PWROOT - 中期前景乐观

PWROOT - 中期前景乐观

在销售组合合理化和广告与促销（A＆P）支出收紧的情况下，尽管销售额下降，该集团似乎准备从国内更高的盈利能力中获益，预计销售税将转嫁给消费者。另一方面，鉴于中东和北非市场萎缩，出口平稳可能被视为积极因素。

国内销售下降但回报更高。在最近的第一季度的报告中，本地销售额下降至3,820万令吉（同比下跌34％）。虽然这可能是由于2018年4月价格上涨之前的第4季度前期装载，但也可能是因为实施了更严格的销售程序。后者旨在确保对保证金的保护，这转化为某些经销商的销售订单履行较低。在此期间，营销活动削减和促销支出收紧，营运费用也较低，这也是集团重组活动的一部分。

2019年1季度的出口销售额为5110万令吉，占集团销售额的55％。鉴于较低的平均外汇汇率，认为这可能有利，因为它可能受到更高交易量的支撑。此外，由于年中季节性和地缘政治因素支出较差，该公司曾表示中东和北非市场规模下滑，平淡的销售，但该公司能够在不利条件下扩大其市场份额。

展望未来，虽然该公司正在削减营销支出，将继续实施选择性战略，以吸引其关键产品（即产品重新包装，引入新变种），从而加强本地需求。然而，随着SST的实施，预计将新的税收负担传递给消费者，这可能会削弱集团的销售势头。咖啡的指示性税率为5％，能量饮料的税率为10％。

尽管如此，与2018年相比，从相对较轻的生产成本中恢复的更高利润率可以支持更好的对冲策略，以及整体缓解商品趋势。此外，该集也正在实施进一步的结构改进，以优化运营支出和减少浪费。

最近的业绩似乎表明了该公司正在积极恢复，以抵御挑战性的本地和外国的逆风。除了在不利的经营环境下扭亏为盈，该公司提供稳健的股息收益率。

Disclaimer:

All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.

You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such.   

PWROOT - Techincal view on May 2018

Power Root was testing the MYR1.70 level in its latest session. A bullish bias may be present above this point with a target price of MYR1.90, followed by MYR2.04. The stock may consolidate further if it cannot breach above the MYR1.70 threshold decisively in the near term. Support may be found at MYR1.37, where traders can exit upon a breach to limit the downside risk.

Disclaimer:

All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.

You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such. 

PWROOT - 减低成本，提高盈利

PWROOT - 减低成本，提高盈利

在过去几个季度，由于干旱引发全球咖啡价格飙升，该公司的关键原料（即咖啡）的平均成本很高，导致利润下滑。

由于消费者信心疲弱，该公司对现有国内经营环境的审查也发现了各种改进空间。 这包括减少生产浪费，合理化促销支出和分析不良销售安排。 虽然上述可能会为公司带来更好的底线贡献，但相信可能只会在实施一段时间后才会看到好结果。

出口数量受到强劲接待的推动，特别是在中东和北非地区，国内销售可能因本地竞争加剧和消费习惯疲软而受挫。 虽然该公司将战略重点放在新市场（即“Kopi O”）可能会为增加国内贡献提升销量。 关于国内收益问题，相信该公司已解决运营失误的问题，这可能会提高利润率。

PWROOT将积极扩大国内地位，但相信出口收益可能会受到马币复苏的阻碍。 相信该公司将改善运营以扩大利润率，提高销售策略。

PWROOT的长期前景感到乐观。 运营成本已合理化，但可能只能在中长期才会反映出来。 然而，从较低的平均商品价格带来的短期利好可能会缓解生产成本。该股仍具有价值，因为预计2018/2019年的股息收益率将保持稳定在6.9％/ 8.3％。

Disclaimer:

All posts and documents submitted in this blog are solely for open discussion and education purposes only. All recommendations and opinion provided are solely for your consideration only and you should exercise your own judgment in forming your own investment decision(s). Please also be informed that equity investment is risky and we recommend you to conduct sufficient searches for information in addition to referring our recommendations and/or opinion herein, prior to making an investment decision.

You should take full responsibility of your investment decision(s) and we accept no liability whatsoever for any direct or consequential loss arising from any use of our recommendations and/or opinion provided herein or any solicitations of an offer to buy or sell any securities. Comments and opinions forwarded/provided by members/followers of this blog do not belong to the Admin and we take no responsibility of such.