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 [HARTA (5168) 贺特佳 HARTALEGA HOLDINGS BHD:正在建设6号工厂,配套设施在2019年下半年建设,将有47亿件的年产量,7号工厂也在扩建管道中,以满足专注于特种产品的小订单,年产量为34亿件] - James的股票投资James Share Investing

1Q20 vs 1Q19:
税前利润减少2,420万令吉或16.6%,主要是由于销量下降及包装,电力,热力及劳工成本上升所致。

1Q20 vs 4Q19:
本季度税前利润较上一季度增加800万令吉或7.0%,主要原因是保养,电力和包装成本降低。

前景:
随着全球橡胶手套需求的增长,Hartalega将继续其NGC产能扩张计划。 NGC设施的工厂5在本季度完全投入使用。目前正在建设6号工厂,配套设施在2019年下半年建设,将有47亿件的年产量。 7号工厂也在扩建管道中,以满足专注于特种产品的小订单,年产量为34亿件。随着6号和7号工厂的逐步调试,Hartalega的年产量预计将从目前的366亿增加到FY2022的447亿件。

Hartalega认为,随着行业参与者控制扩张,新的产能将在未来几个季度逐步被消化,因为市场对橡胶手套的需求持续在增长。 Hartalega预计2019年下半年在供需平衡方面会更好。总体而言,手套行业将继​​续处于扩张模式。

随着近期天然气价格上涨等经营成本上升,商业环境继续面临挑战,Hartalega将继续着手进行成本优化,以缓解潜在的利润率压力。此外,Hartalega还将加大对工业4.0技术的投资,以开发自动化解决方案,物联网技术和人工智能解决方案,以减少对手工劳动的依赖并提高运营效率。

自去年推出抗菌手套以来,贺特佳已收到来自20多个国家的客户的订单。该公司还致力于确保联邦药品管理局(FDA)批准美国市场。由于新医疗产品处于推出和教育阶段,他们预计AMG在未来几年将做出更大贡献。展望未来,Hartalega对橡胶手套需求增长,NGC持续扩张以及AMG销售潜在增长所带来的长期前景保持乐观。
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James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.53 (dividend RM0.015) in 11 months 22 days, total return is 116.1%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.38 (dividend RM0.04) in 1 year 1 month 3 day, total return is 78.6%

c) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.31 in 7 months 19 days, total return is 63.8%

d) BAUTO (BERMAZ AUTO BHD), recommended on 14 Oct 18, initial price was RM1.89, rose to RM2.47 (dividend RM0.1875) in 9 months 20 days, total return is 40.6%

e) PESTECH (PESTECH INTERNATIONAL BHD), recommended on 2 Jun 19, initial price was RM1.04, rose to RM1.40 in 2 months 2 days, total return is 34.6%

f) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.64 (dividend RM0.035) in 8 months 17 days, total return is 31.9%

g) KGB (KELINGTON GROUP BHD), recommended on 23 Dec 18, initial price was RM0.965, rose to RM1.26 (dividend RM0.008) in 7 months 12 days, total return is 31.4%

h) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.745 in 6 months 15 days, total return is 29.6%

i) BJFOOD (BERJAYA FOOD BHD), recommended on 30 Sep 18, initial price was RM1.43, rose to RM1.61 (dividends RM0.04) in 10 months 4 days, total return is 15.4%

j) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM1.77 (dividends RM0.063) in 9 months 27 days, total return is 15.3%

k) HUAYANG (HUA YANG BHD), recommended on 17 Feb 19, initial price was RM0.40, rose to RM0.455 in 5 months 18 days, total return is 13.8%

l) VIZIONE (VIZIONE HOLDINGS BHD), recommended on 30 Dec 18, initial price was RM0.85, rose to RM0.935 in 7 months 4 days, total return is 10%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过jamesngshare@gmail.com 或我的FB页面与我联系。

1)【看懂年报和季报】课程:
11a.m. – 7p.m.,免费茶和咖啡

8月11日星期日:AG Hotel Penang, George Town 4份点心

9月8日星期日:Hotel Sri Petaling, KL 3份点心

10月19日星期六:Silka Johor Bahru Hotel, Johor Bahru 5份点心

2)【股票-实际操作班】课程:
10a.m. – 9p.m.,免费午餐和晚餐

8月10日星期六:AG Hotel Penang, George Town

9月7日星期六:Hotel Sri Petaling, KL

10月20日星期日:Silka Johor Bahru Hotel, Johor Bahru

3) 【公司业绩分享会】:
2p.m. – 7p.m.,免费茶和咖啡

8月9日星期五:AG Hotel Penang, George Town 4份点心

9月6日星期五:Hotel Sri Petaling, KL 3份点心

10月18日星期五:Silka Johor Bahru Hotel, Johor Bahru 5份点心

有兴趣的朋友,可以电邮或PM FB page联络我
email:jamesngshare@gmail.com
电话/Whatsapp : 011 - 15852043

Facebook Group: https://www.facebook.com/groups/jamesinvesting

这个是我的TELEGRAM Group链接,大家可以在这个Group获知何时做Fb live: https://t.me/joinchat/LhwHNhdU1fDgxrSafTrTiw

请大家来Follow James的Instagram,获取最新的资讯:jamesnginvest

这个分享纯属讨论以及领域的分析,买或卖自负。请Like和Share这个post。最终决定永远是你的,谢谢。

James Ng
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[HARTALEGA HOLDINGS BHD: Construction of Plant 6 structure is currently underway and the supporting facilities to follow in second half of calendar year 2019 and will have an annual installed capacity of 4.7 billion pieces, Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty product and will have an annual installed capacity of 3.4 billion pieces]

1Q20 vs 1Q19:
Profit before tax eased by RM24.2 million or 16.6%, mainly due to lower sales volume and higher packaging, electricity, heat and labour cost.

1Q20 vs 4Q19:
Profit before tax for the quarter increased by RM8.0 million or 7.0% as compared with preceding quarter mainly due to lower cost of upkeep, electricity and packaging.

Prospects:
In line with growing rubber glove demand globally, Hartalega will continue with its NGC capacity expansion plans. Plant 5 of NGC facility was fully commissioned during the quarter. Construction of Plant 6 structure is currently underway and the supporting facilities to follow in second half of calendar year 2019 and will have an annual installed capacity of 4.7 billion pieces. Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty product and will have an annual installed capacity of 3.4 billion pieces. With the progressive commissioning of Plant 6 and 7, Hartalega’s annual installed capacity is expected to increase from current 36.6 billion to 44.7 billion pieces by FY2022.

Hartalega believes that the new capacity will gradually be taken up in the coming quarters as industry players regulate expansion and market demand for rubber gloves continues to grow globally. Hartalega expects second half of 2019 to be better in terms of supply-demand balance. Overall, the glove industry will continue to be in expansionary mode.

As business environment continues to remain challenging with rising operating cost such as the recent natural gas tariff hike, Hartalega will continue to embark on cost optimization to mitigate potential margin pressure. In addition, Hartalega will also intensify investment into Industry 4.0 technologies to develop automation solutions, IoT technology & AI solutions in order to reduce dependency on manual labour and enhance operation effectiveness.

Since the launch of the antimicrobial gloves last year, Hartalega has received orders from customers in over 20 countries. The company is also working on securing Federal Drug Administration (FDA) approval for the US market. As the new medical product is in its introductory and educational phase, they expect AMG to contribute more significantly in the coming years. Moving forward, Hartalega remains optimistic of the longer term prospects underpinned by growing demand for rubber gloves, ongoing NGC expansion and potential growth of AMG sales.
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I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.

James Ng

https://klse.i3investor.com/blogs/general/218415.jsp
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