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 [HARTALEGA HOLDINGS BHD:NGC的6号厂已营运12条生产线中的4条,其余生产线将逐步启动。一旦建成,第六工厂的年产量将达到47亿个;第七工厂也正在扩建中,以满足小订单的需求,更多地侧重于特色产品,年产能将达到24亿件]

4Q20 vs 4Q19:
集团在本季度的销售收入达7亿7790万令吉,比去年同期增加9千470万令吉或13.9%。销售收入增加主要是由于销量增长18.3%。税前盈利增加了2490万令吉或22.1%,主要是由于销售收入增加,原材料和能源成本降低,以及集团采取成本控制举措以降低本季度的运营成本。

YTD20 vs YTD19:
集团实现了29亿令吉的销售收入,比去年同期的28亿令吉增加了9670万令吉或3.4%。报告的销售收入增加主要是由于销量增长了8.8%。税前盈利增加了540万令吉或1.0%至5.562亿令吉,上一年同期为5.508亿令吉。除税前溢利增加主要是由于销量增加所致。

4Q20 vs 3Q20:
营业利润较上季的1.542亿令吉,增加了1,960万令吉或12.7%,至1.738亿令吉,这主要是由于原材料和能源成本降低。该季度的税前利润与上一季度相比减少了2210万令吉或13.9%,主要是由于3650万令吉的净汇兑损失。

前景:
随着全球橡胶手套需求的增长,贺特佳将继续其NGC产能扩张计划。 NGC的6号厂已营运12条生产线中的4条,其余生产线将逐步启动。一旦建成,第六工厂的年产量将达到47亿个。第七工厂也正在扩建中,以满足小订单的需求,更多地侧重于特色产品,年产能将达到24亿件。随着6号和7号工厂的逐步营运,到2022财年,该集团的年产量预计将从目前的381亿个增加到437亿个。

在全球方面,随着COVID-19大流行继续有更多新病例,对手套等医疗用品的需求猛增。为确保贺特佳继续在全球范围内向前线交付手套而不会受到干扰,贺特佳已投入在马来西亚的工厂内采取了许多COVID-19预防措施来降低感染风险。这些措施包括执行社会疏离措施,提高认识计划,进入筛查程序,在人流密集的位置安装热扫描仪,交错的轮班时间和在公共区域的频繁消毒。

2020年3月25日,这公司的全资子公司Hartalega NGC Sdn Bhd与Bonus Essential Sdn Bhd签订了《买卖协议》,以总现金代价RM2.63亿收购位于Banting的一块土地。占地约95英亩的土地将用作NGC 2.0产能扩展计划的未来场所。此次收购将使集团能够逐步扩展其能力,以满足不断增长的全球需求。展望未来,由于对橡胶手套的需求不断增长以及正在进行的扩张计划,贺特佳仍对长期前景感到乐观。
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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 RM2.30 (dividend RM0.04) in 1 year 9 months 7 days, total return is 227.3%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.85 (dividend RM0.04) in 1 year 10 months 16 days, total return is 137.7%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM3.44 (adjusted)(dividend RM0.055) in 11 months 15 days, total return is 109.3%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.03 in 1 year 3 months 27 days, total return is 79.1%

e) TOPGLOV (TOP GLOVE CORP BHD), recommended on 1 July 18, initial price was RM12.14, rose to RM20.96 (adjusted)(dividend RM0.32) in 1 Year 10 months 18 days, total return is 75.3%

f) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.24 (dividend RM0.148) in 1 Year 7 months 11 days, total return is 50.2%

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。

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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: Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed. Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces]

4Q20 vs 4Q19:
The Group's sales revenue for the quarter amounted to RM 777.9 million, increased by RM 94.7 million or 13.9% from corresponding quarter in preceding year. The higher sales revenue was mainly due to increase in sales volume of 18.3%. Profit before tax increased by RM 24.9 million or 22.1%, mainly due to higher sales revenue, lower raw material and energy cost coupled with the Group’s cost control initiative to reduce operation costs for the current quarter.

YTD20 vs YTD19:
The Group achieved sales revenue of RM 2.9 billion, increased by RM 96.7 million or 3.4% from RM 2.8 billion recorded in corresponding period in preceding year. The higher sales revenue reported was mainly due to increase in sales volume of 8.8%. Profit before tax increased by RM 5.4 million or 1.0% to RM 556.2 million as compared to RM 550.8 million in corresponding period in preceding year. The increase in profit before tax was mainly due to higher sales volume.

4Q20 vs 3Q20:
The operating profit increased by RM 19.6 million or 12.7%, to RM 173.8 million as compared to previous quarter of RM154.2 million mainly due to lower raw material and energy cost. Profit before tax for the quarter decreased by RM 22.1 million or 13.9% as compared with previous quarter mainly due to net foreign exchange loss of RM 36.5 million.

Prospects:
In line with growing rubber glove demand globally, the Group will continue with its NGC capacity expansion plans. Plant 6 of NGC facility has commissioned 4 out of 12 lines with remaining production lines to come on progressively. Plant 6 will have an annual installed capacity of 4.7 billion pieces once completed. Plant 7 is also in the expansion pipeline catering to small orders focusing more on specialty products and will have an annual installed capacity of 2.4 billion pieces. With the progressive commissioning of Plant 6 and 7, the
Group’s annual installed capacity is expected to increase from current 38.1 billion to 43.7 billion pieces by FY2022.

On the global front, demand for medical supplies such as gloves has picked up strongly as the COVID-19 pandemic continues to record higher number of cases. To ensure the Group continues to deliver gloves to front liners globally without disruption, the Group had put in place numerous COVID-19 preventive measures to bring down the risk of infection within the operations in Malaysia. These include enforcing social distancing measures, awareness programme, entry screening procedure, installing thermal scanners at high traffic locations, staggered shift hours and frequent sanitizing at common areas.

On 25th March 2020, Hartalega NGC Sdn Bhd, a wholly-owned subsidiary of the Company, has entered into a Sales and Purchase Agreement with Bonus Essential Sdn Bhd for the acquisition of a piece of land located in Banting for a total cash consideration of RM263 million. The land which measures approximately 95 acres will serve as the future site for NGC 2.0 capacity expansion plan. The acquisition will enable the Group to progressively expand its capacity to meet the rising global demand. Moving forward, the Group remains optimistic of the longer term prospects underpinned by growing demand for rubber gloves and ongoing expansion plans.
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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/2020-05-20-story-h1507745407.jsp

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