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highlander Senior	21-Sep-2022 16:55        highlander About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just like to add that we can expect to get an attractive dividend when the company announces the full year result. Think the current nett cash is already RM1.2 billion. Based on the historical payout of 40~50%, one can easily estimate the dividend. msksmsks      ( Date: 21-Sep-2022 15:44) Posted: Buy and hold ... At current lvl , it's valuation undemanding... Look beyond normalisation, they wl.be able to grow in comparison Cheers MambaFinancial89      ( Date: 21-Sep-2022 15:22) Posted: Agree with you that they are focused long term on cleanroom glove expansion, however, correct me if I' m wrong, but healthcare still makes up 80/57/36 percent of Riverstones overall sales volume/revenue/gross profit in 2Q22. Still more than significant reliance on this segment. Trying to cover all angles and looking for an attractive entry point to " buy when others are fearful" and ride this wave of negative segment to build a long-term position. Wondering if the stock will go back to pre-pandemic pricing, close to being there now.
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Tracer63 Elite	21-Sep-2022 16:52        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy at 0.55 to 0.56
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Sgvale Supreme	21-Sep-2022 16:48        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share price X3 of TOP Glove
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MambaFinancial89 Veteran	21-Sep-2022 16:00        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Thank you, Sir. Will look to enter soon and dollar cost average through this period of correction (markets), uncertainty (macro) and normalisation (ASPs). Cheers.    msksmsks      ( Date: 21-Sep-2022 15:44) Posted: Buy and hold ... At current lvl , it's valuation undemanding... Look beyond normalisation, they wl.be able to grow in comparison Cheers MambaFinancial89      ( Date: 21-Sep-2022 15:22) Posted: Agree with you that they are focused long term on cleanroom glove expansion, however, correct me if I' m wrong, but healthcare still makes up 80/57/36 percent of Riverstones overall sales volume/revenue/gross profit in 2Q22. Still more than significant reliance on this segment. Trying to cover all angles and looking for an attractive entry point to " buy when others are fearful" and ride this wave of negative segment to build a long-term position. Wondering if the stock will go back to pre-pandemic pricing, close to being there now.
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msksmsks Supreme	21-Sep-2022 15:44        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy and hold ... At current lvl , it's valuation undemanding... Look beyond normalisation, they wl.be able to grow in comparison Cheers MambaFinancial89      ( Date: 21-Sep-2022 15:22) Posted: Agree with you that they are focused long term on cleanroom glove expansion, however, correct me if I' m wrong, but healthcare still makes up 80/57/36 percent of Riverstones overall sales volume/revenue/gross profit in 2Q22. Still more than significant reliance on this segment. Trying to cover all angles and looking for an attractive entry point to " buy when others are fearful" and ride this wave of negative segment to build a long-term position. Wondering if the stock will go back to pre-pandemic pricing, close to being there now.    msksmsks      ( Date: 21-Sep-2022 15:02) Posted: You are right tat RS is not immune to the oversupply of healthcare gloves likewise for the rest of its peers But luckily, RS focused more on its cleanroom and special products whichcommand premium where most of its revenue and profit are derived fm. This demarcates fm the rest as evidenced fm their results. Else, they wl be like the rest crumbling down Cheers
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MambaFinancial89 Veteran	21-Sep-2022 15:22        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Agree with you that they are focused long term on cleanroom glove expansion, however, correct me if I' m wrong, but healthcare still makes up 80/57/36 percent of Riverstones overall sales volume/revenue/gross profit in 2Q22. Still more than significant reliance on this segment. Trying to cover all angles and looking for an attractive entry point to " buy when others are fearful" and ride this wave of negative segment to build a long-term position. Wondering if the stock will go back to pre-pandemic pricing, close to being there now.    msksmsks      ( Date: 21-Sep-2022 15:02) Posted: You are right tat RS is not immune to the oversupply of healthcare gloves likewise for the rest of its peers But luckily, RS focused more on its cleanroom and special products whichcommand premium where most of its revenue and profit are derived fm. This demarcates fm the rest as evidenced fm their results. Else, they wl be like the rest crumbling down Cheers csnigel      ( Date: 21-Sep-2022 14:45) Posted: Even though RS has clean room segment, it is still not immune to the oversupply of healthcare gloves, right? Not all its revenue comes from clean room segment.
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msksmsks Supreme	21-Sep-2022 15:02        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are right tat RS is not immune to the oversupply of healthcare gloves likewise for the rest of its peers But luckily, RS focused more on its cleanroom and special products whichcommand premium where most of its revenue and profit are derived fm. This demarcates fm the rest as evidenced fm their results. Else, they wl be like the rest crumbling down Cheers csnigel      ( Date: 21-Sep-2022 14:45) Posted: Even though RS has clean room segment, it is still not immune to the oversupply of healthcare gloves, right? Not all its revenue comes from clean room segment.
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csnigel Member	21-Sep-2022 14:45        csnigel About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even though RS has clean room segment, it is still not immune to the oversupply of healthcare gloves, right? Not all its revenue comes from clean room segment.
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easywin Supreme	21-Sep-2022 11:24        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Took dividend so can add more with lower price
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msksmsks Supreme	21-Sep-2022 11:22        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	RS is down today becz of XD...it' s ok  becz we are getting dividend of 10 sen ringgit . RS and TG biz model is different. .....RS more focused on cleanroom and special products which command premium in their pricing and thats why u can tell their result announcement are miles apart.  RS still very profitable and giving out same interium dividend payout for 1H22  as compared with last corresponding period  In addition to tat, the barrier entry to clean room is high. RS is on target to boost their capacity by year end and also cater for expansion for next 3  years while others already put on hold..  This demarcates the difference..... RS also building more cleanrooms to cater for sudden surge in demand    Moving fwd , q/q or y/y comparison post covid under normalisation,  RS result shld improve and also giving out dividends generously if no capex needed. Cheers
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MambaFinancial89 Veteran	21-Sep-2022 11:06        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Wondering if the knock on effect of Top Glove' s results announcement and resulting sell down is an opportunity to BUY now or if we should wait further clarity posts results...
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msksmsks Supreme	21-Sep-2022 10:15        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	NATO
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Observers Elite	21-Sep-2022 09:42        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	Could be free even, disposal and warehousing cost money. Hmm, maybe hospitals and clinics can gain from this.
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Checkerman Master	21-Sep-2022 09:40        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	demand will be very low for coming years.    easywin      ( Date: 19-Sep-2022 14:14) Posted: CD 0.1 coming, tomorrow last day  msksmsks      ( Date: 19-Sep-2022 13:50) Posted: Showing signs of resurrection.    Big sell Q removed....  Cheers
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easywin Supreme	19-Sep-2022 14:14        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	CD 0.1 coming, tomorrow last day  msksmsks      ( Date: 19-Sep-2022 13:50) Posted: Showing signs of resurrection.    Big sell Q removed....  Cheers
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msksmsks Supreme	19-Sep-2022 13:50        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Showing signs of resurrection.    Big sell Q removed....  Cheers
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msksmsks Supreme	16-Sep-2022 15:33        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chart is juz for guidance but eventually fundamentals wl prevail. Cheers Tracer63      ( Date: 16-Sep-2022 15:28) Posted: The chart is pointing towards further weakness. Sell into strength for now msksmsks      ( Date: 16-Sep-2022 13:59) Posted: Does pple find value at current pricing or slip further south. Guess
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Tracer63 Elite	16-Sep-2022 15:28        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The chart is pointing towards further weakness. Sell into strength for now msksmsks      ( Date: 16-Sep-2022 13:59) Posted: Does pple find value at current pricing or slip further south. Guess
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msksmsks Supreme	16-Sep-2022 13:59        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Does pple find value at current pricing or slip further south. Guess
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Tracer63 Elite	16-Sep-2022 10:09        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	RS moving towards 0.60, low of 10 Dec 2021 which is 0.59 Checkerman      ( Date: 16-Sep-2022 09:57) Posted: better offload if you see 80 cent $1 will soon be a dream iinvestor      ( Date: 16-Sep-2022 09:44) Posted: 60s support is very weak. Same as ringgit also be careful.
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