I'm consistent with what I said. This is a great, lovely company, and I will be with it. Not just me, many will, at this beautifully cheap and undervalued pricing.
COATS and AMG will definitely be the game changer. Hartalega is one of its kind, and will never be replaced easily. Soon, it will be at a super premium position that other glove players can never ever reach.
Looks like the dust settled and we've found a new bottom, its higher than the previous bottom, has been like that for 2 years. I will keep waiting, see ya'll later for the next bull run. :)
Hartalega just established a very comprehensive LCA (Life Cycle Assessment). Bravo, European market willl be more and more stable and Harta will be the apple in the eye of US and UK.
Hartalega (HART MK) Sector outlook on the upswing Climbing out of the trough HART's plant utilization rate continues to improve with higher sales orders and is now running at c.85% (4QFY24: 73%). ASP outlook is also improving as HART has managed to fully pass on higher raw material costs to its customers. Given tight supply, ASP could improve further if demand surges. HART's order lead time has now increased to 2-3 months (vs. China glove makers' 3-6 months). We maintain our earnings forecasts and MYR4.50 TP (on 3.2x F¥26E P/B). HART is our tod BUY for the sector.
2 sore losers putting down on Harta when the price is going up. I seriously have no idea what they are doing. Shouldn't they be focus on the shares they buy? I suspect they have personal vendetta against Harta. They must had lost a lot of money here.... 😂😂😂
Posted by YourQuirkyWays29 > 22 hours ago | Report Abuse
Never follow other's TP, do your own research. Almost everyone that came here and stated a price has been wrong and will continue to be wrong ________ U mean tiger TP 4.50 also wrong ??
https://theedgemalaysia.com/node/676258 Maybank IB TP is a joke, they set TP for AAX last year at 3.58, if you believe them, they will bring u to HOLLAND ________ This old bird know tiger very well ! Smart guy !
Before US tariff start 31 dec 2026 , all the customers will buy all china stocks for keeping 3 - 5 years , do u think how many years malaysia glove will turn around ??
Oh my Gawd! How come nobody think of that? NatsukoMishima is such a genius!!!!
Yes yes ... glove distributors in US will stock up 3-5 years worth of China gloves bcoz their cash is unlimited. No need to budget, just fill up their warehouses with China gloves. And if their cash is limited, they just postpone their staffs' salary for 3 -5 years. Yes yes.... that will definitely work.
Also, bcoz NatsukoMishima says so ... latex on the gloves will not brittle and expire in 2 years ... No No No .... the latex will remain fresh and elastic sitting in their warehouse for FIVE YEARS. FIVE YEARS PEOPLE!!! That's how afraid the latex are of NatsukoMishima ... Because NatsukoMishima SAYS SO ... AND SO IT WILL BE!
On a serious note, if China gloves are smart. They start reduce production now towards 2026. If not their losses will be more. Recent news show the RIGHT vote got stronger in EU. Guess 2 things the RIGHT hates ... immigration and China. They hate China bcoz RIGHT is all abt protecting their economy and job security of their people. Tariff from EU on China as well? We'll see.
If you're here long enough, you would have see similar patterns. RM1.9, RM1.5, RM2.9, RM2.4, RM3.9, RM3.3. When it is pushing high, ppl jump in to ask to fomo buy in. When it is dropping during correction, ppl jump in ask to sell saying it will drop lower.
Do your own research, collect, keep calm. Harta has not peaked. :)
New IPO: The onshore and offshore support services provider for the O&G industry, Steel Hawk Bhd aims to list on the Ace Market!
MQ Trader 2877 views | 2 d ago
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New IPO: The largest mini-market player and a leading groceries retailer in Malaysia, 99 Speed Mart Retail Holdings Bhd aims to list on the Main Market!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
JovaneChua
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Posted by JovaneChua > 2 months ago | Report Abuse
I'm consistent with what I said. This is a great, lovely company, and I will be with it. Not just me, many will, at this beautifully cheap and undervalued pricing.