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

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

typo. harta not showing covid result.

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.

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

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

harta management won't b so sohai gua?

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

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

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

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.

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

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

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

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

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

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

the night is still young

https://www.nst.com.my/world/world/2020/07/606761/us-posts-new-daily-covid-19-case-record-60209

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

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

Washing machine is switched ON!

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

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.

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...

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

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

@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.

@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?

@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?

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

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

should name it ACG. anti covid glove :)

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

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

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

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

Sarawak state election theme started? HSL KKB CMSB NAIM SCIB

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

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

Sahara desert? Amazon jungle? north pole icecap?

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

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

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

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

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

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.

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

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

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