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Sunday 4 February 2018

金价攀升·经济好转宝光今年业绩料更佳 今年增3分店.资本开销1500万 Better year ahead for Poh Kong sees better margins on high gold prices

金价持续攀升、经济好转加上消费者适应消费税,宝光控股(POHKONG,5080,主板消费产品股)放眼今财年取得比上财年更好的表现。准备今年在开设3家新分店,资本开销介于900万至1500万令吉,同时会积极拓展网上销售业务。


公司执行主席拿督钟义翔在股东大会后表示,自3年前落实消费税以来,消费者已经习惯这项税务,且目前经济已经有所好转,预期今年业绩表现可比去年来得更好。

截至2017年10月31日止,宝光控股首季净利上涨2.02倍至535万9000令吉。

钟义翔期望接下来的业绩可维持高成长走势。


网上销售双位数成长 此外,钟义翔也表示,2012年以来,网上销售的业绩表现也相当亮眼,每年皆取得双位数成长,因此有意扩展网上销售。 他透露:“过去消费者上网只是购买约200令吉的金饰品,但现在购买的产品超过千令吉,因此我们仍会继续拓展网上销售。






执行主席兼董事经理拿督钟义翔,仅在股东大会后的记者会上如此说道。

另外,企业事务、行政与人事主管韩慧珊解释,金价跟随美元走强,现处于扬势,价格比去年更稳定。

2016年杪至去年杪,金价涨了约13.5%,目前每盎司是1340美元。

而分析员预计,短期内金价会攀升至1350至1400美元水平,年杪可能达到1500美元。

执行董事萧德明也说,金价上升有助于推高投资者对金条的需求。

除了金价走高,实施改善利润的措施,也有助于该公司提高赚幅。

业务发展经理钟金汉说,该公司放眼在2018财政年内,开设3家新分行,其中2家已经在柔佛营运,另一家仍在物色地点,每家分店的资本开销介于300万至500万令吉。 目前,宝光控股共有94家分店。

目前,宝光控股共有94家分店,而开设新分店之余,该公司也整合表现不佳的分店。

推展线上业务



此外,钟义翔说,今年不会进军东马市场,未来才会,因为现在市况艰难,必须谨慎确认购物中心的素质。

同时,宝光控股也积极扩展线上业务版图,目前正与数家购物网站洽谈合作。钟义翔补充,现阶段该公司只有和Lazada合作,亦有意寻找第二位网络商家合作,预期第二季有结果。

网上销售双位数成长

此外,钟义翔也表示,2012年以来,网上销售的业绩表现也相当亮眼,每年皆取得双位数成长,因此有意扩展网上销售。 他透露:“过去消费者上网只是购买约200令吉的金饰品,但现在购买的产品超过千令吉,因此我们仍会继续拓展网上销售。

营销经理钟依伶说,该公司自2012年进军网购市场,营业额去年开始录得双位数增幅。

“很多人认为(消费者)一般上是网购廉价首饰,其实我们看到有人线上投资金条和购买价位较高的首饰。这是接下来的趋势,我们也努力耕耘。”

询及早前利双广场分行遭抢劫一事,钟义翔则表示,该分行损失金额约130万令吉,不过,保险已经覆盖所有损失
,且警方歼灭劫匪后取回货物。

今天出席记者会的,还有集团会计师许思豪。


宝光控股管理层与媒体分享业务展望。左起为钟依伶、许思豪、韩慧珊、钟义翔、萧德明和钟金汉。
加密货币不影响买金保值

有关市场非常火热的加密货币投资,会否影响消费者对金饰物的保值购买,钟义翔认为不会。

他强调:加密货币与黄金两者的性质不同,加密货币是属于非常高风险的衍生品,而黄金是实体物品,投资保值已经有非常悠久的历史。

钟义翔也表示,大马政府和国家银行并不鼓励加密货币的投资。

针对金价走高,他表示,该公司的黄金库存是3个月,所以金价上涨尚未影响成本。

金价自2017年起从每安士1200美元走强至1300美元,分析员预期,本月杪金价可能会涨至1350美元,至年杪会升至1400美元左右。

钟义翔说:我们的黄金库存周转期为3至4个月,而珠宝的周转期则为1年左右。

马币回扬至4令吉以下一事,钟义翔表示,对公司没有太大影响。



Better year ahead for Poh Kong sees better margins on high gold prices


pic: The Star


 Poh Kong Holdings Bhd is expecting a better year ahead, driven by the increase in gold prices and improved consumer spending.

Speaking at the group’s annual general meeting (AGM), Poh Kong executive chairman and group managing director Datuk Choon Yee Seiong said analysts are expecting gold prices to hit US$1,350 to US$1,400 in the near term.


“Gold will be on the upward trend as the price has been pretty stable as compared to last year.



“In addition, the strengthening of the US dollar shall also translate to better margins.


“We hope to outperform our FY2017 results,” he said.

“We expect a better year ahead, driven by our initiatives to enhance revenue and profitability, as well as an increase in consumer spending,” he added.


Poh Kong registered a net profit of RM5.36mil for the first quarter ended October 31, 2017, which was a two-fold increase as compared to the previous corresponding period.


Top management: (from left) Elizabeth, Poh Kong group accountant Koh Sze Haw, head of corporate affairs, administration and human resources Margaret Hon, Choon, business development manager Edison Choon and subsidaries director Siow Der Ming at the group’s AGM
The Star



The jewellery segment continues to be Poh Kong’s leading revenue contributor.
Meanwhile, its online sales segment continues to expand, with the company in talks with several e-commerce platform providers to establish new online sales channels.
Marketing manager Elizabeth Choon said the company’s online sales had been picking up, with more customers purchasing online than before.
Poh Kong saw double-digit growth in online sales last year as compared to when it started selling its products online in 2012.
“We are seeing more purchases online for gold bars and expensive jewellery.
“Going forward, we will focus on growing our online store presence as well as increasing our product assortments online.
“We hope to announce a new e-commerce partner by the second quarter,” she said.
To date, Poh Kong markets its products online across five e-commerce platforms – Lazada, SuperBuy, Wedding.com, 11Street and BearInBag.
For the financial year ending July 31, 2018, Poh Kong plans to open three new outlets, with an estimated total capital expenditure including inventories of about RM3mil to RM5mil per store.
This will bring the company’s total store count to 94 nationwide.
Two of these three stores were opened in September and November last year, with one more outlet location to be identified.
Elizabeth noted that the company’s booming business in Johor was due to the large number of Singaporean customers served by the 12 stores in the state.
Poh Kong registered a net profit of RM5.36mil for the first quarter ended Oct 31, 2017, representing a two-fold increase as compared to the previous corresponding quarter.