Glove theme ada mari and ended juga mah. 1.65 to 2.09 pun ada kira glove theme leh. All the glove ctrs pun ada naik mah. This one occasionally ada kira glove theme ada mari one leh. Only the theme not like old days berlipat ganda type leh. Correct?
More orders are in esp from USA. ASP should be stablised by now as restocking started. Inflation everywhere provide catalyts to increase ASP soon. Interests rate getting higher, cash rich gloves companies will be favored. Qtr results coming soon next month for many gloves companies. PE at this low level will give gloves companies a gap up..
Next mth many Gloves ctrs will release QR from Jan-Mar Qtr. More or less will be similar to Taikor last QR Dec to Feb 2022 one lah. See siapa ada hit rm1 bil revenue can beat Taikor one kah. Ular agak agak ingat pun takda satu can beat Taikor revenue rm1.45bil lah. Hidup Taikor Hidup Tan Sri. Taikor is still dragonhead lagi. Correct?
Ular want to see Careplus AT sys Mahsing etc etc still can make profit from selling gloves kah. If they can make money meaning ASP sudah ada naik lah. If they cannot make money yet then ASP still not turn around yet lah. Correct?
December to Feb qtr and Jan to March qtr can be very different. Good orders start in Dec onward but delivery will probably a month or 2 later. December holidays and Feb is CNY and production very limited. Let see the coming qtr results soon ..
Now sales revenue more important. Mostly all glove makers ada inventory in hundred of million in value leh. Production not important as utilisation is quite low lagi leh. Correct?
What lousy China glove maker Blue Sail Q4 2021 loss making again leh. Sudah 2 qtrs loss berturut turut leh. Back to back Qtr also loss leh. Loss more than previous Q3 2021 leh. Ular dun understand why so many sinkalan cakap China glove makers can beat Msia glove maker one leh. Not wtg Intco the largest china glove maker also world no 2 after Taikor world no 1 to see their QR ada good good or not leh. Sudah mau keluar or tengah keluar kah. So memalukan BlueSail also loss making QR leh. Macam pun cannot fight with Msia glove maker ini macam leh. Correct?
Last QR taikor ada show alot of improvement from Us market mah. Understandable Taikor is making a comeback in US market lah. US unbanned Taikor and gave green light to Taikor to export to US meaning US customers all know Taikor is free from forced labour mah. Ada black and White tulis Taikor is the one many see as foreign labour friendly lah. Unfortunately Supermax is Foreign labour unfriendly lah. Have to pay rhe price lah. Correct?
spammerx
Supermax got ban by USA and Europe. You know who is supplying?
What lousy China glove maker Blue Sail Q4 2021 loss making again leh. Sudah 2 qtrs loss berturut turut leh. ______________________________ Blue sail manufactured mostly PVC disposal Glove for restaurant and food handling Industries....so many lockdown, how to make money?
Talked like BlueSail only produced pvc gloves. Dunno keep quiet leh. Pandemic time they increase capacity lagi leh. Export to US one PVC gloves kah. Panlai tipu leh. You tidur lagi kah. Remember last July they so action cakap order pouring like money free flowing to them when Msia lockdown time leh. Apa sudah jadi sekarang. US kasi a slap increased import duty for china gloves end of last year leh. China ada Lockdown in 4th Qtr 2021 kah. Ular dunno lah. You buka mulut macam pun not really korek leh. Correct?
What lousy China glove maker Blue Sail Q4 2021 loss making again leh. Sudah 2 qtrs loss berturut turut leh. ______________________________ Blue sail manufactured mostly PVC disposal Glove for restaurant and food handling Industries....so many lockdown, how to make money?
Let's wait for coming quarter... 1. Intco how leh ada good kah 2. CBP data ada will gauge how the coming malaysia gloves producer.. Untuk tikam lebih tepat. 3. Cheers all happy investing.
Haiyoh Intco last QR pun belum keluar kah. Why China company so slow slow reporting one leh. Taikor need 2 weeks only to release QR. Ini China company need more than 4 months to release QR leh. So low efficient leh. Intco Q4 2021 result ingat pun not so good looking lah. Q1 2021 best result turun in Q2 amd Q3 turun lagi. Q4 also macam mau turun lagi after US impose duty on their gloves mah. But unlike to release loss QR lagi lah. Since their capicity so big. Mau lawan volume pun boleh lagi lah. US CPB is just a lart of the whole gloves market leh. Not that US import alot of gloves also mah. If divide by no of suppliers pun not so much can get also lah. Taikor for sure will get more order pasal Taikor is certified Foreign Labour friendly leh. Correct?
yfchong
Let's wait for coming quarter... 1. Intco how leh ada good kah 2. CBP data ada will gauge how the coming malaysia gloves producer.. Untuk tikam lebih tepat. 3. Cheers all happy investing.
Critical QR whether still can get rm1 bil revenue or not. Someone said Harta is taikor leh. Jangan memalukan if cannot get rm1 bil revenue leh. Anyway is not next week release QR. It should be in early May as usual lah. Iy Taikor the best within 2 weeks leh. Correct?
Ryan83
All waiting for very exciting Hartalega QR release next week
Director Sharma throwing everyday( 20m to Dump ) EPF 480mil to Dump. If RSS starts Buying then the more Directors & EPF will Dump bcos price maintain High...if RSS starts Dumping together with the funny Director and EPF then Price will Crash sooner. Whichever way you see it 99sens is coming
change to PPJACK.........Top Glove 1.70...1000 units, PPJACK 0.54 cts = 3000 units ......PPJACK target is 0.70,then 0.80....in this year may see 1.00 !
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UlarSawa
35,547 posts
Posted by UlarSawa > 2022-04-20 10:22 | Report Abuse
Glove theme ada mari and ended juga mah. 1.65 to 2.09 pun ada kira glove theme leh. All the glove ctrs pun ada naik mah. This one occasionally ada kira glove theme ada mari one leh. Only the theme not like old days berlipat ganda type leh. Correct?
mariam
theme gloves end
1 hour ago