【HARTA 5168 交流专区】贺特佳

pang72

原帖由 camry 于 2-4-2009 11:31 AM 发表
此股升势一发不可收拾，三强相比之下黯然失色，已是昨日黄花。单从股价来看，黑豹难取信于人，顶级光辉期已过，高产停滞不前，一代新股换旧股，此股可不可能成为新一代的顶级？

如果顶级和harta成婚，股价不是不得力哦

jvcpcv55

成婚?????????????

jvcpcv55

03 april 09 RM2.80

jvcpcv55

卖咯。。。。。 RM 2.80

camry

5个月时间，harta开番了，不愧是新一代的手套佼佼股。黑豹似乎也不甘落后，紧追而上。

pang72

HARTA...因该得意以猪瘟。。。。RM3。16了

secondbrother

innovation 是企业成功和成长的主要因素，它的目的是减低成本，提高产品素质，创新产品和廣大市场占有率（market share）。

hartalega 在这一方面做的不错，通过 innovation 它改善了产品素质和减低成本。如果我没错，hartalega 已是 nitrile glove 的 low cost producer。它卖的 nitrile glove 的价钱已跟 latex glove 相差无几，这使到 buyer 可以轻易的 switch 去买 nitrile glove。而 nitrile glove 也一直在侵蚀着 latex glove 的市场。

为了满足订单，hartlega 也在增加产能。无疑 nitrile glove 将会是另一个 growth industry。

goodluck88

谢谢二哥的分享。。。

goodluck88

上市至今，harta开了一番有多。。。。。

camry

不知不觉HARTA的市值已远远超越KOSSAN，成为手套老二，直逼TOPGLOV，股价也似乎即将超越KOSSAN，三强故事已成过去，以后可能是只有TOPGLOV和HARTA的天下了。

Hartalega rises to second place  
thestar Tuesday April 14, 2009
It surpasses Kossan after strong run in share price
PETALING JAYA: The release of buoyant results of industry leader Top Glove Corp Bhd last week has confirmed that global demand for rubber gloves continue to be firm.
This remains one of the country’s best-performing manufacturing sub-sectors as demand for gloves is still increasing in the healthcare industry, in spite of the global recession.
Most of the industry’s output is exported and much of it is used in the healthcare sector.
Top Glove Corp Bhd set the tone with the results for its second quarter ended Feb 28, 2009, which showed its net profit grew 22% to RM36mil.
At the same time, its net profit margin expanded to 10.4% from 7.8% last year.
The company attributed the significant increase to improvements in cost efficiencies and quality, as well as favourable latex prices and exchange rates.
While latex prices are rising, they are still lower than the high prices of last year when prices did not drop till October.
For the moment, further upside of rubber prices may be capped until a strong recovery in the global tyre industry. For the time being, the rest of the industry is also expected to show improved profit margins as demonstrated by Top Glove.
Hartalega Holdings Bhd, which was just listed last year, made a strong run in its share price after its first-quarter results were released in February.
That enabled it to surpass Kossan Rubber Industries Bhd in market value. Hartalega’s market value was about RM650mil compared with Kossan’s RM510mil yesterday.
One reason that investors bought up Hartalega could be that its net profit of RM22.2mil for the Oct-Dec quarter exceeded the RM15.9mil earned by Kossan in the same quarter.
Hence, on that score, Hartalega became the second-most profitable glove maker in that quarter.
Hartalega’s margins and earnings for its fourth quarter are expected to improve further in view of the favourable raw material prices as well as contribution from the rest of the capacity in its plant four that became fully operational in November.
Similarly, Kossan embarked on a steady expansion of its capacity.
Its 11 new lines in a new plant in Klang are progressively coming into commercial production, with all lines in operation from around July.
The second half of the year will thus see the full impact of this expansion.
Equally important, all these new lines will produce nitrile (synthetic rubber) gloves, which offer higher profit margins than natural rubber gloves.
Supermax Corp Bhd, which had carried the burden of its investment in APL Industries Bhd (APLI), wrote off that investment to zero value in the Oct-Dec quarter.
As pointed out by Supermax, it made a net profit of RM18.2mil in the Oct-Dec quarter before the APLI write-off but only RM1.5mil after the write-off. It is thus positioned to start on a clean slate this year.

[ 本帖最后由 camry 于 6-5-2009 12:53 PM 编辑 ]

novice05

请问有人熟悉手套行业吗？

他们的生产线是２４X７运作的吗？

这期MALAYSIAN BUSINESS有介绍HARTALEGA。

一年产量６。２BILLION（６２亿）生产线３３条，一小时可生产２１，５００。

那生产线不是要２４X７运作吗？

----------------------------------------------------------------------------------------------------------------------------------------------------

Production per annum/per line (一条生产线产量)= 21,500 daily x 24 hours x 365 days = 188,340,000

Total Production - 33 lines (３３条生产线总产量)  = 188,340,000 x 33 lines = 6,215,220,000 (6.2 Billion)


[ 本帖最后由 novice05 于 10-5-2009 03:48 AM 编辑 ]

hooray86

手套厂每天二十四小时运作，没有停止，除非维修或清理。

john123

原帖由 camry 于 6/5/2009 12:15 发表
不知不觉HARTA的市值已远远超越KOSSAN，成为手套老二，直逼TOPGLOV，股价也似乎即将超越KOSSAN，三强故事已成过去，以后可能是只有TOPGLOV和HARTA的天下了。

Hartalega rises to second place  
thestar Tuesday ...

我卖了harta. 买了topglove 和 kossan.
希望harta 不会象 supermax 的 apli 和 sealpolymer 那样。 我对harta20% profit margin 还是有怀疑。

camry

原帖由 john123 于 10-5-2009 06:26 PM 发表


我卖了harta. 买了topglove 和 kossan.
希望harta 不会象 supermax 的 apli 和 sealpolymer 那样。 我对harta20% profit margin 还是有怀疑。

你的怀疑态度是正确的，但你是否有去探讨原因？如检阅其财政报告，了解其背景和运作情况等等，不可以看到高MARGIN就咬定对方作假，可能它有能人所不能的地方（合法的）。其实前面有许多网友已经提供不少资料，如你有详阅，你应该知道为什么它的MARGIN会那么高。

另外，今天它的股价终于超越"永远的二奶"KOSSAN了，嘻嘻，如今应该称三奶了。

john123

原帖由 camry 于 12/5/2009 09:55 发表


你的怀疑态度是正确的，但你是否有去探讨原因？如检阅其财政报告，了解其背景和运作情况等等，不可以看到高MARGIN就咬定对方作假，可能它有能人所不能的地方（合法的）。其实前面有许多网友已经提供不少资料，如 ...

我就是看了所有的资料，也不知道为何margin 这么高。。。
有人说机器好。。您觉得还有什么原因呢？

camry

原帖由 john123 于 12-5-2009 09:07 PM 发表

我就是看了所有的资料，也不知道为何margin 这么高。。。

你应该是没看清楚吧，尤其Mr.Business给的资料,包括英文的。不过你要不要相信则是另一回事。

原帖由 john123 于 12-5-2009 09:07 PM 发表
有人说机器好。。您觉得还有什么原因呢？

那你认为呢？

不过如今我有一点介意的是它的price/nta会不会高了一些。

pang72

Hartalega Holdings Bhd recorded a higher pre-tax profit of RM95.548 million
for its financial year ended March 31, 2009 compared with the pre-tax profit of RM76.024 million in the same period last year.

Its revenue rose to RM443.204 million from RM257.582 million previously.

In a statement here today, the company said the strong performance was attributed to contributions from its new high capacity glove production lines, a reduction in cost due to enhancement in the production processes and a favorable exchange rate.

"Another key factor is the group strategy of focusing on nitrile gloves. This has made us the largest nitrile glove producer in Malaysia and the second largest in the world," it said.

john123

topglove 和 kossan 没有进军nitrile gloves 吗？

青天白月

Kossan has just announced its results for 1Q2009 ended 31/3/2009. Its net profit increased marginally by 0.9% y-o-y to RM14.1 million on the back of a 1.2%-increase in turnover to RM202 million. Compared to the preceding quarter, 4Q2008, Kossan's net profit dropped by 10.9% while turnover was lower by 15.2%. The company attributed to the drop in its turnover to a reduction in selling price of gloves in tandem to reduced price of raw materials. From Table 2 below, we can see that the main reason for the drop in net profit was the poor performance of the technical rubber products division. This division produces automotive products, where the demand had dropped off due to the economic slowdown since the fourth quarter of 2008. The depressed demand continued into 1Q2009 & could well drag on for the next couple quarters of 2009.

Please refer http://nexttrade.blogspot.com/2009/05/kossan-has-flat-tyre.html

Based on the above outlook for Kossan's near-term financial performance, we may expect its EPS for FY2009 to be about 36 sen. This is based on the assumption that the recent fire in its Jeram, Selangor plant would not seriously affect its production output. With the earning outlook, Kossan (closed at RM3.60 yesterday) is now trading at a PE of 10 times its current year's earning. Compared with Topglov's current PE of 13 times (share closed at RM6.10 yesterday; FY2009e EPS of 48 sen) & Harta's current PR of 7 times (share closed at RM3.40 yesterday; FY2009e EPS of 48 sen), Kossan is no longer the cheapest rubber glove manufacturer.

As such, HARTA IS MY PREFEERED STOCK for this sector.

jvcpcv55

rm3.40