Posted by al8800 > 2020-06-01 10:44 | Report Abuse

this article is relevant provided
a. USD is not in riot situation (but currently USA is really messy)
b. Brazil have proper lock down (however, nothing is done to contain)

With these 2 big country & population keep on become epic center, Covid-19 will only grow & continue harm peoples health.
Even vaccine mass produce in Dec 2020, it will only reasonably distribute to all population in Apr-June 2021.
01/06/2020 10:41 AM

Posted by lollipopkan > 2020-06-01 16:32 | Report Abuse

Vaccine available or not, it doesn't affect glove counters that much since glove counters already lock-in contracts for 2 more quarters to come.

Posted by JohnnySins > 2020-06-01 17:51 | Report Abuse

其实没人问产能。COMFORT在COVID前已经达到接近90% （46line）+ 一月开始的4条line。
目前也没在建着新的。
你说手套涨价受惠，可是订单都是lock接下来几个月的volume...
我只能说，下个月的财报肯定不如预期。

Posted by JohnnySins > 2020-06-01 17:54 | Report Abuse

Ruberex 更好笑。都做工业和家用的，在high什么都不知道。

Posted by EngineeringProfit > 2020-06-01 17:58 | Report Abuse

They are more like Top Glove, no more baby gloves

Posted by Edi8888 > 2020-06-06 21:42 | Report Abuse

@JohnnySins..Didn't you read the news about Ruberex focus on Disposable glove due to high demand?