Posted by JovaneChua > 2024-06-05 19:30 | Report Abuse

ESG and Sustainability seems like minor stuffs, but in the long run, it dictates the game.

Posted by Chipee > 2024-06-05 20:05 | Report Abuse

Counting on natural gas over coal for ESG. China is all coal. But still a long hard fight.

Posted by TaiMeiLi > 2024-06-05 22:06 | Report Abuse

Look here for more info: https://www.nst.com.my/business/esg/2024/06/1059248/hartalega-first-industry-announce-verified-carbon-footprint-glove

Posted by edithcapital > 2024-06-06 11:46 | Report Abuse

Hartalega discloses carbon footprint of glove productshttps://www.klsescreener.com/v2/news/view/1337745/hartalega-discloses-carbon-footprint-of-glove-products

Posted by Michael Lee > 2024-06-07 09:01 | Report Abuse

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.

Posted by YourQuirkyWays29 > 2024-06-07 10:50 | Report Abuse

xD

Posted by NatsukoMishima > 2024-06-07 13:20 | Report Abuse

Wow, tiger come again tp 4.5 🤣🤣🤣🤣🤣 , how many round tiger want to cut vege !

Posted by YourQuirkyWays29 > 2024-06-07 14:21 | 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.

Posted by Chipee > 2024-06-07 15:19 | Report Abuse

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 nuemeslau > 2024-06-07 15:33 | Report Abuse

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

Posted by YourQuirkyWays29 > 2024-06-07 17:29 | Report Abuse

Natsuko is just trying to make other ppl sell and buy their loss making counter. Like I said, do not blindly follow TP, do your own research.

Posted by TaiMeiLi > 2024-06-07 22:14 | Report Abuse

TP is just for reference. You gotta read why MBB gave this kind of TP

Posted by NatsukoMishima > 2024-06-08 13:19 | Report Abuse

@
YourQuirkyWays29

840 posts

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 ??

Posted by NatsukoMishima > 2024-06-08 13:22 | Report Abuse

@nuemeslau

14 posts

Posted by nuemeslau > 21 hours ago | Report Abuse

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 !

Posted by SonniaFang > 2024-06-10 09:41 | Report Abuse

Here's the analysis on Harta from Maybank 😃

https://www.thestar.com.my/business/business-news/2024/06/10/hartalega-poised-for-higher-earnings-on-rising-sales

Posted by YourQuirkyWays29 > 2024-06-10 11:07 | Report Abuse

@Natsuko, yup, there's a reason why it keeps changing.

Posted by NatsukoMishima > 2024-06-10 19:58 | Report Abuse

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 ??

Posted by Chipee > 2024-06-11 11:46 | Report Abuse

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!

😂😂😂😂😂😂😂

Posted by Chipee > 2024-06-11 11:50 | Report Abuse

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.

Posted by TaiMeiLi > 2024-06-11 18:43 | Report Abuse

The quality of China gloves is not very good and cannot be stored for that long 😁

Posted by YourQuirkyWays29 > 2024-06-11 21:37 | Report Abuse

the joker is here since RM1.5 and still dont believe xD really joker

Posted by NatsukoMishima > 2024-06-12 08:41 | Report Abuse

Remember what i say now , before US tariff starts all will buy china gloves to keep for years !

Posted by YourQuirkyWays29 > 2024-06-12 09:43 | Report Abuse

What about what you said for the past 2 years for this counter? Which one has came true?

Posted by YourQuirkyWays29 > 2024-06-12 09:44 | Report Abuse

I remembered everything, just didn't believe you only ma.

Posted by NatsukoMishima > 2024-06-12 10:49 | Report Abuse

Smart money all flow to tech , utilities stocks , nobody goreng glove stocks anymore !

Posted by Chipee > 2024-06-12 11:13 | Report Abuse

He is Tin Kosong 😂😂🤣

Posted by messi88 > 2024-06-12 14:35 | Report Abuse

Remember what I say. Volume picking up and keep collect until next quarter report

Posted by YourQuirkyWays29 > 2024-06-13 10:06 | Report Abuse

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. :)

Posted by TaiMeiLi > 2024-06-13 16:08 | Report Abuse

Ride with Topglove's QR 🚀

Posted by Chipee > 2024-06-13 17:34 | Report Abuse

Topglove result on 19 June.

Posted by Michael Lee > 2024-06-14 09:10 | Report Abuse

Hospital at Sydney is using Hartalega glove COAT

Posted by messi88 > 2024-06-14 12:36 | Report Abuse

my kids using COAT, really great products!

Posted by TaiMeiLi > 2024-06-14 16:45 | Report Abuse

Harta has higher quality glove products among its peers

Posted by YourQuirkyWays29 > 2024-06-14 16:59 | Report Abuse

@monetary manage to buy any? or still waiting for RM3?

Posted by rl68 > 2024-06-14 21:19 | Report Abuse

@messi88 ,kindly share your kids experience using COAT. Tq.

Posted by rl68 > 2024-06-14 21:20 | Report Abuse

@hglee3982, government or private hospitals in Sydney are using COAT ?

Posted by Sslee > 2024-06-15 12:14 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2024-06-15-story-h-158959622-6_months_12_months_and_18_months_ROI_contest_part_III.jsp

Posted by Mikecyc > 2024-06-16 08:33 |

Post removed.Why?

Posted by Gaussian > 2024-06-16 11:25 | Report Abuse

Going back to 3.10. lol

Posted by Mini2021 > 2024-06-16 19:59 | Report Abuse

Going back To RM 4 ...

Posted by Mikecyc > 2024-06-17 08:47 |

Post removed.Why?

Posted by Mikecyc > 2024-06-17 08:49 |

Post removed.Why?

Posted by Mikecyc > 2024-06-17 08:58 |

Post removed.Why?

Posted by SonniaFang > 2024-06-18 09:44 | Report Abuse

He must have made a lot of money from YTL Power 😮

Mikecyc

Haha OTB promoted YTLpower at RM 1.10 ..

1 day ago

Posted by paperplane > 2024-06-18 11:35 | Report Abuse

UOB latest report TP- Harta 3.92, Kossan 2.73, TopGlov- 1.28

Posted by YourQuirkyWays29 > 2024-06-18 12:17 | Report Abuse

Wow Gaussian up TP from 2.3 to 3.1. hahahahhahahahahha

Posted by Michael Lee > 2024-06-18 14:00 | Report Abuse

Japan reports record spike in potentially deadly bacterial infection


Cases of a dangerous and highly fatal bacterial infection have reached record levels in Japan, official figures show, with experts so far unable to pinpoint the reason for the rise.
https://edition.cnn.com/2024/06/17/asia/japan-record-spike-stss-bacterial-infection-intl-hnk/index.html

Posted by Mini2021 > 2024-06-19 07:45 | Report Abuse

Aiyaya RM 1.5 up to RM 3.55...up RM 2 leh...Who said glove sector cant pakai ...see??

Posted by Chipee > 2024-06-19 15:46 | Report Abuse

Now I'm observing 28 June. USTR is collecting opinions from their industry players on the tariff hike. I'm hoping they want it to be earlier than 2026. Old and bigger players may want to kill their small/new players in US. These new players has been "disturbing" their profit using China's gloves. We'll see. Can only hope.

Posted by TaiMeiLi > 2024-06-19 16:02 | Report Abuse

Glove is back
https://theedgemalaysia.com/node/715933