Posted by SinGor > 2020-10-27 15:23 | Report Abuse

according to my buying agent, nearly all EU hospitals have atleast 10 weeks of supplies before
going into Winter Months.

Posted by liewtz06 > 2020-10-27 15:23 | Report Abuse

@singor Actually from which statement of Harta's indicating glove consumption has peaked? It only says the demand is expected to outstrip supply in coming years. Don't mislead the public

Posted by liegelord > 2020-10-27 15:29 | Report Abuse

nice result!


very proud of this!


cheers!

Posted by partimeshark > 2020-10-27 15:42 | Report Abuse

who ever think will drop, just selllllll
who ever think will up, just buy...

Posted by NoNonsenseHere > 2020-10-27 15:46 | Report Abuse

-
Supermax is STRONG because it is a marketing GENIUS. Look at their Canadian websites.

Supermax's Own Brand Marketing in North America:

Supermax's Canada OBM Aurelia Gloves™: https://aureliagloves.com/about/

Supermax OBM Mask BeyondMask™: https://mybeyondmask.com/


Harta only made 220 million last quarter. Supermax made 400 million last quarter.
Soon, Supermax projected profits are RM1 billion but Harta only did RM550 million.
Supermax always has TWO TIMES the profits of Harta but Harta's market cap is TWO TIMES larger than Supermax, which means Harta is overvalued.

Supermax is like Apple and Samsung. Progressive and innovative.

Harta is like Nokia. Can't innovate and lose to competition.

Posted by gloveharicut > 2020-10-27 15:56 | Report Abuse

https://klse.i3investor.com/blogs/gloveharicut/2020-10-27-story-h1535482633-Hartalega_posts_544M_record_earnings_in_2Q.jsp

Posted by Sneakpeek > 2020-10-27 15:56 | Report Abuse

Ye la ye la spermax the bestes in the world.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2020-10-27 15:59 | Report Abuse

Hartalega

Latest qtr result

Rev 1346m
PBT 683m (PBT Margin 50%)
PAT 545m (PAT Margin 40.5%)


Projected PAT for next 4 qtrs
= 4 × 545m
= 2.2 Billion


At RM18.38 per share, Market cap of Harta is RM63 billion.
It is trading at prospective next year PE of 28.6x (= 63/2.2)

Posted by WeLoveSarawak > 2020-10-27 16:09 | Report Abuse

Harta and supermax show starts now

Posted by WeLoveSarawak > 2020-10-27 16:10 | Report Abuse

Im holding big 3...topglove, harta and supermax yahooooo

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2020-10-27 16:11 | Report Abuse

More growth in sight:


New capacity coming on-stream

Growing revenues

Growing profits

Pandemic still growing.

Vaccine is welcome but will not end the pandemic.

Can sustain at double digit growth.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2020-10-27 16:12 | Report Abuse

My target price RM 25.00

Posted by kl1808 > 2020-10-27 16:23 | Report Abuse

Why mother up 70cent, C54 still go down?

Posted by stockraider > 2020-10-27 16:26 | Report Abuse

Sohai 3iii if u holding harta at Rm 18.40...u should be selling now loh....!!

Why leh ??

1.Excess capacity coming mah...!!

2. Vaccine coming mah....!!

3. herd immunity also coming loh...!!

Don repeat the same mistake of holding dlady at Rm 66.00 & padini at Rm 6.00 loh....!!

Don chase overvaluation loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 27, 2020 4:11 PM | Report Abuse

More growth in sight:


New capacity coming on-stream

Growing revenues

Growing profits

Pandemic still growing.

Vaccine is welcome but will not end the pandemic.

Can sustain at double digit growth.


Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 27, 2020 4:12 PM | Report Abuse

My target price RM 25.00

Posted by limontea > 2020-10-27 16:56 | Report Abuse

Good ~!!

Posted by NoNonsenseHere > 2020-10-27 17:07 | Report Abuse

-
Supermax 800 MILLION PROFIT vs HARTA 550 MILLION
EPS 30 vs EPS 15

PROPOSED LISTING ON SINGAPORE'S SGX
"SUPERMAX CORPORATION BERHAD ("SUPERMAX" OR "THE COMPANY") - PROPOSED DUAL LISTING ON THE SINGAPORE EXCHANGE ("SGX")"

Posted by Chee Hong > 2020-10-27 17:08 | Report Abuse

Use forward PE for 28x, do you think the covid will last 28years??

Posted by newbie8080 > 2020-10-27 17:22 | Report Abuse

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Posted by awesome20 > 2020-10-27 17:22 | Report Abuse

very good qr

Posted by Above60percent > 2020-10-27 17:37 | Report Abuse

If Supermax had the same forward PE as Harta (28.7) it would be priced at RM 35
If Harta had the same forward PE as Supermax (8.0) it would be priced at RM 5.1

Posted by supersinginvestor > 2020-10-27 17:46 | Report Abuse

Shameful harta...muka tak malu...
Look lor at supermx results...

Posted by NoNonsenseHere > 2020-10-27 18:31 | Report Abuse

-
Local analysts won't write anything yet.
Whenever a company like Supermax overperform, companies like The Star won't report it straight away.
Because they want to buy it themselves.

When a company like Harta underperform, The Star will write big news about Harta because they want to sell.
https://www.thestar.com.my/business/business-news/2020/10/27/hartalega039s-strong-earnings-boost-klci

You see when Harta results came out, The Star straight away reported good news about them even though Harta's profits are terrible.

When Supermax spectacular results released, they keep quiet. Because they need time to pick up.

Posted by Hazzyy > 2020-10-27 19:09 | Report Abuse

Why should a company be making 500m be shameful .Then those loss making stocks should be ???
Words described show how shameful instead

Posted by WeLoveSarawak > 2020-10-27 19:38 | Report Abuse

You all stop talking bull crap lah..as long as you hold any of the glove makers you should be making money. If you dont then its your own fault! This is the time to make easy money like rain fall from the sky!

Posted by NoNonsenseHere > 2020-10-27 22:03 | Report Abuse

-
Supermax is STRONG because it is a marketing GENIUS. Look at their Canadian websites.

Supermax's Own Brand Marketing in North America:

Supermax's Canada OBM Aurelia Gloves™: https://aureliagloves.com/about/

Supermax OBM Mask BeyondMask™: https://mybeyondmask.com/

Harta only made 220 million last quarter. Supermax made 400 million last quarter.
Now, Supermax did 800 million but Harta only did RM550 million.
Harta's market cap is TWO TIMES larger than Supermax, but Supermax beats Harta's profits by a mile.

Supermax is like Apple and Samsung. Progressive and innovative.
Harta is like Nokia. Lose to competition due to lack of innovation.

Posted by WeLoveSarawak > 2020-10-27 22:27 | Report Abuse

NoNonsensehere is having peanuts stuck in his head. Talking about supermax in hartalega forum. That is PURE NONSENSE

Posted by NoNonsenseHere > 2020-10-27 23:00 | Report Abuse

@WeLoveSarawak
The only peanut here is Harta's peanut sized profits compared to giant profit like Supermax.

Posted by OngKawKaw > 2020-10-27 23:29 | Report Abuse

NA NA NA. PEANUT TAK NONSENSE. NONSENSE TU PEANUT.

Posted by NoNonsenseHere > 2020-10-27 23:45 | Report Abuse

-
Harta only made 220 million last quarter. Supermax made 400 million last quarter.

Today, Supermax did RM800 million but Harta only did RM550 million.

Harta's market cap is TWO TIMES larger than Supermax, but Supermax beats Harta's profits by a mile.

Harta's market cap is 63 billion but lose to Supermax with market cap of 25 billion.

Posted by MasterYoda > 2020-10-28 00:19 | Report Abuse

Coronavirus updates: Novavax delays U.S. trial of vaccine; hospitalizations rise in 36 states https://www.cnbc.com/2020/10/27/coronavirus-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

Posted by roger1138 > 2020-10-28 00:38 | Report Abuse

Talking about Supermax in a Harta forum is like telling people how delicious KFC is when you are having a fried chicken dinner at McDonalds.

Posted by LaoTzeAhSir > 2020-10-28 02:01 | Report Abuse

NoNonsensehere. go back and sell your cintact lens. wtf is supermx when harta was the dragon head of gloves industry? their brand itself is a goodwill and worth the premium. supermx is a pity to have crazy low class promoter like you.

Posted by LaoTzeAhSir > 2020-10-28 02:03 | Report Abuse

if you're customer today, are you more likely to buy gloves from harta or supermx in the future when the pandemic fades away? their pricing ethics during this health crisis will speak for themselves. moron

Posted by NoNonsenseHere > 2020-10-28 02:32 | Report Abuse

@LaoTzeAhSir
Keyword in your sentence is "was". Harta "was". Harta loss.
I only look at the numbers and the numbers never lie.

Who are you to say Supermax overcharges their customers? Do you know the prices of Harta's gloves vs Supermax's gloves in the US and Canada? If not, do not spew lies.
Supermax is charging USD and CAD fair and square.

Future Capacity (2022)
- Harta 43.7 Bil (1.14 times more @ 14.7%+)
- Kossan 38.4 Bil (1.2 times more @ 20%+)
- Supermax 48.42 Bil (1.8 times more @ 85.5%+)

Supermax wins again.

Supermax's Own Brand Marketing in North America:

Supermax's Canada OBM Aurelia Gloves™: https://aureliagloves.com/about/

Supermax OBM Mask BeyondMask™: https://mybeyondmask.com/

Posted by Mabel > 2020-10-28 07:33 | Report Abuse

#roger1138 Talking about Supermax in a Harta forum is like telling people how delicious KFC is when you are having a fried chicken dinner at McDonalds.
28/10/2020 12:38 AM

Ya lor..

How would you feel when you make love with your boyfriend and suddenly he's calling your sister's name?

It's all in the family mah..

Harta is the mother of all Gloves
Top Gloves is the wife of all Gloves
Supermax is the girl friend of all Gloves
Kossan is the mistress of all Gloves

Mabel loves them all..

Meow Meow Meow Meow

Posted by MisstheBoat > 2020-10-28 08:35 | Report Abuse

Harta is oem ( LaoTzeAhSir distributor )
Supermx is obm ( own marketing)
Example:
LaoTzeAhSir buy from harta ,sell to hospital xyz at usd100
Supermx sell straight to hospital xyz at usd 100
People will always remmember LaoTzeAhSir and supermx for selling expensive.
Then who they will buy from ???



LaoTzeAhSir if you're customer today, are you more likely to buy gloves from harta or supermx in the future when the pandemic fades away? their pricing ethics during this health crisis will speak for themselves. moron
28/10/2020 2:03 AM

Posted by LaoTzeAhSir > 2020-10-28 09:38 | Report Abuse

thing is cheap for a reason. good luck staying p/e below 30

Posted by LaoTzeAhSir > 2020-10-28 09:38 | Report Abuse

try harder and promo at another 1000 stocks forum in i3. perhaps they will sell their holdings and buy your fairtytale calculation on supermx.

Posted by LaoTzeAhSir > 2020-10-28 09:39 | Report Abuse

bcox you sound so credible, right? haha. lmfao

Posted by goreng_kaki > 2020-10-28 10:07 | Report Abuse

today is a shameful day for harta

Posted by roger1138 > 2020-10-28 10:08 | Report Abuse

All gloves share panic selling already.

Posted by Sneakpeek > 2020-10-28 10:20 | Report Abuse

Harta TP 20..all in all in

Posted by goreng_kaki > 2020-10-28 10:21 | Report Abuse

somebody say harta is the most stable big 4, laugh die me,
the share price always drop like free flow is call stable???
harta really a cb stock

Posted by Morpheus61 > 2020-10-28 10:28 | Report Abuse

https://imgur.com/4NvuO85

https://imgur.com/gXzGjDR

https://imgur.com/rEjkKqU

RM 13.5 BILLION !!! NOT ENOUGH for the IB's ???

Posted by limontea > 2020-10-28 10:33 | Report Abuse

Tomorrow is public holiday. Today price drop is anticipated.

Posted by joesephlim > 2020-10-28 10:35 | Report Abuse

Guys/Gals pl show restraint in this forum by no names calling and what not which is meant to be contributions from all bears and bulls alike to share their views.
Appreciate in this Harta forum, pl do not pen anything regards other gloves counters.
Pl stick to the relevant forum to pen Supermax instead as this is strictly a Harta's forum!!
Thk you!!!

Posted by stockraider > 2020-10-28 11:03 | Report Abuse

A typical overvalue holland call by sohai 3iii loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 27, 2020 4:11 PM | Report Abuse

More growth in sight:


New capacity coming on-stream

Growing revenues

Growing profits

Pandemic still growing.

Vaccine is welcome but will not end the pandemic.

Can sustain at double digit growth.

Posted by stockraider > 2020-10-28 11:03 | Report Abuse

Beware of this sohai dishonest 3iii loh...!!

He always ask u to chase expensive & overvalue loh...!!

Warren Buffett looks at three character traits in people who surround him: integrity, energy and intelligence. He says, if you don't have the first, the last two will kill you. In fact, if they don't have integrity, he would rather his managers be lazy and dumb.

"Integrity is like oxygen. If you don't have it, nothing else matters."

"Be honest. Never lie under any circumstances. Just basically lay it out as you see it. Simply speak openly and frankly."

Integrity is also about principles, full disclosure and openness.

Integrity is a choice, and the lack of it most often leads to self destruction.

The above lead Raider think of sohai dishonest 3iii of double standard below loh..!!

Posted by stockraider > Oct 27, 2020 1:19 PM | Report Abuse X

This sohai 3iii really talk like sohai loh...!!

What about Dlady fallen from Rm 66 to Rm 37 leh ??
What about Padini From Rm 6.00 to Rm 2.00 leh ??
What about Petdag from Rm 32.00 to Rm 17.50 leh ??

Posted by ag397 > 2020-10-28 11:19 | Report Abuse

Mr .@3ii, may I ask ur humble opinion between Hartalega &Supermax ?

Posted by PZOGRO > 2020-10-28 11:25 | Report Abuse

MR MKT SAID HARTA AND SUPERMX CORRECTION DONE. GO GO GO!

KENANGA TP (28/10/2020)

TOPGLOVE 32 (EX 10.68)
HARTA 26
SUPERMX 24 (EX 12)
KOSSAN 20