From Nov 20 to early of the month, all gloves looks negative (including all IB), all drop to unbelievable level and attractive price. NOW all start to re-look at them (including all IB), and ALL recovered from the bottom.

Now, forget about the financial indicator, ALL are producing impressive ratios up to the last available quarter. How about the future? how many qtr could they still maintain in such a good form? 

1/ Human nature always like to take advantage the rules or follow the wind, from the daily non compliance of SOP to motorists breaking the traffic lights rule, just look around ourselves, walk around the bazaar, the shopping malls, in the mamak stalls..........you will understand many believe the virus knows who to infect !!!!, With my palm on my heart, I personally do not believe it is under control, therefore, gloves still very much needed.

2/ Pubs and eateries are open in the west and USA after much of their citizens have vaccinated, well with the unknown mutation, gloves still needed.

3/ Look at Brazil, India, with record breaking numbers, no need any detail analysis, i believe gloves are pretty much needed there.

4/ China or Taiwan ? with or without covid-19, for those who had stayed there long enough, gloves and mask are almost part of their daily life, like tissue paper on our household shopping list.

5/ Gloves expansion and newbies (means new team), yes, many are rushing for this once in a life time golden opportunity, to have the demand/supply back to its equilibrium, easily another 4 qtr. Back to reality, most of the NEW factories (if they ever built up exclude MOU or announcement only) would start production in this 2nd qtr with ATS taking the lead firing up its engine, now MS. Learning curve & defect start to kick in, another 1 ~ 2 qtr depending on the NEW team, only the 3rd or 4th qtr are able to really contribute to the bottom line, by 1st qtr 2022.....most of the NEW production line would be in full steam. Therefore NEW gloves production is not as many as what they announced THEORATICALY. 

6/ For me, new cases for last week announced was 2800++, i am expecting 3000+ this week. and agree to the expert estimate of 5000++if....by end of the May....Gloves are still very much needed.

7/ Vaccine ? Yes.....with your palm on your heart, have you registered for the vaccine ? and which vaccine would you like to get? The mutation is faster then the vaccine could catch up, How many variant exist todate? Gloves are needed along the line.

To fight the covid-19, is everyone job, the only thing is fair here, is the virus do not differentiate who and what social status you are...

Tan Sri ? Datuk? Professor ? student? cleaner ? Lorry driver? driving a Bentley ? riding a bicycle? hawkers? Office GM? Lawyer? Doctor ? 

Malaysian? Blangla? British? Chinese? Indian? American? Latino? Pinoy? European ? 

We always come across "in front of the law, everyone is equal", well, how about "in front of the COVID-19 every human being is equal" ?

SOP, together, let's fight against the virus, follow & adhere to SOP.