To be honest, Investment Bankers are uncertain with the future demand of gloves. Their main idea now is when vaccine is introduce somewhere by end Dec to mid next year, demand will reduce significantly.

However, in August 2020 when vaccine news had started to get louder, gloves counter had start to slow down.

But now, most top 4 gloves order book are filled to end of 2021.
That's why some IBs had started to re-rate last few days.

Of course, if IBs knew that order book for gloves will be filled up to 2024/2025, they will definitely re-rate significantly again as follows:

Topglov= RM30
Harta= RM29
Supermax=RM26 (according to KYY)
Kossan= RM24

Very rare we can experience glove manufacturer's capacity fully utilized and new capacity planned for next 4-5 years also filled up.

In fact, I believe that before covid-19 pandemic is fully 100% resolved somewhere 2025/2026, a NEW PANDEMIC would be here.
Look at the past 20 years historical data below.

https://www.visualcapitalist.com/history-of-pandemics-deadliest/

https://www.cnbc.com/2020/10/29/covid-merck-ceo-says-vaccine-wont-be-a-silver-bullet-predicts-mask-use-for-the-forseable-future.html

https://www.cnbc.com/2020/10/29/covid-merck-ceo-says-vaccine-wont-be-a-silver-bullet-predicts-mask-use-for-the-forseable-future.html

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Glove Catalyst Part 2: Vaccine Manufacturer’s Confession

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-29-story-h1535536627-Glove_Catalyst_Part_2_Vaccine_Manufacturer_s_Confession.jsp

Almost 20 cent in value

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Will Glove Demand Sustain after 2021? - Van Gogh Of Financial

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-28-story-h1535509694-Will_Glove_Demand_Sustain_after_2021_Van_Gogh_Of_Financial.jsp

Supermax is lacking from cornerstone investors.

It should do well if 2-3 large long term investor takes up between 10%-15% each would provide long term price sustainability.

Probably by year end when KLCI components are reviewed, funds would normally invest in index link companies.

@DickyMe

I think will be lower than RM4 if Topglov announce bonus issue 2:1

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

Supermax: The Best Is Yet To Come- Myth or Truth


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-27-story-h1535482816-Supermax_The_Best_Is_Yet_To_Come_Myth_or_Truth.jsp

@ Joe Ng

Please watch your words. We are civilized people of the 21st century.

We are all One Malaysia, there is no space for racism in this country.

Greed is indeed rampant in Msia and worldwide but it does not go by race.

Please take note of that.

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

New Glove Catalyst-Hong Kong battling potentially deadly superbug


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-25-story-h1535451845-New_Glove_Catalyst_Hong_Kong_battling_potentially_deadly_superbug.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision


https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Uncertain Times Call for Extraordinary Investment Decision

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-24-story-h1535448094-Uncertain_Times_Call_for_Extraordinary_Investment_Decision.jsp

Five South Koreans die after getting flu shots, sparking vaccine fears

https://www.reuters.com/article/health-coronavirus-southkorea-flushots/five-south-koreans-die-after-getting-flu-shots-sparking-vaccine-fears-idUSL4N2HC0QA

Five South Koreans die after getting flu shots, sparking vaccine fears

https://www.reuters.com/article/health-coronavirus-southkorea-flushots/five-south-koreans-die-after-getting-flu-shots-sparking-vaccine-fears-idUSL4N2HC0QA

https://www.reuters.com/article/health-coronavirus-southkorea-flushots/five-south-koreans-die-after-getting-flu-shots-sparking-vaccine-fears-idUSL4N2HC0QA

Coronavirus likely to become as ‘endemic’ as flu-Vaccine might not be able to stop it

https://klse.i3investor.com/blogs/20200913StoryRM200Bil/2020-10-20-story-h1534737949-Coronavirus_likely_to_become_as_endemic_as_flu_Vaccine_might_not_be_abl.jsp