for interested parties:



This post has been edited by AVFAN: Oct 31 2020, 09:16 AM

windfall tax possible during normal times but most unlikely at a time like now.

it will force the big boys to invest new outside (they are already); may kill the smaller/emerging ones.

why f a sector that is doing so well and now already paying super taxes to u?

kill the goose that lay golden eggs?

after killing this one, what else is there to pay hefty u taxes?!

i think below is a fair assessment:





This post has been edited by AVFAN: Nov 1 2020, 07:13 PM

it is true demand > supply now, esp nitirile... much less so for natural latex.



newcomers can find a place in the industry if they do all the right things and the demand stays strong after 2022.

won't be easy... cmco, foreign workers restrictions, nitrile supply shortage/cost rising, automation, FDA 510k/other certification, etc.

the big boys took >30 years; UG heatlhtcare, VIP gloves are very small ones - there are reasons why they struggled to survive for many years.

as investors, we do our homework, do our best to pick the "right" ones; big or small, old or new.

the big boys have a very big advantage - they now have RM1-3bil cash each on their balance sheet.

they have lots of opportunities and possibilities now - venture into other healthcare, automate further, launch more premium products or acquire other biz.

this is a rare and unique time for them - hope they don't waste it!

This post has been edited by AVFAN: Nov 6 2020, 01:30 PM

well said.

i will say BIG barriers to entry.

the big ones will pull further ahead while laggards and weak new entrants will wither.

the wild card in the PPE biz is how soon an effective vaccine will become available to 7.8 bil people on the planet.

assuming no other virus or bacteria will make new major threats.

no such tax.

big 4 will donate rm400mil to gomen to fight covid19.

meaning the 400mil is meant for all things fighting covid19.

tax deductible.

400mil... maybe that will help pharma cos. make some profit.

sounds very fine for me.

if u hold any big 4 glove, u shud feel good about next week.

can anyone confirm?

yea, close enough!

gotta be a negotiated deal.

both sides seem smart.

if one side force their way, bad for all...

this should be real:



kossan 50mil?

the smaller players not in this thing, i wud think.

some good info and glove data in this global research report - players, types, forecasts...



This post has been edited by AVFAN: Nov 15 2020, 11:34 AM

u can learn something more if u search and read to understand the whole manufacturing process, esp the stage "chlorination".