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2021-08-24 00:11 | Report Abuse
Thanks for explaining the economic moat about the bulk carrier industry. And I think you yourself already said it -- Supernormal demands. That's what I'm trying to highlight. It's not about how fast the company is aggressively expanding its production (and I do understand the shipping industry is cyclical, so no point expanding so quickly), but it's about the one-time supernormal profits that they will be generating in the next 1-2 years. Unfortunately, there's no follow-through interest in this counter, but I hope that there will be, once MBC can show even impressive earnings in the next few quarters. Just like how no one cared about FPI back then.
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2021-08-23 19:34 | Report Abuse
@KML889 then can you explain to me how did Rubberex, Comfort, Careplus, Adventa, heck even Mahsing went up so high in share price value back in May,June?
They are not superior and their economies of scale is not as great as the big 4 and other larger size glove companies.
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2021-08-23 14:26 | Report Abuse
pacifc basin is the closest competitor to maybulk, up almost 143% YTD. Maybulk on the other hand, only 29%. Look at the gap man
Stock: [GENETEC]: GENETEC TECHNOLOGY BERHAD
2021-09-01 20:56 |
Post removed.Why?