[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:
1Q20 vs 4Q19：
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。
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%
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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.
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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