Posted by Balian de Ibelin > 2024-03-11 08:59 | Report Abuse

HeLicksShit is jealous he is not appointed as a puppet?

Posted by MrHuangBK > 2024-03-11 09:10 | Report Abuse

Malaysian made gloves has no competitive edge

Losing market share, operating at less than 50% capacity and shutting down lines
while China is on 100% capacity and expanding.

Intco GP more than 15% while Sri Trang more than 9%

Malaysian big 4 cannot even hit 5% GP

Sunset industry

Posted by UlarSawa > 2024-03-11 09:14 |

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Posted by UlarSawa > 2024-03-11 09:22 |

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Posted by Felix888999 > 2024-03-11 09:30 | Report Abuse

Maybe the current MD will be prompted and Tan Sri Son promote to MD position. Red Quarters after Covid cannot blame the current MD. It was mainly due to weak demand post pandemic and weak ASP.

Ambank IB stated statement below:-

Nevertheless, we view this as an opportunity for investors to bottom fish for Hartalega and Kossan as their high plant utilisation (PU) of 90% in March 2024 and continued quality issues among Chinese glove makers could meaningfully address doubts about demand recovery and re-catalyse market interest,” the research firm said in a report.

Taikor will be able to turn profitable is PU above 65%!

Posted by MrHuangBK > 2024-03-11 09:33 | Report Abuse

Glove is sunset industry in Malaysia.

No competitive edge against global competitors

Data already shown

Posted by Felix888999 > 2024-03-11 09:40 |

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Posted by UlarSawa > 2024-03-11 09:42 |

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Posted by UlarSawa > 2024-03-11 09:46 |

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Posted by Huangbk72 > 2024-03-11 10:01 |

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Posted by UlarSawa > 2024-03-11 10:21 |

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Posted by qqq47660 > 2024-03-11 10:51 | Report Abuse

People who buy ubtech bets ond day it will be famous like DJI for drones...then it reach 1000.

Posted by xiaoeh > 2024-03-11 11:06 | Report Abuse

Posted by UlarSawa > 1 hour ago | Report Abuse
Glove is sunset pun can make a decent living lagi tapi want earn big big like in the past is already a history leh. Glove is not high tech business but still ada demand lagi leh. Only too much of competition and still oversupply capacity lagi leh. Only see siapa can hold and hold on and diversify to other business baru the winner leh. Haiyoh. Correct?

Give u a like👍 on behalf of Felix sifu

Posted by BuildBackBossku > 2024-03-11 11:12 | Report Abuse

Plant utilisation of rubber glove makers improve

https://www.thestar.com.my/business/business-news/2024/03/11/plant-utilisation-of-rubber-glove-makers-improve

Posted by Felix888999 > 2024-03-11 11:18 |

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Posted by Huangbk72 > 2024-03-11 11:23 |

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Posted by Felix888999 > 2024-03-11 11:25 |

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Posted by Felix888999 > 2024-03-11 11:28 |

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Posted by Huangbk72 > 2024-03-11 11:31 |

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Posted by Felix888999 > 2024-03-11 11:33 | Report Abuse

My objective is very simple. Once hit my 40% or 50% profit. I cash out and move on to next counter. This is a low hanging fruit target, just need a turnaround story which already happening.

TG still world no 1 is Tan Sri`s problem, not my problem at all.

You can continue argue world no 1 or no 2, not my concern at all.

Posted by Huangbk72 > 2024-03-11 11:33 |

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Posted by Huangbk72 > 2024-03-11 11:37 |

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Posted by Felix888999 > 2024-03-11 11:38 |

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Posted by Huangbk72 > 2024-03-11 11:40 |

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Posted by UlarSawa > 2024-03-11 11:42 |

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Posted by Felix888999 > 2024-03-11 11:44 | Report Abuse

15% GP still cannot make operating profit is useless. You faham?

Posted by Huangbk72 > 2024-03-11 11:51 |

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Posted by UlarSawa > 2024-03-11 11:55 |

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Posted by UlarSawa > 2024-03-11 11:55 |

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Posted by Huangbk72 > 2024-03-11 11:56 | Report Abuse

That is not a chopping board when there is no loser punishment.

Mainan kanak kanak

Posted by Felix888999 > 2024-03-11 11:56 | Report Abuse

15% GP cannot make money is useless, how many times I have to say this? China`s general admin expenses , selling expenses are high. Still suffering operating lost like other glove makers.

Posted by UlarSawa > 2024-03-11 11:57 |

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Posted by UlarSawa > 2024-03-11 11:58 |

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Posted by UlarSawa > 2024-03-11 12:01 |

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Posted by UlarSawa > 2024-03-11 12:03 |

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Posted by Huangbk72 > 2024-03-11 12:05 |

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Posted by Huangbk72 > 2024-03-11 12:07 |

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Posted by UlarSawa > 2024-03-11 12:13 |

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Posted by Felix888999 > 2024-03-11 12:13 |

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Posted by UlarSawa > 2024-03-11 12:13 |

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Posted by UlarSawa > 2024-03-11 12:15 |

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Posted by Felix888999 > 2024-03-11 12:19 | Report Abuse

Who are you? How many times I have to tell you I blacklisted you and fired you as referee?

Tak faham orang cakap??

Posted by UlarSawa > 2024-03-11 12:21 |

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Posted by Felix888999 > 2024-03-11 12:24 | Report Abuse

You want to do whatever challenge is your own business. I blacklisted you, you are fired.

I'm don't give a F.

Posted by UlarSawa > 2024-03-11 12:26 |

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Posted by UlarSawa > 2024-03-11 12:29 |

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Posted by Felix888999 > 2024-03-11 12:45 |

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Posted by Huangbk72 > 2024-03-11 12:48 |

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Posted by Huangbk72 > 2024-03-11 14:10 |

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Posted by UlarSawa > 2024-03-11 14:27 |

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