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2021-02-27 15:12 | Report Abuse
Posted by Yong Ken > Feb 27, 2021 2:36 PM | Report Abuse
I am still no seeing any future plan from TP to guarantee the raw material supply.
===================
You don't expect TG to have their finger in every pie in Malaysia
Gotta give chance to others to have some business also. Now already got at least couple of projects to build nitrile-butadiene-latex plant in Malaysia.
https://www.theedgemarkets.com/article/hong-seng-buy-land-kedah-rubber-city-rm4574m-set-nitrile-butadiene-latex-plant
https://asia.nikkei.com/Business/Business-deals/Malaysia-s-Petronas-and-LG-Chem-to-build-glove-material-plant2
2021-02-27 14:56 | Report Abuse
Or perhaps mr. yongken is just being cleverly sarcastic to them boddoh bangang bahallol shorting junkie iddiot digkkhedd trolling gang guys, and his sharpwitted sarcasm is going completely over their brainless heads
2021-02-27 14:47 | Report Abuse
Excess demand is never a problem for any producer, it can only be a great motivator
You just need to keep producing at maximum capacity, then your product can sell itself, without need for any great effort in promotion or marketing
2021-02-27 14:43 | Report Abuse
Posted by Yong Ken > Feb 27, 2021 2:36 PM | Report Abuse
I read many comments on the TP decision to be listed in HongKong market. Some said it will dilute the PE and dividend. I think it is not the case. First, as i know TP will use the fund to invest in China. Although i not know what the details but my simple thought is the China possesses huge consumer market. But the most important thing is China will be an aging country and the hygiene awareness is stronger than before pandemic. On the other hand, the demand on the medical PPE will increases. I am still no seeing any future plan from TP to guarantee the raw material supply. Frankly, i not worry about the demand, the raw material will be a greater challenge to all glove manufacturers, it will increase the cost and worst thing you have no material to process to meet the demand. May be TP already has the solution, I hope too. As the conclusion, i not worry the demand but i worry the raw material source and cost.
===============
Why need to be so negative thinking
As long as you have great demand, you can just continue producing at your maximum possible capacity
You don't have any worries about selling because your demand greatly exceeds you can supply
And your ASP could still be at least maintained, if not increased even further
2021-02-26 22:39 | Report Abuse
Petronas posts RM21 bil loss in 2020
https://www.thevibes.com/articles/business/18931/petronas-posts-rm21-bil-loss-last-year
2021-02-24 18:46 | Report Abuse
Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?
2021-02-24 18:45 | Report Abuse
So who says vaccine jabbing won't involve wearing gloves then?
2021-02-24 17:26 | Report Abuse
Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?
2021-02-24 17:25 | Report Abuse
So who says vaccine jabbing won't involve wearing gloves then?
2021-02-24 17:24 | Report Abuse
Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?
2021-02-24 17:23 | Report Abuse
So who says vaccine jabbing won't involve wearing gloves then?
2021-02-22 08:38 | Report Abuse
If not already discounted then all vax stocks exploded skyrocketed to kingdom come already la
2021-02-22 08:37 | Report Abuse
vaccine arrival factor discounted by market already la
2021-02-21 23:57 | Report Abuse
If not already discounted then all vax stocks exploded skyrocketed to kingdom come already la
2021-02-21 23:54 | Report Abuse
vaccine arrival factor discounted by market already la
2021-02-21 21:36 | Report Abuse
Posted by Honesty > Feb 21, 2021 9:04 PM | Report Abuse
Why emphasize on Isreal ?? Cherry picking for bad news on vaccine ?? Typical con artist trying to write off the efficiency of the vaccine~~
FYI, the covid cases had reduced significantly in US due to the vaccination without any lockdown!! Try to explain that.
Another fact, US is also the biggest consumer of glove during the covid period. SO expect the demand to dropped significantly very soon.
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big load of boull
2021-02-21 21:33 | Report Abuse
vaccine arrival factor discounted by market already la
2021-02-21 21:31 | Report Abuse
skrg punya govt x boleh la, x pandai bikin la
2021-02-21 21:31 | Report Abuse
construction mau tggu tukar govt dulu la
2021-02-21 19:39 | Report Abuse
Ada banyak ramai orang yg banyak suka judi mayin gaw gaw on sinking ship lor
2021-02-21 19:36 | Report Abuse
Posted by GloveWin > Feb 21, 2021 7:19 PM | Report Abuse
Could it be political gimmick due to Israel election on March ??
D.Trump style b4 election ?
===============
Very probably
2021-02-21 10:33 | Report Abuse
if not factored in then how come vaccine stocks no exploding skyrocketing leh
2021-02-21 10:31 | Report Abuse
market always forward looking leh
2021-02-21 10:30 | Report Abuse
vaccine arrival already factored in by market already la
2021-02-20 23:31 | Report Abuse
market always forward looking leh
2021-02-20 23:30 | Report Abuse
vaccine arrival already factored in by market already la
2021-02-20 23:03 | Report Abuse
market always forward looking leh
2021-02-20 23:03 | Report Abuse
vaccine arrival already factored in by market already la
2021-02-20 23:01 | Report Abuse
vaccine arrival already factored in by market already la
2021-02-20 22:50 | Report Abuse
Waah sudah mau jalan kah
2021-02-19 16:51 | Report Abuse
There are currently no approved vaccines yet for Ebola, only some still in incomplete development
https://www.niaid.nih.gov/diseases-conditions/ebola-vaccines
So you can just stop your sozzhhai boullshhitting @AudiQ7
2021-02-19 16:45 | Report Abuse
If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world
2021-02-19 16:44 | Report Abuse
More gloves now needed to control new Ebola outbreak in West Africa
2021-02-19 16:44 | Report Abuse
1/3 of US military refusing to get vaccinated
Pentagon: One-third of US military refusing Covid vaccine - Read more: https://www.malaymail.com/news/world/2021/02/18/pentagon-one-third-of-us-military-refusing-covid-vaccine/1950676
2021-02-19 16:42 | Report Abuse
West Africa ebola outbreak still growing
https://www.nst.com.my/world/world/2021/02/665775/west-africa-ebola-outbreak-grows
2021-02-19 15:45 | Report Abuse
If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world
2021-02-19 15:43 | Report Abuse
More gloves now needed to control new Ebola outbreak in West Africa
2021-02-19 15:42 | Report Abuse
1/3 of US military refusing to get vaccinated
Pentagon: One-third of US military refusing Covid vaccine - Read more: https://www.malaymail.com/news/world/2021/02/18/pentagon-one-third-of-us-military-refusing-covid-vaccine/1950676
2021-02-19 15:42 | Report Abuse
West Africa ebola outbreak keeps growing
https://www.nst.com.my/world/world/2021/02/665775/west-africa-ebola-outbreak-grows
2021-02-19 15:29 | Report Abuse
If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world
2021-02-19 15:26 | Report Abuse
More gloves now needed to control new Ebola outbreak in West Africa
2021-02-19 15:24 | Report Abuse
1/3 of US military refusing to get vaccinated
Pentagon: One-third of US military refusing Covid vaccine - Read more: https://www.malaymail.com/news/world/2021/02/18/pentagon-one-third-of-us-military-refusing-covid-vaccine/1950676
Stock: [TOPGLOV]: TOP GLOVE CORPORATION BHD
2021-02-27 15:17 | Report Abuse
Posted by Yong Ken > Feb 27, 2021 2:36 PM | Report Abuse
I read many comments on the TP decision to be listed in HongKong market. Some said it will dilute the PE and dividend. I think it is not the case. First, as i know TP will use the fund to invest in China. Although i not know what the details but my simple thought is the China possesses huge consumer market. But the most important thing is China will be an aging country and the hygiene awareness is stronger than before pandemic. On the other hand, the demand on the medical PPE will increases. I am still no seeing any future plan from TP to guarantee the raw material supply. Frankly, i not worry about the demand, the raw material will be a greater challenge to all glove manufacturers, it will increase the cost and worst thing you have no material to process to meet the demand. May be TP already has the solution, I hope too. As the conclusion, i not worry the demand but i worry the raw material source and cost.
===============
Why need to be so negative thinking
As long as you have great demand, you can just continue producing at your maximum possible capacity
You don't have any worries about selling because your demand greatly exceeds you can supply
And your ASP could still be at least maintained, if not increased even further