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  Passivereturn Jpm and US government are very close one, if they want share up or down they can simply lobby US government to come out with ridiculous reason to ban here and there, sanction here and there. Is all manipulated one. They are the worst kind and they will resort to any means just to get what they want. 03/06/2021 10:28 PM roger3210 ANEKA（0226）业绩分享 以去年上市的公司来说，鲜少有公司至今依然处于低于 IPO 的价位 – 而今天分享的 ANEKA 以目前来说，对比其 IPO 价格的 RM 0.330 一股还低；那今天的分享将会讲述 ANEKA 的业绩、公司的前景以及公司的估值。不过由于公司并无按年可比较的数据，因此将主要对比 FY 2021 Q1 为准。 • ANEKA 在该季度（“FY 2021 Q2”）的营业额为 RM 29.3 Million，对比 FY 2021 Q1 的 RM 32.1 Million 下跌了 8.63%；而以目前来说，公司有约 RM 27.0 Million 或 92.00% 的营业额来自于马来西亚的业务，剩余的 8.00% 则是来自于印尼方面的业务。 • 管理层在季报内有提到，公司因为 MCO 2.0 而导致工程被拖缓；不过据我所知，公司在 MCO 后打桩机的使用率偏高，甚至于需要租借同行的机械来进行工程 – 反映出公司的业务已经持续出现了好转。 • 虽然公司并无提及他们的订单，但公司在近期内持续获得多个建筑项目的订单；如公司获得 Nakano Construction Sdn. Bhd.（“NCSB”）价值 RM 28.9 Million 的订单、同时也获得了 Gaya Kuasa Sdn. Bhd.（“GKSB”）价值 RM 16.4 Million 的订单以及最近其公司获得 IJM Construction Sdn. Bhd.（“ICSB”）价值 RM 77.8 Million 的订单，合计为 RM 123.1 Million，这除了反映出 ANEKA 的订单状况良好之外，也显示出建筑领域 – 尤其是私人领域依然在持续发展中。 • 另外，公司在 Note A9 内虽然提及公司分别有建筑业务（“Construction”）以及设备租凭（“Rental Equipment”）的业务；不过为了避免读者亲自阅读季报会混淆，直接参考建筑业务就行，基本上租凭的业务是公司属于自己的业务，在最后会被回扣出来。 • 以毛利而言，公司在该季度的毛利为 RM 4.8 Million，对比 FY 2021 Q1 的 RM 5.2 Million 下滑了 7.25%；管理层提及该季度的业绩下滑主要是因为营业额下滑，不过毛利率在该季度也从 16.14% 提升到该季度的 16.39%。 • 以净利而言，公司在该季度的净利为 RM 1.4 Million，对比 FY 2021 Q1 的 RM 0.5 Million 亏损则是改善了 399.14%；这主要是因为在 FY 2021 Q1 公司有一次性的 RM 2.2 Million IPO 费用导致亏损加剧 – 接下来公司并不会再被 IPO 费用影响。 • 提及 IPO 集资的资本来说，ANEKA 在近期也做出了非常有趣的举动；即公司原本将购置一台钻孔直径为 2.5 米、钻孔深度为 87.0 米的钻孔机械更换为暂钻孔直径 3.7 米、钻孔深度为 100.0 米的机械，另外也将原本打算偿还银行贷款的资金用在购置该钻孔上 – 以个人对于公司的了解，若非业务良好，公司鲜少会将偿还贷款的数额用在购置机械上，配合上述公司获得的合约，很难不想象公司接下来的业绩会持续改善。 • 以净经营现金流而言，公司在该季度的净经营现金收入为 RM 3.1 Million，而对比 FY 2021 Q1 的 RM 2.6 Million 净流出来说改善了许多；不过客观而言，建筑领域的现金流并不稳定，因此最好还是等待整个财政年完成再做出对于现金流的评估。 • 以公司的现金而言，目前 ANEKA 剔除在银行高达 RM 8.7 Million 的定存以及 RM 2.8 Million 的银行透支，实际流动现金为 RM 12.4 Million；虽然债务高达 RM 27.3 Million，但绝大部分都是贸易用的贷款，通常都为短期，因此短期内，公司应暂无现金流方面的问题。 • 目前 ANEKA 也依然并未公布派发任何股息。 以 ANEKA 这家公司来说，公司对比起其他的建筑领域的公司确实缺少曝光率。不过我们看到公司最坏情况已经过去，业务也随着公司获得众多合约有望持续改善。不过要回到公司巅峰的表现依然需要一段时间 – 而目前公司的估值为 52.12 倍的 P/E，若是以每个季度 RM 1.5 Million 的净利来计算的话，折合净利为一年 RM 6.0 Million；根据这样的计算方式而言 ANEKA 的未来 P/E 估值大约为 26.83 倍。 而有趣的是，公司的同行 ECONBHD（5253）目前依然是负 P/E 估值，而 PTARAS（9598）则是较为合理，目前在 12.25 倍。但已过去打桩领域来说，普遍比一般的建筑公司高出 2 倍左右的估值（ECONBHD 以及 PTARAS 的 5 年平均值分别为 32.10 倍以及 21.10 倍），因此 ANEKA 如果持续获得新的合约，继续成长下去的话，则是非常不错的。配合目前市场因为疫情而恐慌，ANEKA 的股价也并无太大的波动，或许大家可以开始关注这家比较被市场冷落的建筑公司。 04/06/2021 1:23 AM Loh Kok Wai W many small investor kena masuk glove counter jail........kena lockup !.....i give you dividend...you give KFC ....hahaha 04/06/2021 3:10 PM Sneakpeek I'm so free right now i give glover simple analysis haha.. 10 days ago 1st tier TG 5.48 now 4.90 down 10% Kossan 4.40 now 3.76 down 14.5% Harta 10.06 now 8.57 down 14.8% Supermax 5.10 now 3.92 down 23% 2nd tier Rubberex 1.32 now 1.06 down 19.7% Comfort 2.50 now 1.99 down 20% HLT 1.19 now 0.90 down 24% Care+ 2.87 now 1.84 down 35% 04/06/2021 6:26 PM Pgraduate123 Stuck at 16, 14, and when i average at 12.80 the next day it plunged over 2.00 to 10 plus. Now nothing to say loh.. Just glovefinish 08/06/2021 10:12 AM goreng_kaki 良心企业啊，你们买多点啊，去年5月6日开启的一波大涨就要跌完咯，KOSSAN， TOP, SUPERMX好歹还在半山腰，ASP涨最少股价跌最多，真的很良心咯 08/06/2021 10:19 AM bang_miskin Even though share price trends downward, Harta good well managed company. Surprised with drastic fall in price. If got money I top-up. Hope for rebound in medium term. 08/06/2021 11:46 AM bang_miskin depends on your goal. Very short term better cut loss or sell when price is high. Intend to hold for few years can top up when price is down. I think this company worth keeping medium long term. I intend to hold. My loss my choice. 08/06/2021 4:09 PM learningdaily Hi @bang_miskin, may i ask what is your TP ? Medium long term means what kind of duration like? Thanks for your sharing. 08/06/2021 5:12 PM RG1972 I reduce my stack in gloves from 80% to 20% and diversify into growth 5G/semiconductor stock and recovery like Tenaga. 09/06/2021 9:43 AM bang_miskin @learningdaily my fair price for Harta is RM12 right now. But given current market sentiment on gloves price may very well fall below 8. Medium term is around 3 to 5 years, TP medium term I don't know, I no sifu. Like @faralenz77 said, better cut loss and buy when price trend. But I think Harta is undervalued now. If really fall below 7, will strongly consider selling recovery stocks for gloves, too cheap to ignore. 09/06/2021 10:07 AM bang_miskin Last time top up Harta at 9, thought close to bottom. Guess I was wrong. Now I wait and see when price may reverse. 09/06/2021 10:12 AM WDCQ_I_am_legend Hartalega is the safer and best bet company in glove and healthcare segment Hartalega is the best company which exist in Bursa Malaysia Once in a lifetime opportunity, current level is a good entry point (dollar cost averaging down strategy is the best approach) My target full value at RM15 per share Just my merely opinion and no buy or sell call Thank you 09/06/2021 10:52 AM WDCQ_I_am_legend The few great point for your consideration, 1)EPF keep buying , almost none stop 2)Major shareholder keep buying 3)Share buy back which seldom happen at Hartalega company Judge yourself and think independent 09/06/2021 11:13 AM RainT when the sector conception is bad no matter how good fundamental the company is also is useless 09/06/2021 11:24 AM RainT now the party is all switch to tech, oil etc or there is no party now in KLCI 09/06/2021 11:25 AM RainT Got to have holding powers to hold HARTA for long term until the party goers come back to push up HARTA 09/06/2021 11:26 AM RainT Many factors come together when want make money in shares just company fundamental is good is not enough though... 09/06/2021 11:27 AM myinvestor Hartalega is recognised as a leader among 93 companies in the health care equipment & supplies industry that received AA rating from MSCI ESG Rating https://hartalega.com.my/wp-content/uploads/2020/09/Hartalega-ILO-Factsheet-26-April-2021.pdf 09/06/2021 11:42 AM GloveASP GLOVE STOCK IS GOOD FOR LONG TERM INVESTMENT THAT IS CORRECT, BUT JUST GET THE INFORMATION FROM CHINA PEOPLE MENTIONED AT LEAST 300 EKAR CONSTRUCTION BASE IN BULIDING, AT THE END ASP MAYBE DROP BACK TO 1 BOX USD21 09/06/2021 12:04 PM jamestecs Pre pandemic price swing around 6-7, Harta already back to its original value. Considering ASP still high, current price is so reasonable. 09/06/2021 1:14 PM GloveASP Malaysia Government insider news, they will decide to close all the business soo due to covid 09/06/2021 4:08 PM Will76 KUALA LUMPUR (June 9): Top Glove Corp Bhd expects average selling prices (ASPs) of gloves to drop further in the coming month due to weaker demand from the US and lower raw material costs. Its executive director Lim Cheong Guan noted that the ASP of nitrile gloves fell 20% in Top Glove's third financial quarter ended May 31, 2021 (3QFY21). "The ASP adjustment was in line with market pricing trends and lesser sales volume to the US," he told a virtual press conference held in conjunction with the announcement of the group's latest quarterly results. Lim expects lower nitrile latex prices as costs of the raw materials, namely butadiene and acrylonitrile, are expected to decline by 10% and 6% respectively between May and August. "A lower natural rubber latex concentrate price is expected in the coming months as the wintering season ended in May 2021, and yields are expected to improve," he added. The world's largest glove manufacturer posted a softer quarter-on-quarter (q-o-q) performance for 3QFY21. Its net profit fell 29.03% to RM2.03 billion from RM2.87 billion for 2QFY21, while revenue shrank 22.42% to RM4.16 billion from RM5.37 billion, as the group was barred from exporting to the US. The group said the weaker q-o-q performance was owing to a decline in ASPs by 16%, a lower sales quantity following a temporary halt in shipments to the US from Malaysia and higher latex as well as natural rubber latex concentrate prices. On a year-on-year (y-o-y) basis, the group’s quarterly net profit jumped almost five times to RM2.04 billion from RM347.9 million a year earlier on a higher revenue. Revenue climbed to RM4.16 billion for 3QFY21 from RM1.69 billion previously. Despite the weaker earnings performance, Top Glove declared a dividend of 18 sen a share, including a special dividend of 5.3 sen. Top Glove gained six sen to close at RM4.84 today, with a market capitalisation of RM39.72 billion. It saw 34.54 million shares traded. 09/06/2021 10:52 PM  calvintaneng Hello everyone Anybody here sold harta last month at Rm9.98 & swapped to IjmPlant at Rm1.85?? IJMPLANT (2216) Rm1.86 Versus HARTALEGA GLOVE (5186) Rm9.98 COMPARE & CONTRAST THEIR PROSPECTS, Calvin Tan Research https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2021-05-05-story-h1564289753-IJMPLANT_2216_Rm1_86_Versus_HARTALEGA_GLOVE_5186_Rm99_80_COMPARE_CONTRA.jsp 10/06/2021 8:55 AM GloveASP UMNO insider explore if COVID case still in high position, they will execute the full lockdown immediately include non of the business ca be operated. Stanley transfer more than 2billions MYR to US ready for mew plant funding 10/06/2021 3:05 PM information Good time to short squeeze Top Glove (Malaysia)? https://klse.i3investor.com/blogs/informationtech/2021-06-12-story-h1566192248-Good_time_to_short_squeeze_Top_Glove_Malaysia.jsp 12/06/2021 4:22 PM RISK8888 Monday all glove stock will rise. Take opportunity to earn quick money. Dont miss the opportunity guys!!! 12/06/2021 8:48 PM  CoolBull Glovemakers unlikely to be severely impacted by softening prices https://www.thestar.com.my/business/business-news/2021/06/12/glove-makers-unlikely-to-be-severely-impacted-by-softening-prices 13/06/2021 1:38 AM milosh gloves still alive ...: https://miloshtrading.blogspot.com/2021/06/gloves-still-alive-and-well.html 14/06/2021 12:32 PM jolynce Company keeps buying back shares, Mr Kuan keeps buying, Epf keeps buying, so I will keep buying too! :P 15/06/2021 1:32 PM The_JQuestion harta is the best in terms of management and supporting everyone that is why their price is the highest sad to see it drop but i hope it can finally stabilise being bullied in this Bursa nobodyland 15/06/2021 11:48 PM Lyo82 I like Harta how they walk the talk, not talk the walk. It suits me fine that they don't attract much attention from all the nonsense.. just quietly do it and produce the result at the end, good enough. 16/06/2021 1:35 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader View candlestick stock charts with Technical indicators  MQ Affiliate Be rewarded by being an MQ Affiliate
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