Posted by Felix888999 > 2024-02-22 12:58 |

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Posted by UlarSawa > 2024-02-22 12:59 |

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Posted by Felix888999 > 2024-02-22 13:01 |

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Posted by UlarSawa > 2024-02-22 13:01 |

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Posted by UlarSawa > 2024-02-22 13:03 |

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Posted by Felix888999 > 2024-02-22 13:05 |

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Posted by UlarSawa > 2024-02-22 13:06 |

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Posted by UlarSawa > 2024-02-22 13:08 |

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Posted by Felix888999 > 2024-02-22 13:08 |

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Posted by UlarSawa > 2024-02-22 13:10 |

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Posted by Huangbk72 > 2024-02-22 13:14 |

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Posted by Felix888999 > 2024-02-22 13:17 |

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Posted by UlarSawa > 2024-02-22 13:18 |

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Posted by UlarSawa > 2024-02-22 13:22 |

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Posted by UlarSawa > 2024-02-22 13:23 |

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Posted by qqq47660 > 2024-02-22 13:24 | Report Abuse

Intco? China gloves far bigger than intco

Posted by UlarSawa > 2024-02-22 13:26 |

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Posted by UlarSawa > 2024-02-22 13:27 |

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Posted by Felix888999 > 2024-02-22 13:27 | Report Abuse

i swear with my life, I didn't play the flag.

Posted by Felix888999 > 2024-02-22 13:29 | Report Abuse

Intco didn't put the cash into FD earn 3% interest but 理财产品。Something like Unit trust.

Posted by Felix888999 > 2024-02-22 13:36 |

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Posted by Felix888999 > 2024-02-22 13:43 | Report Abuse

Government subsidy just 24 million in Intco latest half yearly financial statement. Is not significant at all.

Other income mainly came from interest income 51m and 公允价值变动损益 I guess is revaluation of asset 88m.

Posted by Felix888999 > 2024-02-22 13:44 | Report Abuse

Reference:
https://q.stock.sohu.com/cn,gg,300677,9746756998.shtml

Posted by Felix888999 > 2024-02-22 13:47 |

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Posted by UlarSawa > 2024-02-22 14:05 |

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Posted by Felix888999 > 2024-02-22 14:14 | Report Abuse

China Manufacturers running full capacity but in lost, why is the purpose?

Malaysia gloves manufacturers already slowly profitable after cost optimization exercises.

Posted by Huangbk72 > 2024-02-22 14:18 | Report Abuse

Such a simple answer.

Gain Market share and kill off the previous leaders.

Take over leadership and volume, then dictate the ASP.

How much cost you can cut? 1x or 2x? There is a limit how much kok you can cut.

Malaysian companies are saddled by old factory and old machines.

Look at Harta last media release.. waiting for new plant to come online with better efficiency.

They are doing this to Tesla... Tesla margin dropping every quarter, revenue dropping.. to catch up to Chinese EV.

Posted by UlarSawa > 2024-02-22 14:20 |

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Posted by Felix888999 > 2024-02-22 14:22 | Report Abuse

Idixt compare with Tesla. How many components in EV cars? Gloves is a simple product how much cost different now USD 1 to 2 per 1000 pieces only.

Posted by UlarSawa > 2024-02-22 14:29 |

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Posted by Felix888999 > 2024-02-22 14:35 |

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Posted by Felix888999 > 2024-02-22 14:36 | Report Abuse

TG`s cash flow from operation already positive, EBITDA also positive.

This is good sign. Cash flowing in now

Posted by UlarSawa > 2024-02-22 14:43 |

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Posted by UlarSawa > 2024-02-22 15:01 |

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Posted by xiaoeh > 2024-02-22 15:03 | Report Abuse

Ular sifu and shortists frens not working hard leh
waiting to buy at 0.71 or 0.795 leh...

Posted by UlarSawa > 2024-02-22 15:05 |

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Posted by UlarSawa > 2024-02-22 15:28 |

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Posted by Huangbk72 > 2024-02-22 15:39 |

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Posted by Felix888999 > 2024-02-22 15:45 |

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Posted by UlarSawa > 2024-02-22 15:48 |

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Posted by Felix888999 > 2024-02-22 15:50 | Report Abuse

I queue buy 0.85 you bising bising apa? Diam lah!

Posted by UlarSawa > 2024-02-22 15:51 |

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Posted by Huangbk72 > 2024-02-22 15:54 |

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Posted by Huangbk72 > 2024-02-22 16:05 | Report Abuse

Since Auntie Felicia cannot process tricky info..

Everyone can read a simplified media release..

https://www.caixinglobal.com/2023-11-10/intco-medical-technology-coltds-net-profit-dropped-467-in-first-three-quarters-of-2023-102131083.html

Posted by Felix888999 > 2024-02-22 16:06 |

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Posted by Huangbk72 > 2024-02-22 16:09 | Report Abuse

Hahahaa.. Pls share full year profit for which Malaysia glove companies.

U nit pick on China and talk QR basis

Why dont you nit pick Malaysian factories and talk QR basis?

U never compare apples to apples... 😂😂😂

Strange why Auntie Felicia always caught making gibberish post and pusing2 to get out? Challenge also dont dare to take up... Is this sign of Dumbness? 🤣🤣🤣

Posted by UlarSawa > 2024-02-22 16:11 |

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Posted by Felix888999 > 2024-02-22 16:12 | Report Abuse

Repost here reasons for V shape recovery in Malaysia Gloves industry.

The reasons why Malaysia glove industry in V shape Recovery now:

1. Strong USD is good for export industry like gloves industry.
2. Raw material price like latex and NBR are lower now.
3. Overall demand has improved. Market has digested the stock bought during Covid. Customer stock bought during Covid either already consumed or expired or near expiry.
4. Small players have exited the market.
5. ASP price could hit bottom and rebounding due to improved demand.
(90% probability ASP price will be increased in coming quarters!!!)
6. Cost down saving and lower depreciation cost due to impairment write off (one time).
7. Natural Gas price dropped from the peak.
8. US custom ban lifted.
9. US and China trade war.