Posted by Lukey_Greek > 2021-04-28 19:12 | Report Abuse

Another historical high monthly export figure for rubber glove.

Posted by calvintaneng > 2021-04-29 11:52 | Report Abuse

Number one rubber producer is Fgv

Fgv owns very huge rubber plantations will benefit the most on price increase of latex

Posted by calvintaneng > 2021-04-29 12:25 | Report Abuse

https://www.fgvholdings.com/our-businesses/plantation/rubber/

Posted by Ben Tan > 2021-04-30 10:00 | Report Abuse

Lukey_Greek, calvintaneng, thank you for your comments.

calvintaneng, wouldn't it make more sense then to go for a more pure play rubber plantation counter such as Sri Trang?

Posted by calvintaneng > 2021-04-30 15:02 | Report Abuse

Ben

I got Sri Trang
Riverstone
Ug healthcare in Spore

All sold and no more gloves except Medtec Taiwan

I sure love to buy great bargains

Now I also got palm oil like Bumitama and Goldenagri in Singapore

But there is nothing so cheap on planet early today like Malaysia bombed out plantation shares

So I am buying Malaysia Plantation shares every week

Posted by Ben Tan > 2021-04-30 16:02 | Report Abuse

calvintaneng, thank you for your response. Why do you believe FGV will do better than, say, Sri Trang Agro?

Posted by calvintaneng > 2021-04-30 16:09 | Report Abuse

Ben

That is a good question

I think Sri Trang over confidently over expanded to 100 Billion gloves to challenge Top Glove position in few years time

100 Billion gloves for World Total population of 8 Billion people means more than enough 12.5 gloves for every human being on planet earth

That is too much as Many many others are expanding like crazy

Sure face horrible glut one day and die