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1.64   +0.02 (1.23%)  1.63 - 1.67  4,586,200
33,448 comment(s). Last comment by Casino123 at Jul 19, 2019 10:20 PM
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freddiehero
6588 posts

Posted by freddiehero > Mar 10, 2019 1:06 PM | Report Abuse

haha funny la..


freddiehero
6588 posts

Posted by freddiehero > Mar 10, 2019 5:21 PM | Report Abuse

lets break 1.0


freddiehero
6588 posts

Posted by freddiehero > Mar 10, 2019 5:24 PM | Report Abuse

hey ur harta hav to break 2.0


KNM Sailang Margin All In
2599 posts

Posted by KNM Sailang Margin All In > Mar 10, 2019 5:25 PM | Report Abuse

can someone get the moderator to ban this sohai? Everywhere spam HARTA niama crazy shit


Crash123456buil
527 posts

Posted by Crash123456buil > Mar 11, 2019 5:02 AM | Report Abuse

死废柴,大笨蛋,去卖Ah Huatv咖啡啦,写的都是废话, stipid eat shit Ah Huat, idiot Ah Huat.makan tahi babi


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 7:19 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 8:14 AM | Report Abuse

Rocket up today


pingdan
1254 posts

Posted by pingdan > Mar 11, 2019 8:22 AM | Report Abuse

Pe 34 vs pe17..叫我去买pe34的是sohai


pingdan
1254 posts

Posted by pingdan > Mar 11, 2019 8:23 AM | Report Abuse

Qoq没有improvement,不像supermax有很大进步空间


pingdan
1254 posts

Posted by pingdan > Mar 11, 2019 8:24 AM | Report Abuse

Roe现在虽然低,只要成绩进步roe就会高了


calvin5025
60 posts

Posted by calvin5025 > Mar 11, 2019 9:08 AM | Report Abuse

gg supermx


wiki123
2384 posts

Posted by wiki123 > Mar 11, 2019 9:22 AM | Report Abuse

This one I agree, maintain 38mil to 40mil net profit every quarter, ROE can rise to 15 easily... ROE 15 and above, can easily get rerating...

>> Roe现在虽然低,只要成绩进步roe就会高了


Superb99
3874 posts

Posted by Superb99 > Mar 11, 2019 10:36 AM | Report Abuse

1.5 is as strong support and hopefully it can secure. it drops 2 to 3 cents every day, i think big shark is releasing their holdings.


ramada
3321 posts

Posted by ramada > Mar 11, 2019 5:53 PM | Report Abuse

All rocket down today.


PureBear
249 posts

Posted by PureBear > Mar 11, 2019 7:04 PM | Report Abuse

All quiet now :D


signalmw
2665 posts

Posted by signalmw > Mar 11, 2019 7:48 PM | Report Abuse

Harta topglove gg liao. This very strong


Superb99
3874 posts

Posted by Superb99 > Mar 12, 2019 5:16 AM | Report Abuse

Bad news released is always the time for collection followed by gd news, then it start moving up... Let's collect now


Superb99
3874 posts

Posted by Superb99 > Mar 12, 2019 5:17 AM | Report Abuse

It may form double bottom then only strongly move up


chanph
575 posts

Posted by chanph > Mar 14, 2019 1:22 AM | Report Abuse

Maybe surprise technical rebound tomorrow


Money122
690 posts

Posted by Money122 > Mar 14, 2019 3:09 AM | Report Abuse

Now glove sector sentiment down..


Icon8888
17502 posts

Posted by Icon8888 > Mar 14, 2019 3:59 AM | Report Abuse

67 stock


ongkkh
170 posts

Posted by ongkkh > Mar 14, 2019 5:47 AM | Report Abuse

Hello Icon, what does you means by 67 stock?


chanph
575 posts

Posted by chanph > Mar 14, 2019 10:33 AM | Report Abuse

Surprise rebound...


michaelwong
2074 posts

Posted by michaelwong > Mar 14, 2019 7:42 PM | Report Abuse

ongkkh 67 stock means in Cantonese language... . ... cock stock mah... ... every day down even the big sharks get caught in the net . Icon is a joker mah !!!


Superb99
3874 posts

Posted by Superb99 > Mar 15, 2019 6:31 AM | Report Abuse

Extreme downtrend stock, drop 4 days up 1 day and up a bit only, yesterday dropped from 1.5 to 1.46, I think a lot of buyers were caught, operator still releasing stocks


chanph
575 posts

Posted by chanph > Mar 15, 2019 8:54 AM | Report Abuse

Careful, ex date coming


Noisee899
16 posts

Posted by Noisee899 > Mar 15, 2019 2:41 PM | Report Abuse

Ex date for dividend?


wiki123
2384 posts

Posted by wiki123 > Mar 15, 2019 3:37 PM | Report Abuse

18 March


michaelwong
2074 posts

Posted by michaelwong > Mar 15, 2019 8:51 PM | Report Abuse

Gloves stock inching up can help to lift up supermax share price which supposed to bottom out with heavy downtrend from the past 2 weeks quite recently.


Calvin882
951 posts

Posted by Calvin882 > Mar 15, 2019 10:44 PM | Report Abuse

Nice price to buy


digi_three
234 posts

Posted by digi_three > Mar 16, 2019 1:15 AM | Report Abuse

selling gloves oso has up and down meh? people wear gloves only in certain months meh?


Power1
50 posts

Posted by Power1 > Mar 17, 2019 6:59 AM | Report Abuse

Can collect but no more fund


dlau8899
259 posts

Posted by dlau8899 > Mar 17, 2019 11:17 AM | Report Abuse

Continue rebound


laychee
331 posts

Posted by laychee > Mar 18, 2019 10:09 AM | Report Abuse

USD dropping... WTI (o&g) rising....

All depends on USD or US job markets.


Superb99
3874 posts

Posted by Superb99 > Mar 18, 2019 10:59 AM | Report Abuse

poor TA but gd FA, I will prioritize TA, bye bye, will come once it is uptrend again


benng6197
73 posts

Posted by benng6197 > Mar 18, 2019 2:11 PM | Report Abuse

When share drop till certain level and start struggling,mean rebound is coming soon.
Ini kali la!!


Calvin882
951 posts

Posted by Calvin882 > Mar 18, 2019 7:42 PM | Report Abuse

Selling pressure still high


here
34 posts

Posted by here > Mar 19, 2019 1:10 PM | Report Abuse

https://www.aveovision.my


wiki123
2384 posts

Posted by wiki123 > Mar 19, 2019 2:02 PM | Report Abuse

finally, contact lens for asgtimatism for US market is orderable... under brand name Aveo Joy. This will be higher margin product, approximately 50% more than the regular lens...


wiki123
2384 posts

Posted by wiki123 > Mar 19, 2019 2:03 PM | Report Abuse

https://aveovision.com/our-contacts/aveo-joy/


wiki123
2384 posts

Posted by wiki123 > Mar 19, 2019 3:52 PM | Report Abuse

don't worry, if 1.30 alot of pple waiting... chance of lifetime...


wiki123
2384 posts

Posted by wiki123 > Mar 19, 2019 5:06 PM | Report Abuse

aiyo, this is internet lar... how u know who buy what price or who has cash waiting?


dlau8899
259 posts

Posted by dlau8899 > Mar 19, 2019 7:21 PM | Report Abuse

Going double bottom rebound as soon


michaelwong
2074 posts

Posted by michaelwong > Mar 19, 2019 8:02 PM | Report Abuse

The past week quite a number of institutional investors buy in and if the stock price cannot move upwards , some force selling may be expected. This can eventually lead to more downtrend. This is my personal assumption as the price has retreated for about 2 weeks . Rebound is likely but sellers continued to dominate buyers position with pressure to pull down the price despite falling from a high of 1.71. The time l bought in was 1.55 and still in paper lost position .


Koyee
28 posts

Posted by Koyee > Mar 19, 2019 8:20 PM | Report Abuse

I bought this share right before Stanley Thai's court case was in the news averaging 2.12.

When the share dropped to 1.60 in just a few days my balls also followed.

Luckily, patience served me well. Yearly 7% dividend with a very good margin of safety.

I guess we'll have to wait for the next catalyst for it to move. Hopefully contact lenses have good news soon.

I know of a company in Malaysia owned by an Indian couple producing and supply only colour lenses (oem), they are making millions (not listed though). This is why i believe Stanley when he said contact lenses operation are already cash flow positive. OBM may take more time though.


tkk1127
184 posts

Posted by tkk1127 > Mar 20, 2019 5:01 PM | Report Abuse

If top glove result maintain with last quarter, then the shares price will chiong, cause drop too much already. Market over worry.


dlau8899
259 posts

Posted by dlau8899 > Mar 20, 2019 5:07 PM | Report Abuse

Continue rebound


freddiehero
6588 posts

Posted by freddiehero > Mar 20, 2019 5:22 PM | Report Abuse

so soon?


Power1
50 posts

Posted by Power1 > Mar 20, 2019 5:36 PM | Report Abuse

Supermx became a boring counter

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