[HARTA (5168) 贺特佳HARTALEGA HOLDINGS BHD：第六工厂的第一条生产线已于2020年1月投入使用，其余生产线将逐步投产，以满足不断增长的需求；一旦建成，第六工厂的年产量将达到47亿个] - James的股票投资James Share Investing
3Q20 vs 3Q19:
本季度的集团销售收入比去年同期增加了7,310万令吉或10.1％至7.965亿令吉。销售收入增加是由于销量增加了17.4％。税前盈利增加960万令吉或6.5％至1.597亿令吉，主要是由于本季度录得更高的销量。
YTD20 vs YTD19：
集团实现了21.46亿令吉的销售收入，较去年同期的21.44亿令吉增加了200万令吉或0.1％。报告的销售收入增加主要是由于销量增加。税前利润减少了1950万令吉或4.5％至4亿1860万令吉，上一年同期为4亿3810万令吉。
3Q20 vs 2Q20：
这季度的营业额为7亿9650万令吉，增加了8千710万令吉或12.3％。销售收入增加归因于这季度的销量增加。销量增加了12.9％。这季度的税前利润与上一季度相比增加了2230万令吉或16.3％至1亿5970万令吉，主要是由于销量增加以及丁腈，化学品，人工和电力成本降低。
前景：
随着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。第六工厂的第一条生产线已于2020年1月投入使用，其余生产线将逐步投产，以满足不断增长的需求。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，以应对小批量订单，将更多精力放在特殊产品上，年产能将达到34亿件。到2022财年，Hartalega的6号和7号工厂投产后，年产量预计将从目前的366亿件增加到447亿件。
尽管市场需求自2019年下半年开始回升，但商业环境继续充满挑战，运营成本不断上升，包括最近宣布的最低工资上涨。为此，Hartalega将继续着手进行成本优化，以减轻潜在的利润压力。此外，Hartalega还将加大对工业4.0技术的投资，以开发自动化解决方案，IoT技术和AI解决方案，以减少对体力劳动的依赖并提高运营效率。展望未来，Hartalega仍然对橡胶手套的需求增长和NGC不断扩展所支撑的长期前景感到乐观。
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James Ng Stock Pick Performance:
Since Recommended Return:
a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM2.49 (dividend RM0.025) in 1 year 6 months, total return is 251.7%
b) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM1.47 in 1 year 23 days, total return is 155.7%
c) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.93 (dividend RM0.04) in 1 year 7 months 11 days, total return is 147.8%
d) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.97 (adjusted)(dividend RM0.01) in 8 months 10 days, total return is 78.4%
e) PRLEXUS (PROLEXUS BHD), recommended on 25 Aug 19, initial price was RM0.455, rose to RM0.775 in 5 months 18 days, total return is 70.3%
f) TSH (TSH RESOURCES BHD), recommended on 30 Jun 19, initial price was RM0.90, rose to RM1.40 in 7 months 13 days, total return is 55.6%
g) PWROOT (POWER ROOT BHD), recommended on 7 Oct 18, initial price was RM1.59, rose to RM2.25 (dividends RM0.113) in 1 Year 4 months 5 days, total return is 48.6%
h) ELKDESA (ELK-DESA RESOURCES BHD), recommended on 18 Nov 18, initial price was RM1.27, rose to RM1.65 (dividend RM0.105) in 1 Year 2 months 25 days, total return is 38.2%
i) SERBADK (SERBA DINAMIK HOLDINGS BHD), recommended on 29 Jul 18, initial price was RM3.96, rose to RM5.17 (adjusted) (dividend RM0.13431) in 1 Year 6 months 14 days, total return is 33.9%
j) GBGAQRS (GABUNGAN AQRS BHD), recommended on 16 Dec 18, initial price was RM0.80, rose to RM1.01 (dividend RM0.015) in 1 Year 1 month 27 days, total return is 28.1%
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> 14％
我想说服读者学习基本面分析FA以便能从股市赚钱。
我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人，可以通过jamesngshare@gmail.com 或我的FB页面与我联系。
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2)【股票-实际操作班】课程：
10a.m. – 9p.m.，免费午餐和晚餐
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这个分享纯属讨论以及领域的分析，买或卖自负。请Like和Share这个post。最终决定永远是你的，谢谢。
James Ng
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[HARTALEGA HOLDINGS BHD: First line of Plant 6 was commissioned in January 2020 with remaining production lines to come on stream progressively to cater for the rising demand; plant 6 will have an annual installed capacity of 4.7 billion pieces once completed]
3Q20 vs 3Q19:
The Group's sales revenue for the quarter increased by RM 73.1 million or 10.1% to RM 796.5 million from corresponding quarter in preceding year. The higher sales revenue was due to increase in sales volume of 17.4%. Profit before tax improved by RM 9.6 million or 6.5% to RM159.7 million, mainly due to higher sales volume recorded for the current quarter.
YTD20 vs YTD19:
The Group achieved sales revenue of RM 2.146 billion, increased by RM 2.0 million or 0.1% from RM 2.144 billion recorded in corresponding period in preceding year. The higher sales revenue reported was mainly due to higher sales volume. Profit before tax eased by RM 19.5 million or 4.5% to RM 418.6 million as compared to RM 438.1 million in corresponding period in preceding year.
3Q20 vs 2Q20:
Revenue for the quarter amounted to RM 796.5 million, increased by RM 87.1 million or 12.3%. The higher sales revenue was attributed to higher sales volume for the quarter. Sales volume increased by 12.9%. Profit before tax for the quarter increased by RM 22.3 million or 16.3% to RM159.7 million as compared with previous quarter mainly due to increase in sales volume and lower nitrile, chemicals, labour and electricity cost.
Prospects:
In line with growing rubber glove demand globally, Hartalega will continue with its NGC capacity expansion plans. First line of Plant 6 was commissioned in January 2020 with remaining production lines to come on stream progressively to cater for the rising demand. 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 3.4 billion pieces. With the progressive
commissioning of Plant 6 and 7, Hartalega’s annual installed capacity is expected to increase from the current 36.6 billion to 44.7 billion pieces by FY2022.
While market demand has picked up since the second half of 2019, the business environment continues to remain challenging, with rising operating costs, including the recent announcement of the minimum wage hike. In line with this, Hartalega will continue to embark on cost optimization to mitigate potential margin pressure. In addition, Hartalega will also intensify investment into Industry 4.0 technologies to develop automation solutions, IoT technology & AI solutions in order to reduce dependency on manual labour and enhance operation effectiveness. Moving forward, Hartalega remains optimistic of the longer term prospects underpinned by growing demand for rubber gloves and ongoing NGC expansion.
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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 > 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/2020-02-13-story-h1483791490.jsp
