Highlights
Social Forum >> Forum Thread
Last Price Today's Change   Day's Range   Trading Volume
4.72   -0.01 (0.21%)  4.69 - 4.75  4,349,000
2,284 comment(s). Last comment by paperplane at Apr 19, 2019 3:58 PM
Like
 6 people like this.
 
 Post Reply   Back  
Page < 37 38 39 40 41 42 43 44 45 46

AhHuat50
71 posts

Posted by AhHuat50 > Mar 11, 2019 7:17 AM | Report Abuse

[转贴] 尝试以不同角度看HARTA - 蛤蜊先生


2019年3月7日星期四


今年1月的时候,我曾对HARTA写过一篇文章《长期投资HARTA》?

当时候HARTA股价从高峰跌至5令吉左右,之后便反弹回5.74,之后慢慢越做越低,最近又跌回了5令吉,甚至更低至4.96。

延续先前的文章,蛤蜊认为HARTA不管是创新、效率、行业优势都具备长期投资的条件。

那今天,尝试以老板角度去计算,如果投资HARTA,会得到什么。

假设,今天我买入1000股,每股5令吉,成本价5000令吉。(5令吉容易计算)

HARTA 2019财年的每股盈利预计是15仙,也就是说,我以5000令吉收购价,买入了一个每年能够创造150令吉净利的资产,回酬每年约3%。(5000x0.15=150)作为老板,我不一定要把赚到的都拿出来,我可以把盈利存起来或投资扩充工厂。

这资产每年也会派发股息,以每年股息0.088计算,我拥有1000股,那么就可以回收88令吉。换算回酬是1.76%。这是实际回收的现金收入(88/5000×100=1.76%)

HARTA每股资产为66仙,我有1000股,也就是拥有660令吉的每股资产。这资产包括公司里的地皮、工厂、器材、存货、现金、应收账款等等。

总计,5000令吉的成本,我可以买到值660令吉的资产,这个资产每年能够创造150令吉的回酬,并且每年分红88令吉,加起来可以赚到238令吉,算起来需要21年才能回本(5000/238=21年)

作为投资者,不仅要知道买入后可以赚多少,投入的成本几时能够回本,分红多少,资产值多少,当然还有未来的增长潜力。

因为,只有进行扩充,生意越做越大,我们的回本期才会缩短,不然这盘生意就太昂贵了,不值得买。

HARTA目前有4个厂,第5间厂刚在去年投入营运。直到Q3的时候,这第5间厂只有6条生产线投入工作,还有其余6条下半年会开通。

除了这5间,还有工厂6和工厂7,大概在2020年至2021年之间,会全部投入营运,到时候一年可以生产440亿只手套。

根据2018年的年报,当时候工厂5还没投产,而工厂1至4,共32条生产线,总共可以生产320亿只手套。

320亿至440亿,两三年时间内将增长37.5%。但这是以递增的方式增长,就好像工厂是逐步投产,而不是一次过开完所有生产线。

所以预计一年的产量会增加15%左右,也就是说盈利也会增长15%。

所以就会像这样慢慢增加, 2019年 每股盈利 15仙,2020年17.25仙,2021年19.83仙,以此类推。

也意味着,以5000令吉成本换算,2020年我将可以赚172.50令吉,2021年赚198令吉。每年的分红也同步增加,2020年101.2令吉,2021年116.38。以此类推。

单看2021年,198令吉的盈利回酬,加分红116.38令吉,总收入是314.38令吉,回本期缩短至16年。(5000/314.38=15.9)

因此,只要工厂一间接一间的开,盈利跟上,那么这5000令吉的回本期将会快速缩短,甚至在未来某年,产量超过千亿只手套,每年就可以赚1000令吉或更多,到时候不仅回本,而且净赚更多。

未来,如果HARTA的买入成本越便宜,也表示我可以以更便宜的成本买入具备增长潜能的公司,回本期也会相应缩短,甚至分红可以更多。


AhHuat50
71 posts

Posted by AhHuat50 > Mar 11, 2019 7:18 AM | Report Abuse

Oil price drop. Its time for glove sector to fly today


AhHuat50
71 posts

Posted by AhHuat50 > Mar 11, 2019 8:13 AM | Report Abuse

Rocket up today


stockholm999
685 posts

Posted by stockholm999 > Mar 11, 2019 9:51 AM | Report Abuse

what happend?


Aero1
1123 posts

Posted by Aero1 > Mar 11, 2019 9:57 AM | Report Abuse

Bearish outlook! Cash Out!


Aero1
1123 posts

Posted by Aero1 > Mar 11, 2019 9:57 AM | Report Abuse

Valuation not justified.


stockholm999
685 posts

Posted by stockholm999 > Mar 11, 2019 10:16 AM | Report Abuse

ahHuat50, your rocket sink to the sea?


JTSJTS
3 posts

Posted by JTSJTS > Mar 11, 2019 12:19 PM | Report Abuse

The price drop will recover soon. Any upside will see downside. Only upside chart (no zig zag patterns) means the counter is not healthy and will only see sharp downside anytime.


JTSJTS
3 posts

Posted by JTSJTS > Mar 11, 2019 3:05 PM | Report Abuse

This is not a counter for short term. RM becoming stronger so the price drop a bit. Keep buying when you can. Todays there are so many weak retail traders.. they cant even manage their pocket money! Seeing price drop 5% in portfolio already half dead


kk1kk1
760 posts

Posted by kk1kk1 > Mar 11, 2019 4:17 PM | Report Abuse

can try HARTA-C18 0.005


ramada
3040 posts

Posted by ramada > Mar 11, 2019 5:47 PM | Report Abuse

Good promoting skill, dropped 24 sen instantly.
https://klse.i3investor.com/blogs/andersonleee0590.blogspot.com/197156.jsp


Scavenger23
106 posts

Posted by Scavenger23 > Mar 11, 2019 6:58 PM | Report Abuse

same story like last year ff dumping bluechip like bank and glove


signalmw
2262 posts

Posted by signalmw > Mar 11, 2019 7:47 PM | Report Abuse

Gg


truly
428 posts

Posted by truly > Mar 12, 2019 7:21 AM | Report Abuse

TP 2.0
RUN aaaaaaaaaaa run.....
economy crisis coming


stockholm999
685 posts

Posted by stockholm999 > Mar 12, 2019 12:34 PM | Report Abuse

ahhuat50 go sell kopi liao. 2 day no promote


Crash123456buil
449 posts

Posted by Crash123456buil > Mar 12, 2019 7:57 PM | Report Abuse

AhHuat50 白咖啡,already go eat shit liao.
Alway copy paste the same story, 大笨蛋咖啡


Vxturbo
21 posts

Posted by Vxturbo > Mar 12, 2019 8:57 PM | Report Abuse

3.80相信就会有,等你下来


yfchong
3857 posts

Posted by yfchong > Mar 12, 2019 9:47 PM | Report Abuse

Can wait....


Thkent91
153 posts

Posted by Thkent91 > Mar 12, 2019 11:50 PM | Report Abuse

Will top up at 4.50. See you there


chamlo
646 posts

Posted by chamlo > Mar 13, 2019 3:27 AM | Report Abuse

12-Mar-2019 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 946,100 shares on 07-Mar-2019.


amet2017
2009 posts

Posted by amet2017 > Mar 13, 2019 6:14 AM | Report Abuse

Aiyo when the acquired 1.8 millions on the 6 mar you never post aa? Acquired on 4 and 5 mar never post oso aa? It appears in market buzz below the comments area. Cannot read aa?


stockholm999
685 posts

Posted by stockholm999 > Mar 13, 2019 9:15 AM | Report Abuse

another down. wew =.=


stockholm999
685 posts

Posted by stockholm999 > Mar 13, 2019 9:24 AM | Report Abuse

seem like our epf kwap throwing..


julian1981
517 posts

Posted by julian1981 > Mar 13, 2019 10:15 AM | Report Abuse

4.5 coming coming..


stockholm999
685 posts

Posted by stockholm999 > Mar 13, 2019 10:20 AM | Report Abuse

park 4.30 safer ,julian


mrstrong
138 posts

Posted by mrstrong > Mar 13, 2019 10:32 AM | Report Abuse

don't buy at downtrend ya...


used_fx
54 posts

Posted by used_fx > Mar 13, 2019 11:21 AM | Report Abuse

already break 52wks low. beware guys...


julian1981
517 posts

Posted by julian1981 > Mar 13, 2019 12:20 PM | Report Abuse

play safe use protection..


beso
1924 posts

Posted by beso > Mar 13, 2019 12:22 PM | Report Abuse

by june 2019 harta will be kicked out from klci constituency,selling pressure to continue,new tp 3.65


titus
3047 posts

Posted by titus > Mar 13, 2019 12:25 PM | Report Abuse

Anyone has the link to nitrile rubber price? Rubber price increase 30% compared to 2018


michaelgohmox
93 posts

Posted by michaelgohmox > Mar 13, 2019 1:49 PM | Report Abuse

4.25 first defense
3.87 second defense
After that kaput


kk7198
664 posts

Posted by kk7198 > Mar 13, 2019 1:50 PM | Report Abuse

Bettet kaput so I can sailang.


Scavenger23
106 posts

Posted by Scavenger23 > Mar 13, 2019 5:20 PM | Report Abuse

See u at pe28


truly
428 posts

Posted by truly > Mar 13, 2019 7:58 PM | Report Abuse

tp 1.0
all slowly wait 10 year to gain back pe 30 la


freddiehero
5743 posts

Posted by freddiehero > Mar 13, 2019 8:25 PM | Report Abuse

2.0


signalmw
2262 posts

Posted by signalmw > Mar 13, 2019 8:56 PM | Report Abuse

3.85 to 4 in


signalmw
2262 posts

Posted by signalmw > Mar 13, 2019 9:03 PM | Report Abuse

How come chart show tp 3 also no pronlem


JP1952
213 posts

Posted by JP1952 > Mar 13, 2019 9:50 PM | Report Abuse

Do not catch a falling knife. Wait until it drops on the floor.


itstime
34 posts

Posted by itstime > Mar 14, 2019 9:50 AM | Report Abuse

minor correction back to 4.65? sell before drop further or hold? hahaha


Khaz
135 posts

Posted by Khaz > Mar 14, 2019 10:19 AM | Report Abuse

sell2


golddiggerboy
28 posts

Posted by golddiggerboy > Mar 14, 2019 10:42 AM | Report Abuse

Insider news from Hartalega staff, Hartalega obtained provisional acceptance for its anti-microbial glove from US Food and Drug Administration (FDA). Official announcement will be make next week.


andersonleee
65 posts

Posted by andersonleee > Mar 14, 2019 11:24 AM | Report Abuse

@golddiggerboy you sure about this. I'm aware that Hartalega said the approval will get end of this year. But nvm, next week will know is it a lie or truth XD.


geraldt9
229 posts

Posted by geraldt9 > Mar 14, 2019 12:48 PM | Report Abuse

JP1952, could you kindly and expertly explain what price is .... " till it drops on the floor "..?


michaelgohmox
93 posts

Posted by michaelgohmox > Mar 14, 2019 12:57 PM | Report Abuse

That AMG already factor in, make not much impact , overall over supply gloves and raw material cost going up


BluffIsFree
47 posts

Posted by BluffIsFree > Mar 14, 2019 5:44 PM | Report Abuse

All glove counter in down trend no news can help


AhHuat50
71 posts

Posted by AhHuat50 > Mar 14, 2019 8:08 PM | Report Abuse

EMPLOYEES PROVIDENT FUND BOARD 11-Mar-2019 Acquired 3,000,000 0.000 View Detail
MR KUAN KAM PENG 11-Mar-2019 Acquired 420,000 0.000 View Detail
MR KUAN KAM PENG 11-Mar-2019 Others 3,200,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 08-Mar-2019 Disposed 20,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 07-Mar-2019 Disposed 946,100 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 06-Mar-2019 Acquired 1,838,800 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 05-Mar-2019 Acquired 1,000,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 04-Mar-2019 Acquired 846,600 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 01-Mar-2019 Acquired 2,114,600 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 28-Feb-2019 Acquired 2,000,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 27-Feb-2019 Acquired 602,300 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 27-Feb-2019 Acquired 33,800 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 26-Feb-2019 Acquired 2,269,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 25-Feb-2019 Acquired 1,679,300 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 22-Feb-2019 Acquired 3,000,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 22-Feb-2019 Acquired 50,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 21-Feb-2019 Acquired 6,800,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 21-Feb-2019 Acquired 50,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 20-Feb-2019 Acquired 1,150,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 20-Feb-2019 Acquired 150,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 19-Feb-2019 Acquired 269,300 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 19-Feb-2019 Disposed 1,735,900 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 18-Feb-2019 Acquired 925,000 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 15-Feb-2019 Disposed 2,166,500 0.000 View Detail
EMPLOYEES PROVIDENT FUND BOARD 14-Feb-2019 Acquired 2,925,000 0.000 View Detail


nckcm
1559 posts

Posted by nckcm > Mar 14, 2019 8:12 PM | Report Abuse

Simple rule . When EPF buy, u sell . When EPF sell, you buy. Simple


JackyNg
11 posts

Posted by JackyNg > Mar 14, 2019 8:16 PM | Report Abuse

i dont get it, if epf sell the share, indicate that there must be something unusual happen in the company right?


michaelgohmox
93 posts

Posted by michaelgohmox > Mar 15, 2019 6:53 AM | Report Abuse

EPF is there to support top 30 counters, does not mean a thing


AhHuat50
71 posts

Posted by AhHuat50 > Mar 15, 2019 8:42 PM | Report Abuse

Target price rm7.00

 Post Reply   Back  
Page < 37 38 39 40 41 42 43 44 45 46
 

452  241  522  693 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 EKOVEST-WB 0.18+0.065 
 IWCITY 1.02+0.16 
 EKOVEST 0.67+0.08 
 SAPNRG 0.31-0.005 
 IRIS 0.165+0.01 
 SEACERA 0.32-0.015 
 COMPUGT 0.0250.00 
 KNM 0.16-0.005 
 LAMBO 0.12-0.005 
 MYEG 1.61+0.04 
Partners & Brokers