HARTALEGA HOLDINGS BHD
KLSE (MYR): HARTA (5168)
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Last Price
3.57
Today's Change
+0.09 (2.59%)
Day's Change
3.46 - 3.57
Trading Volume
5,308,200
Financial
Market Cap
12,237 Million
NOSH
3,428 Million
Latest Quarter
30-Sep-2024 [#2]
Announcement Date
12-Nov-2024
Next Quarter
31-Dec-2024
Est. Ann. Date
06-Feb-2025
Est. Ann. Due Date
01-Mar-2025
QoQ | YoY
-72.98% | -68.85%
Revenue | NP to SH
2,181,384.000 | 78,048.000
RPS | P/RPS
63.64 Cent | 5.61
EPS | P/E | EY
2.28 Cent | 156.78 | 0.64%
DPS | DY | Payout %
0.91 Cent | 0.25% | 39.80%
NAPS | P/NAPS
1.36 | 2.62
QoQ | YoY
-19.64% | 121.71%
NP Margin | ROE
3.80% | 1.67%
F.Y. | Ann. Date
30-Sep-2024 | 12-Nov-2024
Latest Audited Result
31-Mar-2024
Announcement Date
31-Jul-2024
Next Audited Result
31-Mar-2025
Est. Ann. Date
31-Jul-2025
Est. Ann. Due Date
27-Sep-2025
Revenue | NP to SH
1,837,597.000 | 12,722.000
RPS | P/RPS
53.61 Cent | 6.66
EPS | P/E | EY
0.37 Cent | 961.84 | 0.10%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
1.36 | 2.63
YoY
105.83%
NP Margin | ROE
1.09% | 0.27%
F.Y. | Ann. Date
31-Mar-2024 | 21-May-2024
Revenue | NP to SH
2,471,820.000 | 81,104.000
RPS | P/RPS
72.12 Cent | 4.95
EPS | P/E | EY
2.37 Cent | 150.87 | 0.66%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-36.49% | 263.69%
NP Margin | ROE
3.28% | 1.73%
F.Y. | Ann. Date
30-Sep-2024 | 12-Nov-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
14 people like this. Showing 50 of 33,765 comments
Currently mostly park in airport. Waiting for the privatization like forever.
2 weeks ago
No. We are NOT investing for another pandemic. That could be another 100 years from now. We are investing in US-China rivalry and it is bearing fruit since USTR announce 50%(2025) and 100%(2026) tariff on China gloves.
Between Intco and Bluesail production is about 90bill annual capacity. With tariff, Msia and Thai glove has the upside on volume and ASP to sell in US market (largest market for gloves).
Even with 10% or 20% tariff on Msia & Thai, we are still cheaper than China. But I don't think that will happen. US target is really China thanks to Supermax. Supermax is on board in American Medical Manufacturers Association (AMMA). They are the one convince US to place tariff on China. Supermax production capacity in Texas is only 4.8 bill per annum, meaning the rest of US order will come from Supermax Msia. Supermax will not be silly to want tariff on Msia gloves.
And if Supermax to expand they production in US, that would eat a lot into their capital. They spent billions and are losing money these few years bcoz of building their plant in US. It would take years for this expansion to take place. So we have a good 4 years for Msia gloves. By then PE of 150 will drop to PE 25 when the profit has increased tremendously.
Please do your research before you shoot your mouth.
On Supermax.
https://theedgemalaysia.com/node/726994
mushimushi
Why PE 150++ still buy? This Tulip mania.
Moderna And Other Vaccine Maker Stocks Tumble After Trump Taps RFK Jr. As HHS Head
https://www.forbes.com/sites/antoniopequenoiv/2024/11/14/moderna-and-other-vaccine-maker-stocks-tumble-after-trump-taps-rfk-jr-as-hhs-head/
There will be no plandemic in the next 4 years.
2 weeks ago
Harta management is the "best" is only by reputation. I give you that. But that is just a small part to the overall picture. Don't forget, glove is a LOW margin product and easy to make. China was a threat before the tariff. AFTER the tariff, Msia gloves are on an even playing field.
You talk about automation, Kossan has been doing that since 2017 and with strong cash position, they had been upgrading production since 2021. Now is almost 2025. They had spent 4 years to be fully automated. Kossan is no way behind Hartalega in this aspect.
https://theedgemalaysia.com/article/cover-story-slow-and-steady-route-digital-transformation
Kossan has one bad reputation problem; CEO sells shares when price is high. A bit annoying but hey, he is allowed to do that. This caused Kossan to be undervalued AT THE MOMENT. But things that matters like production, quality etc ... Kossan is as good as Harta. Remember, Kossan and Harta were the only 2 glove companies that were not banned by US Custom on labour issues.
Topglove ... well they are big. That's all.
So Dawchok, it not arrogance. It's facts. Get off your high horse on "best management". It's only goes on for a while. It will wear off fast. Btw, Kossan is the only glove company making profit this Q3. And been paying dividend.
dawchok
The management is the best in gloves industry albeit much arrogant comparing to those from KS and TG
2 weeks ago
US occupied about 50% of harta revenue. This means harta still need to fight with china for the another 50% revenue. Pre-covid 2019, when we decide the glove price, harta share price is around RM4+. Now we fight fiercely with china and harta share price now stand at RM3.43. How much upside do we really have?
2 weeks ago
Aiyoh ... 50% of US order is secured without China kacau2.
The other 50% is price war and you think Msia cannot fight them? Glove is low margin, low tech product. China's cost base is no difference than Msia.
For comparison 2023 annual report: Cost of Revenue/Revenue
Harta = 86.77%
INTCO (China) = 86.30%
To me... this is not much difference.
Before COVID, China was not focus too much on gloves but after covid and their production increases, they want to muscle in by throwing price. Basically stealing Msia customers base. But remember this, OVERHEAD cost is a KILLER in this kind of VOLUME game products. That's why Topglove is still making losses. INTCO (China) is 79 bill annual capacity. Kossan and Harta stands at 35bill annually which is at the optimum production capacity to make money. INTCO will go into losses soon enough. AND without US market, China will lose even more.
Remember Evergrande? Why have they gone bankrupt? High debt. INTCO debt exploded from RMB280 mill to RMB7.17 bill. That is 25.6 times. When their production size cannot justify the sales they have, they will cut down production significantly and lose economy of scale. They have enough cash to cover their debt but they definitely cannot THROW PRICE to steal Msia customer base.
With US tariff, China is no longer a threat.
2 weeks ago
China to cut or cancel export tax rebates for products including aluminium. Glove is not in the list for now.
https://www.reuters.com/markets/commodities/china-cut-or-cancel-export-tax-rebates-products-including-aluminium-copper-2024-11-15/
2 weeks ago
This export rebate cancelation will prevent China exporter from throwing price. Now they have to compete without CCP back up.
2 weeks ago
With this rm 3.47 price , i better buy ranhill for coming robust net profit when DC starts operate , ranhill share price will surge 500 % from now ! Glove stocks wont back to pre pandemic level forever !
1 week ago
Steady moving up is good enough, no need to wish gloves to go back to pre pandemic era
1 week ago
Then say in in Ranhill forum lor. Why say it here? You expect people to sell Harta and buy Ranhill ka? 😂
NatsukoMishima
With this rm 3.47 price , i better buy ranhill for coming robust net profit when DC starts operate , ranhill share price will surge 500 % from now ! Glove stocks wont back to pre pandemic level forever !
1 week ago
Mei Li, what I mean is the upside is limited. At the time where glove Malaysia is almighty and earn 100m per quarter, harta price stand at RM4+
1 week ago
@findfreedom even getting close to RM4 is also a decent profit from now :) and personally im pretty optimistic with the overall industry growth despite no future worldwide pandemic
1 week ago
With us tariff malaysia glove profit margin will drop kaw kaw , both competitor hold die together !
1 week ago
@YourquirkyWays May be you are right. Everyone have different expectation. I would expect 20% potential profit at the very least.
1 week ago
Yeah I view the sales volume increase in the recent QR as really promising, but maybe im overly optimistic as well. Cheers @findfreedom
1 week ago
Nutsucker, Harta penny stock when?????????????????????????????????????????????????????????????????????????????? Dnex RM4-6 when??????????????????????????????????????????????
1 week ago
yeah keep going around asking ppl to sell their counters and but his bad performing ones xD that Dnex 2 years d still stuck below 40c, soon back to below 30c.
Whoever follow him going holland d.
1 week ago
1.HARTA 2024-11-21 3.55 3.58 3.52 3.54 -0.03 (0.84%) 6,902,900
2.Name
KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
Details of Changes:
Currency
-
Date of Change Type Number of Shares
21-Nov-2024 Acquired 4,000,000
1 week ago
I need to learn from them in control of phycology and emotional in buying low when nobody want!! Try
1 week ago
demand on glove keep on increasing every year due to hygiene awareness and also higher demand from other countries besides US. Demand worldwide now is much higher if compare to pre-pandemic.
1 week ago
https://www.orientaldaily.com.my/news/international/2024/11/23/694935?fbclid=IwY2xjawGuQzdleHRuA2FlbQIxMQABHctQXnhqqEN4L9RCFXE2fOlFuTimUJsKA1zY_7dg2_SjrEFLa5xvT9jaOQ_aem_HtalJIKc6GCP6ue7jbHNJA
All sort of virus spreading during winter time
1 week ago
xiaoeh
u r very humble Pang72 sifu
13 hours ago
NO ONE CAN ALWAYS EARN MONEY INCLUDING ME.
LET'S LEARN TOGETHER SHLD BE THE WAY
1 week ago
WINNING BIG: The 10 Best-Performing Stocks in Malaysia YTD - SUNWAY, GAMUDA, UTDPLT, IJMCORP, AIRPORT, CIMB, TENAGA, AMMB, 99SMART, HARTA
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-11-23-story-h474783546-WINNING_BIG_The_10_Best_Performing_Stocks_in_Malaysia_YTD_SUNWAY_GAMUDA_
1 week ago
Trump has announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
1 week ago
TP RM4 above, I believe it can be done next year, when Trump administration in place. Buy and Hold, why worry.
1 week ago
Great news for glove stocks! Trump has just announced an additional 10% tariff on all Chinese products, raising the tariff on Chinese medical gloves to 60% from the current 50% under the Biden administration. This new tariff will take effect in January 2025.
#Bloomberg
1 week ago
https://www.google.com/amp/s/timesofindia.indiatimes.com/world/us/trump-pledges-to-impose-tariffs-on-mexico-canada-and-china-on-first-day-in-office/amp_articleshow/115676440.cms
Really wo! Add 10% tarrif on top of current tax to all China goods...
1 week ago
Malaysia glove stocks will tumble in 2025 ! Dont ask me why , you will know the answer in 2025 !
2 days ago
Nutsucker will end up in an asylum in 2025 ! Dont ask me why , you will know the answer in 2025 !
1 day ago
Hartalega ramping up rubber glove production amid signs of demand recovery. Next year will be a good year for Harta
1 day ago
US SOLAR PANEL TARIFF SETS A PRECENDENT: SUPERMAX MIGHT BE THE ONLY MALAYSIA GLOVE CO THAT MIGHT BE EXEMPTED FROM US TARIFF, Calvin Tan
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-03-story-h475649343-US_SOLAR_PANEL_TARIFF_SETS_A_PRECENDENT_SUPERMAX_MIGHT_BE_THE_ONLY_MALAY
1 day ago
NO. Totally different issue. LONGi is China's solar manufacturer. They have a big production in Bukit Beruntung, Rawang. Of course Msia got hit by this tariff. They are targeting China manufacturers. Even the article stated this fact:
The group, the American Alliance for Solar Manufacturing Trade Committee, accused big Chinese solar panel makers with factories in Malaysia, Cambodia, Vietnam and Thailand of causing global prices to collapse by dumping products into the market.
16 hours ago
This shld be interpreted as "USA targeting tariff on China glove manufacturer even if they operate from Indonesia, Vietnam or Msia. "
15 hours ago
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findfreedom
More precisely it is 5.2% of my total investment. :p
2 weeks ago