Posted by VolatileIsMyGold > 2021-10-10 18:56 | Report Abuse

I myself have not worn a rubber glove even once in my life

but still the global demand for rubber gloves in 2021 is 500 billion pcs, while current global supply is only 420 billion pcs

it's mostly about the frontliners

global glove demand does not need everybody wearing a glove, guys


comprende?

Posted by VolatileIsMyGold > 2021-10-10 18:57 | Report Abuse

Well, if it's just up to me alone, I would rather the nurse or female doctor touch me without gloves when she is examining me.

But she's not gonna have any of that.

No frekkin way, man

Posted by VolatileIsMyGold > 2021-10-10 18:57 | Report Abuse

singapore daily cases could possibly shoot up to 5 digits, if their govt & rakyat still too stubborn & adamant about relentlessly opening up & loosening up without sufficient restrictions & precautionary preventive measures

Posted by VolatileIsMyGold > 2021-10-10 19:00 | Report Abuse

So, better not be lulled into blissful happiness about current drop in daily covid cases yet

It might be sustainable, but then again also, it might not

Posted by VolatileIsMyGold > 2021-10-10 19:00 | Report Abuse

So, just going by the actual post-high vaxxing experiences in US, UK, Israel, Singapore etc., it still remains to be seen yet, how things gonna really play out in Malaysia in the weeks & months to come

Posted by VolatileIsMyGold > 2021-10-10 19:01 | Report Abuse

The upside to high vaxxing rate is that it tends to produce a quick lowering effect on daily infection rate

The downside being, when guys see a quick reduction in daily infection rate, they also get overconfident & overexuberant fast, often too fast for their own good

So, whether sustainable or not sustainable in longer term, would greatly depend on discipline of both the govt & the rakyat

Yep, just as has already been proven in US, UK, Israel, Singapore etc.

Posted by VolatileIsMyGold > 2021-10-10 19:01 | Report Abuse

While we are now already seeing the earliest daily covid infection rate surges in langkawi due to rapid opening up of travel & tourism sector

Posted by Start_0f_the_bull > 2021-10-10 20:41 | Report Abuse

MoneyMakers Surprisingly very quiet weekend..Only left usual scammers NoPowerGlove/LossBlooming/VolatileMyLoss/munfatt00/CoolBear nonstop spamming same thing 5x daily
10/10/2021 5:38 PM
-------------------------------------
Less people entertain you, disappointed isn't it?
Ha ha ha.

Posted by FortuneBlooming > 2021-10-10 21:59 | Report Abuse

maybe shorting boys & girls getting tired & exhausted

after getting their arrse whupped every day now

Posted by FortuneBlooming > 2021-10-10 21:59 | Report Abuse

poor fellows

Posted by FortuneBlooming > 2021-10-10 22:00 | Report Abuse

Rubber glove industry hoping for reinvestment allowance in Budget 2022

https://www.theedgemarkets.com/article/rubber-glove-industry-hopes-reinvestment-allowance-budget-2022

Posted by FortuneBlooming > 2021-10-10 22:03 | Report Abuse

yep, Big Funds know better

Posted by DJoker89 > Oct 8, 2021 10:51 AM | Report Abuse

Big fund is accumulating BIG 4,
Follow the flow, don't against it.

Huat ahhhhhh

Posted by imvu > 2021-10-10 22:14 | Report Abuse

bulan ni sepatutnya hijau .

Posted by FortuneBlooming > 2021-10-10 22:19 | Report Abuse

How is global glove demand ever going to go back to pre-pandemic level, when pandemic is quite obviously still raging & rampaging with newer & robuster covid variants still emerging all the time

that is just so obviously shorting cartel bullkrapping fearmongering

Posted by FortuneBlooming > 2021-10-10 22:22 | Report Abuse

While global population also still continuing to grow all the time

Posted by Citadel666 > 2021-10-10 22:23 |

Post removed.Why?

Posted by FortuneBlooming > 2021-10-10 22:27 | Report Abuse

global population right now growing at 90 million per year

this growth, just like your fd interest, is compounded over time

so, in just 7 more years, there's gonna be another 1 billion people on this planet

in just 12 more years, another 2 billion

in 16 more years, another 3 billion

Posted by freddiehero > 2021-10-10 22:46 | Report Abuse

superman our hero..

Posted by ThePowerOfGlove > 2021-10-10 23:00 | Report Abuse

shorting gang losing power

Posted by ThePowerOfGlove > 2021-10-10 23:00 | Report Abuse

shorting gang running out of gas

Posted by ThePowerOfGlove > 2021-10-10 23:01 | Report Abuse

shorting gang running out of desperate pathetic scare stories

Posted by ThePowerOfGlove > 2021-10-10 23:03 | Report Abuse

shorting gang now back to having to resort to desperate pathetic old stale tak laku grandmother's windfart tax tale

pooooorrrrrttttt

Posted by ThePowerOfGlove > 2021-10-10 23:09 | Report Abuse

singapore covid-19 cases just hit record high 2,909 cases per day on friday 1 october 2021

Posted by ThePowerOfGlove > 2021-10-10 23:11 | Report Abuse

high vaxxing rate alone not gonna bring covid under control, vaxxing needs to be combined & integrated with restrictions, good healthcare preventive measures & precautions, use of ppe, tight sop etc.

even highly vaxxed singapore struggling hard to manage covid now

Posted by ThePowerOfGlove > 2021-10-10 23:13 | Report Abuse

vaxxing alone can't do the job, as has been proven by experiences in US, UK, israel, singapore etc.

Posted by ThePowerOfGlove > 2021-10-10 23:15 | Report Abuse

only wackos, nuthedds, crackos & stuppidos still believe that covid-19 gonna disappear completely in one month, just with high vaxxing rate alone

Posted by MoneyMakers > 2021-10-10 23:16 |

Post removed.Why?

Posted by MoneyMakers > 2021-10-10 23:16 |

Post removed.Why?

Posted by ThePowerOfGlove > 2021-10-10 23:18 | Report Abuse

MARGMA expecting rubber glove supply shortfall of 80 billion pieces in 2021

https://www.theedgemarkets.com/article/margma-says-glove-demand-expected-continue-being-robust-until-2q2022

demand 500 billion pcs, supply only 420 billion pcs

Posted by Knm_bottomed > 2021-10-11 00:53 | Report Abuse

https://m.theepochtimes.com/mkt_breakingnews/china-prepares-for-possible-large-scale-covid-19-outbreak-leaked-ccp-documents_4041025.html/amp?__twitter_impression=true

Get ready for big Delta wave. 100k cases a day for Malaysia possible!

Posted by Jason85 > 2021-10-11 01:20 | Report Abuse

Wtf 100k case?

Posted by CoolBull > 2021-10-11 03:09 | Report Abuse

well, malaysian kabinet gagal #2 (recycled waste product from kabinet gagal #1) is taking a helluva big risk opening up & loosening up everything when daily infection rate is still in 5 digits

Posted by CoolBull > 2021-10-11 03:11 | Report Abuse

when israel opened up & loosened up everything in march 2021, they had already achieved 16 infections per day

by september 1, they had climbed back up to 10,000 infections per day

Posted by CoolBull > 2021-10-11 03:13 | Report Abuse

so you think MARGMA is a bullkrapping fearmongering association like shorting cartel boys & girls la

can simply be spouting bullkrap out of their arrse just like you all for the media to publish la

okay la, whatever you say la hor, everything you say must be correct la

hor

Posted by Snowpiercer > Oct 9, 2021 9:58 AM | Report Abuse

Who are members of MARGMA? Sure say got shortfall. The fact i think it's not. And such a low tech industry, low barrier to entry, no competitive advantage.

Posted by CoolBull > 2021-10-11 03:14 | Report Abuse

Rubber glove industry lobbying for special reinvestment allowance in Budget 2022

https://www.theedgemarkets.com/article/rubber-glove-industry-hopes-reinvestment-allowance-budget-2022

Posted by CoolBull > 2021-10-11 03:15 | Report Abuse

shorting cartel boys & girls sweating

Posted by CoolBull > 2021-10-11 03:15 | Report Abuse

every day they sweating now

Posted by CoolBull > 2021-10-11 03:16 | Report Abuse

yep, precisely, the frontliners always gonna be there

Posted by Starship2 > Oct 10, 2021 2:08 PM | Report Abuse

Gloves are usually one-time use product..My feeling is even covid becames "endemic", fear of contacting the disease, especially for medical staff will always be there...and using them is also hygenic...So the practice of using gloves that peaked due to covid will not decrease very quickly in my view.....

Posted by munfatt2000 > 2021-10-11 08:42 | Report Abuse

4th Oct short position 80.8Mil

6th Oct short position 76.6Mil

7th Oct short position 76.5Mil

8th Oct short position 70Mil

Shorties start buy back, hold and do not sell cheap to shorties

Posted by Habisgl0v3333 > 2021-10-11 09:19 | Report Abuse

support broken, waterfall incoming after qtr

Posted by Habisgl0v3333 > 2021-10-11 09:19 | Report Abuse

those who listen to me bought aa and aax must be happy already lol

Posted by Bgt 9963 > 2021-10-11 09:23 | Report Abuse

Gloves stock in deep sleep....!

Posted by emsvsi > 2021-10-11 09:26 | Report Abuse

All glove investors should diversify their portfolio to Recovery stocks and Genting (3182) NTA=RM8.47 and still below its pre-covid price of RM6.1x

1971 Genting Highlands Opens
2021 50 Years of History and Growth

2009 Global Financial Crisis
2020 Covid-19 Pandemic

2009 Year of the Ox
2021 Year of the Ox

2010 Resorts World Sentosa (SG) opens
2021 Resorts World Las Vegas (US) opens

2009 Mar RM3.08 (low) to 2011 Nov RM 11.98 (all time high)
2020 Nov RM2.95 (low) to 2022 Xxx RM ????

History always repeats itself

Sincerely,
emsvsi

Posted by Maridien2 > 2021-10-11 09:26 | Report Abuse

AA and AAX will need at least 30 years to clear their existing debt, before pandemic also lose like hell what more in endemic. Maybe Supermax won't earn billions anymore but at least cash rich and profitable business for the foreseeable future. Just wait for covid super variant monster to emerge soon, it will come soon.

Posted by fengfengfeng > 2021-10-11 10:10 | Report Abuse

agreed with you. CASH is KING now.

Posted by Habisgl0v3333 > 2021-10-11 10:22 | Report Abuse

When your defense is moat only, ur castle will be gone in no time

Posted by Habisgl0v3333 > 2021-10-11 10:23 | Report Abuse

Cash is not king, cash is the prize u won last battle , most important is whos winning next battle

Posted by Sales > 2021-10-11 11:32 | Report Abuse

To hold stock with cash rich or huge debt? AA & AAX are huge debt.

Posted by Iamstilllearning > 2021-10-11 11:35 | Report Abuse

only glove sad sad everyday. this is fate

Posted by pjseow > 2021-10-11 11:38 | Report Abuse

Gloves manufacturing is a growing industry . It has been growing at 8 to 10 % CAGR in the last 20 years before the covid 19 pandemic . The big 4 glove makers have also been growing with double digits earnings CAGR and becomes 100 ,200 and even 300 baggers . MARGMA projected the growth rates will be between 12 to 15 % per year post pandemic . With the current demand at 500 billions per year , a 12 % CAGR will bring total demands to 1000 billions per year or double the current numbers in 6 years time using the 72 rule. The growth will come mainly from the developing countries which currently has low glove usage of 30 plus only compared with the developed world of more than 200 .

Supermx has made 4341 millions in the last 2 years and is projected to make another 1730 millions in FY 2022 . The total profits will be 6071 millions . This super extraordinary profits can transform supermx in the following ways .

1. Capacity Expansion

Supermx can never dream of expanding its capacity to 48 millions within 3 years had it not made billions in the last 2 years . With the cash , supermx can now triple its capacity to 70 billions per year by spending 1390 x 2 millions or 2780 millions without borrowing . THis is one of the biggest benefits of making the billions in the super ordinary years .

2. Paying Lucrative Dividend

Besides spending 2780 millions from the 6071 millions profit, supermx is able to pay lucrative dividends to its shareholders . A total of special dividend of RM 1 per share or 2720 millions can be paid out to to reward loyal shareholders .

3. Nett Cash Company in post pandemic

After spending 2780 millions to triple its capacity to 70 billions pa and pay out 2720 millions or RM 1 to its shareholders as dividend , there is still a balance of 6071 - 2780 - 2720 = 571 millions cash in hand .Supermx will remain as cash rich or in nett cash position .

4. Continue to be Profitable during post pandemic

With the new expanded capacities from doubling to triple the prepandemic capacity, supermx is still expected to make 800 to 1000 millions in the years to come with ASP stabilised at between USD 26 to 28 . With its changed OBM business models , supermx has been able to generate the best earning per billion capacity and also the best nett margins in the last 2 years .

5. Supermx other potentials

Supermx also has its contact lens business besides gloves . With its nett cash plus continued cash generations, supermx can look into merger and acquisitions to further boost its profits .

Supermx is no more the old supermx in prepandemic . Besides having the highest cash in hand per share , highest nett margin ,highest return of capacity ,it can triple its capacity and pay the highest DY in near future .

Which company in Bursa can have the above attributes ??

Disclaimer : It is not a buy or sell call . It is for sharing only .