 month 20 days, total return is 401%

b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM52.56 adjusted, dividend RM0.52, in 2 Years 3 months, total return is 337.2%

c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.39 adjusted, dividend RM0.055, in 1 Year 3 months 30 days, total return is 285.9%

d. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM1.22, dividend RM0.003, in 1 Year 1 month 7 days, total return is 168.8%

e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.905, dividend RM0.005, in 4 months 8 days, total return is 156.3%

f. CHIN HIN GROUP BHD, recommended on 2 Feb 20, initial price was RM0.57, rose to RM1.38, dividend RM0.02, in 7 months 30 days, total return is 145.6%

g. INTA BINA GROUP BHD, recommended on 26 Apr 20, initial price was RM0.19, rose to RM0.34, in 5 months 6 days, total return is 78.9%

h. KAREX BHD, recommended on 20 Oct 19, initial price was RM0.445, rose to RM0.735, dividend RM0.015, in 11 months 12 days, total return is 68.5%

i. PERAK TRANSIT BHD, recommended on 19 July 20, initial price was RM0.18, rose to RM0.29, dividend RM0.0025, in 2 months 13 days, total return is 62.5%

j. JAKS RESOURCES BHD, recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.835, in 1 year 8 months 12 days, total return is 45.2%

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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[PPB GROUP BHD: For 1H2020, total Group revenue was lower by 12% to RM2.02 billion (1H2019: RM2.31 billion) as lower revenue was recorded by all core groups segments]

For the second quarter of 2020, the Group recorded total revenue of RM953 million, 17% lower as compared to 2Q2019 of RM1.15 billion. Pre-tax profit was at RM390 million (2Q2019: RM181 million). Profit contribution from Wilmar International Limited ("Wilmar") increased by RM165 million to RM282 million (2Q2019: RM117million).

For 1H2020, total Group revenue was lower by 12% to RM2.02 billion (1H2019: RM2.31 billion) as lower revenue was recorded by all core groups segments. Group pre-tax profit was at RM591 million for 1H2020, 28% higher as compared to RM461 million achieved in 1H2019. This was mainly attributable to higher contribution from Wilmar at RM447 million (1H2019: RM310 million). Core group profit was, however, lower by 4.8%.

Grains and agribusiness:
For 2Q2020 and 1H2020, segment revenue was lower by 4% to RM780 million (2Q2019: RM809 million) and 3% to RM1.59 billion(1H2019: RM1.63 billion) respectively. This was mainly attributed to lower sales volume of flour and feed. Segment profit for 2Q2020 and 1H2020 was at RM127 million (2Q2019: RM25 million) and RM181 million (1H2019: RM85 million) respectively.

Consumer products:
Segment revenue for 2Q2020 and 1H2020 remained stable at RM166 million (2Q2019: RM167 million) and RM326 million (1H2019: RM332 million) respectively. Excluding a one-off gain on the step-acquisition of an associate of RM10 million in 2Q2020, the Consumer products segment recorded a profit for 2Q2020 and 1H2020 of RM10 million (2Q2019: RM1 million, 1H2019: RM3 million).

Film exhibition and distribution:
Segment revenue for 2Q2020 and 1H2020 was at RM1 million (2Q2019: RM146 million) and RM80 million (1H2019: RM274 million) respectively. For 2Q2020 and 1H2020, the segment recorded a loss of RM41 million (2Q2019: profit of RM21 million) and RM61 million(1H2019: profit of RM39 million) respectively. Performance of the segment was significantly impacted by the closure of cinemas during the Movement Control Order ("MCO") period up to 30 June 2020.

Environmental engineering and utilities:
Segment revenue for 2Q2020 and 1H2020 were lower at RM26 million (2Q2019: RM36 million) and RM58 million (1H2019: RM71 million) respectively. This was mainly due to works delay during the MCO period. Segment profit for 2Q2020 and 1H2020 was at RM5 million (2Q2019: RM3 million) and RM7 million (1H2019: RM7 million) respectively.

Property:
Segment revenue for 2Q2020 and 1H2020 were at RM9 million (2Q2019: RM16 million) and RM22 million (1H2019: RM29 million) respectively. The segment recorded a loss of RM1 million for 2Q2020 (2Q2019: profit of RM8 million) and RM4 million for 1H2020 (1H2019: profit of RM11 million) respectively. This was mainly attributable to lower malls related rental income during the MCO period.

Other operations:
The segment achieved a higher profit at RM287 million in 2Q2020 (2Q2019: RM133 million) and RM460 million in 1H2020 (1H2019: RM337 million) respectively. Contribution from Wilmar was higher at RM282 million for 2Q2020 (2Q2019: RM117 million) and RM447 million for 1H2020 (1H2019: RM310 million) respectively.

QoQ:
Group pre-tax profit was higher at RM390 million in 2Q2020 (1Q2020: RM201 million).

Prospects:
The Malaysian economy contracted by 17.1% (1Q2020: +0.7%) in the second quarter of 2020. The decline reflected the unprecedented impact of the stringent containment measures to control the Covid-19 pandemic globally and domestically. The Film exhibition and distribution segment will continue to be affected by the Covid-19 pandemic as most movie title releases had been deferred to 2021. Performance of the Property segment will remain challenging, both in investment properties and property development.
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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/2020-10-04-story-h1514447455.jsp