[HARTALEGA HOLDINGS BHD：6号厂已经调试了12条生产线中的8条，其余生产线将逐步投入运营。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27亿件]
1Q21 vs 1Q20:
1Q21 vs 4Q20：
James Ng Stock Pick Performance:
Since Recommended Return:
a. FRONTKEN CORP BHD, recommended on 12 Aug 18, initial price was RM0.715, rose to RM3.69, dividend RM0.04, in 1 year 11 months 23 days, total return is 421.7%
b. TOP GLOVE CORP BHD, recommended on 1 July 18, initial price was RM12.14, rose to RM56.72 adjusted, dividend RM0.52, in 2 Years 1 month 3 days, total return is 371.5%
c. MI TECHNOVATION BERHAD, recommended on 2 Jun 19, initial price was RM1.67, rose to RM6.27 adjusted, dividend RM0.055, in 1 Year 2 months 2 days, total return is 278.7%
d. KKB ENGINEERING BHD, recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.63, dividend RM0.04, in 2 Years 1 month 3 days, total return is 110.1%
e. OPENSYS M BHD, recommended on 24 May 20, initial price was RM0.355, rose to RM0.68, dividend RM0.0025, in 2 months 11 days , total return is 92.3%
f. PROLEXUS BHD, recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.715, dividend RM0.003, in 11 months 10 days , total return is 57.8%
g. POWER ROOT BHD, recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.18, dividend RM0.188, in 1 Year 9 months 28 days, total return is 48.9%
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[HARTALEGA HOLDINGS BHD: 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 2.7 billion pieces]
1Q21 vs 1Q20:
The Group's sales revenue for the quarter increased by RM 280.0 million or 43.7% to RM920.1 million from corresponding quarter in preceding year. The higher sales revenue was due to increase in sales volume of 38.5% and increase in average selling price. Profit before tax increased significantly by RM 151.2 million or 124.3% to RM272.8 million, 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.
1Q21 vs 4Q20:
Revenue for the quarter amounted to RM 920.1 million, increased by RM 142.2 million or 18.3%. The higher sales revenue was attributed to higher sales volume and increase in average selling price for the quarter. Profit before tax for the quarter increased by RM 135.2 million or 98.3% to RM272.8 million as compared with previous quarter mainly due to increase in sales revenue, lower raw material costs and upkeep expenses.
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 8 out of 12 lines with remaining production lines to come on steam 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 2.7 billion pieces. With the progressive commissioning of Plant 6 and 7, the Group’s annual installed capacity is expected to increase from current 39 billion to 44 billion pieces by FY2022.
On the global front, demand for medical supplies such as gloves has surged due to the COVID-19 pandemic. With new cases continue to soar in US, Latin America, India, and other countries, the growing demand for gloves is expected to continue in the coming years. In addition, the sector is expected to undergo a structural step-up in demand on the back of increased glove usage from emerging markets with low gloves consumption per capita and heightened hygiene awareness. The overall projected growth in demand is expected to outstrip supply for the next few years.
To ensure the Group continues to deliver gloves to front liners globally without disruption, the Group will continue to enforce the COVID-19 preventive measures that were put in place in order to minimize 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.
During March this year, the Group has entered into a Sales and Purchase Agreement 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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