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.

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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

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.

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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

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

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

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

Petronas posts RM21 bil loss in 2020

https://www.thevibes.com/articles/business/18931/petronas-posts-rm21-bil-loss-last-year

Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?

So who says vaccine jabbing won't involve wearing gloves then?

Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?

So who says vaccine jabbing won't involve wearing gloves then?

Just look at the nurse jabbing muhyiddin, was she wearing gloves or not?

So who says vaccine jabbing won't involve wearing gloves then?

If not already discounted then all vax stocks exploded skyrocketed to kingdom come already la

factored in already la

vaccine arrival factor discounted by market already la

what bloodbath

If not already discounted then all vax stocks exploded skyrocketed to kingdom come already la

factored in already la

vaccine arrival factor discounted by market already la

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

factored in already la

vaccine arrival factor discounted by market already la

skrg punya govt x boleh la, x pandai bikin la

construction mau tggu tukar govt dulu la

Ada banyak ramai orang yg banyak suka judi mayin gaw gaw on sinking ship lor

What to do

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 ?


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Very probably

if not factored in then how come vaccine stocks no exploding skyrocketing leh

market always forward looking leh

vaccine arrival already factored in by market already la

market always forward looking leh

vaccine arrival already factored in by market already la

market always forward looking leh

vaccine arrival already factored in by market already la

market always forward looking leh

vaccine arrival already factored in by market already la

Aiyoyoh

Waah sudah mau jalan kah

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

If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world

More gloves now needed to control new Ebola outbreak in West Africa

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

West Africa ebola outbreak still growing

https://www.nst.com.my/world/world/2021/02/665775/west-africa-ebola-outbreak-grows

If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world

More gloves now needed to control new Ebola outbreak in West Africa

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

West Africa ebola outbreak keeps growing

https://www.nst.com.my/world/world/2021/02/665775/west-africa-ebola-outbreak-grows

If new Ebola outbreak not controlled in West Africa, then could spread to all Africa, then to the rest of the world

More gloves now needed to control new Ebola outbreak in West Africa

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