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八点最热报 (28/2): 手套股的黄金岁月已不再,手套价格割喉战即将爆发!

Bamboo Green
Publish date: Mon, 01 Mar 2021, 12:16 AM

 

During this covid, we observe there are three abnormal situation: 
1.) Glove superprofit due to ASP hike 
2.) More new glove players had enter the market 
3.) Production capacity increase than the average capacity over last few years. 

thanks @Stockisnotfun

https://youtu.be/_axFGnW-7FE

Discussions
Be the first to like this. Showing 14 of 14 comments

Bamboo Green

八点最热报: 手套股的黄金岁月已不再,手套价格割喉战即将爆发!

2021-03-01 00:18

gohkimhock

the biggest casualties will be those new entrants which core business is totally not related to gloves at all, but suddenly jumping into the bandwagon. In order to protect market share, established players will have to cut prices down to kick those new players out. I do agree with the analyst from the video posted above.

2021-03-01 00:29

CharlesT

How many of these so called new entrants will really go into production eventually?

I will say more than 80% of them (especially those penny stocks belong to the same syndicate group) will not.....solely to goreng their share prices to capitalise on the glove party.

Let's c.

2021-03-01 06:32

CharlesT

Even Mah Sing I also very sceptical.....lol

2021-03-01 06:32

CharlesT

Posted by Bamboo Green > Mar 1, 2021 12:18 AM | Report Abuse

八点最热报: 手套股的黄金岁月已不再,手套价格割喉战即将爆发!

Last but not least, the same few analysts were pretty bulish on glove co few months ago.....not very long ago

When prices were high : Bullish
When prices were low : Bearish

Quite pro too.

2021-03-01 06:38

Flying Fox

Haha, true pro

Price first, then comment, never wrong

2021-03-01 10:03

Stockisnotfun

Very true actually. The another guy said the glove price will come to you kill me I kill you after covid ended especially for the new players.

During this covid, we observe there are three abnormal situation:
1.) Glove superprofit due to ASP hike
2.) More new glove players had enter the market
3.) Production capacity increase than the average capacity over last few years.

At least those point he mentioned is according to the fact that already happened.

2021-03-01 10:36

Flying Fox

Very good summary by @Stockisnotfun

2021-03-01 10:49

Bamboo Green

Everyone is expecting price war later, why still want to go in a company that will enter cut throat price war soon?

2021-03-01 10:53

maggiemee

You all now believe or not. The last few days old fox keep publish to hold and promoting supermax and glove sector is to let him go out with profit lots by lots. You all still believe him? You all kena con liao

2021-03-01 11:06

throx

lol, really ? Pro ?

2021-03-01 11:35

Flying Fox

Koon Yew Yin = Con You Yin

2021-03-01 12:40

Flying Fox

Koon Yew Yin = Con You Yin 空友缘

2021-03-01 12:41

Munger

官有阴

2021-03-02 00:06

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