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[公司专区] 5168 Hartalega 贺特佳

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发表于 2010-2-8 01:28 | 显示全部楼层
今天我发现到 harta top 30 shareholder 总共占了 91.09%
balance float 8.91%
peng01 发表于 2010-2-8 01:19


冷们股的特征。

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发表于 2010-2-17 04:07 | 显示全部楼层
本帖最后由 peng01 于 2010-3-9 16:19 编辑



Harta insider purchase share 100,000 units, estimate value RM 700K
He is 1 of the independent non executive director.

latest floating share unit now is 8.87% only

手套股向来都很喜欢分红股,例如 supermx 和 topglove,
今年是 harta 上市的第3个年头,他会遵循传统,在4月的公布全年业绩是捎来好消息吗?
大家拭目以待。

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x 36
发表于 2010-2-21 14:13 | 显示全部楼层
Harta yr end 31/3/10  预测全年EPS = 50 sen。
以现在的RM 7.30的话,P/E = 14.60倍。
假如 P/E = 16  EPS = 0.50  Price = RM 8.00
假如 P/E = 18  EPS = 0.50  Price = RM 9.00
假如 P/E = 20  EPS = 0.50  Price = RM10.00

现在看 Harta-CA
exercise : RM 7.00
Expiry Date : 30/12/2010
Premium : 大概 12% ~ 14%
Gearing : 大概 5 左右
Exercise / Conversion Ratio : 8 : 1

以 Premium 大约 14% 的话。
Price = RM 8 , CA = 0.265
Price = RM 9 , CA = 0.4075
Price = RM10, CA = 0.55

我这样算法有错吗?

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x 36
发表于 2010-3-9 08:50 | 显示全部楼层
Notice of Extraordinary General Meeting (EGM)  

HARTALEGA HOLDINGS BERHAD (HHB OR THE COMPANY)
Notice of Extraordinary General Meeting (EGM)
We refer to the earlier announcements on 10, 12 and 24 February 2010 in
relation to the proposed establishment of an executive share option scheme
(Proposed ESOS).
On behalf of the Board of Directors of HHB, RHB Investment Bank Berhad wishes
to announce that the EGM of HHB will be held at Dillenia Room (Ground Floor),
Sime Darby Convention Centre, 1A, Jalan Bukit Kiara 1, 60000 Kuala Lumpur, on
Thursday, 25 March 2010 at 10:00 a.m.
Please refer to the attached file for the Notice of EGM.
This announcement is dated 8 March 2010.
You are advised to read the full contents of the announcement or attachment at
http://www.bursamalaysia.com.

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x 5
发表于 2010-3-9 10:39 | 显示全部楼层
Harta yr end 31/3/10  预测全年EPS = 50 sen。
以现在的RM 7.30的话,P/E = 14.60倍。
假如 P/E = 16  EPS = 0.50  Price = RM 8.00
假如 P/E = 18  EPS = 0.50  Price = RM 9.00
假如 P/E = 20   ...
chong82 发表于 2010-2-21 14:13


算法是没有错,但是premium不会一直保持在12-14%的。。。

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发表于 2010-3-9 11:23 | 显示全部楼层
算法是没有错,但是premium不会一直保持在12-14%的。。。
ee33 发表于 2010-3-9 10:39

肯定是贵过母股的,
就如你说12~14,
我只是做个比如而已.

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x 472
发表于 2010-3-9 11:27 | 显示全部楼层
71# chong82

有没有人要去EGM反对他们发ESOS?? 蚂蚁去不去?

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x 36
发表于 2010-3-9 12:19 | 显示全部楼层
新的第5工厂将会从3月10日开始运作,为该公司增加30亿件手套,
这将促使该公司2012财政年带来99亿件手套的总产量。

明天就是了,会不会因此股价小起呢!
大家拭目以待.......

我有买CA,要帮也帮不到.

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发表于 2010-3-9 16:23 | 显示全部楼层
新的第5工厂将会从3月10日开始运作,为该公司增加30亿件手套,
这将促使该公司2012财政年带来99亿件手套的总产量。
chong82 发表于 2010-3-9 12:19


增加30亿件手套,大概是增加了 50% 产能,如果需求量和赚幅依旧,那么eps不是也会 +50% 吗?
那么 2012 财政年不是有至少 0.75 eps ? 可以这样来算的吗?

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x 61
发表于 2010-3-9 18:59 | 显示全部楼层
如果你要酱来算
多出来的25SEN应该要乘于75%
三月才投入生产线的话, 等于第一个季还是旧产量咯

50SEN + 19SEN = 69SEN

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发表于 2010-3-10 00:34 | 显示全部楼层
http://announcements.bursamalays ... %20EGM%28HHB%29.pdf

harta 的 esos,好像都是给自己人,全部都是姓 kuan 的

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发表于 2010-3-12 17:14 | 显示全部楼层
71# chong82
有没有人要去EGM反对他们发ESOS?? 蚂蚁去不去?
ThermoFisher 发表于 2010-3-9 11:27

今天收到harta的EGM开会通知,如果要投票,一定要自己去或派代表去吗?
投票可以用寄去的吗?

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发表于 2010-3-26 05:22 | 显示全部楼层
http://www.sinchew-i.com/node/146085?tid=27

賀特佳設新生產線增產
2010-03-25 15:32

(吉隆坡)賀特佳(HARTA,5168,主板工業產品組)預料美國醫藥改革方案的通過短期內不會對手套需求帶來顯著影響,但就長期而言,必定逐步帶領手套需求量走高。

目前,賀特佳的美國兩大客戶Medline與Microflex合佔手套總銷量的50%。

賀特佳第一廠房生產線翻新計劃進展順利,加上第5家廠房將於今年杪全面建成,手套產能預計從現有的70億只年產量,進一步提昇至99億只。

賀特佳也有意再購買土地,供作下階段拓展計劃用途。

賀特達董事經理關錦安在股東特大會後表示,第一廠房的翻新耗資4000萬令吉,將以6條高能產線取代現有的10條舊款產線,估計可將現有的5億只手套年產量,提高3倍至大約每年17億只,並於7月投產。

觉得这则新闻很搞笑,今天harta起3毛多,报纸就随便找一个新闻来讲。

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x 42
发表于 2010-3-26 09:40 | 显示全部楼层
可能你会觉得搞笑,可是这报导里有一些比较关键而且也不搞笑的资讯

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x 41
发表于 2010-3-26 09:52 | 显示全部楼层
数据是很早以前就知道的了,但是也有一个很重要的点

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发表于 2010-3-26 11:12 | 显示全部楼层
本帖最后由 peng01 于 2010-3-27 06:49 编辑

是什么要点 ?

Hartalega Holdings is spending some RM40m to upgrade Plant 1 which will help to almost triple production capacity by next year.

With 10 production lines, Plant 1 currently is only producing about 500m pieces of gloves a year. The refurbished plant will increase production to 1.7bn pieces of gloves a year.

The refurbished plant is expected to be ready by July next year. Hartalega is also in the midst of completing its Plant 5 by November which will have 10 production lines.

Currently, the group produces 7bn pieces of gloves a year and once all the new plants are upgraded and completed, the group will produce 9.7bn pieces of gloves a year.

Kuan said the group is continuously looking to acquire land to prepare for the next phase expansion. (BT) Management's comments are in line with our estimates. Thus, no change to our earnings forecasts.

[size=130%]要 upgrade kilang 1,需要用到4千万,还要要买地建新厂,2010 财政年股息应该会少掉吧。

2011年的年总产量,会增加 38%,如果需求依旧,加上米国奥巴马签的那个什么 USA medical plan 的新法律会刺激米国的胶手套需求。

是否意为着,revenue , net profit , eps 都会一起上涨 38% 呢?


理想化来算,用2009年预测的eps 0.57sen 来算,财政年2011年的eps 将会是 0.57+38% = 0.7866,如果PE = 15 来算


那么2011 年,股价要上到 RM 11 块以上,是很有可能的。

先留下记录,2011年后本仙家再回来马后炮,哈哈哈!!!


上面这些全部是乱乱假设的,你们不要相信,我有很多,当然是极度唱好

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x 61
发表于 2010-3-26 21:42 | 显示全部楼层
本帖最后由 纸鹤 于 2010-3-26 21:44 编辑

对了, 有说过几时要HIT到99亿的生产量吧?
几时了啊?

HARTA是趋向收购别人工厂还是买地自己建厂呢?

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发表于 2010-3-27 15:50 | 显示全部楼层
The company expects glove production at a plant to reach 1.3 billion pieces, up from 500 million, after upgrading works are completed betweeen June and August 2011, director of sales and marketing Kuan Mun Keng said today in a telephone interview. - Bloomberg

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x 1
发表于 2010-4-27 20:51 | 显示全部楼层
27/04/2010  HARTALEGA HOLDINGS BERHAD ("HHB鈥? - Director's dealing in shares in HHB during closed period pursuant to Paragraph 14.08(c) of the Listing Requirements of Bursa Malaysia Securities Berhad

====26/04/2010  HARTALEGA HOLDINGS BERHAD ("HHB鈥? - Director's dealing in shares in HHB during closed period pursuant to Paragraph 14.08(c) of the Listing Requirements of Bursa Malaysia Securities Berhad

====23/04/2010  HARTALEGA HOLDINGS BERHAD ("HHB鈥? - Director's dealing in shares in HHB during closed period pursuant to Paragraph 14.08(c) of the Listing Requirements of Bursa Malaysia Securities Berhad

====22/04/2010  HARTALEGA HOLDINGS BERHAD ("HHB鈥? - Director's dealing in shares in HHB during closed period pursuant to Paragraph 14.08(c) of the Listing Requirements of Bursa Malaysia Securities Berhad

====


harta老板频频买进自己的股票。。。可能好事近鸟

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发表于 2010-4-28 16:18 | 显示全部楼层
本帖最后由 peng01 于 2010-4-28 16:29 编辑

Maybank Research Raises Hartalega TP By 22% On Expected Strong 4Q

Maybank Research has raised Hartalega TP by 22% to RM10.10 while maintaining its Buy call. “We see 4Q10 (ending 31 March) core net profit growing at a spectacular 18-24% on-quarter to RM44-46m, ahead of our earlier projected RM39m.” The broker also added that growth would come from higher sales volume after the commercialization of 2 new lines earlier in 1Q10 which will increase capacity by 564m pieces, to 6.4b pieces a year. Maybank thinks that Hartalega may possibly announce bonus issue, saying, “Hartalega has a solid enough balance sheet to declare a 1-for-2 bonus issue.”

maybank 预测买2送1
44mil, eps 应该是 18sen,全年 eps = 58 sen,今天 7.90, PE=13.6

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