Posted by newbie_Investor > 2020-08-05 00:17 | Report Abuse

nicely done

Posted by Targeted > 2020-08-05 00:48 | Report Abuse

Good job

Posted by staypositive > 2020-08-05 00:56 | Report Abuse

This is a professor-grade research analysis

Posted by Huat5828 > 2020-08-05 11:31 | Report Abuse

Clearly the author has done a lot of research on Supermax and glove demand. Thumps up!

Posted by Vc Looi > 2020-08-05 12:05 | Report Abuse

will this pandemic end up Supermx position as no dealers going to do business with them anymore ?

Posted by freetospeak > 2020-08-05 14:56 | Report Abuse

will this pandemic end up Supermx position as no dealers going to do business with them anymore ?

There is not such concern for OBM. If u r an OEM player turn OBM , this will be a concern.
supermax got thousands of distributor worldwide. supermax got a huge databse of direct customer.
supermax can offer the higest margin if u become their distributor while still command super high margin.

supermax had streamlined their obm operation whereby they no longer needed the middleman becoz they got all the end customer on their database already. A different OBM model than precovid. Precovid OBM is only a half-completed model.

Posted by freetospeak > 2020-08-05 14:58 | Report Abuse

very good write up !!!

Posted by sosfinance > 2020-08-06 09:43 | Report Abuse

anyone can clarify OBM vs OEM model, despite being mentioned many time OBM provide greater profit margin than OEM, Supermx vs Harta or Top Glove, last 10 years profit margin on average, Supermx profit margin is lower than Harta and Top Glove.

Posted by Aaron_tan > 2020-08-06 20:22 | Report Abuse

Hengyuan 2.0

Posted by Aaron_tan > 2020-08-06 20:22 | Report Abuse

Go read david holland analysis on hengyuan in 2017

Posted by Aaron_tan > 2020-08-06 20:35 |

Post removed.Why?

Posted by Kukuman > 2020-08-09 09:37 | Report Abuse

Really? Please direct the link

Posted by Aaron_tan > Aug 6, 2020 8:35 PM | Report Abuse
Guys this fellow write the same shit on hengyuan in 2017 and the profit estimations all went wrong until he delete it but you still can see the title under blog