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msksmsks Supreme	19-Jun-2025 17:49        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tks for sharing Good write up Newbie85      ( Date: 19-Jun-2025 17:40) Posted: https://thesmartinvestor.com.sg/this-glove-companys-share-price-plunged-36-from-its-high-can-it-regain-its-mojo/
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Newbie85 Veteran	19-Jun-2025 17:42        Newbie85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rare to see someone covering riverstone.  a good read.  especially the conclusion.
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Newbie85 Veteran	19-Jun-2025 17:40        Newbie85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://thesmartinvestor.com.sg/this-glove-companys-share-price-plunged-36-from-its-high-can-it-regain-its-mojo/
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Tob231 Elite	17-Jun-2025 16:37        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	consolidation .... usually takes quite a while to brew
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msksmsks Supreme	17-Jun-2025 10:53        msksmsks About Contact  Quote this Post!
x 0   x 1  Alert Admin	Juz be patient D2 for those high volume last wk and apparently being well absorbed or picked up Bullish sign
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eddyeddy Master	17-Jun-2025 10:36        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Added some @0.68. should be bottom of the bottom .
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msksmsks Supreme	17-Jun-2025 09:33        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hold on Yr positions and wait for capital gains + dividends Mr Wong purchase fm open mkt signals share price undervalued. There won't be any M&A but bankers did approach Boss Wong for dual listing . If RS being selected as one of the beneficiary for the $5bil injection fund, that equally wl give a boost too Cheers Chansenghoe1971      ( Date: 17-Jun-2025 08:24) Posted: Agree with u bro. I am still holding slightly less than 500 lots This year maybe underwhelming for them (by their standards) due to gas and energy or usd. They are in a business when Covid strikes they thrive, without Covid they also thrive cos clean room sector back to robust. RS cannot be bad. The issue it their IR. They need to get foreign funds in the league of Rex type. Trading liquidity can be better and must be better. Else must well delist cos RS is a gem 💎 that worth gemlike treatment. msksmsks      ( Date: 17-Jun-2025 07:45) Posted: With or without Covid, RS biz thrives and making money all these years .  Numbers don lie and we can see it  fm past few years results after covid RS resilient biz model enable them to generate FCF every quarter and ushering generous  dividends. Boss Wong knows it well.  Follow him  The recent weakness in share prices due to Midddle East conflict offer opportunity to buy at lower level .  Price wl go abv 70 again as there' s no direct impact for RS and they are selling FOB even with the US tarfiffs Last wk, UOBKH called for trading buy with TP $0.80 RS maybe  one of the potential beneficiary fm the $5Bil injection fund by our gov  as suggested by MaybankKE  PDYDD and  happy investing
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Chansenghoe1971 Elite	17-Jun-2025 08:24        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with u bro. I am still holding slightly less than 500 lots This year maybe underwhelming for them (by their standards) due to gas and energy or usd. They are in a business when Covid strikes they thrive, without Covid they also thrive cos clean room sector back to robust. RS cannot be bad. The issue it their IR. They need to get foreign funds in the league of Rex type. Trading liquidity can be better and must be better. Else must well delist cos RS is a gem 💎 that worth gemlike treatment. msksmsks      ( Date: 17-Jun-2025 07:45) Posted: With or without Covid, RS biz thrives and making money all these years .  Numbers don lie and we can see it  fm past few years results after covid RS resilient biz model enable them to generate FCF every quarter and ushering generous  dividends. Boss Wong knows it well.  Follow him  The recent weakness in share prices due to Midddle East conflict offer opportunity to buy at lower level .  Price wl go abv 70 again as there' s no direct impact for RS and they are selling FOB even with the US tarfiffs Last wk, UOBKH called for trading buy with TP $0.80 RS maybe  one of the potential beneficiary fm the $5Bil injection fund by our gov  as suggested by MaybankKE  PDYDD and  happy investing  tritonyeah666      ( Date: 16-Jun-2025 22:09) Posted: covid cases subsiding..back to 0.60 series?
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msksmsks Supreme	17-Jun-2025 07:45        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	With or without Covid, RS biz thrives and making money all these years .  Numbers don lie and we can see it  fm past few years results after covid RS resilient biz model enable them to generate FCF every quarter and ushering generous  dividends. Boss Wong knows it well.  Follow him  The recent weakness in share prices due to Midddle East conflict offer opportunity to buy at lower level .  Price wl go abv 70 again as there' s no direct impact for RS and they are selling FOB even with the US tarfiffs Last wk, UOBKH called for trading buy with TP $0.80 RS maybe  one of the potential beneficiary fm the $5Bil injection fund by our gov  as suggested by MaybankKE  PDYDD and  happy investing  tritonyeah666      ( Date: 16-Jun-2025 22:09) Posted: covid cases subsiding..back to 0.60 series?
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n3wbie Elite	16-Jun-2025 22:28        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Don' t think COVID will ever go back.... just continuing to evolve in various forms. tritonyeah666      ( Date: 16-Jun-2025 22:09) Posted: covid cases subsiding..back to 0.60 series?
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tritonyeah666 Elite	16-Jun-2025 22:09        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	covid cases subsiding..back to 0.60 series?
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FreedomAngelz Veteran	13-Jun-2025 16:15        FreedomAngelz About Contact  Quote this Post!
x 0   x 0  Alert Admin	I got watch the livestream yesterday. He talk a number of issue which i think RS is in good hand.  Things that he cannot control is the demand and weakening of US price currency. msksmsks      ( Date: 13-Jun-2025 15:56) Posted: One unknown secret that Boss Wong mentioned during the conference call arranged by L&T yesterday Chinese glove makers are running negative margin and maynot be sustainable. With the Tariffs, some are forced to relocate. RS wl reinforce themselves with higher grade of cleanroom gloves for next expansion plan with higher margin and even higher entry barrier All still good Cheers
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msksmsks Supreme	13-Jun-2025 15:56        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	One unknown secret that Boss Wong mentioned during the conference call arranged by L&T yesterday Chinese glove makers are running negative margin and maynot be sustainable. With the Tariffs, some are forced to relocate. RS wl reinforce themselves with higher grade of cleanroom gloves for next expansion plan with higher margin and even higher entry barrier All still good Cheers
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FreedomAngelz Veteran	13-Jun-2025 15:27        FreedomAngelz About Contact  Quote this Post!
x 0   x 0  Alert Admin	China manufacturing are famous for cutting corners in order to decrease costs.  I think as long Malaysia Glove manufacturer offer competitive price without affecting the glove quality, dun think need to scare of China too much.
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n3wbie Elite	13-Jun-2025 14:47        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Maybank published a sector report today -  Malaysia Gloves Sector Oversupply risks mount Tougher road ahead With China players increasingly deploying overseas capacity to penetrate the US market more effectively, the competitive landscape is turning more aggressive, especially after 2025. In our view, a price war is highly likely shaping up an over-supplied gloves market. Separately, we believe upcoming results could be weak mainly due to weakening USD currency vs MYR. We reiterate our NEGATIVE stance on the Malaysia glove sector and maintain SELLs on HART, KRI and TOPG. New capacity coming onstream sooner than expected Latest industry sources suggest that competition in the glove sector is set to intensify further, with new capacity from a major China glove maker, expected to come online by end-2025. We understand that the China glove maker has started marketing to US customers, offering upcoming capacity from its overseas plants in Vietnam and Indonesia at ASPs of USD16&ndash 17/k pcs (vs. Malaysia glove makers&rsquo current ASP of USD18&ndash 19/k pcs), with deliveries starting from Nov 2025 onwards. Additionally, the company&rsquo s Indonesia plant is likely to be operational by end-2025 or early 2026, which is earlier than our initial expectation of 2H26. Negative bias reinforced While this may be part of the China glove maker&rsquo s marketing strategy, pricing could still adjust based on demand, tariffs and counter-moves by Malaysia glove makers. The latest news nonetheless reaffirms our NEGATIVE stance on the sector. Competition is clearly intensifying, with more capacity from China (targeting non-US markets) and its overseas plants (focusing on the US market). Although the actual supply/supply timeline from these overseas plants remain uncertain, any meaningful ramp-up will likely exert pressure on pricing and margins. A price war appears increasingly likely, in our view. An upside risk amid structural headwinds That said, a key upside risk to our call would be a shift in US trade policy particularly if the Trump administration finalises higher tariffs on gloves from Vietnam, Indonesia and Thailand while maintaining lower tariffs for Malaysia. Such a move would restore Malaysia&rsquo s cost competitiveness in the US market and partially offset the structural headwinds facing the sector. Nonetheless, until policy clarity emerges, we maintain our NEGATIVE stance on the Malaysia glove sector. No change to our earnings forecasts and SELL ratings for HART, KRI, and TOPG.
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tritonyeah666 Elite	13-Jun-2025 12:22        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong sell
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beng1102 Elite	13-Jun-2025 09:55        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just STRONG BUY futher data show open short continue to come down since May 23.  The daily short selling also come down below the average. RIVERSTONE HOLDINGS LIMITED 20250509 16,583,727 RIVERSTONE HOLDINGS LIMITED 20250516 20,957,128 RIVERSTONE HOLDINGS LIMITED 20250523 26,623,928 RIVERSTONE HOLDINGS LIMITED 20250530 25,247,128 RIVERSTONE HOLDINGS LIMITED 20250606 24,898,128 beng1102      ( Date: 13-Jun-2025 09:50) Posted: USD/MYR - US Dollar Malaysian Ringgit  is still higher than Sep 2024. Luckygal      ( Date: 12-Jun-2025 16:40) Posted: Coming quarter results may not be good. Their revenue is impacted by the decreasing USD.  PDYODD
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beng1102 Elite	13-Jun-2025 09:50        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	USD/MYR - US Dollar Malaysian Ringgit  is still higher than Sep 2024. Luckygal      ( Date: 12-Jun-2025 16:40) Posted: Coming quarter results may not be good. Their revenue is impacted by the decreasing USD.  PDYODD
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msksmsks Supreme	12-Jun-2025 17:16        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	They hv a hedging mechanism to mitigate this issue
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Luckygal Member	12-Jun-2025 16:40        Luckygal About Contact  Quote this Post!
x 0   x 0  Alert Admin	Coming quarter results may not be good. Their revenue is impacted by the decreasing USD.  PDYODD
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