Small cap gloves will do just fine in my opinion. For Comfort my read is June will be a strong month. After free warrants are finalized next week, QR results and actual granting of free warrants.
Ini kaunter manyak bagus. 6.8b current capacity. 1.7b per quarter. Conservative calculation deliver 70% become 1.2b. ASP Supermax 80++, but assume Comfort around 70. Revenue jadi around 350m. Assume margin the same as last q 43.2% to be really conservative. NP become ard 150m. Eps become around 26. PE become 3.1 at current price. this conservative calculation oni. drop below 2 i want sapu alll in and hodl for years.
Haiya, us and uk already assuming post covid now, they have not taste the Indian Variant yet. Two mths time , things are heading to different direction.
Brazil variant of P1, U.K. n South Africa new variant then the latest double mutant variant of India ; at least Asia, India , 2/3 of Europe n South America will continue to maintain almost same amount of cases for further 4-5 months .... the excessive of glove being produced should be after May or July of 2022... valuation wise , few glove counters still acceptable...
U.K. style of always loose policies whenever cases dropping n now most experts not sure how powerful the India double mutant variant... Western vaccines maybe just half effective against it ... Europe / EU cases may maintain this level for 4-5 months ...
MALE, MALDIVES: The Maldives on Wednesday banned travellers from across South Asia in a bid to contain surging Covid-19 infections despite having one of the world's most successful vaccination roll-outs.
Sri Lanka and other countries in the region have also imposed travel restrictions as they battle a new wave of the virus that has hit India and its neighbours.
The Maldives, whose economy relies on tourists visiting its pristine atolls, has suffered a more than 15-fold increase in daily infections in the past week.
The Indian Ocean nation, which halted international flights for more than three months last year, saw a record single-day rise of 1,500 cases on Tuesday – compared with less than 100 just one month ago.
Authorities said tourist arrivals from the key Indian market and other South Asian countries would stop from Thursday. They have already banned the entry of foreign labourers from around South Asia except health workers.
"These restrictions apply to travellers originating from Afghanistan, Bangladesh, Bhutan, India, Nepal, Pakistan and Sri Lanka," Maldives Immigration said in a statement.
Anyone who has only transited through South Asia would also be included, it added.
Indians have been the largest single group of visitors to the Maldives this year. Bollywood stars such as Alia Bhatt and her partner Ranbir Kapoor are among celebrities to have been pictured using the country as an escape from the pandemic.
Travellers from other countries are still permitted to travel to the Maldives with a negative coronavirus test but are not allowed to have contact with the local population.
A curfew from 9 pm to 4 am has been extended to start at 4 pm as part of measures to counter the virus.
Neighbouring Sri Lanka has also announced a night curfew until the end of the month and ordered a three-day shutdown from Friday as part of its anti-virus campaign.
People have been banned from travelling outside of their home provinces after medical experts warned Sri Lanka's healthcare system could collapse unless immediate lockdown measures were implemented.
About 60 percent of the Maldives' resident population of 515,000 has received a shot – one of the world's highest figures – but less than a quarter have had two injections, a top UN official said.
But the UN Resident Coordinator in the Maldives, Catherine Haswell, told AFP that more than half the population aged between 18 and 29 were yet to receive a first jab.
"At least 80 to 90 percent of the population needs to vaccinated with both doses to reach herd immunity," Haswell said.
Weak detection on India mutant virus. Kossan ceo brother maybe affected by this virus as he only confirm positive after 3 days fever... after the 3rd test
Fully vaccinated people don’t need to wear masks outside, Fauci says
PUBLISHED THU, MAY 13 202112:39 PM EDT
~ In its guidelines, the CDC says “fully vaccinated people no longer need to wear a mask outdoors, except in certain crowded settings and venues.”
~ “We got to make that transition ... if you are going into a completely crowded situation where people are essentially falling all over each other, then you wear a mask,” Fauci said.
~ A report by the New York Times cites experts that say the CDC number is misleading, and that the actual number of outdoor transmissions could actually be below 0.1%.
Americans need to start getting used to seeing people outside without masks as more and more people get vaccinated against Covid-19, White House chief medical advisor Dr. Anthony Fauci said Thursday.
Fauci reiterated new guidance from the Centers for Disease Control and Prevention that said fully vaccinated people didn’t need to wear masks in public, unless they were in a crowd.
“We got to make that transition,” Fauci said in an interview with CBS News after anchor Gayle King said people give her “the side-eye” when she takes her mask off outside, even though she’s fully vaccinated. “If you are vaccinated and you are outside, put aside your mask, you don’t have to wear it.”
There is debate among medical experts over how much outdoor transmission is driving cases.
“The top line result of all studies included in the systematic review said less than 10% of cases are transmitted outdoors,” CDC Director Dr. Rochelle Walensky said Tuesday at a Senate hearing.
Sen. Susan Collins, R-Maine, blasted Walensky during the hearing, saying the agency’s “conflicting, confusing guidelines ... undermined public confidence and contradicts the scientific guidance of many experts.”
A report by the New York Times cites epidemiologists that say the CDC number is misleading, and that the actual number of outdoor transmissions could actually be below 0.1%.
Reports of new Covid-19 cases continued to decline in the U.S., averaging of 36,700 new cases per day over the last week as of Wednesday, the lowest daily case average Sept. 14, data complied by John Hopkins University shows.
Please read today article namely - The Enigma Supermx. It is a 1st class & top notch article written by a very knowledgeable writer. Must read. Congratulations to all shareholders of Supermx.
May 4, 2021- Topglove's 3.97 million nitrile disposable gloves were seized. The estimated value of the shipment was $518,000.That means Topglove nitrile glove is about USD130/1K (=RM53.50/100's/box.) May 12, 2021-4.68 million latex gloves.The estimated value of the shipment was $690,000. That means Topglove latax glove is about USD147.44/1K (=RM60.45/100's/box. Why so expensive? Premium grade?). Any comment?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Liquidity
418 posts
Posted by Liquidity > 2021-05-11 19:23 | Report Abuse
Small cap gloves will do just fine in my opinion. For Comfort my read is June will be a strong month. After free warrants are finalized next week, QR results and actual granting of free warrants.