Posted by greedy44444 > 2021-03-03 01:00 | Report Abuse

Very good write-up ! Congrats !!

Posted by huat8787 > 2021-03-03 01:00 | Report Abuse

najib said we need 52 years to vaccinate everyone
https://www.sinchew.com.my/content/content_2436353.html?fbclid=IwAR27q...

Posted by Albukhary > 2021-03-03 01:39 | Report Abuse

Good write up, wise thought.

Posted by ocpd > 2021-03-03 02:11 | Report Abuse

Excellent analysis

Posted by mjong99 > 2021-03-03 02:16 | Report Abuse

Excellent post

Posted by Ikanbilis999 > 2021-03-03 03:13 | Report Abuse

syok sendiri post

Posted by paperplane > 2021-03-03 08:26 | Report Abuse

Gloves even before pandemic is growing 9 to 1p% annually.

Posted by paperplane > 2021-03-03 08:27 | Report Abuse

Just because post pandemic, ppl will not just stop using gloves anymore. It's a basic demand tool in many places. Ppl inside too speculative in short term and not wise for longterm. Hence they are 99% which lose money

Posted by skyz > 2021-03-03 09:14 | Report Abuse

we all know gloves are taken a beating from the SS from the IB (not surprising if local institution has also took a cheap shot along with the foreign IBs) to slaughter the shaky base of retail investors who are easily intimidated. As long as there is not enough power balance to counter the power of the IBS, glove counter prices will always be easily follow the direction on how the IBs want to make money (go south also they can make money, go north also they can make money)

Posted by CynicalCyan > 2021-03-03 09:39 | Report Abuse

You truly are immovable in your views on gloves, huh? I admire your tenacity.

But you omitted the part where Intco also sells other medical equipment as diversification, unlike Malaysian glove companies that are solely glove manufacturers.

Posted by Ben Tan > 2021-03-03 12:10 | Report Abuse

CynicalCyan, for the first 9 months of 2020, 96.5% of Intco's revenue came from their PPE segment. Their expansion plans are practically entirely focused on this segment.

Posted by trylearn123 > 2021-03-03 13:34 | Report Abuse

很欣赏你的见解到位，公司里的钱足够他们面对将来的难题，竞争加收购。很多科技股涨了很多倍，可现金贮备少的可怜，风暴来袭可能就不见了。自从第一次见你分析riverstone,我一直拥有着，也在加码着，至目前还是有50%赚率。黄老板是踏实的人，在新加坡上市。我守着这支股长久。股息很满意。

Posted by Erudite > 2021-03-03 13:54 | Report Abuse

Terima Kasih. Article which comfort me.

Posted by Joe Ng > 2021-03-03 15:01 | Report Abuse

the market cashes in profits several years early

Posted by zhangliang > 2021-03-03 18:08 | Report Abuse

Great day 4 gloves...hope it will go on