[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:
本季度的集团销售收入比去年同期增加了2.800亿令吉或43.7％至9.201亿令吉。销售收入增加是由于销量增加38.5％和平均售价提高。税前盈利大幅增加了1.512亿令吉或124.3％至2.728亿令吉，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来降低本季度的运营成本。
1Q21 vs 4Q20：
该季度的营业额为9.201亿令吉，增加了1.422亿令吉或18.3％。销售收入增加归因于该季度销量增加和平均售价提高。该季度的税前利润与上一季度相比增加了1.352亿令吉或98.3％至2.728亿令吉，主要是由于销售收入的增加，原材料成本和保养费用的降低。
前景：
为配合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工厂的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。随着6号和7号工厂的逐步调试，到2022财年，该集团的年产量预计将从目前的390亿件增加到440亿件。
在全球范围内，由于COVID-19大流行，对手套等医疗用品的需求激增。随着美国，拉丁美洲，印度和其他国家/地区的新病例不断飙升，预计在未来几年中对手套的需求将继续增长。在此外，由于人均手套消费量低且卫生意识增强，新兴市场增加了对手套的使用，预计该行业的需求将出现结构性增长。预计未来几年总体需求增长将超过供应。
为确保贺特佳继续在全球范围内不间断地向前线运送手套，贺特佳将继续执行已采取的COVID-19预防措施，以最大程度地降低马来西亚业务中的感染风险。这些包括加强社交距离措施，提高认识计划，进入筛查程序，在交通繁忙的地点安装热敏扫描仪，交错的轮班时间以及在公共区域经常进行消毒。
在今年3月，集团签署了一份买卖协议，以总现金代价2亿6千300万令吉收购位于万津的一块土地。占地约95英亩的土地将作为未来NGC 2.0产量扩展计划的地址。此次收购将使集团能够逐步扩大其能力，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. 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%
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超过14％
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James Ng
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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.
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 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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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 over 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/2020-08-05-story-h1511531566.jsp
