賀特佳設新生產線增產
2010-03-25 15:32
（吉隆坡）賀特佳（HARTA,5168,主板工業產品組）預料美國醫藥改革方案的通過短期內不會對手套需求帶來顯著影響，但就長期而言，必定逐步帶領手套需求量走高。
目前，賀特佳的美國兩大客戶Medline與Microflex合佔手套總銷量的50%。
賀特佳第一廠房生產線翻新計劃進展順利，加上第5家廠房將於今年杪全面建成，手套產能預計從現有的70億只年產量，進一步提昇至99億只。
賀特佳也有意再購買土地，供作下階段拓展計劃用途。
賀特達董事經理關錦安在股東特大會後表示，第一廠房的翻新耗資4000萬令吉，將以6條高能產線取代現有的10條舊款產線，估計可將現有的5億只手套年產量，提高3倍至大約每年17億只，並於7月投產。
觉得这则新闻很搞笑，今天harta起3毛多，报纸就随便找一个新闻来讲。
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Hartalega Holdings is spending some RM40m to upgrade Plant 1 which will help to almost triple production capacity by next year.
With 10 production lines, Plant 1 currently is only producing about 500m pieces of gloves a year. The refurbished plant will increase production to 1.7bn pieces of gloves a year.
The refurbished plant is expected to be ready by July next year. Hartalega is also in the midst of completing its Plant 5 by November which will have 10 production lines.
Currently, the group produces 7bn pieces of gloves a year and once all the new plants are upgraded and completed, the group will produce 9.7bn pieces of gloves a year.
Kuan said the group is continuously looking to acquire land to prepare for the next phase expansion. (BT) Management's comments are in line with our estimates. Thus, no change to our earnings forecasts.
要 upgrade kilang 1，需要用到4千万，还要要买地建新厂，2010 财政年股息应该会少掉。
明年的年总产量，会增加 38%，如果需求依旧，加上米国奥巴马签的那个什么 USA medical plan 的新法律会刺激米国的胶手套需求。
是否意为着，revenue , net profit , eps 都会一起上涨 38% 呢？
理想化来算，用2009年预测的eps 0.57sen 来算，明年2011年的eps 将会是 0.57+38% = 0.7866，如果PE = 15 来算
那么2011 年，股价要上到 RM 11 块以上，是很有可能的。
先留下记录，2011年本仙家再回来马后炮，哈哈哈！！！
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