Posted by Targeted > 2020-12-21 12:58 | Report Abuse

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Good job sutp!!
Been waiting for these numbers to be laid out clearly!!!
Thanks....

Posted by goodjoe > 2020-12-21 13:49 | Report Abuse

wow

Posted by sign's uncle > 2020-12-21 13:50 | Report Abuse

cheers bro. good analysis

Posted by katsul51 > 2020-12-21 13:50 | Report Abuse

Excellent work. Thank you

Posted by BenTan000 > 2020-12-21 14:15 | Report Abuse

sutp, thank you very much for the detailed analysis. I agree with you that demand will continue to outstrip supply by at least 2023.

One concern that might exist for the investors with longer term investment horizon (more than 3 years) is the entry of two new groups of players:

Group 1: Chinese companies, potentially competing for market share in developing countries with cheap and generally poor quality products. This could have an effect on the profit margins more specifically.

Group 2: Countries recognizing the importance of having at least some home-based production of strategic assets, such as PPEs, might result in at least some of the countries with large per-capita consumption to seek government-subsidized expansion for their home production. For instance, the US, Japan, and Germany have started exploring such options.

I don't necessarily think that this concern should cause any particular worry for the large majority of investors though, especially at the current market valuations.

Posted by Russel > 2020-12-21 14:21 | Report Abuse

Fuiyoh!!! Impressive piece of insight...

Posted by LimitUp > 2020-12-21 15:35 | Report Abuse

Impressive.

Posted by Bluey > 2020-12-22 11:07 | Report Abuse

Well researched, but mustn’t overlook the nuisance of new entries of many sorts . Eventually marketing will be key ops. of .glove manufacturers.

Posted by omione > 2020-12-22 14:01 | Report Abuse

Very good numbers

Posted by yuyu82 > 2020-12-22 14:04 |

Post removed.Why?