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4.86   +0.05 (1.04%)  4.80 - 4.87  889,300
2,288 comment(s). Last comment by nbrlatex at Apr 23, 2019 10:39 AM
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MoneyUp888
842 posts

Posted by MoneyUp888 > Jan 24, 2019 10:47 AM | Report Abuse

Overvalue? Ridiculous claim by analysts..


matg
808 posts

Posted by matg > Jan 24, 2019 11:17 AM |

Post removed. Why?


1099133743600537
533 posts

Posted by 1099133743600537 > Jan 24, 2019 11:23 AM | Report Abuse

hahahahaha where those wanna buy at 4? 3? 2? buy1 free1? aiyo probably hv to run to atm to withdraw more than expected.


lazycat
744 posts

Posted by lazycat > Jan 24, 2019 11:48 AM | Report Abuse

short term rebound i think can go above 6


1099133743600537
533 posts

Posted by 1099133743600537 > Jan 24, 2019 2:41 PM | Report Abuse

before cny should be able reach 6


430204813832245
1183 posts

Posted by 430204813832245 > Jan 25, 2019 9:47 AM | Report Abuse

Cantik


2527005
9 posts

Posted by 2527005 > Jan 25, 2019 10:09 AM | Report Abuse

I say it again. Harta is not for speculators. No one, not even experts can time the markets. So do your own homework, observe the management's integrity, be disciplined, invest gradually, time will tell. Good luck everyone.


pdchs
196 posts

Posted by pdchs > Jan 25, 2019 1:40 PM | Report Abuse

Big ang pau from Harta and Vitrox..... yahoo.


Hindsight Master
8 posts

Posted by Hindsight Master > Jan 25, 2019 8:07 PM | Report Abuse

Kindly check the animation presentation on glove industry and Hartalega here:

https://youtu.be/1OuxAWn2gpA


stockholm999
685 posts

Posted by stockholm999 > Jan 28, 2019 9:33 AM | Report Abuse

freefall


ccmeow
223 posts

Posted by ccmeow > Jan 28, 2019 8:29 PM | Report Abuse

EPF dumping!


1099133743600537
533 posts

Posted by 1099133743600537 > Jan 28, 2019 8:36 PM | Report Abuse

sold and lock profit. will re-enter when epf dump enuff


Alvin Low Kin Weng
105 posts

Posted by Alvin Low Kin Weng > Jan 31, 2019 11:24 AM | Report Abuse

US Fed signal patient hike rate. USDMYR drop from 4.14 to 4.09


michaelgohmox
93 posts

Posted by michaelgohmox > Feb 11, 2019 2:38 PM | Report Abuse

Babi stock issue ESOS lagi


kariwong9394
71 posts

Posted by kariwong9394 > Feb 12, 2019 4:00 PM | Report Abuse

today quarter report will come out..if no good, all will go holland..


3iii
5649 posts

Posted by 3iii > Feb 12, 2019 6:03 PM | Report Abuse

Another good quarterly results.


yiniugongxiong
159 posts

Posted by yiniugongxiong > Feb 12, 2019 7:31 PM | Report Abuse

HARTA 5168 QUARTERLY REPORT 31 DEC 2018
https://yiniugongxiong.blogspot.com/2019/02/harta-5168-quarterly-report-31-dec-2018.html


Nicole Chow
42 posts

Posted by Nicole Chow > Feb 12, 2019 8:03 PM | Report Abuse

but share price drop ~


kelvin_ik4u
186 posts

Posted by kelvin_ik4u > Feb 12, 2019 8:23 PM | Report Abuse

Harta Qtr result is promising, everything on track due to rise in glove sales volume, demand vs supply still in shortage. With coming plant 5 & 6 full swing in 2019 + gaining momentum of new pattern gloves sales, will further improve its future growth of 30% more in term of glove capacity growth by end 2019.

This counter is for medium to long term investor for multi baggar return with good sustainability business growth gain.


michaelgohmox
93 posts

Posted by michaelgohmox > Feb 12, 2019 8:26 PM | Report Abuse

Huge cost impact, minimum wages coming. Yes Long run intact. 12 months down the road will be positive
Short term will be under pressure


tealeaf
126 posts

Posted by tealeaf > Feb 12, 2019 8:30 PM | Report Abuse

consistent profit...sleep in peace


newbie4444
487 posts

Posted by newbie4444 > Feb 12, 2019 9:00 PM | Report Abuse

Who work for EPF here? Why PE 37.73 acceptable?


Ron90
1380 posts

Posted by Ron90 > Feb 13, 2019 11:02 PM | Report Abuse

epf is a bullshiT investor...they just spent peoples money, while they got hefty salary. while giving lots of trading commission to IB and securities every day. In one year, just imagine how many billions gone to securities and IB??..thats why we only got dividend only 4-5% !! ..BN or PH..same stupid gahmen when involve controlling epf money

u see it all counters...when price high, EPF buy, when price drop EPF sell ..who benefited from this stupid investing strategy?? ..some more BUY and SELL on daily basis..got no bran to invest eh? at least show some brain and good investing strategy, buy what to expect from lousy MOF offocial and their ministers


James Ng
934 posts

Posted by James Ng > Feb 14, 2019 11:53 AM | Report Abuse

https://klse.i3investor.com/blogs/general/193386.jsp
[转贴] [HARTALEGA HOLDINGS BHD:NGC工厂的工厂5已经开始12条生产线中的6条生产线继续进行生产,工厂6结构的建设已经开始,2019年下半年将开始建设配套设施] - James的股票投资James Share Investing


michaelgohmox
93 posts

Posted by michaelgohmox > Feb 14, 2019 6:41 PM | Report Abuse

Epf is there to support KLSe lar


Linus Kt
77 posts

Posted by Linus Kt > Feb 14, 2019 7:36 PM | Report Abuse

Epf is there to support KLSe lar

Agree


James Ng
934 posts

Posted by James Ng > Feb 15, 2019 10:32 AM | Report Abuse

https://klse.i3investor.com/blogs/general/193557.jsp
[转贴] [Faceboo live:浅谈Hartalega holdings bhd (Harta)] - James的股票投资James Share Investing


Ron90
1380 posts

Posted by Ron90 > Feb 15, 2019 10:38 PM | Report Abuse

support klse or securities company ??...if wanna support liquidity, make sure total investment not negative first..than can play2 ups and down a bit la. But not like nowadays..almost all major counter that epf involve still at loss big time..yet they keep on selling and buying at the bottom..what a stupid idea is it?..should collect every thing at the bottom la. Epf got money in on daily basis non stop until everybody die...

EPF is not investing, but playing with ppl money for the benefit of their corporate friends


Unfair
311 posts

Posted by Unfair > Feb 16, 2019 9:57 AM | Report Abuse

There are 900+ ctrs in Bursa why EPF support for Harta not the rest?

michaelgohmox Epf is there to support KLSe lar
14/02/2019 18:41

Linus Kt Epf is there to support KLSe lar
Agree
14/02/2019 19:36


michaelgohmox
93 posts

Posted by michaelgohmox > Feb 18, 2019 6:10 AM | Report Abuse

Epf mainly support top 30 KLCI index counter


commonsense
441 posts

Posted by commonsense > Feb 19, 2019 2:00 PM | Report Abuse

This is a well-run company that has delivered in terms of both the revenue and profit growth. Revenue grew from only RM572mil in FY10 to RM2.8bil in the 12m ending Dec 18 which represent an average growth rate of almost 20% per year. The profit to shareholders grew from RM143mil to RM482mil in the same period. This translate to an average profit growth of almost 15% per annum. I don’t think anyone can deny the management capabilities in delivering growth.

But the issue with Hartalega is actually on it very rich valuation. Based on the 12 m trailing profit of RM482mil, at the current price the company is being valued at around 38x PE. At this high valuation, most of the growth prospects has already been baked into the share price. Any slowdown of profit growth will highly likely affect its share price to the downside.

An issue at hand is the now very intensified competition in the nitrile gloves segment with demand growth looking to slow down but at the same time, producers are ramping up production capacity at a very high speed. This could potentially result in pressure to the average selling price of nitrile gloves which would affect companies such as Hartalega’s profit margin. Here are the top 4 gloves players capacity expansion plans for 2019 (which could extend until 2020):

1) Hartalega: Additional 12.1bil capacity from projects of Plant 5, 6, and 7. Capacity to rise from 32.5bil to 44.6bil (37% increase).

2) Top Glove: Additional 19.6bil capacity from facilities expansion of F32, F33, F40, F8A (in Thailand), F42 (Vietnam) and the new plant in Turkey. Capacity to increase from 55.7bil to 75.3bil (35% increase).

3) Kossan: Additional 5.5bil capacity from new Plant 18 & 19. Capacity to increase from 26.5bil to 32bil (21% increase)

4) Supermax: Additional 3.5bil capacity from capacity enhancing plans strategy which consist amongst others conversion of warehouse to production line (Taiping), replacement of old line to more technological enhance production lines (Sungai Buloh) and building additional factories (Meru). Capacity to increase from 23.7bil to 27.2bil (14.8% increase)

This brings a total of 40.7bil new capacity from the top 4 gloves producers of which 20bil will come in 2019 with the rest in 2020. Hence why some analysts are worried of a potential oversupply in the gloves market in the near future. Big companies like Hartalega would potentially be able to fill in their new capacity with demands but it will be at the expense of profit margin.

The average profit forecast in FY20 for the 5 different analysts is around RM600mil which means Hartalega is already being valued a lofty valuation of 30.5x fwd PE.

If you are looking to diversify your portfolio outside of Hartalega (due to its high valuation) I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 7.0x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 6.0x PE.

Please go through the analyst reports and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.


stockholm999
685 posts

Posted by stockholm999 > Feb 27, 2019 10:44 AM | Report Abuse

dividend given 2.2cen per share. ex date 6th march 2019


Aero1
1124 posts

Posted by Aero1 > Feb 27, 2019 2:09 PM | Report Abuse

Safer to enter if price below 4.50. Don't catch the falling knife!


3iii
5649 posts

Posted by 3iii > Feb 28, 2019 3:20 PM | Report Abuse

Price dropping. Falling knife.

At a certain price, it is overvalued, at another it is fair, and yet at another (lower) price, it is undervalued.

Be patient.


3iii
5649 posts

Posted by 3iii > Feb 28, 2019 3:20 PM | Report Abuse

By the way, I never believe in the falling knife analogy. It is just counter productive.

Falling prices should excite you.


Aero1
1124 posts

Posted by Aero1 > Mar 1, 2019 8:17 AM | Report Abuse

Cost increases, over supply and market competition will cap its valuation.


amet2017
2033 posts

Posted by amet2017 > Mar 1, 2019 8:25 AM | Report Abuse

At what price is considered undervalued?


Jasper Lim
31 posts

Posted by Jasper Lim > Mar 3, 2019 8:47 AM | Report Abuse

Coming soon Rm4.50 :3


Hunkyman
33 posts

Posted by Hunkyman > Mar 3, 2019 10:08 AM | Report Abuse

Falling knife is amateurish


golddiggerboy
28 posts

Posted by golddiggerboy > Mar 5, 2019 10:50 AM | Report Abuse

Last day for dividend....
buy now think later :)))


junetan20
460 posts

Posted by junetan20 > Mar 5, 2019 3:16 PM | Report Abuse

deep drop?


julian1981
517 posts

Posted by julian1981 > Mar 5, 2019 3:24 PM | Report Abuse

good..can buy more


moneyfacetrader
37 posts

Posted by moneyfacetrader > Mar 5, 2019 3:52 PM | Report Abuse

Glove maker Hartalega Holdings Bhd saw its share price hit a 52-week low of RM4.92 on Jan 10, brought about by the strengthening of the ringgit, firmer crude oil prices and investors reducing their exposure after a good run, which lasted more than two years.

Since then, the counter has gained almost 10% or 55 sen, closing at RM5.47 last Wednesday.

Hartalega’s trading volume has been relatively high as well, buoyed by the Employees Provident Fund (EPF) trading the glove maker’s shares. During the week in review, the EPF acquired 12.17 million shares or a 0.36% stake in Hartalega, nudging its holding up to 211.21 million shares or 6.34%.

Last November, the EPF had a 6.17% stake or 205.31 million shares, which would indicate that the retirement savings fund has been a net buyer.

https://www.theedgemarkets.com/article/insider-moves-ea-technique-m-bhd-seacera-group-bhd-seacera-group-bhd-trive-property-group


lai81533
799 posts

Posted by lai81533 > Mar 6, 2019 5:01 AM | Report Abuse

Get out as fast as possible


michaelgohmox
93 posts

Posted by michaelgohmox > Mar 6, 2019 6:29 PM | Report Abuse

No more long term ?


Matcha Green Tea
140 posts

Posted by Matcha Green Tea > Mar 8, 2019 9:42 PM | Report Abuse

Should the calculation of return be ROE + DPS? (150 + 88)

Or we should take ROE only? Because DPS will draw out from ROE anyway and the remaining would be added to NAPS.


AhHuat50
71 posts

Posted by AhHuat50 > Mar 8, 2019 10:14 PM | Report Abuse

Oil price drop. Its time for glove sector to fly on Monday


freddiehero
5853 posts

Posted by freddiehero > Mar 10, 2019 5:29 PM | Report Abuse

lets break 2.0


yfchong
3872 posts

Posted by yfchong > Mar 10, 2019 5:55 PM | Report Abuse

Can put into watch lists


Crash123456buil
486 posts

Posted by Crash123456buil > Mar 11, 2019 5:00 AM | Report Abuse

这个大笨蛋,这里是Karex , 他去讲一大堆废话,真的是废柴一个,去卖Ah Huat 咖啡啦,死废柴,,,,,

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