I worked at this company before. Although the project they do not too high tech (SCADA system what you expect?) They do vigorous testing for reliability and accurate + on time data acquisition from the various test points
Glove stocks remain attractive as key beneficiaries of strong global glove demand, CGS-CIMB says theedgemarkets.com / theedgemarkets.com
July 21, 2020 07:58 am +08 -A+A KUALA LUMPUR (July 21): CGS-CIMB Securities Sdn Bhd has maintained its 'Overweight' rating on the rubber gloves sector and said glove stocks remain attractive as key beneficiaries of the strong global glove demand due to Covid-19.
In a note July 20, the research house said its sector top picks are Top Glove Corp Bhd and Supermax Corp Bhd.
“We also have Add calls on Hartalega Holdings Bhd and Kossan Rubber Industries Bhd.
“Re-rating catalysts: higher-than-expected rise in average selling prices and/or stronger-than-expected glove demand. Downside risks: stiff pricing competition and/or faster-than-expected success in the development of a Covid-19 vaccine,” it said.
CGS-CIMB also highlighted that the Malaysian Rubber Glove Manufacturers Association (MARGMA) was not overly concerned about the impact from Chinese glove makers on Malaysian manufacturers despite their aggressive expansion plans.
“MARGMA said it believes the Malaysian glove sector as a whole will continue to have an edge over rivals from other countries given: i) their industry-leading technology that is ahead of competition (estimated 8-10 years) via R&D efforts, ii) supportive ecosystem to support glove production (suppliers, transportation, infrastructure, etc.), and iii) established trackrecord on the quality of its products built over the years,”it said.
Better sell laaaa. very slow counter laaa, need wait this year end only buy willow and not nowww. Willow project up last month, SEP quarter should be superb. but June quarter soso only according to insider.
QoQ improved dispite challenging quarter under MCO,this should be a good company to invest in ,obtained many contracts reasonly.The reason of share price drop due to short sighted OSK continuous disposal. Let shares changed to someone with better business sense and the price will fly.
The is oneoff government grant RM2.8mil, without this one-off government grant Willow making lossess laa. Adui
Solidrock QoQ improved dispite challenging quarter under MCO,this should be a good company to invest in ,obtained many contracts reasonly.The reason of share price drop due to short sighted OSK continuous disposal. Let shares changed to someone with better business sense and the price will fly.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
dusti
2,404 posts
Posted by dusti > 2020-01-10 15:31 | Report Abuse
I don’t read CHINESE but I presume the message is Willow is going to ZOOM. Am I right?