【HARTA 5168 交流专区】贺特佳

blackmoon123

原帖由 elvingan 于 3-5-2008 05:28 PM 发表
烂股,害的我陷入泥沼.....

只是没有人要炒它而已，并不代表它烂。
而且业绩都没有出，还不能断定。
分分钟派高息

xiaoji

原帖由 Mr.Business 于 10-4-2008 11:00 AM 发表
老大预测2009年的净利有RM150 million，只有她10分之1大的Hartalega预测2009年的净利有RM55 million。不知道谁在吹牛。

之前有听某博士在一个课程中提到（教人做research的），
research部分美国的上市公司 ，
发现 toptier的margin会比2nd,3rd tier的来得比较少。

现在在RM1.75价格， 还不算亏。
远比JFTech(Mesdeq) 好得多了，开市RM0.40,现在RM0.23。

Mr.Business

原帖由 xiaoji 于 3-5-2008 06:56 PM 发表
之前有听某博士在一个课程中提到（教人做research的），
research部分美国的上市公司 ，
发现 toptier的margin会比2nd,3rd tier的来得比较少。

现在在RM1.75价格， 还不算亏。
远比JFTech(Mesdeq) 好得多了，开市RM0.40,现在RM0.23。

是吗？？？请举例说明。这里我指的不只是margin，还有数额。
Top Glove预测2009年的净利有RM150 million，只有她10分之1大的Hartalega预测2009年的净利有RM55 million, 谁在吹牛?

Mr.Business

"超好"的业绩。。。

Hartalega reports RM70.3m net profit
Published: 2008/05/30

HARTALEGA Holdings Bhd, which was listed on Bursa Malaysia Securities last April, has turned in a net profit of RM70.3 million for the financial year ended March 31, 2008 on the back of a turnover of RM257.581 million.

In a statement in Kuala Lumpur yesterday, Hartalega, a glove maker, said the result was higher than the estimated net profit of RM69.6 million which was presented in the prospectus in conjunction with the listing of the group.

Managing director, Kuan Kam Hon, said the group was on target to achieve its projections despite the trying external conditions in terms of the vagaries of currency fluctuations, commodity prices, as well as rising material costs.

"Given our track record, strong balance sheet and even stronger earnings potential, we are confident the group will continue to deliver on its projections,” he said.

He said apart from expansion plans, the group would remain focused on its research and development, particularly in improving its engineering capabilities which would have a strong impact on our bottom line.

"This is certainly part of the groups strategy to capture the opportunities that lie inherent in the synthetic glove market globally,” he said.

Meanwhile, the company said it was currently building its fourth plant and construction of the fifth plant was set to commence soon on the land adjacent to the present factory at Batang Berjuntai.

"Both factories are expected to contribute to the groups profit forecast by financial year 2009 and 2010 respectively.

"Collectively, there will be twenty new production lines from both these plants which will provide the group with an additional capacity of approximately six billion gloves per year, representing an additional 182 per cent capacity from the Groups current capacity of 3.3 billion pieces of gloves,” it said. — Bernama

http://www.btimes.com.my/Current ... 0529190126/Article/

xetronic

很好，我还有十多lots.

Mr.Business

Harta呀Harta。。。

HARTA
(5168) 12:02:17
Last Done        1.600
Change        -0.040
Day High        1.600
Day Low        1.520
Best Buy        1.590
Best Sell        1.620
Volume(Lot)        30

Mr.Business

新闻。

Thursday September 11, 2008
Hartalega unaffected by hike in raw materials

KUALA LUMPUR: Synthetic glove manufacturer Hartalega Holdings Bhd is optimistic about the current financial year ending March 31, 2009 as it has been able to strengthen its margins and offset the rising fuel prices via biomass fuel.

Executive chairman and managing director Kuan Kam Hon said on Thursday that despite increasing raw materials prices, energy cost and global conditions, he was still optimistic about its financial performance for the remaining quarters of the year.

“Moreover, the group has in place a state-of-the-art biomass plant which will help mitigate the rise in energy costs as it reduces reliance on natural gas. During the recent gas price hike of almost 75%, the biomass plant was able to reduce the impact,” he said.

Currently, 26% of the group’s current energy need is from biomass fuel. The biomass plant uses mainly empty fruit bunch fibers as fuel.

He said this would otherwise be impossible in conventional energy plants due to the absence of advanced combustion technology.

Kuan said the biomass plant was also registered with the Kyoto Protocol and would allow the group to trade certified emission reduction credits (CERs) to developed nations in future.

Hartalega had already signed a sale and purchase agreement with EDF Trading Ltd, a major player in energy trading based in London and a unit of the largest power utility group in Europe, The EDF Group.

“At this moment, the biomass plant is at the validation stage but once the process is completed, we will be able to potentially generate income of up to RM12 million within the next four years,” he said.

For the first quarter ended June 30, Hartalega recorded net ptofit of RM12.89mil on the back of a turnover of RM87.83mil.

For the financial year ended March 31, 2008, it posted net profit of RM70.25mil on the back of RM257.58mil in revenue.

Kuan said the group’s positive financial performance was based on its intensive research and development efforts that enabled it to develop advanced manufacturing processes.

“As a result, we are still able to deliver margins which are above industry average despite challenging market conditions,” he said.

“More importantly, we have been able to strengthen our margins while still providing our large international client base with attractive and competitive pricing.

"Additionally, our synthetic gloves have been making great headway with us gaining enormous market recognition in Europe while we maintain a strong position in the US.”

http://biz.thestar.com.my/news/s ... 07&sec=business

Mr.Business

HARTA
(5168) 15:28:17
Last Done        1.500
Change        -0.080
Day High        1.500
Day Low        1.500
Best Buy        1.450
Best Sell        1.490
Volume(Lot)        17

Mr.Business

新闻。

Hartalega boosts output to meet surging demand
By Ooi Tee Ching        
Published: 2008/09/12

HARTALEGA Holdings Bhd is running its manufacturing lines faster to boost production by 17 per cent to meet burgeoning demand from the US and Europe.

It is currently producing 35,000 pieces of nitrile, or synthetic, gloves an hour compared with 30,000 before.

"We actually have a happy problem as whatever we churn out is sold instantly. The demand for nitrile gloves from hospitals in the US and Europe just keeps increasing," managing director Kuan Kam Hon told reporters after the company's annual general meeting in Kuala Lumpur yesterday.

Hartalega could have raised its prices to dampen the demand, but did not and has no intentions to do so.

Its factories, clustered on a 9.2ha site in Batang Berjuntai, Selangor, can produce five billion pieces a year.

As it adds more production lines, its annual capacity is expected to swell to 6.3 billion pieces by December.

Hartalega's highly automated production lines has enabled it to quickly leverage on economies of scale and bring down the world's average price of nitrile gloves.

"Five years ago, very few hospitals could afford nitrile gloves. Now, it is fast becoming the preferred choice as we make them more affordable while maintaining quality," said Kuan.

On market trends, executive director James Liew said the group will give more focus to Europe.

"What has happened in the US market is also happening in Europe. More healthcare organisations are switching from natural rubber gloves to nitrile," he said.

http://www.btimes.com.my/Current ... hart-2.xml/Article/

傻人最有傻福

（吉隆坡22日讯）分析员表示，虽然全球经济放缓与原产品价格下滑，导致乳胶价格下跌至每公斤4.15令吉，预料业者的赚幅在下半年会恢复，因此给予该领域“增持”的评级。

侨丰投资研究分析员指出，基本上对手套制造商来说，只要乳胶价格在短期内起伏不大，那么影响力也不大。

他说：“当乳胶价格自今年初上涨以来，手套制造商也适时调整销售价格，如今乳胶价格下跌，他们也将会下调销售价格。”

“在今年上半年，乳胶价格处于上扬趋势，一些手套制造商的赚幅也面对微幅收窄。”

“现在乳胶价格下挫，将可在短期内改善他们的赚幅。尽管他们的赚幅在长期内是不会受到影响，不过我们还是期望手套制造商的赚幅，可在今年下半年复苏。”

分析员表示，大马与泰国的乳胶主要是由橡胶手套制造商消耗，所以需求永远稳健。

“有鉴于此，我们估计乳胶价格将不会继续下跌。”

“此外，由于过去数个星期时常下雨，所以或许导致割胶工人无法割胶，而让乳胶供应短缺，相信这将让乳胶价格获得稍微回弹。”

乳胶价格是于今年7月3日写下记录新高至每公斤7.19令吉，而截至昨日闭市时则收4.15令吉。

傻人最有傻福

新闻。

Rubber glove prices set to be lowered
By Ooi Tee Ching         
Published: 2008/10/30

The quantum of reduction is expected to be negotiated between the manufacturers and their respective clients

MALAYSIA'S rubber glove makers are looking at lowering glove prices given the sharp fall in the price of latex.

The quantum of reduction is expected to be negotiated between the manufacturers and their respective clients.

"Since latex prices have started to come down more this month, clientsare now calling to renegotiate glove prices," Malaysian Rubber GloveManufacturers' Association (Margma) president Oon Kim Hung said.

Speaking to Business Times, Oon said that many of the association'smembers buy forward their latex and the usual time lag for new pricingis between six and eight weeks.

Top Glove Bhd executive director Lee Kim Meow said that major clientshad asked for a discount in glove prices in view of falling latexprices.

"Certainly, we're giving discounts, but the amount is only to an extent that we can afford," he said.

Lee added that the rubber glove industry was a dynamic one, with gloveprices constantly adjusted to take account of latex prices.

Despite the impending price cut, local glove makers are optimistic ofmaintaining eight per cent growth in exports to RM6.35 billion thisyear.

According to the Statistics Department, Malaysia exported some RM4.4billion worth of gloves from January to August this year, up 13 percent from the previous corresponding period.

Thailand, Indonesia and Malaysia - the world's biggest rubber producers- are currently meeting in Bangkok to finalise ways to support rubberprices that have plunged to three-year lows.

Latex prices have plunged 40 per cent on the Malaysian Rubber Exchange since July.

Thailand and Malaysia plan to chop down more old and un-productiverubber trees and replant higher-yielding clones to curb immediatesupply, while Indonesia has called for planters to reduce their tapping.

In response, Oon said that if latex prices were to rise again, glove makers in Malaysia would act accordingly.

The Asean Rubber Business Council, in a statement issued in KualaLumpur recently, called for urgency in upholding contract sanctity.

As rubber prices fall, buyers are tempted to delay accepting delivery in the hope of paying a lower price later.

http://www.btimes.com.my/Current ... ubba-2.xml/Article/

傻人最有傻福

Entitlements (Notice of Book Closure)

Reference No CU-081114-55049

Company Name	:	HARTALEGA HOLDINGS BERHAD
Stock Name	:	HARTA
Date Announced	:	14/11/2008

EX-date	:	11/12/2008
Entitlement date	:	15/12/2008
Entitlement time	:	05:00:00 PM
Entitlement subject	:	First Interim Dividend
Entitlement description	:	FirstInterim Dividend of 2 sen per share less 25% income tax and 2 sen pershare tax exempt for the financial year ending 31 March 2009.
Period of interest payment	:	to
Financial Year End	:	31/03/2009
Share transfer book & register of members will be	:	15/12/2008 to 15/12/2008 closed from (both dates inclusive)  for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	SYMPHONYSHARE REGISTRARS SDN BHD, 26th Floor, Menara Multi Purpose, CapitalSquare, No. 8, Jalan Munshi Abdullah, 50100 Kuala Lumpur Tel: 03-27212222 Fax: 03-27212530
Payment date	:	07/01/2009
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	15/12/2008
b. Securities deposited into the Depositor's Securities Account before12:30 pm in respect of securities exempted from mandatory deposit	:
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.	:
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	RM
Entitlement in RM (RM)	:	0.04
Remarks :

           

© 2008, Bursa Malaysia Berhad. All Rights Reserved.

傻人最有傻福

Financial Results

Reference No CU-081112-35671

Company Name	:	HARTALEGA HOLDINGS BERHAD
Stock Name	:	HARTA
Date Announced	:	14/11/2008

Financial Year End	:	31/03/2009
Quarter	:	2
Quarterly report for the financial period ended	:	30/09/2008
The figures	:	have not been audited

Converted attachment :

Please attach the full Quarterly Report here:

傻人最有傻福

Remark:

SUMMARY OF KEY FINANCIAL INFORMATION

30/09/2008

		INDIVIDUAL PERIOD	CUMULATIVE PERIOD
	CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2008	30/09/2007	30/09/2008	30/09/2007
		RM'000	RM'000	RM'000	RM'000
1	Revenue	111,495	0	199,332	0
2	Profit/(loss) before tax	21,455	0	36,259	0
3	Profit/(loss) for the period	18,399	0	31,315	0
4	Profit/(loss) attributable to ordinary equity holders of the parent	18,367	0	31,256	0
5	Basic earnings/(loss) per share (sen)	7.58	0.00	12.90	0.00
6	Proposed/Declared dividend per share (sen)	4.00	0.00	4.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent (RM)	0.8691		0.7406

Note: For full text of the above announcement, please access Bursa Malaysia website at www.bursamalaysia.com

Remarks :

The Boardhas declared a first interim dividend of 2 sen per share less 25%income tax and 2 sen per share tax exempt in respect of the financialyear ending 31 March 2009.

daoheng

马来西亚手套制造股3-贺特佳(HARTA,5168)

贺特佳(HARTA,5168)被视为马来西亚最具有潜质的手套制造商之一。贺特佳(HARTA,5168)创新科技机械生产让贺特佳(HARTA,5168)每小时可以生产3万只手套，而业者平均每小时生产1万只手套。

目前贺特佳(HARTA,5168)手套年产量60亿只手套，而贺特佳(HARTA,5168)也激励扩张业务,并期望可以在2009&2010年各增加10条生产线，以达到91亿只手套的年产量。。

目前10条生产线的第四间工厂，预料会在2009年第三季全面透产。而第五间工厂料于2010年峻工。让年产能量增加31亿条,好让2010年贺特佳(HARTA,5168)的年产量可达到91亿条。

而2009年及2010年淨利预测保持在5340万令吉及6700万令吉。

小郭投资部落http://ekstock.blogspot.com

john123

这个股大升。不过，他的profit margin 尽然是20+ %。 。。。。

有谁可以解释20%的profit margin?

jvcpcv55

01 APRIL 2009

RM2.60

power1988

4月1号 ......涨到RM10

camry

此股升势一发不可收拾，三强相比之下黯然失色，已是昨日黄花。单从股价来看，黑豹难取信于人，顶级光辉期已过，高产停滞不前，一代新股换旧股，此股可不可能成为新一代的顶级？

jvcpcv55

02 april 2009

RM2.80......