HARTA (5168) 贺特佳 - HARTA(5168) Q2 2017季报
期待已久的季报热潮期又来了,难得得空加出炉的是最近比较关注的一场战役,所以就做了些功课,方便同时有投资这只股的朋友可以一起研究。。
以下是最新的业绩。。
Quarterly rpt on consolidated results for the financial period ended 30 Sep 2016
HARTALEGA HOLDINGS BERHAD |
Financial Year End | 31 Mar 2017 |
Quarter | 2 Qtr |
Quarterly report for the financial period ended | 30 Sep 2016 |
The figures | have not been audited |
Attachments
- Default Currency
- Other Currency
Currency: Malaysian Ringgit (MYR)
SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2016
30 Sep 2015
30 Sep 2016
30 Sep 2015
$$'000
$$'000
$$'000
$$'000
1 Revenue
436,975
379,345
838,802
699,860
2 Profit/(loss) before tax
83,759
75,069
151,888
154,993
3 Profit/(loss) for the period
71,177
60,553
127,575
123,343
4 Profit/(loss) attributable to ordinary equity holders of the parent
71,215
60,411
127,391
123,092
5 Basic earnings/(loss) per share (Subunit)
4.34
3.69
7.76
7.51
6 Proposed/Declared dividend per share (Subunit)
2.00
2.00
4.00
4.00
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9600
0.9152
以上是第2季度报告。
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
| ||||
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD | ||
30 Sep 2016
|
30 Sep 2015
|
30 Sep 2016
|
30 Sep 2015
| ||
$$'000
|
$$'000
|
$$'000
|
$$'000
| ||
1 | Revenue |
436,975
|
379,345
|
838,802
|
699,860
|
2 | Profit/(loss) before tax |
83,759
|
75,069
|
151,888
|
154,993
|
3 | Profit/(loss) for the period |
71,177
|
60,553
|
127,575
|
123,343
|
4 | Profit/(loss) attributable to ordinary equity holders of the parent |
71,215
|
60,411
|
127,391
|
123,092
|
5 | Basic earnings/(loss) per share (Subunit) |
4.34
|
3.69
|
7.76
|
7.51
|
6 | Proposed/Declared dividend per share (Subunit) |
2.00
|
2.00
|
4.00
|
4.00
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
| ||||
7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.9600
|
0.9152
|
按季度计算的话,去年同季度跟最新季度比较来说,今年REVENUE成长了15%左右,从3亿8千万成长到4亿3千万,而每股净利则成长了17%,从3.69SEN成长到4.34SEN,所以季度对比季度算是蛮不错。而这一季度是第二季,也是半年的季报,所以对比去年上半年跟今年上半年的话,营业额成长了大约20%,从去年同期的7亿成长到今年的8亿4千万,但是每股净利方面,则从去年同期的7.51SEN成长到今年的7.76SEN,只成长了3%左右而已,略嫌不足,只不过在这样的世道来看,有成长就很不错了。。
根据管理层解释,主要归功于(还归公?龟公就有=。=)货物售价调整去更有竞争力的价格,然后原料价格上涨,天然气价格成本,维护费用,贬值和其他。
*小小学堂,新的机器或工厂的话,那么头几年可以用贬值法来减低部分税务,或也作做账手法,合理避税,不过也会导致业绩看起来没那么好。
从上述的业绩看来,我是非常满意的,不过要真正对比的话,除了对比去年同期,最好也对比上一个季度。。
Quarterly rpt on consolidated results for the financial period ended 30 Jun 2016
HARTALEGA HOLDINGS BERHAD |
Financial Year End | 31 Mar 2017 |
Quarter | 1 Qtr |
Quarterly report for the financial period ended | 30 Jun 2016 |
The figures | have not been audited |
Attachments
- Default Currency
- Other Currency
Currency: Malaysian Ringgit (MYR)
SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2016
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2016
30 Jun 2015
30 Jun 2016
30 Jun 2015
$$'000
$$'000
$$'000
$$'000
1 Revenue
401,827
320,515
401,827
320,515
2 Profit/(loss) before tax
68,129
79,924
68,129
79,924
3 Profit/(loss) for the period
56,398
62,790
56,398
62,790
4 Profit/(loss) attributable to ordinary equity holders of the parent
56,176
62,681
56,176
62,681
5 Basic earnings/(loss) per share (Subunit)
3.42
3.83
3.42
3.83
6 Proposed/Declared dividend per share (Subunit)
2.00
2.00
2.00
2.00
AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7 Net assets per share attributable to ordinary equity holders of the parent ($$)
0.9326
0.9152
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
| ||||
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD | ||
30 Jun 2016
|
30 Jun 2015
|
30 Jun 2016
|
30 Jun 2015
| ||
$$'000
|
$$'000
|
$$'000
|
$$'000
| ||
1 | Revenue |
401,827
|
320,515
|
401,827
|
320,515
|
2 | Profit/(loss) before tax |
68,129
|
79,924
|
68,129
|
79,924
|
3 | Profit/(loss) for the period |
56,398
|
62,790
|
56,398
|
62,790
|
4 | Profit/(loss) attributable to ordinary equity holders of the parent |
56,176
|
62,681
|
56,176
|
62,681
|
5 | Basic earnings/(loss) per share (Subunit) |
3.42
|
3.83
|
3.42
|
3.83
|
6 | Proposed/Declared dividend per share (Subunit) |
2.00
|
2.00
|
2.00
|
2.00
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
| ||||
7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.9326
|
0.9152
|
以上是上一季度报告。
以最新季度对比上一个季度来说,营业额季对季成长了9%左右,每股净利则成长了总体来说,则成长了27%,主要原因是营业额提高了,加上PROFIT MARGIN从之前的大约18%提高到这个季度的20%,相信是因为市场已经开始消化到新的产量,所以售价上获得改善,加上如大会时说的会调整客户的售价,所以这个季度的业绩我感到满意,半年前的隐忧也拨开云雾见青天,毕竟哪有人不断减低售价的,又不是卖不出=。=,但是值得一提,年对年的净赚幅却是放缓了,相信是因为化学品,天然气和新厂房开始运作所致,不过长期下去我相信可以恢复。。
而之前盛传业绩大倒退,引致股价大暴跌?这些我就不懂了,我只是知道,人家卖的时候,我慢慢累积而已,而且我是买长期成长的,所以不管他那么多,目前这只基本上怎么跌也难跌破我的平均价了~。~
如果以价值计算法来算,这只股确实是很难追,因为数据实在不太像样=。=
PE:30+-
DY:1.7+-
这样的数据实在难让我买进啦~。~,不过按照预算,PLANT1&2已开始投入运作,而且在接下来的5年也会陆陆续续的增加PLANT3-6,而PLANT3-410月已经开始贡献,整个计划会让他新增达到72条产线,让总产量达到一年420亿,比现在大约140亿增加2倍,当然业绩肯定也跟产量成正比的,而这是不是意味着接下来5年股价有望翻2倍?这个就让时间去证明吧,我只要看着我的资金继续翻涨就够了~。~
从图表看,该股从一年前的FREE
FALL,到半年前我买着下时候的找支撑点,到近半年的逐步攀升格局,好像半年前说过,我认为这个叫做随时反弹图XD,猜中低点自然就是反弹图,如果低点持续不出现就叫完蛋图了XD,所以图表还是看看就好了,我们投资还是以基本面为主才是正路~。~
不管他,见一步走一步好了,目前以图表看,要突破大约5元那边涨势才能有下一波,以这样的业绩来看,如果未来持续不错,相信5元是指日可待,我要的是开翻啦,但是8元的开翻来看,相信起码2-3年才有机会了。。
HARTA 5168
最后交易价格 Rm4.78
Happy Investing~。~
By 第一天
写这篇文章的时候我个人是持有该公司股份,但是请别看到我的文章就胡乱以为我叫你买或卖,整篇文章并没有任何买卖建议,或推高股压低价的其他企图,单纯分享我的功课,本人"怒"不对你的盈亏负任何责任,谢谢。
HARTA (5168) 贺特佳 - HARTA(5168) Q2 2017季报
http://windscopo.blogspot.my/2016/11/harta5168-q2-2017.html