KUALA LUMPUR: Hartalega Holdings Bhd bercadang untuk menghentikan operasi satu lagi kilang pembuatan di Bestari Jaya bagi menjimatkan kos.
MIDF Research dalam satu nota penyelidikan berkata, rancangan untuk menghentikan Kilang 3 Bestari Jaya yang mempunyai lapan barisan pengeluaran dan menghasilkan 3.3 bilion unit sarung tangan setahun itu adalah bagi meningkatkan keberkesanan kos.
Ia berkata, Hartalega sebelum ini telah menghentikan Kilang 2 Bestari Jaya bagi tujuan penjimatan kos berikutan jumlah pekerjanya yang ramai.
"Kilang 2 mempunyai lima barisan pengeluaran dan menghasilkan 1.2 bilion sarung tangan setiap tahun," katanya.
MIDF Research berkata, di sebalik rancangan penutupan itu, Hartalega ketika ini juga sedang menyiapkan pembinaan pengembangan empat kilang pembuatan di bawah NGC 1.5 di Sepang.
Katanya, pengurusan Hartalega menekankan bahawa pentauliahan kilang akan dibuat secara berperingkat, tetapi masanya akan bergantung kepada dinamik penawaran dan permintaan dalam pasaran.
"Berdasarkan NGC 1.5 (Sepang), kilang pengeluaran itu akan meningkatkan kapasiti tahunan sebanyak 19 bilion sarung tangan.
"Penyahtauliahan kilang pembuatan dijangka akan mengimbangi pentauliahan pengembangan dua kilang di bawah projek NGC 1.5, yang menghasilkan jumlah kapasiti yang sama," katanya.
Keuntungan bersih Hartalega merosot 96.1 peratus kepada RM88.28 juta pada suku pertama berakhir 30 Jun 2022, daripada RM2.26 bilion dalam tempoh yang sama tahun lepas berikutan peningkatan kos tenaga dan buruh yang disebabkan oleh kenaikan tarif gas asli dan pelaksanaan gaji minimum.
Perolehan turun 78.3 peratus kepada RM845.67 juta berbanding RM3.90 bilion sebelumnya.
Perolehan yang lebih rendah itu terutamanya disebabkan oleh purata harga jualan (ASP) yang kembali normal dan kemerosotan jumlah jualan sebanyak 28 peratus, berbanding suku pertama tahun kewangan 2022 apabila kedua-dua ASP dan permintaan jualan mencatatkan paras tertinggi ketika tempoh pandemik.
Ketua Pegawai Eksekutif Hartalega, Kuan Mun Leong, berkata kesan ASP dan permintaan yang kembali normal dipaparkan dalam keputusan suku pertama syarikat yang turut terkesan dengan persekitaran kos operasi yang lebih tinggi dan peningkatan tekanan inflasi disebabkan oleh kenaikan tarif elektrik dan gas asli, serta dasar gaji minimum baharu yang dilaksanakan pada Mei 2022.
"Di samping itu, persaingan semakin sengit di pasaran berikutan keadaan bekalan berlebihan dalam sektor sarung tangan global," katanya.
Taiwan's Centers for Disease Control and Prevention (CDC) confirms 35 human infections of the novel Langya Henipavirus in China's Shandong and Henan provinces. The CDC told Taipei Times that they would begin to establish nucleic acid testing, track close contacts of patients, and conduct genome sequencing.
Health officials in China are now monitoring the transmission of this novel zoonotic virus that has infected dozens of people, despite having no known close contact. Langya Henipavirus in China A study titled "A Zoonotic Henipavirus in Febrile Patients in China," published in the New England Journal of Medicine, reports a new henipavirus linked to the fever-causing illness reported in China.
The researchers of the study investigated 35 patients that have acute Langya henipavirus in Shandong and Henan provinces, of which 26 were infected with Lanya virus only and no other pathogens.
This Not Good for Super to get Out of US Border Control jail
This is good to others glovemakers who comply with the ILO standards. As more and more glove companies being banned by cbp, supply<demand US will buy from other. Even US plans to hike tariff from China which make even good prospect for US to source from other countries.
Remember, Careplus is part of Ansell so expect terrible quarterly result coming and even need to be shut down or worse cut down on their production which eventually lead to supply < demand.
this is a very good company for long term investment price already sideway towards downtrend..... for longer term play n should wait at lower entry price.... tunggu la tunggu la...50 boleh ka?
Never never buy in dip for glove stocks , just look at KAREX u will agree with me ! It will no rebound forever once the frenzy mania has past ! Karex plummet also caused by China Condomn challenge !
harta at rm2. kossan at rm1.1. both 50% below pre pandemic level. supermax still above pre pandemic price. if it follow kossan and harta, should trade below 40cents
Market Analysis and Insights: Europe Protective Gloves Market Europe Protective Gloves Market is expected to gain market growth in the forecast period of 2021 to 2028. Data Bridge Market Research analyses that the market is growing at a CAGR of 6.3% in the forecast period of 2021 to 2028 and expected to reach USD 3,964,761.34 thousands by 2028.
Protective gloves or safety gloves are gloves designed to protect individuals from safety hazards such as cuts, burns, chemicals, abrasions, biohazards, among others. Although, various types of safety gloves are available in the market, it is important to choose the right materials and product for the intended purpose. https://www.databridgemarketresearch.com/reports/europe-protective-gloves-market
Market Analysis and Insights: Global Protective Gloves Market Global protective gloves market is expected to gain market growth in the forecast period of 2021 to 2028. Data Bridge Market Research analyses that the market is growing with a CAGR of 7.2% in the forecast period of 2021 to 2028 and expected to reach USD 22,601,206.87 thousand by 2028.
oh btw, your "ferrari"-turned-bezza will soon become beca can cruise around jonker street for some tourist money instead of daydreaming in SPX LALALAND, kakaka
US monkey pox cases shot up to 10392 in two months. Multiply 10k in 2 months. What will new cases in US in x2 months.? Just guess 5m-10m of new cases. Several states in US had already declared emergency. I believe North America and Europe the usage of gloves definitely is very high in coming months due to outbreak of monkey pox. The health workers who dispense the vaccine will sure to wear gloves this time and ppl there will start to wearing gloves to prevent infection. https://www.youtube.com/watch?v=ro9HwYwtRgQ&t=120s
I believe most of the glove supporters so called long term value investors have read Mr xxxxxxx books and become over confident with harta n top glove end up losing more than 80% capital ! If 10 - 20 years ago , i would say yes the theory n strategy from the book is suitable but if u still stick to the same methods at todays stock market game then u standby slaughtered by market wave trend ! Even Warren Buffet also admit n change mindset to bet tech stocks already bro !
The main reason why Malaysia glove company will lose to China glove :
1.China wont care about what the xxxxxxg forced labor , ESG bullxxxx from USA , China objective is to make cheapest yet acceptable quality products to dominant the world market ! China wont scare about losing market by their cheapest price strategy !
monkeypox and smallpox viruses are genetically similar, which means that antiviral drugs and vaccines developed to protect against smallpox may be used to prevent and treat monkeypox virus infections. Some smallpox vaccines can prevent monkeypox, including the ACAM2000 and Jynneos vaccines.
Not even a better day ahead. 5 factors and only 2 already took this stock to the lowest. Still a few what self claimed super traders and investors roaming freely in other public room. What a shame.
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....
CITADEL
1,867 posts
Posted by CITADEL > 2022-08-10 15:16 | Report Abuse
long term investor very happy can sapu low price hahahaha , mana all the old folks????