2pm d.... all gonna open much higher

aiya... just missed it at RM8 :( also dreaming of another 5.33 day again.. picked up a couple between 5.33-5.6 that day.

nice... got chance to collect at lower price again. call me silly or what, but i am super bullish in gloves cos of how many glove changes my colleagues and i gotta do in hospital even when just treating a single covid patient

As for Supermax (a unique manufacturer-OBM player), the ASP hike is much
steeper than the abovementioned OEM players. In addition to enjoying the ASP
hikes at its manufacturing division, Supermax also streamlined its supply chain
(eliminating all the middlemen), in order to maximize its profit. The
management has guided that its ASPs (including distribution) has jumped 2.5x to
USD150/k pieces (from USD60/k pieces before COVID-19).

This was what she mentioned for Supermax... much steeper ASP hike compared to the other top 3. A lot of silence after that... would that translate to higher profits?

as a medical staff, i can say that PPE usage has gone off the roof during this pandemic. No doubt after this pandemic is over, the demand for ppe and gloves will go down, but it will never be back to pre covid levels, as govts and hospitals will need to increase their PPE stockpile to prepare for any future outbreaks of whatever disease, ongoing infections that may be labelled as suspicious that will necessitate healthcare providers to wear PPE as protective measure.
it will be a new normal in healthcare industry.

DEMAND WILL DEFINITELY NOT GO BACK TO PRE COVID LEVELS.

Now for whether the current share price reflects fair value, or not, is another argument altogether