胶手套业大比拼 (更新版)

05.25.2009 | 7 Comments »
Posted in: 有关胶手套

回应股友的意见，推出更新版加了 Latexx 和 Adventa， 而各个报表顺序该项目排列。 (Ranking in Sorting Order) ，另加 par, listed on 等。

市值比较报表 (由大至小)

rg01

rg02

rg03

rg04

从排行榜看来， HARTA 是最大赢家， 最低的一只， 大家也动动脑筋找一下。

哗！终於搞掂， 完成”使命”， 也谢谢提供意见的股友， 让我的部落格办得更上一层楼。

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7 Responses

  1. Harta_Latexx May 25th, 2009 at 11:13 AM

    Hi, Thanks for the update. Allow me to say something here. First place why do u think of Latexx price going up so high in term of Percentage. Simply due to its growing like Harta. Due to this, i would suggest you might need to revise some formula in term of their latest EPS and forsee the coming months EPS. Only this you can know the actual EPS for year 2009 and will benefit those reader to judge their value. Please remember the past EPS is nothing for those company is in Growth Stage. We will miss the boat. Also look for their latest company profile… Any way thanks for updating. For my point of view. Latexx is still the lowest PE now if we judge by 1.00 vs it latest EPS.

  2. 小旺子 May 25th, 2009 at 3:35 PM

    You have a good point of view. I would say investors have to do their own homework as well. So, I rather leave the forecast EPS to them. They also have to look into at least 3 years financial performance. E.g. Latexx was a losing company back in 2000-2004. Obviously, it is a bad choice of counter at those periods.

    p/s”: Basically, all constructive comments like yours are all welcomed.

  3. 水到渠成 May 29th, 2009 at 9:14 AM

    Risks
    1) fluctuating nitrile latex prices, since nitrile latex makes up about 50% of its total production cost;
    2) uncertainty in crude oil price direction, causing uncertainty in raw material prices,
    3) weakening of US$, since the bulk of its sales are exported, and
    4) high reliance on 2 major customers, Medline and Microflex, which make up more than 50% of total sales.

    May I knoe when was harta commisioning his 10 new production line ?

  4. 小旺子 May 29th, 2009 at 5:18 PM

    Risk and Reward Go Hand in Hand.

    “If you want to achieve a high goal, you’re going to have to take some chances.”

    I’m not sure about the “10 new production line”. The closest that I got is the following news from Hart’s website:-

    Hartalega’s margins and earnings for its fourth quarter are expected to improve further in view of the favourable raw material prices as well as contribution from the rest of the capacity in its plant four that became fully operational in November.

    Similarly, Kossan embarked on a steady expansion of its capacity.

    Its 11 new lines in a new plant in Klang are progressively coming into commercial production, with all lines in operation from around July.

    http://www.hartalega.com.my/index.php?mid=14&p=contents-item&id=97

  5. Harta_Latexx May 30th, 2009 at 1:44 PM

    Harta
    2008 End 6.2 billions.
    2009 = 6.2 billions ~ ??
    5th line ready By 2010 = up another 3.1
    By 2011 = 9.3 billions.
    By 2012 = 10.5 billions.
    Just assume by 2011 it can produce up to 9.3 billions glove.

    Here I mention about Latexx company as well
    I like both Glove company. Both of them are in Growth Stage Com. They are not cheap anymore. But you can forsee their EPS based on line expansion and evaluate their future earning/value.

    Latexx
    2008 End 4 billions.
    2009 End 6 billions.
    2010 End 7.5 billions.
    2011 End 9.0 billions

  6. smallpotato September 15th, 2009 at 5:31 PM

    小旺子，我有一样事情不明白想请教下～
    为什么topglove的股息是11.00的呢？
    是怎么算出来的？

    不是应该7.00而已吗？
    http://topglove.asiaep.com/investor_home.html
    谢谢你的回复

  7. 小旺子 October 24th, 2009 at 8:38 PM

    smallpotato, 真抱歉，算是很迟来的回复，我不知道这部落有 Pending comments 要 approve 才能显示，我是以2008年为淮。而不是最新资料。

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