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10 comment(s). Last comment by iswara at Oct 22, 2020 11:26 PM
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NinjaInPyjamas
14 posts

Posted by NinjaInPyjamas > Oct 20, 2020 11:08 AM | Report Abuse

You cannot take USD70 as the ASP new norm of nitrile gloves, my friend.
For PBT margin, topglove's average Operating EBIT margin for the past 10 years is only 10%. Your calculation is too unconservative.
The background and track record of Mr Yee Voon Hun is also not stated and the eligibility like FDA/EU approvals of his current LATEX gloves is unknown.


iswara
849 posts

Posted by iswara > Oct 20, 2020 12:40 PM | Report Abuse

Agree that, few years later mayBE ASP will pull back to USD30 ~ 40, but still better than before.
With Luster strong precision tool bavkground, it is possible to help them to modify the production line to be more advance automation line, let see
Further, I don't think they just weight on gloves, don't forget their precision tool portion, .....my view only.


paperplane
21282 posts

Posted by paperplane > Oct 20, 2020 2:08 PM | Report Abuse

many dangerous assumptions here


dumbdumb123
142 posts

Posted by dumbdumb123 > Oct 20, 2020 2:23 PM | Report Abuse

A lot of bull.


chiahs
150 posts

Posted by chiahs > Oct 20, 2020 7:51 PM | Report Abuse

if we took 50% off from the assumptions, they will still room to grow from the existing 0.2x level...


chiahs
150 posts

Posted by chiahs > Oct 20, 2020 7:52 PM | Report Abuse

right?


Airline Bobby
523 posts

Posted by Airline Bobby > Oct 20, 2020 8:05 PM | Report Abuse

A long post but sadly .... Luster its obviously a "GORENG" counter until the glove factory is ready to operate & well ... in Msia you buy the rumours and sell on the news la ;D


questra
135 posts

Posted by questra > Oct 21, 2020 1:29 AM | Report Abuse

In your dreams


muniandy52
26 posts

Posted by muniandy52 > Oct 22, 2020 8:40 AM | Report Abuse

it looks positive but i feel only time will give us an answer if it can fight against the existing 'titans' to become equally as good.


iswara
849 posts

Posted by iswara > Oct 22, 2020 11:26 PM | Report Abuse

I beleive 10 years later will become 3rd larger Glove or relate company in malaysia

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