Posted by katsul51 > 2021-02-14 16:37 | Report Abuse

Thanks Ben for the update. The visibility for glove demand by countries are getting more clearer for me as I intend invest in this sector for long term.

Posted by Ben Tan > 2021-02-14 19:08 | Report Abuse

katsul51, thank you for your comment.

Medical glove demand closely follows the development of the pandemic right now. This was very clearly visible specifically in the case of the UK where deliveries skyrocketed in tandem with the sharp increase of cases. However, post-pandemic (likely after 2023), the main growth catalysts will be non-medical industries and emerging markets, so in terms of visibility, we still have to go beyond what has just happened or what is happening currently. I will share some additional data on that soon.

Posted by zzzz52 > 2021-02-15 11:46 | Report Abuse

thats is a very good read. thanks

Posted by paperplane > 2021-02-15 18:15 | Report Abuse

4OK TELEGRAM DIE HARD MUST TAKE MONEY SUPPORT MAH!
40K X AVG 10K PER PERSON, buy all EPF ard 400mil alredi!
epf sell, YOU ALL BUY MAH, 10% DIV YIELD, YOU ALL GOT EXTRA 4% FROM EPF DIV OF 6%+ MAH! USE BRAIN MAH

Posted by Ben Tan > 2021-02-15 18:45 | Report Abuse

zzzz52, paperplane, thank you for your comments.

paperplane, I am not sure I understand your comment, but it sounds like it's pretty off-topic. Thank you anyway.

Posted by VenFx > 2021-02-16 07:51 | Report Abuse

Steven bro s comment above
Trying to point out
LONG GLOVE WITH DIV. ALONE ALREADY CAN OUTBEAT EPF s DIVIDEN.

yes, it's a hold strategy.
This week is the best seeding week for glove counters.

Posted by dumbdumb123 > 2021-02-16 09:16 | Report Abuse

A very good article if not for your English , Ben . But , please know the difference between the words 'import' and 'export'. Totally confusing.

Posted by Ben Tan > 2021-02-16 10:15 | Report Abuse

VenFx, dumbdumb123, thank you for your comments.

dumbdumb123, I tried not to use "export" in my article, because it would've made it even more confusing. I realize that it's a lot of information I've tried to squeeze into a relatively small amount of space, but I prefer that to writing a lengthy post. When in doubt, and not sure about the meaning, please check with the original sources linked to in the article itself.