Posted by bose00 > 2021-06-02 11:03 | Report Abuse

Main recovery stocks dulu

Posted by jolynce > 2021-06-02 11:10 | Report Abuse

@Covid 19 If Company bagus, just buy bit by bit.. why worry? I've been topping up 300-400 shares once or twice a week.

Posted by Godstock8888 > 2021-06-02 11:58 | Report Abuse

yes , i agree play recovery stock 1st

Posted by shearer202 > 2021-06-02 12:57 |

Post removed.Why?

Posted by speakup > 2021-06-02 13:23 | Report Abuse

https://www.scmp.com/news/china/science/article/3135652/china-reports-worlds-first-possible-human-case-h10n3-bird-flu

KASI LIMIT UP! LIMIT UP!

Posted by bose00 > 2021-06-02 15:22 | Report Abuse

this one 52weeks lowest just eat some and sleep well..

Posted by shearer202 > 2021-06-02 16:14 |

Post removed.Why?

Posted by bose00 > 2021-06-02 16:24 | Report Abuse

If really 7 I will eat some also .. see how low can go.

Posted by Godstock8888 > 2021-06-03 10:33 | Report Abuse

buy

Posted by Dante5566 > 2021-06-03 11:20 | Report Abuse

approaching 8.7 liao, way below epf recent purchased prices.

Posted by Fattymin > 2021-06-03 11:42 | Report Abuse

everytime drop 1, buy abit...slowly collect

Posted by Dante5566 > 2021-06-03 11:44 | Report Abuse

^ wow, RICH

Posted by sheldon > 2021-06-03 13:06 | Report Abuse

This co is generally well managed and has fundamentals so it should be safe to hold for the long term. Of course the management does at times suffer from hare-brained ideas like excessive expansion.

Posted by jolynce > 2021-06-03 13:09 | Report Abuse

sad.. keeps dropping. Topped up 300 shares at 8.72

Posted by bang_miskin > 2021-06-03 13:14 | Report Abuse

already stable around 8.90 then suddenly drop? What happen la? no understand

Posted by Ibelieve > 2021-06-03 13:26 | Report Abuse

The new era of Harta starts today. Pickup and keep.

Posted by The_JQuestion > 2021-06-03 13:38 | Report Abuse

harta is the best of the big 4 in terms of management they are the only one EPF and directors support the rest of the glove all hiding
when flying time busy buy when drop like what all hiding nvr make a noise...
hope the interest pick up harta dont deserve to be treated like this

Posted by Silentreader88 > 2021-06-03 14:19 | Report Abuse

not only gloves, a lot other good stock also being manipulated by big money. Useless bursa, I should have invested in other thing rather than Bursa Malaysia. Our market is belong to big money only regardless foreign or local. So sad you can only earn big in manipulative -ve earning stock (but can big loss too), or earn nothing even loss in good earning stock. rubbish bursa

Posted by GloveASP > 2021-06-03 14:37 | Report Abuse

Stanley consider to cancel glove manufacturing setup in US

Posted by learningdaily > 2021-06-03 14:52 | Report Abuse

8.65 for Hartalega. Good time to buy?

Posted by jolynce > 2021-06-03 14:53 | Report Abuse

@silentreader88 indeed.. investing in fundamentally sound companies mean very little here.. Hopefully with enough holding power, we'll be rewarded in the mid to long term.

Posted by Legend > 2021-06-03 14:57 | Report Abuse

Adoiiiiiiii..

Posted by jolynce > 2021-06-03 15:06 | Report Abuse

topped up @8.55 there was panic selling going on.. fast and furious!

Posted by Speed99 > 2021-06-03 16:07 | Report Abuse

Dont miss the boat... collect now .. rebound soon

Posted by EarnAmeal > 2021-06-03 20:05 | Report Abuse

Where is the Mabel Meow Meow

Posted by Passivereturn > 2021-06-03 22:28 | Report Abuse

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.

Posted by roger3210 > 2021-06-04 01:23 | Report Abuse

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。

Posted by Loh Kok Wai W > 2021-06-04 15:10 | Report Abuse

many small investor kena masuk glove counter jail........kena lockup !.....i give you dividend...you give KFC ....hahaha

Posted by Sneakpeek > 2021-06-04 18:26 | Report Abuse

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%

Posted by GloveBurnHand > 2021-06-04 19:16 | Report Abuse

6.5 coming soon

Posted by invest_malaysia > 2021-06-05 12:50 | Report Abuse

How many of you here stuck at 8.9 kikiki

Posted by Pgraduate123 > 2021-06-08 10:12 | Report Abuse

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

Posted by goreng_kaki > 2021-06-08 10:19 | Report Abuse

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

Posted by RainT > 2021-06-08 11:09 | Report Abuse

who dare to be contrarian now !

Posted by COVID 19 > 2021-06-08 11:32 | Report Abuse

HARTA 走错一步棋， 跌回原形！ 其他3家至少都分到爽歪歪。良心企业，能当饭吃吗？ 哈哈哈哈、 老板无厘头，走冤枉COVID 路！

Posted by Mak_kiah > 2021-06-08 11:41 | Report Abuse

this price is super undervalue my friends..

Posted by bang_miskin > 2021-06-08 11:46 | Report Abuse

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.

Posted by NewGlove > 2021-06-08 15:53 | Report Abuse

I bought at 8.90. Should I hold or cut loss?

Posted by bang_miskin > 2021-06-08 16:09 | Report Abuse

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.

Posted by learningdaily > 2021-06-08 17:12 | Report Abuse

Hi @bang_miskin, may i ask what is your TP ? Medium long term means what kind of duration like?

Thanks for your sharing.

Posted by faralenz77 > 2021-06-08 17:58 | Report Abuse

Cut loss now. Can buy back later on clear reversal.

Posted by RG1972 > 2021-06-09 09:43 | Report Abuse

I reduce my stack in gloves from 80% to 20% and diversify into growth 5G/semiconductor stock and recovery like Tenaga.

Posted by bang_miskin > 2021-06-09 10:07 | Report Abuse

@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.

Posted by bang_miskin > 2021-06-09 10:12 | Report Abuse

Last time top up Harta at 9, thought close to bottom. Guess I was wrong. Now I wait and see when price may reverse.

Posted by WDCQ_I_am_legend > 2021-06-09 10:52 | Report Abuse

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

Posted by WDCQ_I_am_legend > 2021-06-09 11:13 | Report Abuse

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

Posted by RainT > 2021-06-09 11:24 | Report Abuse

when the sector conception is bad

no matter how good fundamental the company is also is useless

Posted by RainT > 2021-06-09 11:25 | Report Abuse

now the party is all switch to tech, oil etc

or there is no party now in KLCI

Posted by RainT > 2021-06-09 11:26 | Report Abuse

Got to have holding powers to hold HARTA for long term until the party goers come back to push up HARTA

Posted by RainT > 2021-06-09 11:27 | Report Abuse

Many factors come together when want make money in shares
just company fundamental is good is not enough though...