So you are willing to risk all your 'paper profits'?
and you do know paper profits is real? it's real money and it IS YOURS.

Yes, I agree healthcare business is evergreen...
but then...
if I were you...
I would evaluate the current situation.
Current insane profit for the glove makers...
this is their moment in the spotlight...
season in the sun ....
which only happened just because Covid 19 became a worldwide pandemic....
what if Covid 19 ends?
yes, the demand of the gloves will still be there....
but the only difference is the glove makers will not be able to sell at such insane prices anymore....
they won't see customers prepaying their goods anymore...
and then.... you have the capex issue...
TG capex plan is 10 billion over the next 5 years...
Harta announced.... err.... 7 billion... i just saw the news clip popped up (didn't read inside..

)
err... dunno about the others...
and then... yea... all the wanna be glove makers (most will die la in the long run but before they die... they would have caused some serious damages to pricing) ....
yup... price war will happen (yup, the scenario after sars, was price wars due to insane capex by everyone in the industry) .... and prices slumped....
.... blah... blah... blah......
and at end of the day ..... there's a good chance that profits will slump to pre Covid years...
TG now going at around 10 billion profit.
Pre Covid, profits before covid was only 370 million.....
370 million and 10 billion profit heaven and earth...
68 sen and 5.30 share price also heaven and earth...
how?
willing to forgo all your hard earned profit?
remember those profits that you had not taken...
that's real money ...
it IS YOURS already....
think about it...
should you risk it...
just because of the value investing theory?
weigh out the risks....
be the BOSS of your own money dude.
and ya... don't potong because this

here is making so much noise at you to potong.....
