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  Investoz88 Next Qtr will be lot better with one off tax. ASP may reverse as well.. 11/05/2022 7:50 AM HK_Wealth_Management Currently a lot of "Covid sick cat" in HongKong, lack of manpower 11/05/2022 10:08 AM bang_miskin Our main competitor (China) is still dealing with the "dynamic-zero" policy. I think we should have a slight advantage in the short run. Since we are back to a new normal, demand and ASP should normalised pretty soon. I don't think glove ASP will fall too much since price are rising across the board. As long as Harta can maintained a decent profit margin, we should see prices slowly moving back to normal (above RM5). Slow and steady. I put them in the freezer. Can wait for another year or two. 11/05/2022 3:54 PM titan3322 Hahaha at this price if you don't cabut surely will regret by tomorrow it will certainly be red ! 11/05/2022 4:03 PM titan3322 It just cannot hold long at this price investing has got no sentimental value just sell while the price is good and invest in some other stocks la 11/05/2022 4:08 PM NatsukoMishima KUALA LUMPUR (May 11): Analysts on Wednesday (May 11) cut their earnings forecasts for Hartalega Holdings Bhd on lower glove average selling prices (ASPs) and sales volume, as well as higher cost. This was after the group posted its first-ever quarterly loss of RM197.9 million for the fourth quarter ended March 31, 2022 (4QFY22) due to a provision for the Prosperity Tax (Cukai Makmur). This brought its full-year earnings for FY22 to RM3.23 billion. The results were within most analysts' expectations. KAF Research analyst Nabil Zainoodin said in a note that he expects the group to return to profitability next quarter as the management had guided that the effective tax rate will be lower than the prevailing corporate tax rate of 24% from next quarter. “That said, Hartalega's near- to mid-term outlook remains challenging given the intense competition resulting from the oversupplied glove market. The downward pricing pressure in the current environment would make it difficult for the group to fully pass on the rising input cost to customers, which could result in further margin compression,” he said. Additionally, he said global logistics disruptions and container shipping shortages may continue to affect shipments and possibly may persist for the next few quarters. Post the full FY22 results release and based on the management's forward guidance, he revised his FY23 and FY24 earnings forecasts for Hartalega downwards by 11% and 3% to RM582.8 million and RM528.3 million respectively. "We maintain our 'sell' recommendation on Hartalega and revise our target price (TP) to RM3.66 from RM3.80 previously based on 2023 of 15.9 sen pegged at -0.5 standard deviation below the five-year historical mean forward price-earnings ratio (PER) of 23 times," he said. Affin Hwang Investment Bank analyst Ng Chi Hoong also in a note lowered his FY23 and FY24 earnings per share (EPS) forecasts for Hartalega by 1.5% and 0.4% to RM634.3 million and RM832.7 million respectively to factor in the latest performance, and the latest ASP and sales volume assumptions. “We are not expecting a major improvement in sales volume in the next few quarters as the lack of workers has limited Hartalega’s ability to increase output,” he said. He also said the group’s margins are likely to remain depressed due to competition. He believes that its earnings before interest, taxes, depreciation and amortisation (EBITDA) margin had yet to bottom at 26.7% in 4QFY22, given that it was still significantly above the 22% to 23% achieved in 2019. “The management highlighted that as there is new capacity coming through in the first half of 2022, margins would continue to remain depressed as it would be challenging for Hartalega to raise ASPs to pass on the rising production cost. As such, we reckon that profit margins would only likely bottom out by the end of 2022,” he said. He maintained his "sell" call on Hartalega due to continued uncertainty over future ASPs and lowered his TP to RM3 from RM4.60 based on 13 times 2023 PER (from 12.5 times 2022 PER). 11/05/2022 4:21 PM Anxious Holding up quite well so far. Hopefully it starts an uptrend and stabilizes at about RM5.00 plus. Not greedy. Will be happy with that for now. 13/05/2022 12:22 PM YourQuirkyWays29 @Anxious, hang in there, i wouldn't bet on it but possibly another round after ex-div price. 17/05/2022 7:26 PM titan3322 Suruh cabut xmau ! now regret lor will drop futher until 3.50 or lower by end Sept 17/05/2022 10:48 PM HK_Wealth_Management That is funny, where can top glove bigger share holder calling their senior management staff to buy share with internal unpublished news 18/05/2022 11:40 AM Anxious Dividend only 3.5 sen, can't be going down 75 sen ex dividend for 3.5 sen dividend. 18/05/2022 4:08 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ KEY STOCK DATA P/E Ratio (TTM) 3.19(05/18/22) EPS (TTM) RM1.33 Market Cap RM15.00 B (RM4.25/share) Shares Outstanding 3.43 B Public Float 1.17 B Yield 17.24%(05/18/22) Latest Dividend RM0.0350000001(06/09/22) All values MYR Millions. QUARTERLY Sales/Revenue 1,005 (Dec 2021) 2,011 3,903 2,300 2,130 (Dec 2020) Gross Income 334 (Dec 2021) 1,190 2,833 1,504 1,290 (Dec 2020) Net Income 259 (Dec 2021) 914 2,260 1,119 1,002 (Dec 2020) Free Cash Flow (30) (Dec 2021) 1,630 1,457 846 739 (Dec 2020) Cash Dividends Paid - Total (1,878) (Dec 2021) - (605) (331) (204) (Dec 2020) ========== All values MYR Millions. ANNUAL Sales/Revenue 6,703 (2021) 2,924 2,827 2,406 1,822 (2017) Gross Income 4,098 (2021) 742 708 615 491 (2017) Net Income 2,886 (2021) 434 455 439 283 (2017) Free Cash Flow 2,735 (2021) 400 189 136 97 (2017) Cash Dividends Paid - Total (604) (2021) (249) (286) (198) (131) (2017) 18/05/2022 4:20 PM  Sslee Market Cap: 14,567 Million NOSH: 3,428 Million Avg Volume (4 weeks): 4,136,937 4 Weeks Range: 4.24 - 4.71 3iii, With the below latest quarterly financial result, is Harta worth 14,567 million market cap? Quarter: Revenue: PBT: NP: NP to SH: NP Margin: ROE: EPS: DPS: NAPS Financial Year: 31-Mar-2022 31-Mar-2022 968,693 218,376 -189,737 -197,904 -19.59% -3.86% -5.79 3.50 1.5000 31-Dec-2021 1,005,429 352,393 256,055 259,060 25.47% 4.46% 7.58 14.80 1.7000 30-Sep-2021 2,011,330 1,187,351 914,035 914,009 45.44% 13.50% 26.74 35.20 1.9800 30-Jun-2021 3,902,834 2,879,093 2,262,265 2,259,536 57.96% 34.60% 66.08 19.75 1.9100 18/05/2022 5:14 PM Pgraduate123 Mkt cap dwindling daily... Losses first time ever... And monkeys still want to charged cukai makmur.. 18/05/2022 5:26 PM Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ SSLee I speculate or project the annual earnings of Harta will continue to decline to about RM 600m in the near term, mainly due to contracting ASP and profit margins. At RM15B market cap today, you are paying a forward PE of 25. There will be a period of consolidation within this industry and severe competition will kill off many newcomers to this industry. Mah Sing has indicated exiting this sector. Why did they even enter in the first place? 18/05/2022 5:42 PM Sslee Market Cap:4,476 Million NOSH:2,558 Million Avg Volume (4 weeks):3,062,125 4 Weeks Range:1.72 - 1.89 Date Financial Result Per Share Item Quarter Revenue PBT NP to SH EPS DPS NAPS Financial Year: 31-Dec-2022 31-Mar-2022 690,632 119,839 90,103 3.53 0.00 1.6155 Financial Year: 31-Dec-2021 31-Dec-2021 924,555 273,704 218,674 8.57 12.00 1.58 30-Sep-2021 1,302,768 696,778 528,203 20.69 12.00 1.6146 30-Jun-2021 2,238,015 1,403,749 1,064,847 41.72 12.00 1.524 31-Mar-2021 2,192,149 1,373,540 1,041,823 40.76 12.00 1.2233 3iii, Above is Kossan last 5 quarters financial result. Why kossan market cap only worth RM 4,476 million? 18/05/2022 8:55 PM HK_Wealth_Management Think far away, Top glove is cashing out the fund from equity in order to make the acquisition 19/05/2022 11:30 AM Anxious Closed today at 4.19. Probably more pain next week as it goes ex dividend on 25th May, Wednesday. May breach 52 week low of 4.15. Nothing much we can do. It has to just run its course. I may even consider doubling down if it reaches RM3.00. 20/05/2022 5:55 PM Justin Tan Monkeypox is spreading around the world. What is the disease and how dangerous is it? https://www.cnbc.com/2022/05/20/what-is-monkeypox-and-how-dangerous-is-it-cases-are-rising-globally.html 23/05/2022 4:26 PM Ryan83 ASP price still falling amid very intense competition among glove makers to reduce their selling price each month 24/05/2022 10:36 AM Mini2021 I heard Harta boss selling one box nitrile glove at rm 1.....which mean rm 0.01 for one glove only..... and Harta boss son complain he said Starbuck coffee selling at RM 10 per cup, why gloves selling at RM 1 per box.... 24/05/2022 11:05 AM troy88 Sad to see the once great Harta has slumped to this level but it is what it is. Good luck to all holders.. 25/05/2022 10:55 AM YourQuirkyWays29 God damn luckily I did not average at 4.3, lets see how red this ex-div goes before deciding to average down or hodl. 25/05/2022 11:29 AM Cerubic Look at the "bright side", I can still queue up at Yayasan Hartalega if the number continue rolling down the hill. It is a good company with even their own employees laughing all the way to the bank during good times, we as the shareholders should give our full confident to the management. 25/05/2022 3:16 PM Anxious New low of RM4.05. EPF has been sellimg too. Looks like this is going into the cold storage for a long long time. 25/05/2022 4:20 PM Cerubic Dont worry, look at the latest motto of the company. The management predicted, even in advance the condition of the market in the coming days and came out with the motto Grounded in Values, not 6ft underground. They even have the Yayasan set up where worst case scenario, i think i can still queue up for my food there. 25/05/2022 5:22 PM  InsiderShark good company but not the right time to buy, glove will go thru a winter and the chart will be flat for a few years, only then you enter for long term once many competitors die or consolidate. harta will still be there as their margins are the highest and have loyal customers, therefore 10 years from now, it will be higher, but for now, it will go sideways or down. 26/05/2022 9:44 AM  ccpool The best support i see for now is at the 3.425 region. Losing that will open doors to lower prices in the 1.50-2.50 region. So plan your trade accordingly. 26/05/2022 10:10 AM NatsukoMishima Now believe already rm 2.xx - 3.xx ? Richest man EPF also cant tahan anymore dump glove stock like hell , it will drop faster , high level people will be trapped for 100 years ! 26/05/2022 10:16 AM NatsukoMishima @InsiderShark 381 posts Posted by InsiderShark > 32 minutes ago | Report Abuse good company but not the right time to buy, glove will go thru a winter and the chart will be flat for a few years, only then you enter for long term once many competitors die or consolidate. harta will still be there as their margins are the highest and have loyal customers, therefore 10 years from now, it will be higher, but for now, it will go sideways or down __________ If u still hold at above rm 4 then better cut loss right now and buy back later at lelong price ! 26/05/2022 10:20 AM YourQuirkyWays29 Nope I don't believe any self proclaim fortune teller. Where were you when EPF bought millions of units in late March ~ early April? EPF is merely trading the volume that is marginal to their total holdings in Harta. Always come in during red days and call for people to sell is just classic fear mongering. If you have solid analysis that suggest price will drop further, go ahead and share it for constructive discussion. Don't act like a fortune teller on red days and then disappear on green days. Not denying that glove sector (including Harta) may not see good days (in terms of share price) in the immediate near future due to existing circumstances. But recommending financial decisions based on your fortune telling is just a poor act. 26/05/2022 11:23 AM Mini2021 EPF short gloves counter earn more than Billion ........ now they just throwing for fun.... 26/05/2022 1:29 PM Mini2021 EPF now collecting genm and Genting all good profit counter , they can get dividend and lost cost tickets ....once Genting up 50% ...they start throw again.... 26/05/2022 1:30 PM Cerubic Agreed with yourquirkyways29. Though harta is a "frozen chicken" shares, doesnt mean there is a need for "chicken run". To be a bit sarcastic looking at the number rolling down hill, one may need to queue up at Yayasan Hartalega. But still in the end of the day it still goes back to the fundamental of investing shares. Little birdie tell me the Kuan senior is a analytical businessman. I will just crossed my finger and see how the Kuans going to weather through this big thunderstorm. 26/05/2022 1:34 PM YourQuirkyWays29 After removing duplicate disclosures: EMPLOYEES PROVIDENT FUND BOARD 23-May-2022 Disposed 574,600 - EMPLOYEES PROVIDENT FUND BOARD 20-May-2022 Disposed 182,400 - EMPLOYEES PROVIDENT FUND BOARD 20-May-2022 Disposed 69,400 - EMPLOYEES PROVIDENT FUND BOARD 19-May-2022 Disposed 1,099,300 - EMPLOYEES PROVIDENT FUND BOARD 18-May-2022 Disposed 378,100 - EMPLOYEES PROVIDENT FUND BOARD 17-May-2022 Disposed 459,200 - EMPLOYEES PROVIDENT FUND BOARD 13-May-2022 Disposed 3,800,000 - EMPLOYEES PROVIDENT FUND BOARD 12-May-2022 Disposed 402,200 - EMPLOYEES PROVIDENT FUND BOARD 27-Apr-2022 Disposed 211,600 - EMPLOYEES PROVIDENT FUND BOARD 05-Apr-2022 Disposed 500,000 - EMPLOYEES PROVIDENT FUND BOARD 04-Apr-2022 Disposed 101,400 - EMPLOYEES PROVIDENT FUND BOARD 31-Mar-2022 Acquired 700,000 - EMPLOYEES PROVIDENT FUND BOARD 31-Mar-2022 Acquired 75,000 - EMPLOYEES PROVIDENT FUND BOARD 31-Mar-2022 Acquired 35,000 - EMPLOYEES PROVIDENT FUND BOARD 30-Mar-2022 Disposed 750,000 - EMPLOYEES PROVIDENT FUND BOARD 30-Mar-2022 Acquired 2,789,800 - EMPLOYEES PROVIDENT FUND BOARD 30-Mar-2022 Acquired 225,000 - EMPLOYEES PROVIDENT FUND BOARD 29-Mar-2022 Acquired 519,400 - EMPLOYEES PROVIDENT FUND BOARD 29-Mar-2022 Acquired 230,000 - EMPLOYEES PROVIDENT FUND BOARD 28-Mar-2022 Acquired 400,000 - EMPLOYEES PROVIDENT FUND BOARD 28-Mar-2022 Acquired 180,000 - EMPLOYEES PROVIDENT FUND BOARD 25-Mar-2022 Acquired 250,000 - EMPLOYEES PROVIDENT FUND BOARD 25-Mar-2022 Acquired 35,000 - EMPLOYEES PROVIDENT FUND BOARD 24-Mar-2022 Acquired 350,000 - EMPLOYEES PROVIDENT FUND BOARD 24-Mar-2022 Acquired 60,000 - EMPLOYEES PROVIDENT FUND BOARD 23-Mar-2022 Acquired 350,000 - EMPLOYEES PROVIDENT FUND BOARD 22-Mar-2022 Acquired 350,000 - EMPLOYEES PROVIDENT FUND BOARD 09-Mar-2022 Acquired 245,700 - EMPLOYEES PROVIDENT FUND BOARD 08-Mar-2022 Disposed 1,000,000 - EMPLOYEES PROVIDENT FUND BOARD 07-Mar-2022 Acquired 309,900 - EMPLOYEES PROVIDENT FUND BOARD 04-Mar-2022 Acquired 320,000 - EMPLOYEES PROVIDENT FUND BOARD 03-Mar-2022 Acquired 31,600 - EMPLOYEES PROVIDENT FUND BOARD 01-Mar-2022 Disposed 50,000 - EMPLOYEES PROVIDENT FUND BOARD 01-Mar-2022 Acquired 80,000 - EMPLOYEES PROVIDENT FUND BOARD 28-Feb-2022 Acquired 500,000 - EMPLOYEES PROVIDENT FUND BOARD 25-Feb-2022 Disposed 100,000 - EMPLOYEES PROVIDENT FUND BOARD 25-Feb-2022 Acquired 394,000 - EMPLOYEES PROVIDENT FUND BOARD 23-Feb-2022 Acquired 218,800 - EMPLOYEES PROVIDENT FUND BOARD 22-Feb-2022 Disposed 110,000 - EMPLOYEES PROVIDENT FUND BOARD 22-Feb-2022 Acquired 346,200 - EMPLOYEES PROVIDENT FUND BOARD 18-Feb-2022 Acquired 188,500 - EMPLOYEES PROVIDENT FUND BOARD 17-Feb-2022 Acquired 90,200 - EMPLOYEES PROVIDENT FUND BOARD 16-Feb-2022 Acquired 300,000 - EMPLOYEES PROVIDENT FUND BOARD 15-Feb-2022 Acquired 422,500 - EMPLOYEES PROVIDENT FUND BOARD 14-Feb-2022 Acquired 79,100 - EMPLOYEES PROVIDENT FUND BOARD 10-Feb-2022 Acquired 391,200 - EMPLOYEES PROVIDENT FUND BOARD 09-Feb-2022 Disposed 200,000 - EMPLOYEES PROVIDENT FUND BOARD 09-Feb-2022 Acquired 840,100 - EMPLOYEES PROVIDENT FUND BOARD 07-Feb-2022 Disposed 5,500 - EMPLOYEES PROVIDENT FUND BOARD 21-Jan-2022 Disposed 3,500 0.000 EMPLOYEES PROVIDENT FUND BOARD 20-Jan-2022 Disposed 46,300 0.000 EMPLOYEES PROVIDENT FUND BOARD 19-Jan-2022 Disposed 61,300 0.000 EMPLOYEES PROVIDENT FUND BOARD 19-Jan-2022 Disposed 10,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 17-Jan-2022 Disposed 12,600 0.000 EMPLOYEES PROVIDENT FUND BOARD 14-Jan-2022 Disposed 1,600 0.000 EMPLOYEES PROVIDENT FUND BOARD 13-Jan-2022 Disposed 117,400 0.000 EMPLOYEES PROVIDENT FUND BOARD 13-Jan-2022 Disposed 18,700 0.000 EMPLOYEES PROVIDENT FUND BOARD 12-Jan-2022 Disposed 91,200 0.000 EMPLOYEES PROVIDENT FUND BOARD 10-Jan-2022 Disposed 700,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 10-Jan-2022 Disposed 15,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 07-Jan-2022 Disposed 800,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 07-Jan-2022 Disposed 9,500 0.000 EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2022 Disposed 588,600 0.000 EMPLOYEES PROVIDENT FUND BOARD 06-Jan-2022 Disposed 7,100 0.000 EMPLOYEES PROVIDENT FUND BOARD 05-Jan-2022 Disposed 760,100 0.000 EMPLOYEES PROVIDENT FUND BOARD 05-Jan-2022 Disposed 3,400 0.000 EMPLOYEES PROVIDENT FUND BOARD 04-Jan-2022 Disposed 192,100 0.000 EMPLOYEES PROVIDENT FUND BOARD 03-Jan-2022 Disposed 397,300 0.000 EMPLOYEES PROVIDENT FUND BOARD 03-Jan-2022 Disposed 25,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 31-Dec-2021 Acquired 5,057,800 0.000 EMPLOYEES PROVIDENT FUND BOARD 31-Dec-2021 Acquired 200,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 31-Dec-2021 Acquired 50,000 0.000 EMPLOYEES PROVIDENT FUND BOARD 30-Dec-2021 Disposed 81,200 0.000 EMPLOYEES PROVIDENT FUND BOARD 30-Dec-2021 Acquired 597,400 0.000 EMPLOYEES PROVIDENT FUND BOARD 29-Dec-2021 Disposed 137,100 0.000 EMPLOYEES PROVIDENT FUND BOARD 29-Dec-2021 Acquired 813,600 0.000 EMPLOYEES PROVIDENT FUND BOARD 28-Dec-2021 Acquired 202,600 0.000 26/05/2022 7:55 PM YourQuirkyWays29 https://klse.i3investor.com/web/stock/substantial-shareholder/5168 can verify for yourself, just a few clicks on i3. No need to read newspaper. LOL. 26/05/2022 7:57 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader Earn MQ Points while trading with MQ Traders Group  MQ Affiliate Earn side income from MQ Affiliate Program
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