Back

Latest Forum Topics / Riverstone    Last:0.855 --

Post Reply

Riverstone go go go! Post Reply Rate topic
oli007 Member	16-Sep-2024 07:57        oli007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let's not get ahead of ourselves by saying Malaysia glove is also going to hit by tariffs when the fact is only China glove is hit by tariffs now. And it's too costly for them to produce the simple glove in US Alignment      ( Date: 15-Sep-2024 22:21) Posted: At the end of the day the US wants to move production back to the US. So everyone else, including Malaysia, is going to get hit with tariffs. The US is just going to look down its list of current account deficit countries and smack them one by one. Malaysia has a trade surplus and so is going to get caned.
Useful To Me  Not Useful To Me
Alignment Elite	15-Sep-2024 22:21        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	At the end of the day the US wants to move production back to the US. So everyone else, including Malaysia, is going to get hit with tariffs. The US is just going to look down its list of current account deficit countries and smack them one by one. Malaysia has a trade surplus and so is going to get caned.
Useful To Me  Not Useful To Me
oli007 Member	15-Sep-2024 17:36        oli007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	*Gloves Sector Flash Update 🧤 (UOBKH)* _USTR Raised China Surgical Gloves Tariffs to 50-100%☄ ️ _ 🔹 *In a 105-pages official announcement just released📄 ,* the Office of the United States Trade Representative (USTR) announced final modifications on the statutory review of earlier tariff actions on China. 🔸 *This is an update from earlier proposed modifications* announced in May 2024. 🔹 *Key updates are on🌟 :* new timing and tariffs rates on face masks, *medical gloves,* needles, and syringes. Also includes: *i)* a proposal regarding coverage of additional tungsten, wafers, and polysilicon tariff lines *ii)* an exclusion for ship-to-shore cranes ordered prior to May 2024 *iii)* an expansion of the scope of the machinery exclusions process *iv)* and modification of the coverage of proposed exclusions for solar manufacturing equipment. 🔸 *To recall back in May, US increases higher tariff of 25% (from current 7.5%)🇨 🇳 * on China?s rubber medical and surgical gloves? exports beginning 2026. 🔹 *The tariffs on China medical gloves are now raised 📈 to 50% in 2025, and 100% in 2026.* Refer to page 18-19 of the 📄 under *medical gloves* segment, ?_The U.S. Trade Representative has determined to increase the rate of additional duties on medical gloves to 50 percent in 2025 and to 100 percent in 2026._? 🔸 *This higher tariffs were not entirely a surprise,* as we?ve been taking a leap of faith and highlighted possibilities of further detrimental policies towards China?s exports. *Our contrarian OVERWEIGHT rating* on the Malaysian glove sector 🇲 🇾 were also largely premised on such potential scenario. 🔹 *This steep tariff hike modification on China gloves undoubtedly solidify Malaysian glove industry?s* market leader position and allays earlier concerns on market share losses due to stiff competition. 🔸 *We expect share prices of Malaysian and Singapore glove stocks to strongly react towards this newsflow.*
Useful To Me  Not Useful To Me
tonytony Veteran	15-Sep-2024 09:41        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	You said this because you did not read the news from USA. I did not predict this at all . sweet639      ( Date: 15-Sep-2024 09:29) Posted: there are so many uncertained factors in USA/China/SG all over the whole world,  how can you predict what will happend in 2026, Mornings      ( Date: 15-Sep-2024 09:16) Posted: "The administration initially proposed a 25% tariff on face masks ? that increase will still go into effect this year, now followed by a 50% tariff in 2026. USTR took similar action on medical gloves, upping its initial 25% tariff proposal to a 50% tariff in 2025 and a 100% tariff in 2026."
Useful To Me  Not Useful To Me
sweet639 Veteran	15-Sep-2024 09:29        sweet639 About Contact  Quote this Post!
x 0   x 0  Alert Admin	there are so many uncertained factors in USA/China/SG all over the whole world,  how can you predict what will happend in 2026, Mornings      ( Date: 15-Sep-2024 09:16) Posted: "The administration initially proposed a 25% tariff on face masks ? that increase will still go into effect this year, now followed by a 50% tariff in 2026. USTR took similar action on medical gloves, upping its initial 25% tariff proposal to a 50% tariff in 2025 and a 100% tariff in 2026."
Useful To Me  Not Useful To Me
Mornings Member	15-Sep-2024 09:16        Mornings About Contact  Quote this Post!
x 0   x 0  Alert Admin	"The administration initially proposed a 25% tariff on face masks ? that increase will still go into effect this year, now followed by a 50% tariff in 2026. USTR took similar action on medical gloves, upping its initial 25% tariff proposal to a 50% tariff in 2025 and a 100% tariff in 2026."
Useful To Me  Not Useful To Me
oli007 Member	15-Sep-2024 04:52        oli007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read the latest news about tariff from CNA tonytony      ( Date: 14-Sep-2024 22:00) Posted: US will only impose 25% tarrif from 2026 , not next year !
Useful To Me  Not Useful To Me
tonytony Veteran	14-Sep-2024 22:00        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	US will only impose 25% tarrif from 2026 , not next year !
Useful To Me  Not Useful To Me
Alignment Elite	14-Sep-2024 21:54        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Soon enough the US will impose tariffs on Malaysia as well. A lose lose situation for everybody.   oli007      ( Date: 14-Sep-2024 20:28) Posted: Riverstone and other glove stock might fly on Monday as US has imposed a 50 percent tariff this year and 100 percent tariff next year on China glove msksmsks      ( Date: 14-Sep-2024 13:23) Posted: Afternoon folks Investing is a personal matter and RS maynot be everyone&rsquo s cup of tea.   RS resilient biz model maybe boring to some extent, but it&rsquo s biz still growing at least it can Generate FCF every qtr and giving generous dividend that   a lot of companies Can&rsquo t match   RS mgmt shld be honoured with someone&rsquo s comparison RS   with the banks Though they are vastly different in their league and industry.   Hyping must be supported with historical or supported evidence to justify One&rsquo s claim or price appreciation   and not merely distorting the fact.   Isnt it when come to investing , one wuld look for companies which their Biz is growing or still growing , able to generate FCF and lastly able to pay Dividends as reward .   I do agree that RS performance been lackluster but doesn&rsquo t mean it&rsquo s Price wl not go higher&hellip   given the fact that their revenue, profitability And dividend payout culd he higher than last year and wl be even Better   coming FY25.   Lastly, RS do not relie whether Covid or not&hellip ..their resilient biz model Already positioned them well gg fwd.   In addition.   RS mgmt already guided   a recovery In Semiconductor industry which wl agurs them well   Next wk, let&rsquo s see how RS perform after XD .  May go up after tat, who knows ?   For those whom are patient , they shall be rewarded (dividend + price appreciation)   and don&rsquo t expect Immediate   success.     Rome is not built overnight either. Fm  those analysts rpts, RS is priced Abv  $1 and btwn 1.05 - 1.16 and i' m opined it wl go higher than that coming FY25   We are all matured enough to make a calculated  & prudent decision and not influenced by anybody' s hype ,  criticism etc... Hv a nice wkend
Useful To Me  Not Useful To Me
oli007 Member	14-Sep-2024 20:28        oli007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Riverstone and other glove stock might fly on Monday as US has imposed a 50 percent tariff this year and 100 percent tariff next year on China glove msksmsks      ( Date: 14-Sep-2024 13:23) Posted: Afternoon folks Investing is a personal matter and RS maynot be everyone&rsquo s cup of tea.   RS resilient biz model maybe boring to some extent, but it&rsquo s biz still growing at least it can Generate FCF every qtr and giving generous dividend that   a lot of companies Can&rsquo t match   RS mgmt shld be honoured with someone&rsquo s comparison RS   with the banks Though they are vastly different in their league and industry.   Hyping must be supported with historical or supported evidence to justify One&rsquo s claim or price appreciation   and not merely distorting the fact.   Isnt it when come to investing , one wuld look for companies which their Biz is growing or still growing , able to generate FCF and lastly able to pay Dividends as reward .   I do agree that RS performance been lackluster but doesn&rsquo t mean it&rsquo s Price wl not go higher&hellip   given the fact that their revenue, profitability And dividend payout culd he higher than last year and wl be even Better   coming FY25.   Lastly, RS do not relie whether Covid or not&hellip ..their resilient biz model Already positioned them well gg fwd.   In addition.   RS mgmt already guided   a recovery In Semiconductor industry which wl agurs them well   Next wk, let&rsquo s see how RS perform after XD .  May go up after tat, who knows ?   For those whom are patient , they shall be rewarded (dividend + price appreciation)   and don&rsquo t expect Immediate   success.     Rome is not built overnight either. Fm  those analysts rpts, RS is priced Abv  $1 and btwn 1.05 - 1.16 and i' m opined it wl go higher than that coming FY25   We are all matured enough to make a calculated  & prudent decision and not influenced by anybody' s hype ,  criticism etc... Hv a nice wkend
Useful To Me  Not Useful To Me
msksmsks Supreme	14-Sep-2024 13:23        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Afternoon folks Investing is a personal matter and RS maynot be everyone&rsquo s cup of tea.   RS resilient biz model maybe boring to some extent, but it&rsquo s biz still growing at least it can Generate FCF every qtr and giving generous dividend that   a lot of companies Can&rsquo t match   RS mgmt shld be honoured with someone&rsquo s comparison RS   with the banks Though they are vastly different in their league and industry.   Hyping must be supported with historical or supported evidence to justify One&rsquo s claim or price appreciation   and not merely distorting the fact.   Isnt it when come to investing , one wuld look for companies which their Biz is growing or still growing , able to generate FCF and lastly able to pay Dividends as reward .   I do agree that RS performance been lackluster but doesn&rsquo t mean it&rsquo s Price wl not go higher&hellip   given the fact that their revenue, profitability And dividend payout culd he higher than last year and wl be even Better   coming FY25.   Lastly, RS do not relie whether Covid or not&hellip ..their resilient biz model Already positioned them well gg fwd.   In addition.   RS mgmt already guided   a recovery In Semiconductor industry which wl agurs them well   Next wk, let&rsquo s see how RS perform after XD .  May go up after tat, who knows ?   For those whom are patient , they shall be rewarded (dividend + price appreciation)   and don&rsquo t expect Immediate   success.     Rome is not built overnight either. Fm  those analysts rpts, RS is priced Abv  $1 and btwn 1.05 - 1.16 and i' m opined it wl go higher than that coming FY25   We are all matured enough to make a calculated  & prudent decision and not influenced by anybody' s hype ,  criticism etc... Hv a nice wkend
Useful To Me  Not Useful To Me
tonytony Veteran	14-Sep-2024 09:37        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	PER is back to pre COVID , margin of safety is not that attractive as compared to many blue chips , like banks ..
Useful To Me  Not Useful To Me
Tob231 Elite	14-Sep-2024 08:43        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	agreed. when too much hype ... even if it is true they will shun the counter or worse go in the opposite direction. nay did not buy for the dividends. for those vested ... enjoy your dividends on oct 4
Useful To Me  Not Useful To Me
tonytony Veteran	13-Sep-2024 22:36        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whatever we discussed here , eg , higher profit margin of CR glove , generous dividends etc etc are all public info, so more or less these have been priced in by now . Stale news infact.
Useful To Me  Not Useful To Me
sweet639 Veteran	13-Sep-2024 19:03        sweet639 About Contact  Quote this Post!
x 0   x 0  Alert Admin	last day for M$0.04 dividend and yet this counter can not move. Mornings      ( Date: 13-Sep-2024 17:30) Posted: This is a heavily manipulated stock but nothing the company could do. SGX also jiak liao bee but they should be the one policing this kind of actions, though they won't act even if we complain. Curious what's the average price of holders here?
Useful To Me  Not Useful To Me
Mornings Member	13-Sep-2024 17:30        Mornings About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is a heavily manipulated stock but nothing the company could do. SGX also jiak liao bee but they should be the one policing this kind of actions, though they won't act even if we complain. Curious what's the average price of holders here?
Useful To Me  Not Useful To Me
Tob231 Elite	13-Sep-2024 10:45        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i think too much hype about it going up ... so the reverse is true today is the last day for dividends and it is so quiet. nay not going for it.
Useful To Me  Not Useful To Me
tonytony Veteran	12-Sep-2024 17:57        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing much we can do , just hold for the dividends, if goes down further just buy more to average. A good company to hold for the future growths.
Useful To Me  Not Useful To Me
rayokc Senior	12-Sep-2024 17:50        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Something wrong with this RS. Everyone else went up, it went down....
Useful To Me  Not Useful To Me
msksmsks Supreme	12-Sep-2024 12:37        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro KY Hv mooted the idea of  asking them do SBB couple wks bk and  as mentioned below, they hv plans & better usage of funds. Instead, we culd look fwd for higher dvd for 3Q. When a biz does well, the price eventually follows The artificial depression is only temp.....the BB wl hv to buy bk.... The investing public also knows RS is a good counter Cheers   Klein_Yeoman      ( Date: 12-Sep-2024 12:18) Posted: Should ask them to do share buyback. They have Cash. Kill the short sellers! msksmsks      ( Date: 12-Sep-2024 10:44) Posted: Hv also infmd Miss Tan that RS seems like a shorting candidate by concerted effort amg few hses. Urging them to monitor . Last but not least, Thank You  Miss Tan for her time .
Useful To Me  Not Useful To Me

                                                         First   < Newer   1321-1340 of 3892   Older>   Last