Harta is moving.
STOCK MARKET DISCUSSION V150
STOCK MARKET DISCUSSION V150
|
|
Jul 27 2020, 04:26 PM
Return to original view | Post
#21
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Harta is moving.
|
|
|
|
|
|
Jul 28 2020, 03:32 PM
Return to original view | Post
#22
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Jul 28 2020, 03:51 PM
Return to original view | Post
#23
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Jul 28 2020, 04:40 PM
Return to original view | Post
#24
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Inari, this is better 5G play than telco.
|
|
|
Jul 30 2020, 09:14 AM
Return to original view | Post
#25
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Opening so green for gloves, taught another good day, now face off, some turns red.
|
|
|
Jul 30 2020, 09:17 AM
Return to original view | Post
#26
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
|
|
|
Aug 4 2020, 02:33 PM
Return to original view | Post
#27
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
6.5 cents EPS, PE is 69 at 18.00 HereToLearn liked this post
|
|
|
Aug 4 2020, 03:04 PM
Return to original view | Post
#28
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
TG turns green.
Harta also climbing. Wow, so dramatic. |
|
|
Aug 5 2020, 10:16 AM
Return to original view | Post
#29
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Today online portal is not that smooth, suddenly got, suddenly whole screen not moving.
|
|
|
Aug 5 2020, 02:56 PM
Return to original view | Post
#30
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
QUOTE(HereToLearn @ Aug 5 2020, 02:48 PM) Very true. But even with considering the growth metrics as an input into calculations, no rational value investors will buy as a long term investment. Once pandemic subside and with vaccine available, likely next year, then ASP may stop going up, and may go down, as everyone is on expansion mode. E.g. for Harta: 39 billion to 44 billion pieces in 2022 (13% increase in sales, which can translate to 13% increase in revenue and earnings assuming ASP do not increase) EPS 6.49 in a quarter By 2022, EPS = 6.49*1.13*4= 29.3348 EPS (assuming insignificant share dilution by ESOS - lazy to include this) By 2022, with RM20, PE = 68... I cant take ASP into account because it is not predictable. But we can calculate what ASP is needed to reduce PE to a sensible level PE 15: ASP required = 4.5 times the current already inflated ASP PE 20: ASP required = 3.4 times the current already inflated ASP Just sharing, please correct me if I am wrong, happy to learn and invest if somehow I calculated wrongly and it is actually undervalued Heres an article on value vs growth investing. In the long run, what you really earn from investment will not be too different from the company's earnings that you invested. https://www.marketwatch.com/story/like-warr...ions-2020-08-03 Facemask already is example, how price going down fast, when supply become more. Facemask is easier to make, and very fast can produce, but gloves factory takes time to assemble. Also, with so profitable now, everyone also want to join in this industry, which may result more supply in the future. The worry is repeat of O&G stories, last time O&G also had lucrative profit across, then supply become more when everyone venture into it. Gloves is good for trading for now until next year. Next year onwards, hard to guess. mroys@lyn and HereToLearn liked this post
|
|
|
Aug 5 2020, 03:01 PM
Return to original view | Post
#31
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Aug 7 2020, 11:30 AM
Return to original view | Post
#32
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Aug 7 2020, 02:48 PM
Return to original view | Post
#33
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
|
|
|
Aug 7 2020, 03:17 PM
Return to original view | Post
#34
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Aug 11 2020, 09:10 AM
Return to original view | Post
#35
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Open high, and start going down, not good.
|
|
|
Aug 11 2020, 09:26 AM
Return to original view | Post
#36
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Aug 11 2020, 09:46 AM
Return to original view | Post
#37
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Glove is still good and hold on.
My worry post pandemic, when vaccine is available. Although it may be a year time ahead. If look at glove capacity expansion, it is scary, everyone ramp up and built new production line that can produce billion of gloves. Never mind, at least now is good, can punt at least few months to next year. |
|
|
Aug 11 2020, 09:53 AM
Return to original view | Post
#38
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
QUOTE(annoymous1234 @ Aug 11 2020, 09:48 AM) Gloves always got demand since long time ago. The issue is supply keep on ramping up, and look at the news that this company will install production line that can produce few billions pieces, another company will have new factory can produce another few billions. There may also other new comers after seeing so profitable to produce glove. Just like facemask, demand still there, but after supply ramp up, price going down. When price going down, profit margin not as good already. |
|
|
Aug 11 2020, 02:48 PM
Return to original view | Post
#39
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
|
|
|
Aug 11 2020, 04:39 PM
Return to original view | Post
#40
|
![]() ![]() ![]() ![]() ![]()
Junior Member
897 posts Joined: May 2019 |
Tomei limit down.
Pohkong also fall heavy |
| Change to: | 1.0955sec
0.57
7 queries
GZIP Disabled
Time is now: 26th November 2025 - 03:06 AM |