2 people like this.

15 comment(s). Last comment by SuperPanda 2020-08-20 07:45

Booyeah

365 posts

Posted by Booyeah > 2020-05-29 17:39 | Report Abuse

yes. hlt haven't move much as compared to other glove stocks

PureBULL ...

2,625 posts

Posted by PureBULL ... > 2020-05-30 12:45 | Report Abuse

Stock: [HLT]: HLT GLOBAL BHD

May 29, 2020 4:30 PM | Report Abuse

ADVENTA 1st to fly off n to lead the covid theme. Helped by glove.money, the super bull forces.
All mighty GLOVE plc needs HLT expertise.
HLT also owns a glove factory...

HLT, the next ADVENTA next week ...

wlchew

30 posts

Posted by wlchew > 2020-05-30 15:35 | Report Abuse

hi if moving from .12 cents to .60 cents is not moved then what is?

wlchew

30 posts

Posted by wlchew > 2020-05-30 15:36 | Report Abuse

better than the banks and plantations? don"tget caught with your pants down

PureBULL ...

2,625 posts

Posted by PureBULL ... > 2020-05-30 15:45 | Report Abuse

Investing is ALL abt risk.

RISK it w SMART money to gain..

At this pt, HLT could be just in the NEW beginning like GLOVES 7 weeks ago.

IF not, sell fast in the week, the risk is small to take, the reward is so BIG..

Anaconder

1,031 posts

Posted by Anaconder > 2020-05-31 11:14 | Report Abuse

Sign of bull market n yet to over

Anaconder

1,031 posts

Posted by Anaconder > 2020-05-31 11:23 | Report Abuse

Malaysia has been in bear market for far too many yrs . The operators cannot wait any longer. This why its break out just like volcano . Only those who r daring only make money

Anaconder

1,031 posts

Posted by Anaconder > 2020-05-31 11:26 | Report Abuse

Sooner or later ctrs that yet to move will will follow if I am not wrong

tiger69

378 posts

Posted by tiger69 > 2020-05-31 13:43 | Report Abuse

if can hold on to during dips no problem, otherwise very risky

Jokers2020

2,006 posts

Posted by Jokers2020 > 2020-06-01 09:18 | Report Abuse

goreng hlt today...go go go

bryan2003

72 posts

Posted by bryan2003 > 2020-06-01 09:19 | Report Abuse

If you guys do a deep research on UG Healthcare (Malaysia’s company listed in Singapore), you guys will realize that it is quite similar to Malaysia listed Supermax and Top Glove. The reason Supermax and Top Glove up alot since Supermax release their quarter report is because these 2 companies are distributing their own brand of glove which lead to higher profit margin. You guys can understand further from the video as per below link. After watching, you guys can go read UG's report and you guys will realize that UG has their own distribution center at China, Nigeria, UK, German, US and Brazil. Despite UG didnt own 100% of share of these companies, but definitely it helps UG to have better profit. Also, these coutries are badly affected by Covid-19.

https://klse.i3investor.com/blogs/kianweiaritcles/2020-05-28-story-h15......

Also, not to neglect that Ug Healthcare German is also selling mask, PPE, disinfection, protective clothes etc. All these products are high demand product during this Covid-19. Please refer to the link to understand better.

Besides, UG Healthcare Nigeria is also very interesting distribution center as it is selling the similar products that UG Healthcare German is selling but on top of that, it is also selling infra-red thermometer which is also high demand. Please refer to the link below.

https://www.unimedicalhealthcare.com/aboutus.html...

The link below will enable you to understand better about Uniglove UK. Even though it is old news but it definitely will be benefited during this pandemic as it is Europe’s first antimicrobial nitrile glove.

https://www.hsmsearch.com/page_960209.asp...

https://www.buildingbetterhealthcare.com/news/article_page/Two_firms_j...

https://unigloves.co.uk/fortified-biocote-antimicrobial-gloves...

https://klse.i3investor.com/blogs/kianweiaritcles/2020-05-29-story-h15...

If we do comparison between Rubberex Malaysia and UG Healthcare. UG healthcare is lagging behind.
Rubberex market cap = (rm3.56/3.06) * 252195617 = SGD 293,404,051
UG heathcare market cap =(SGD 0.47 * 196092856)= SGD 92,163,642

UG yearly capacity is around 3B where Rubberex only 2B.

So if we use production capacity ratio to market cap as below calculation. UG should worth SGD
(293404051 (Rubberex’s market cap) * 3B (UG’s capacity)) / 2b (Rubberex’s market cap) = 214685891

UG’s potential share price = 214685891 / 196092856 (no of UG’s issued share)= SGD 1.09

If we do comparison between Careplus Malaysia and UG Healthcare. UG healthcare is also lagging behind.
Careplus market cap = (rm1.40/3.06) * 531,359,799 = SGD 243,105,790
UG heathcare market cap =(SGD 0.47 * 196092856)= SGD 92,163,642

So if we use production capacity ratio to market cap as below calculation. UG should worth SGD
(243105790 (careplus’ market cap) * 3B (UG’s capacity)) / 4.1B (careplus’ capacity) = 177882285.4

UG’s potential share price = 177882285.4 / 196092856 (no of UG’s issued share) = SGD 0.907

Even though careplus produce 1B pcs extra compared to UG healthcare, but UG healthcare will benefitted from it’s own brand of glove as well as it’s distribution centers in UK, Brazil and Nigeria are selling others PPE and tools which are badly needed during this pandemic.

If we use the method of one of the Malaysia’s famous investor to calculation the price per glove, UG healthcare is on 0.09 per glove which is much more cheaper compared to peers.




Even though the last quarter report seems like “poor”, but it was mainly affected by the production modification cost where the board has decided to on hold the modification in order to cope with the sudden spike of demand. Do take note that the modification at the end will benefit the group as well. UG has reported positive earning for the last 3 FY. In fact, increase of marketing expenses is good for the company in long run as once everyone know about “Uniglove”, the marketing expenses eventually will come back and profit will go up.

Most likely August report will have flying colour result.

Stay tuned!!!

Rambo8333

27 posts

Posted by Rambo8333 > 2020-06-01 14:56 | Report Abuse

can someone sell some for me to buy pleassssseee, hahaha

tiger69

378 posts

Posted by tiger69 > 2020-06-07 07:17 | Report Abuse

hlt qr announcement this month ...must be good

Jokers2020

2,006 posts

Posted by Jokers2020 > 2020-06-07 09:21 | Report Abuse

if result out no good then next qtr result will be super good..buy n keep

SuperPanda

11,431 posts

Posted by SuperPanda > 2020-08-20 07:45 | Report Abuse

I made comparison between top 4 gloves and 2nd tier glove comfort, carepls and rubberex, the findings was HLT subsidiaries HL Rubber has the lowest production capacity at 1.1b/year annually or 92m/mth.

HL Rubber by the way is 55% owned by HLT not 100%, means they income from subsidiaries will contribute 55% only.

Lets say 1 pcs of HL Rubber glove sell at myr 0.10c, 92m will generate rm9.2m revenue. 55% from 9.2m would be 5.6m.

As we have no data what would be the ASP rise for HL Rubber from Apr-Jun, conservative 20% would made revenue at 6.72m.

If read past qtr rpt, 1/3 revenue is from glove dipping line and 2/3 is from rubber glove, not sure how much sipping line segment will improve but for sure would not able to beat rubber glove.

Hence, based on expectation and current price hike, i have doubt that coming qtr rpt will have significant profit growth compare to the top 4 and 2nd tier gloves producer due to its smaller capacity and 55% owned HL Rubber subsidiaries.

However, this is just my personal opinion, please do your own research to have better picture.

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