I think there is an error in KYY uncle's calculation.
[Revenue for June was RM1,688x1.1=1,857 millions]
RM1,688 millions is the sales for a quarter, that is for 3 months and not 1 month,
To arrive at the revenue for June it should be 1688/3 that is 563 millions
Then 563x1.1 that is the revenue for june , the most simply way to estimate if we assume that ASP increase is estimated at 10% per month.

The figures quoted by the writer: please get your maths right.
Please don't mislead people.

The write up on greenfield latex coagulant contradicts the massage that the writer is trying to put forward.
Please be noted that you are only producing rubber for the production of SMR grades only , and not the latex concentrate that is used for glove production.
Latex concentrate is produced by centrifuging well preserved fresh latex at latex concentrate producing plants.
Thailand is the biggest LC ( latex concentrate ) producer.

ARBB is a fantastic , good value stock, and quarterly profits are increasing. It should be a very good stock to buy n hold . But the DILUTION effect of its ARBB-PA is a big problem. At this moment we are already vitnessing its dilution effect.
To sum up; it's not worth buying.