monetary

monetary | Joined since 2019-09-03

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Stock

2020-07-10 15:05 | Report Abuse

kossan price drops after agm. go read what they comment. hope harta management is smarter.

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2020-07-10 14:09 | Report Abuse

when ff buys they r in longterm. roe is 1 of the factors they consider.

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2020-07-10 14:08 | Report Abuse

typo. harta not showing covid result.

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2020-07-10 14:08 | Report Abuse

TG hasn't shown it's bombastic result yet but it's ROE v close to TG which has shown covid effect up to May.

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2020-07-10 14:05 | Report Abuse

I heard ff buying Malaysian glove companies wo. Which r their target? I believe TG n Harta.

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2020-07-10 12:28 | Report Abuse

close at 17 good enuf. bullish engulf candle cover the past 3days. setting upward trajectory for next week.

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2020-07-10 09:55 | Report Abuse

harta management won't b so sohai gua?

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2020-07-10 09:47 | Report Abuse

as smax runs further ahead from harta my holding ratio of harta to smax gets higher. I feel like sohai. lol!

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2020-07-10 09:42 | Report Abuse

yesterday harta buy vol 13278lot. sell 9203lot but price stagnant. is it indicating something?

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2020-07-10 09:37 | Report Abuse

harta still in washing machine mood. press down n immediately up.

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2020-07-09 20:49 | Report Abuse

no2 among the big 4 in terms of production capacity. 95% nitrile glove. harta exposure to N America market is the highest among all the glove producers.

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2020-07-09 20:42 | Report Abuse

the effect of covid 19 isn't shown in harta QR yet. IB will have more data once Q1 is published.

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2020-07-09 13:48 | Report Abuse

Smax has obm advantage but only nitrite glove is in great demand. it's latax glove can't sell at high price.

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2020-07-09 13:46 | Report Abuse

that's mean directors intends to trade when qr is about to be released. correct?

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2020-07-09 13:20 | Report Abuse

I still put higher hope on Harta albeit I have both Smax n harta. Facts:

Nitrile to latax ratio.
Smax 50:50 as reported in Oct 2019 (now dont know). Harta 95% nitrile.

Production capacity by end of 2020
Harta 39.4bn pieces. Smax 26.2bn pieces

OEM vs OBM
When OEM was selling at 90usd OBM can sell at 160usd. Smax apparently has advantage in pricing.

Share base
Harta share base is 2.5x larger than Smax but bear in mind historical PE of harta is more than twice of Smax PE.

Make ur own judgement

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2020-07-09 06:37 | Report Abuse

Company allots new shares to director so director has more shares to sell. Useless. Better buy ksl. Directors keep buying.

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2020-07-08 18:43 | Report Abuse

sgx riverstone up 10%. it isn't over yet!

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2020-07-08 15:32 | Report Abuse

the night is still young

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2020-07-08 11:03 | Report Abuse

u all r bloody stubborn stain. use bleach also can wash u away. lol!

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2020-07-07 14:01 | Report Abuse

no need to so 'ganjiong'. next qr a month away. top up now they wash u clean2.

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2020-07-07 13:59 | Report Abuse

Washing machine is switched ON!

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2020-07-07 11:32 | Report Abuse

stupid Hong Leong gives Harta TP 17.5. Must wait for revision of TP. Mid Aug.

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2020-07-06 12:27 | Report Abuse

kk7198 @monetary, it should be Biden2020.Trump is a dead duck now.
06/07/2020 11:53 AM

kk7198. Our glove might not b selling like hot cakes if Biden takes over whitehous. We need Trump.

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2020-07-06 12:25 | Report Abuse

freetospeak these ib fund they expected ASP price to peak in mid july 2021 then slowly dip into 2022...so now is jus beginning. So they rush in like unlimited QE buying glove stock like buy cabbage.
06/07/2020 11:48 AM

Unlimited QE from USA to buy our gloves. Kikiki...

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2020-07-06 11:47 | Report Abuse

Let's celebrate 4 July. TG broke 20 Smax broke 10 Hart's broke 17. Trump 2020!

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2020-07-06 09:45 | Report Abuse

uncle antie not buying genting n bank now. all buy gloves.

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2020-07-05 16:46 | Report Abuse

@poseidon. u r assuming when Smax eps exceeds Harta eps then Smax share price surpasses Harta share price. Thats only true if market assign the same pe to both. Harta historical pe is always more than twice of Smax.

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2020-07-05 11:55 | Report Abuse

@poseidon. if u agree with my argument then take a look at Smax & Harta earnings. Any possibility Smax earning (total earning not eps) catch up with harta?

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2020-07-05 11:51 | Report Abuse

@poseidon. Market assigns pe40 to harta & pe16 to Smax. 2.5x higher. At the same time harta share base is also 2.5x higher than Smax. Theoretically, Smax must has the same earning as harta in order to be level with harta in term of share price. Correct?

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2020-07-05 08:46 | Report Abuse

harta normal pe 40. TG has to work twice as hard to be level with harta. Smax works smart (obm)

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2020-07-05 08:44 | Report Abuse

TG is banking on volumn. Smax marketing strategy. Harta product innovation.

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2020-07-03 17:02 | Report Abuse

should name it ACG. anti covid glove :)

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2020-07-03 16:50 | Report Abuse

Q1 must b astonishing. V soon IB reports will focus on Harta.

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2020-07-03 16:14 | Report Abuse

That's why Dr Fauci says betting on vaccine has far higher chance than herd immunity. Many sohai American still believe in herd immunity.

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2020-07-03 16:10 | Report Abuse

USA 331mil population. currently only 2.84mil cases. herd immunity can b achieved in a few yrs, I guess.

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2020-07-03 16:04 | Report Abuse

Texas turns into another NY. Hospitals r overwhelmed. Dr Fauci herd immunity unlikely to b achieved.

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2020-07-02 12:14 | Report Abuse

Sarawak state election theme started? HSL KKB CMSB NAIM SCIB

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2020-07-01 14:57 | Report Abuse

@kok wai. asp unlikely to drop as long as order backlog occurs. by the end of 4Q20 pe will b back to norm 40

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2020-07-01 14:38 | Report Abuse

u buy land u have to pay land cess n quit rent. u buy spsetia u r paid dividend by owning land.

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2020-07-01 14:36 | Report Abuse

Sahara desert? Amazon jungle? north pole icecap?

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2020-07-01 14:33 | Report Abuse

8718arc land. at 86c per share equivalent to Myr9.6 per sq ft. Kampung land also Myr30 per sq ft. Mana cari?

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2020-07-01 14:24 | Report Abuse

it has to turn into salted fish b4 it can resurrect. 80c is grade A salted fish.

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2020-07-01 12:06 | Report Abuse

finally there's 1 IB upgraded harta's TP. go search for Kananga's report, guys.

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2020-07-01 12:02 | Report Abuse

this stock u can keep underneath ur pillow. peace in mind. result like shit but share price goes up.

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2020-06-30 17:57 | Report Abuse

Hartalega pe was 43 in 2018. Applying the same asp increment it's share price has the potential to double.

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2020-06-30 17:53 | Report Abuse

Comfort director said asp will rise 5 to 10% in monthly basis. Let's take the average 7%. Assuming there's no increase in production (which is untrue), no spot order (untrue) & cost remain the same. By the end of 4Q20, the forward PE at current price is only 8. U can work it out using spreadsheet. In 2018 H1N1 crisis Smax pe was 16. This time is much more serious so pe could b 20. Conservatively Smax TP is double of current price.

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2020-06-30 12:46 | Report Abuse

@skybursa. I m targeting 300%. Holding period 2yrs.

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2020-06-30 09:00 | Report Abuse

u spend so much time finding flaws I wonder how much money u earn from stock market.

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2020-06-29 17:30 | Report Abuse

Why ppl only chase mahsing? ksl spsetia tambun naim all at cutthroat price.