Myth Debunker
FAST ENERGY HOLDINGS BERHAD (0084) – 最新业绩报告
FAST ENERGY HOLDINGS BERHAD (0084) – 最新业绩报告
如上图所见， FAST 在股价走势方面经历了相当大的动荡。 然而，FAST 最近令人满意的业绩证明了自己。 今天，我们将深入研究该公司的季度业绩，并寻找 FAST 的真正潜在价值。
在该公司附注A9下，我们可以清楚地见到该公司的加油、船舶租赁和石油贸易业务出现了大幅的增长。 对于那些刚接触 FAST 的投资者，该公司之前参与了 电子和电器行业，并制造自扣式紧固件、模具清洁橡胶板和 LED 环氧树脂封装材料。 最近，由于海上活动的繁忙以及油价处于上升趋势，该行业前景非常光明，该公司已涉足石油加注业务。
由于需求旺盛，大家可以参考以上油轮和干散货价格的图表。 接下来， 让我们回到公司的财务业绩。
之前已说到，石油加注业务在收入方面大大地优于公司的旧业务，并在不利因素中带来了利润。
我所说的“不利因素”究竟是什么？ 如果我们参考该公司所完成的收购，公司行权费用和减少的利息收入，这对该公司的净利润稍微造成了的影响。 若排除了这些因素， 我相信 FAST 能够在本季度呈现更好的结果。
在现金流方面，新业务可能增加了公司的应收账款和存货。 对我来说，这是可以理解的，因为石油加注业务是属于资本密集型的，很大可能需要囤积库存。
但根据我的经验，这个问题应该不会长期存在，公司的现金流应该很快就会出现转机。
根据附注 B3，该公司对其石油加注行业的前景非常清晰。 因此，公司的业绩应该会在未来几个季度逐渐改善。 该公司的配股也将筹集更多资金以提升公司的竞争力。
此时，FAST 已经非常接近可能的最低点， - 20.0 仙。也许以加上公司的良好表现， 周一我们将会看到大幅的反弹？
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CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Albukhary
Hi Author, II suggest you maybe can study STRAITS first.
What Fast doing now is exactly STRAITS doing in past 2 years.
STRAITS quarterly revenue has been increase from 30-40mil to 290mil gradually since 2 years ago it start venturing into Marine Bunker fuel business.
However, the profit is still very very low. I am not sure what is the problem, as I don't have other listed company to compare. But from what I understand, the gross margin for this kind of business is very very low (around 3-4%), and that is Gross profit margin, you haven't minus of your operation cost. As FAST is start venturing to this business now, I foresee FAST may facing the same problem that STRAITS is facing currently.
Which mean, you may need to wait until 2023-2024 in order to see FAST start generating revenue around RM300mil and profit around RM4-5mil.
By that time, STRAITS maybe already become the leader in that field, with Revenue RM700-800mil and profit RM10-15mil
2021-08-31 17:23