Saturday, 31 August 2019

2019年1月~8月文章目录

每个月的最后一天都会做个目录，方便自己也方便大家~
2019年8月：
PANAMY最新年度财政报告
HARTALEGA最新年报和季度业绩


2019年7月：
何谓财务教育(2) : 精明地选择导师
何谓财务教育(1) : 态度
TOPGLOV 最新季度业绩
AEONCR股东大会2019+最新季度业绩


2019年6月：
我的2019年上半年投资成绩
不喜欢学习关于投资的人
PANAMY最新季度业绩
AEON股东大会+最新季度财政报告


2019年5月：
从股票投资中获得影子收入
我的2016年投资成绩
HARTALEGA最新季度财政报告
AEONCR最新季度财政报告
我的2015年投资成绩


2019年4月：
HUPSENG最新年度财政报告
我的投资理论之一--大便论
TOPGLOV最新季度财政报告


2019年3月：
我的2019年第1季度投资回酬
AEON最新季度财政报告
HARTALEGA最新季度财政报告


2019年1月：
AEONCR最新季度财报
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List of articles of January~August 2019

I will make a list of articles every last day of the month,
so that is easier for me and for everyone to refer~
August 2019:
PANAMY latest annual financial report
HARTALEGA latest annual report & quarter report


July 2019:
what is Financial Education(2) : CHOOSE YOUR TEACHERS WISELY
What is Financial Education (1) : ATTITUDE
TOPGLOV latest financial result
AEONCR AGM 2019+latest quarter financial result


June 2019:
My investment result for 1st half of year 2019
Those who don't like to learn about investment
PANAMY latest financial result
AEON AGM + latest quarter financial result


May 2019:
The PHANTOM INCOME from shares investment
My investment return for year 2016
HARTALEGA latest financial report
AEONCR latest quarter financial report
My investment return for year 2015


April 2019:
HUPSENG latest annual report
One of my investing theorem--"The SHIT Theorem"
TOPGLOV latest quarter financial report


March 2019:
My investment return for 1st quarter 2019
AEON latest quarter financial report
HARTALEGA latest quarter financial report


January 2019:
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Saturday, 24 August 2019

PANAMY最新年度财政报告


PANAMY最近出了年度财政报告，
对于有投资PANAMY的我来说，
当然得看一看了。

 首先，
过去一年PANAMY的营业额下跌了5.9%，
税前盈利更是下跌了21%:


过去一年，
本地市场因为从GST转去SST而享有短暂的零税时期，
所以还算不错。

 但外围则因为美国的贸易政策影响，
所以公司的出口表现下滑。


不过公司预计今年会有所改善，
并且会注重在东南亚市场特别是越南和菲律宾。

 公司开始使用更多Automation and robotics system，
减少人力的依赖：

 目前安全的17个自动机械系统预计每年可以节省一百万马币。

 还有Auto Brazing system也安装了5个自动机械系统，
每年可以节省60万马币:

2019年1月时，
公司已经完成办公室的迁移，
现在则注重于SA2 Plant的建筑工程，
预计会在2020年年尾完成。

 话说很多人一直都以为PANAMY有生产电视机和冰箱等大型电器，
但其实不是的。

 目前公司的战略是当小型电器的第一，
在“小岛上当巨人”：

 主要的小型电器，
就是风扇、淋浴机和厨房电器等等：

以及：
以上就是本次年度财政报告的重点，
若你觉得有所不足的话，
欢迎到BURSA网站自己下载一份来细读。

 总的来说，
今年主要就是东南亚市场了。

 毕竟公司就在马来西亚，
那么生产这些符合东南亚地理环境的电器也算是明智的选择。

 虽然PANAMY过去一年的业绩不是很好看，
但因为有高股息的支撑，
所以股价仍然稳居高点。

 就让我们拭目以待接下来这个星期即将释出的最新季报吧！

 投资就是自己思考，自己做决定。

 感谢阅读。










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PANAMY latest annual financial report


PANAMY just released the latest annual financial report,
as I am holding PANAMY shares,
of course I must take a look at it.

 First of all,
for the past one year,
the revenue of PANAMY dropped by 5.9%,
thus the profit decreased by 21%:

For domestic market,
since there was a short tax break when transitioning from GST to SST,
so the performance wasn't that bad.

 HOWEVER,
the export market was deeply disrupted,
because of the trade sanctions imposed by US:

The company expected that this year will have better financial performance,
and more focus will be put into ASEAN market,
especially Vietnam and Philippines.

 The company also started to implement more Automation and robotics system,
to reduce the dependence of manpower:

17 units of robotic systems were installed and will be able to save approximately RM1.0 million per annum.

 Apart from that,
5 units of robotic systems also instead for the Auto Brazing system and expected to save around RM0.6 million per annum:




The company already completed the transfer of new office building at end of January 2019,
and now focusing on the new building construction at SA2 plant,
which expected to complete by end of 2020.

 Until now,
still a lot of people think that PANAMY produce large appliance like TV and refrigerator,
but actually NO.

 The company's strategy is to be the No.1 Small Home Appliances Factory in Asia,
to be the "Giant in a small island":

Some small appliances for examples are ceiling fans, home showers and kitchen appliances:

Also:
That's all for the important points of this annual report,
if you feel like something is lacking,
feel free to go to BURSA website to download and read it.

 For conclusion,
this year the main target will be ASEAN market.

 Well....
Since the company is located at MALAYSIA,
so I think is a good idea if thinking of geographical location.

 Even though the financial result of PANAMY for the past 1 year wasn't handsome at all,
but because of the high dividend payout,
so the shares price is still able to maintain at high level.

 Let's look forward to the quarter financial result which going to be released at next week.

 Investment is about doing own thinking, making own decision.

 Thanks for reading.
I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

List of articles of year 2018


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Tuesday, 13 August 2019

HARTALEGA最新年报和季度业绩


HARTALEGA在前几天陆陆续续地释出了年度财政报告和最新的季度业绩，
根据顺序，
就先来看年度财政报告好了。

 首先是手套的销量：


图表说明了每年的销量都在增加。

 然后是营业额:

也是逐年增加。

 最后也看看盈利：

几乎都是往上爬的趋势。

 年报里有提到说世界对手套的需求仍然上升当中，
特别是新兴市场：

马来西亚仍然是全世界最大的手套制造和出口国，
目前占据了全球供应的60%以上。

 美国仍然是马来西亚手套出口的最大客户，
占了出口价值的47%，
然后是占了28%的欧洲国家。

公司仍然认为对手套的国际需求每年会8%成长。

 公司所面对的挑战：
1) 其他同业业者的竞争。
2) 原料成本上涨。
3) 高人工支出和电力费用。
4) 不稳定的市场如兑换率的波动和美中的贸易战。



公司看来对AMG很有信心，
认为是一个足以扰乱市场的产品。

然后可以生物分解的手套也终于获得FDA的认证。

 以上就是我认为年报中所提到的一些重点，
要是你觉得不够详细或重点不对的话，
欢迎你到BURSA网站下载一份来细读。

 接下来来看看最新的季度业绩：


唉.....
虽然想积极看待，
但我还是忍不住哀叹一声....

 营业额的下跌主要是手套销量的下滑：
高包装费用、电能热能支出和人工费用都侵蚀了盈利。

 对未来的展望：
公司仍会继续NGC的扩产计划，
Plant 6 已经开始施工。

 目前手套业的产量成长超越了需求增长：
但公司预计下半年就会缓和下来。
最后也有提到会加重投资于AI科技，
以减少依赖人手操作和提高效率。

 以上就是本次季度报告的重点，
要是你觉得不够详细或重点不对的话，
欢迎你到BURSA网站下载一份来细读。

 投资就是自己思考，自己做决定。

 感谢阅读。





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HARTALEGA latest annual report & quarter financial report


Few days ago,
HARTALEGA released both the annual report and then the latest quarter financial report.

 Let's first have a look at the annual report:


The sales volume increased every year.

 Next,
the revenue:

Also increased year by year.

 Lastly,
the profit:

The profit grew for almost every year.

 In the annual report,
it was mentioned that the global demand for gloves still rising,
especially in emerging markets:

Malaysia still remained as the world's largest producer and exporter of gloves,
contributing to more than 60% of global supply.

 US still the primary importer by comprising 47% of Malaysia's gloves total export value,
followed by European Union which is 28%.

The company mentioned that the global demand for gloves is expected to expand at 8% per annum.

 Challenges facing by the company:
1) intensified competition from other glove players.
2) rising price of raw materials.
3) higher labour and electricity cost.
4) uncertainty market causing fluctuations in foregin exchange and potential impact of US-China trade war.




It seems like the company has a lot of confidence at AMG,
which has the potential to disrupt the entire global healthcare industry.

Also,
the company finally obtained FDA approval for the biodegradable nitrile gloves.

 That's all for the important points from the annual report,
if you think that it is not detailed enough or I missed out some important points,
feel free to go to BURSA website to download the full report and read it.

 Next,
let's have a look at the latest quarter financial report:
Aiks.........
Even though we should be positive in lives,
but still........I just..... aiks...........

 The lower sales volume caused the revenue to drop:
Higher packaging, electricity, heat and labour cost also eroded the profit.

 Prospects:
The company will continue the NGC capacity expansion plan,
which the construction of plant 6 is currently underway.

 For now,
the capacity growth is ahead of demand growth in gloves industry:
However the company expects that the supply-demand will be more balanced in second half of 2019.
Lastly,
the company will also intensity investment of technologies,
to reduce dependency on manual labour and to enchance operation effectiveness.

 That's all for the important points from the quarter report,
if you think that it is not detailed enough or I missed out some important points,
feel free to go to BURSA website to download the full report and read it.

 Investment is about doing own thinking,
making own decision.

 Thanks for reading.
I don't provide any buying/selling suggestion above,
please make your own investment decision and be responsible with it.

List of articles of year 2018






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