Investalks 马来西亚中文投资论坛 - 与你一起通往财务自由之路

 找回密码
 注册

最近看过此主题的会员

楼主: chengyk

[公司专区] 5168 Hartalega 贺特佳

    [复制链接]
x 1
发表于 2009-10-25 17:55 | 显示全部楼层
美国‧数百万感染‧逾千人死‧美宣佈流感紧急状態

    * A(H1N1)型流感

2009-10-25 09:15

    *

      美国总统奥巴马週六(10月24日)宣佈,国家已进入A(H1N1)型流感紧急状態,因全国受感染者数以百万计,逾千人死亡。(图:法新社)

(美国‧华盛顿)美国总统奥巴马週六(10月24日)宣佈,国家已进入A(H1N1)型流感紧急状態,因全国受感染者数以百万计,逾千人死亡。

白宫表示,总统週五(10月23日)晚已签署声明,让医务人员可以绕过某些联邦政府的原有规定。官员形容此举等同颶风登陆之前的紧急状態宣佈。

白宫说,这次宣佈目的是避免令国家急剧增加流感,这可能令国家的医疗资源不胜负荷。

卫生官员表示,死者之中有近百人是小童,全国46个州流感猖獗。

【热点新闻:A(H1N1)型流感恐慌】
星洲日报/国际‧2009.10.25

x 0 我要送花

x 25
发表于 2009-11-5 15:46 | 显示全部楼层
本帖最后由 红龙 于 2009-11-5 15:48 编辑

CIMB Research keeps Outperform on Hartalega           PDF           Print           E-mail
Written by Joseph Chin   
Thursday, 05 November 2009 11:09
Bookmark and Share
KUALA LUMPUR: CIMB Equities Research is keeping an outperform outlook on Hartalega as it expects the glove maker to post strong earnings, in line with other glove makers like Top Glove and Supermax.

Hartalega's share price rose seven sen to RM5.32 at 11am with 32,500 shares done on Thursday, Nov 5.

CIMB Research said Hartalega was scheduled to release its 2QFY3/10 results on Nov 10. If the recent results posted by other glove players such as Top Glove (Outperform), Supermax (Outperform) and Latexx Partners (Outperform) are anything to go by, there is a high chance of similarly strong results from Hartalega.

"Annualised 1H10 earnings are likely to exceed our full-year estimate of RM108.1m by about 10%, largely because of stronger-than-expected sales, especially from the nitrile segment. Pending the release of the results, we make no change to our earnings forecasts," it said.

It rolled forward its target price to end-10 while retaining its valuation basis of 13.5 times price-to-earnings, based on an unchanged 10% discount to Top Glove's 15 times target PE.

"This lifts our target price from RM7.32 to RM9.62. In view of the favourable outlook for the company, we maintain our Outperform call. Potential re-rating catalysts include its improving quarterly earnings, coming in from higher demand and ongoing capacity expansion," it said.

x 0 我要送花

x 1
发表于 2009-11-5 16:18 | 显示全部楼层
廖中莱:卫生部严密防范‧第二波A型流感来袭

    * 大马
    * A(H1N1)型流感
    * 即时新闻
    * 大马

2009-11-05 13:58

(布城)卫生部长拿督斯里廖中莱说,卫生部已启动全国各地的监督队伍,严密防范第二波A(H1N1)型流感的来袭。

他说,大马知晓美国已拉响了H1N1流感的报警,反映A型流感正侵袭北部国家,大马也必须做好防范策略。

他说,政府將会加强监督系统,以便更早取得流感数据是否有上升的资料和及早做足防范功夫。

他说,大马自8月以来,H1N1流感的数据已下降,由之前的每天最高峰四五百宗下降至二三十宗而已,H1N1流感病例依然在大马发生,只是病例已显著减少。

他说,卫生部的监管机制,包括机场的监督丝毫不放鬆,全国也设有哨点检测系统,收集感冒咳嗽和流感病例的资料作分析,並作出相应的行动。

他也说,他无法预知第二波流感何时会袭击大马,因为目前国际旅游非常普遍,容易跨洋越国。

他说,吉隆坡国际机场的扫瞄工作依然在进行,当局丝毫不敢小覷和提高警惕。

根据卫生总监丹斯里依斯迈的文告披露,在10月25日至31日期间,共有255宗类流感病人入院治疗,另有213人已出院。

他说,截至10月杪为止,在49所医院,包括2所私人医院留医的类流感病人共有446人,在这当中,只有11人或3%是確诊病例。

他说,死亡病例依旧是77宗,没有增加,同时期共有7人送入加护病房,3人目前已脱离,截至10月31日,还有4人还在加护病房,其中3人是高风险群,即5岁以下孩童两人,以及一人是病態肥胖症。

x 0 我要送花

x 1
发表于 2009-11-5 16:25 | 显示全部楼层
罗马尼亚政府决定紧急进口50万支甲型流感疫苗
新华网布加勒斯特11月4日电马尼亚看守政府总理博克4日宣布,罗将紧急进口50万支甲型H1N1流感疫苗,为15岁以下儿童接种。

    博克对当地媒体说,罗将于本月26日开始甲型H1N1流感疫苗接种行动。按照原计划,首批国产疫苗仅适用于15岁以上人群,而针对15岁以下儿童的疫苗要在明年1月才能面世。由于罗目前甲型流感呈不断扩散蔓延之势,政府决定斥资225万欧元紧急进口50万支甲型H1N1流感疫苗,以便使儿童与成年人群同时接种疫苗。

    据报道,目前,位于布加勒斯特的坎塔库济诺研究所自行研制的130万支甲型流感疫苗正在等待有关部门签发。

    罗最高国防委员会3日召开专门会议,讨论预防甲型H1N1流感措施。会议决定将国产疫苗产量从原定的500万支提高到1000万支,其中半数在年内完成生产。

    据报道,本月1日,罗中部旅游胜地锡纳亚一家宾馆因发生40人感染甲型H1N1流感而关闭,全国目前有12所学校部分年级甚至全校因此停课。

    截至4日,罗马尼亚感染甲型H1N1流感的人数为707人,其中209人仍在接受治疗。

x 0 我要送花

x 1
发表于 2009-11-5 16:29 | 显示全部楼层
全球甲型H1N1流感疫情及防控一周动态
2009年11月1日 11:47

[世华财讯]全球流感发病率呈迅速上升之势,而且甲型流感在大多数地区流感疫情中占主导地位,与此同时,全球甲流疫苗接种活动渐入高潮。

据新华社11月1日发布的全球甲型H1N1流感疫情及防控一周动态(10月26日至11月1日)显示,全球流感发病率呈现迅速上升之势,而且甲型H1N1流感在大多数地区的流感疫情中都占了主导地位。全球甲型流感疫苗接种活动逐渐进入高潮,且按照相关监管部门的要求接种甲型流感疫苗是安全的。

疫情动态

世界卫生组织发言人哈特尔10月29日在接受新华社记者采访时指出,北半球的流感高峰期通常是每年的1月份和2月份,但是现在离高峰期还有大约两个月,流感发病率就呈现迅速上升之势,而且甲型H1N1流感在大多数地区的流感疫情中都占了主导地位,“显然,今后几个月还会有许多人被感染”。

美国疾病控制和预防中心最新数据显示,过去两周,美国因流感症状而就医的人数急剧上升,远高于此前预期。目前,美国境内的甲型流感已经蔓延至50个州的46个州,造成1,000多人死亡,2万多人住院,且儿童染病比例相当高。

甲型流感在墨西哥已卷土重来。墨西哥卫生部的最新数据显示,10月份墨全国新增甲型流感确诊病例超过1.7万例,其中有97人死亡,成为甲型流感疫情在墨西哥暴发以来新增感染病例数最多的一个月。

英国卫生部10月29日说,英国甲型流感从9月开始出现第二波疫情,10月19日至25日一周,英格兰新增甲型流感病例数就达到7.8万例。迄今,英国累计甲型流感病例数已超过50万例,死亡人数升至137人。

俄罗斯联邦消费者权益和公民福利保护监督局10月27日发布公告称,因季节性流感和急性呼吸道感染病例迅速增加,俄境内已有数百所幼儿园、学校部分或全部停课,仅莫斯科市就有1,000多个班级停课。截至目前,俄境内报告的甲型流感确诊病例已超过1,340例,共有4人不治身亡。

过去一周,报告新增甲型流感病例的国家还包括柬埔寨、芬兰和蒙古国等。此外,韩国、黎巴嫩、土耳其、阿根廷、加拿大和葡萄牙等国报告了新增甲型流感死亡病例。

防控动态

全球甲型流感疫苗接种活动逐渐进入高潮。世界卫生组织总干事陈冯富珍10月28日在哈瓦那表示,未来12个月,该组织将向第三世界国家提供2亿剂甲型流感疫苗。

从10月26日开始,加拿大各地全面展开甲型流感疫苗的免费接种活动,包括医护人员、孕妇和老年人在内的高危人群优先接种。这是加拿大历史上规模最大的疫苗接种行动。

德国10月26日也开始在全国展开甲型流感疫苗接种活动,首批接种对象是医护人员、警察和消防队员,到11月中旬,接种范围将扩大到全社会。

韩国10月27日启动了第一轮甲型流感疫苗接种工作,首批接种人群是医护人员。韩国政府计划到明年2月前,为占总人口35%的国民接种甲型流感疫苗。

俄罗斯卫生和社会发展部负责人奇斯佳科娃10月31日宣布,俄罗斯将分3个阶段在全国接种甲型流感疫苗,第一阶段将于11月9日开始。

未来两周,西班牙等不少国家也将开始在人群中大规模接种甲型流感疫苗。

研究动态

世界卫生组织10月30日重申,按照相关监管部门的要求接种甲型流感疫苗是安全的,人体接种甲

型流感疫苗的反应与接种普通流感疫苗后的反应基本相同,这些反应属于正常现象。

世卫组织专家建议,在符合相关监管部门规定的前提下,成年人和10岁以上的青少年只注射1剂甲型流感疫苗。而关于10岁以下、6个月以上儿童疫苗接种问题,目前情况还掌握得很少,需要进行更多的调查研究。与此同时,存在免疫系统缺陷的人需要多大注射剂量也要进行更多研究后才能确定。

关于孕妇的疫苗接种问题,专家认为,相关试验结果未显示接种甲型流感疫苗会对孕妇造成任何直接或间接的不良影响

x 0 我要送花

x 25
发表于 2009-11-7 18:11 | 显示全部楼层
本帖最后由 红龙 于 2009-11-7 18:18 编辑

賀特佳次季料賺3200萬

    * 大馬財經

2009-11-07 10:50

(吉隆坡)賀特佳(HARTA,5168,主板工業產品組)在膠手套點石成金的“金手指”業務加持下,2010財政年次季淨利預料按季取得18至21%成長,達3100萬至3200萬令吉之間。

賀特佳將在11月10日公佈第二季業績,馬銀行研究預料表現將超越預期,為市場帶來驚喜,歸功於工廠高效用率、低乳膠價格及外匯收益。

賀特佳次季淨利料按年增長73至79%,促使首半年淨利按年走高83至86%至5800萬令吉,淨賺幅則料按季走挺2至3%。

股息預測上調

馬銀行研究也上調股息預測,中期股息有望寫下5至6仙,按年揚升25%,全年派發15仙股息。2011及2012財政年全年股息則料寫下17仙及22仙。

隨預期下半年業績持穩,馬銀行研究預期2010財政年淨利取得52%增長,至1億2070萬令吉,2011及2012財政年分別為1億3440萬及1億7460萬令吉。

惟美元走疲仍將威脅賀特佳的盈利表現,馬銀行研究認為,美元每走貶10仙將導致盈利滑跌4.6%。

“雖然出現時間上的差距,不過賀特佳將可重新調整手套的銷售價應對此窘境。”

賀特佳新承建的第5間工廠預定在2010年12月落成,每年將額外生產30億個手套,並為2011及2012財政年作出貢獻。

此外,賀特佳也將提昇首間工廠的營運,包括以6條新生產線取代10條舊生產線,將有效提昇有關工廠的243%產量,或相等於每年28萬個手套。首間工廠的資本開銷為3800萬令吉。

馬銀行研究維持賀特佳“買進”評級,目標價為6令吉50仙
星洲日報/財經‧2009.11.07

x 0 我要送花

x 0
发表于 2009-11-10 18:33 | 显示全部楼层
5168    HARTA    HARTALEGA HOLDINGS BHD
Quarterly rpt on consolidated results for the financial period ended 30/9/2009
Quarter:2nd Quarter
Financial Year End:31/03/2010
Report Status:Unaudited
Submitted By:WONG MAW CHUAN
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
30/09/200930/09/200830/09/200930/09/2008
RM '000RM '000RM '000RM '000
1Revenue134,572111,495259,908199,332
2Profit/Loss Before Tax41,19621,45573,89936,259
3Profit/Loss After Tax and Minority Interest33,15518,39959,54331,315
4Net Profit/Loss For The Period33,10618,36759,48131,256
5Basic Earnings/Loss Per Shares (sen)13.667.5824.5512.90
6Dividend Per Share (sen)5.004.005.004.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 1.21611.0499
Remarks:
N/A

10/11/2009   06:18 PM


Ref Code: 20091110FA00196

x 0 我要送花

x 42
发表于 2009-11-10 18:45 | 显示全部楼层
这期财报没那么重要,那时美元的价不错。
要看看下一期的。
see you in next season

x 0 我要送花

x 2
发表于 2009-11-10 19:13 | 显示全部楼层
本帖最后由 e64y2005 于 2009-11-10 19:24 编辑

从Profit margin高升,可以看得出管理层Cost管制得非常好...net profit margin靠近25%.,远远抛离同行九条街.

美元的合约对冲...有利於减低美元弱势对公司的风险.

x 0 我要送花

x 25
发表于 2009-11-10 20:48 | 显示全部楼层
Hartalega 2Q net profit up 80% to RM33.1m           PDF           Print           E-mail

Tags: earnings | gloves | Hartalega
Written by The Edge FinancialDaily   
Tuesday, 10 November 2009 19:30
Bookmark and Share

KUALA LUMPUR: HARTALEGA HOLDINGS BHD [] posted an 80% rise in net profit to RM33.11 million in its second quarter ended Sept 30, 2009 from RM18.37 million a year earlier on the back of expansion in production capacity, higher nitrile sales mix, improvement in production process, lower synthetic and natural latex prices, and favourable exchange rate.

Revenue rose 20.7% to RM134.6 million from RM111.5 million, while basic earnings per share (EPS) rose to 13.66 sen from 7.58 sen. It declared a first interim single tier dividend of five sen per share, totalling about RM12.12 million, which represents about 20.4% of its net profit for the period to Sept 30.

For the six months to Sept 30, net profit rose 90% to RM59.48 million from RM31.26 million a year earlier, while revenue rose 30% to RM259.91 million from RM199.33 million. EPS rose to 24.55 sen from 12.90 sen.

“Our second quarter results reflect our active efforts to increase production capacity, namely via improvements to our production lines. “In addition, we expect two new advanced high capacity production lines from Plant 5 to come on stream before the end of this financial year. This will have an immediate positive impact on our earnings growth,” said Hartalega managing director Kuan Kam Hon said in a statement on Tuesday, Nov 10.

He said furthermore, plant 5 expansion would add another eight advanced high capacity production lines by early 2011, while 10 old lines at plant 1 would be decommissioned and replaced with six high capacity lines.

Kuan said the measures would bring its current annual capacity of 6.2 billion pieces to 10 billion pieces by the second quarter of its 2012 financial year.

“Our commitment to provide investors with positive returns is evident from our profitability track record and dividend payout. Coupled with this fact, we are heartened by investors’ trust in our abilities given the capital appreciation reflected in our current stock price,” Kuan said.

x 0 我要送花

x 25
发表于 2009-11-11 12:43 | 显示全部楼层
賀特佳增10條新高產能生產線

    * 大馬財經

2009-11-11 12:12

(吉隆坡)賀特佳(HARTA,5168,主板工業產品組)計劃在今年杪增加2條新高產能生產線,2011年初再接再厲增設8條新生產線,逐步取代現有的10條生產線。

賀特佳發文告說,由於目前10條生產線營運效率不高,因此希望透過新生產線來提高生產力,料2012年手套產量將從目前62億件提高至100億件,並可望“立即”刺激盈利增長。

次季淨利漲80%
派息5仙

另一方面,在產能拓展、偏高丁晴烯手套銷量與生產程序改善下,賀特佳截至2009年9月30日止,次季淨利暴漲80.24%至3310萬6000令吉,前期為1836萬7000令吉;促使首半年淨利也從3125萬6000令吉急升至5948萬 1000令吉,漲幅為90.30%。

至於次季營業額也寫下1億3457萬2000令吉,比前期1億1149萬5000令吉高出20.69%;至於首半年營業額也從1億9932萬2000令吉攀漲至2億5990萬8000令吉,漲幅為30.38%。

賀特佳建議派發中期股息5仙。
星洲日報/財經‧2009.11.11

x 0 我要送花

x 25
发表于 2009-11-11 16:07 | 显示全部楼层
Higher target price for Hartalega           PDF           Print           E-mail

Tags: earnings | Hartalega | OSK Research
Written by Joseph Chin   
Wednesday, 11 November 2009 13:24
Bookmark and Share

KUALA LUMPUR: OSK Investment Research has upgraded glove maker Hartalega to a "buy" from "neutral" with a target price of RM6.96 from the previous RM5.45.

The research house said today, the higher target price was based on the existing 12 times FY2011 earnings per share (EPS).

"Going forward, the demand for the company's nitrile gloves is expected to be strong, especially with growing public awareness worldwide on hygiene prompted by the H1N1 pandemic. Also, we like the company's market leadership for nitrile gloves, which allows it to command good pricing," it said.

Hartalega posted an 80% rise in net profit to RM33.11 million in its 2Q ended Sept 30, from RM18.37 million a year earlier on the back of expansion in production capacity, a higher nitrile sales mix and improvement in its production process.

Revenue rose 20.7% to RM134.6 million from RM111.5 million, while basic earnings per share rose to 13.66 sen from 7.58 sen.

For the six months to Sept 30, net profit rose 90% to RM59.48 million from RM31.26 million a year earlier, while revenue rose 30% to RM259.91 million from RM199.33 million. EPS rose to 24.55 sen from 12.90 sen.

OSK Research says the 1H2010 results were above expectations, mainly contributed by strong demand resulting from the H1N1 pandemic.

As Hartalega also produces more higher-margin gloves, this together with production efficiency and lower latex prices, boosted net profit by 25.5% quarter-on-quarter

x 0 我要送花

x 25
发表于 2009-11-11 21:02 | 显示全部楼层
次季超預期‧賀特佳財測大幅上調

    * 大馬財經
    * 業績評論

2009-11-11 17:40

(吉隆坡)賀特佳(HARTA,5168,主板工業產品組)第二季淨利超越預期,受惠於A型流感帶來的手套強大需求,僑豐研究大幅上調2010與2011年的財測介於28至32%。

賀特佳2010年財年第二季淨利按季揚26%,按年增長逾80%至3300萬令吉,使半年淨利大起90.5%至5950萬令吉,出乎意料的標青,僑豐預測2010年全年可取得1億1610萬令吉淨利,2011年為1億4060萬令吉。

馬銀行研究也認為賀特佳次季淨利表現“超好”,但認為未來兩季,必須面對乳膠價上漲與美元走低對盈利表現的衝擊,才能繼續維持亮眼表現,因此維持2010和2011年的財測於1億2070萬令吉和1億3440萬令吉,2012年淨利預測為1億7460萬令吉。

僑豐也認同,衝擊淨利的潛在風險是乳膠價追隨原油與原產品價上漲,美元走貶亦可能侵蝕淨利。

賀特佳的膠手套以出口為主,其中來自美國的兩大客戶Medline與Microflex,佔了總銷量的50%,過度依賴大客戶亦有風險。

馬銀行說,美元兌馬幣若走貶10%,將導致淨利下挫3%,倘若能未來兩個季度把美元走弱效應管控好,而不衝擊其淨利,將有推高股價之效。

受淨利上漲所激勵,賀特佳一度上漲8仙或1.4%至5令吉69仙,惟在套利壓力下,閉市平盤,掛5令吉61仙。

僑豐說,次季淨利獲佳績,乃受多項利好所左右,包括A型流感肆虐,膠手套需求強勁、更具高賺益的手套、改善生產程序、乳膠售價低套更具優勢的匯率等。

賀特佳目前每年生產62億手套,其優質醫藥手套生產商,賺益按季增4.400分點至31.2%,這是業界最高的賺益。賀特佳廠房使用率由首季77%增長至次季82%,同時乳膠價挫12%至每公斤3令吉78仙,美元也按季走低3%。

僑豐稱許賀特佳在丁睛手套的領導地位,其議價能力高。

馬銀行研究認為賀特佳的資產負債表強穩,截至2009年9月,淨現金水平按季增長61%至4800萬令吉,或每股20仙;淨現金流改善有助擴展計劃。

賀特佳的第5廠房從2010年2月起每年增產30億個手套,使2012財政年總產能增長至105億個。
星洲日報/財經‧2009.11.11

x 0 我要送花

x 25
发表于 2009-11-12 12:03 | 显示全部楼层
本帖最后由 红龙 于 2009-11-12 12:05 编辑

A stellar quarter for Hartalega           PDF           Print           E-mail

Tags: Brokers Call | Hartalega Holdings Bhd | OSK Research
Written by Financial Daily   
Thursday, 12 November 2009 10:48
Bookmark and Share

HARTALEGA HOLDINGS BHD []
(Nov 11, RM5.61)
Buy at RM5.61: The glove maker’s 1HFY10 results were above expectations, mainly contributed by strong demand resulting from the H1N1 pandemic. As Hartalega also produces more higher-margin gloves, this together with production efficiency and lower latex prices, boosted net profit by 25.5% quarter-on-quarter (q-o-q). We have upgraded our FY10 to FY11 earnings by 28% to 32% and also our buy call (from neutral), with a higher target price of RM6.96 (previously RM5.45).

The 1HFY10 results made up 57% and 67% of consensus and our FY10 forecasts respectively. 2QFY10 revenue and net profit were 7.4% and 25.5% higher q-o-q to RM134.6 million and RM33.1 million respectively. Ebit (earnings before interest and taxes) margin was also better by 4.4ppts q-o-q to 31.2%. On a year-to-date comparison, 1HFY10 net profit climbed a hefty 90.3% to RM59.5 million, mainly contributed by the higher utilisation rate and lower latex price.

We understand that its current production capacity stands at 6.2 billion pieces per annum, with full utilisation mainly attributed to the strong demand for rubber gloves as a result of the H1N1 pandemic.

Earnings for FY10 to FY11 are upgraded by 28% to 32%. Our upgrade is in line with the consistently firm demand for rubber gloves from the medical industry.

We have revised upwards our target price for Hartalega to RM6.96 (previously RM5.45), based on the existing 12 times FY11 earnings per share (EPS) in line with our earnings upgrade.

Going forward, the demand for the company’s nitrile glove is expected to be strong, especially with growing public awareness worldwide on hygiene prompted by the H1N1 pandemic. Also, we like the company’s market leadership for nitrile gloves, which allows it to command good pricing.

However, the risks to our view include: 1) rising latex prices in line with the direction of crude oil price and prices of other commodities, 2) the weakening of the US dollar since the bulk of its sales is from exports and 3) the high reliance on two major customers, Medline and Microflex, which account for more than 50% of total sales. — OSK Research, Nov 11


This article appeared in The Edge Financial Daily, November 12, 2009.

x 0 我要送花

x 8
发表于 2009-11-12 18:31 | 显示全部楼层
最近harta消息特別多,但是股價不漲,反而跌,
有大戶趁機出貨的疑慮。

未來三天最好能創新高,不然可能要更長的盤整。

x 0 我要送花

x 25
发表于 2009-11-16 22:02 | 显示全部楼层
本帖最后由 红龙 于 2009-11-20 10:55 编辑

http://nexttrade.blogspot.com/20 ... e-rose-sharply.html
Wednesday, November 11, 2009
Harta's bottom-line rose sharply
Results Update

Harta announced its results for 2Q2010 ended 30/9/2009. Its net profit increased by 25.5% q-o-q or 80.2% y-o-y to RM33.1 million while turnover increased by 7.4% q-o-q or 20.7% y-o-y to RM135 million. The improved performance in QE30/9/2009 over the preceding quarter was attributable to increased demand, effective cost control & more efficient production process. Compared to previous year, Harta has benefited from higher production capacity, improved production process, better product mix, lower input cost & favorable forex movement.

Table 1: Harta's 8 quarterly results



Chart 1: Harta's 8 quarterly results

Valuation

Harta (closed at RM5.61 yesterday) is now trading at a PE of 12.1 times (based on last 4 quarters' EPS of 46.5 sen). The valuation is lower than Topglove (closed at RM8.25 yesterday), which is trading at a PE of 14.5 times (based on Topglove's last 4 quarters' EPS of 57.3 sen).

Technical Outlook

Harta is rising in an uptrend line, with support at RM5.50. In the past 3 months, the share price is also trapped in a rising wedge formation, with resistance at RM5.70 & support at RM5.30.


Chart 2: Harta's daily chart as at Nov 11, 2009_10.10am (Source: Quickcharts)

Conclusion

Based on good financial performance and mildly positive technical outlook, Harta is still a good stock for medium-term investin g.

x 0 我要送花

x 35
发表于 2009-11-18 19:33 | 显示全部楼层
39# 红龙


如果以目前市价为手套股做比较,看下谁值得买:

TOPGLOVE, EPS=0.5734,MARKET PRICE=RM8.40,P/E=14

SUPERMAX,EPS=0.32+0.1(ESTIMATE),MARKET PRICE=RM3.87,P/E=9

HARTALEGA,EPS=0.11+0.136+0.11(ESTIMATE)+0.11(ESTIMATE),MKT PRICE=RM5.56,P/E=12

看来SUPERMAX 还是最低P/E的呢

x 0 我要送花

x 3
发表于 2009-12-6 00:24 | 显示全部楼层
请问除了美元兌馬幣若走貶10%,將導致淨利下挫3%
投资HARTA的风险还有什么? 谢谢

x 0 我要送花

x 45
发表于 2009-12-6 00:45 | 显示全部楼层
41# 老马

还不熟悉管理层。
所以,管理层是否诚实,还需要时间证明。

x 0 我要送花

x 3
发表于 2009-12-16 18:04 | 显示全部楼层
本帖最后由 大时代 于 2010-1-28 10:50 编辑

今天TOPG 的业绩好..也带动了HARTA的飙升



发表于 2009-12-17 16:36
1                      US DOLLAR          3.425
今天的美元..先留下方便日后参考

x 0 我要送花

发表回复

您需要登录后才可以回帖 登录 | 注册 |

本版积分规则

Google 搜索本站 搜索WWW

快速回复 返回顶部 返回列表