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RIVERSTONE HOLDINGS LIMITED
Bongbong
Master
23-Nov-2020 15:17     
 
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 Alert Admin 		Just saw on CNBC ticker

oxford-astra vaccine at 70% effective based on trial
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danger
Supreme
23-Nov-2020 15:07     
 
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 Alert Admin 		Vice President Director of Siloam Hospitals Group Caroline Riady and Pathologist Prof. Siti Boedina Kresna attended the virtual launch of the Isothermal Molecular Test, Friday (11/20/2020). Siloam Hospitals Group Vice President Director Caroline Riady explained the advantages of the latest Swab Covid-19 Test, the Isothermal Molecular Test. This test has the advantage of being easily accessible and applied primarily as the use of Point of Care Test (POCT), high performance with high sensitivity and specificity, minimal error of test results, technology from the United States has been FDA certified EUA, CLIA Waived, and CE Europe


FIRST REIT ! 9% YIELD !!
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SGPhantom
Master
23-Nov-2020 15:06     
 
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 Alert Admin 		Range bound, 80% volume done at 1.33-1.35.
Unfortunately, this range is at / near the intraday lower end, meaning Selling pressue is still ON.
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humblestudent666
Senior
23-Nov-2020 15:01     
 
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 Alert Admin 		No doubt that the price surge of few hundred percent is due to covid, without covid, will the rest of the orders come in to justify those prices? I wonder

Flyingtask      ( Date: 23-Nov-2020 13:33) Posted:

Hello, please follow the thread. RS is not doing only healthcare business.

What is your position here?

humblestudent666      ( Date: 23-Nov-2020 12:46) Posted:

for those investors that are still longing this, I am curious - do you believe in the long term prospect of RS, that they could sustain these levels of production and profit margins over the next few years, or are you just hanging on in hopes of one last spurt for the next year or two until the vaccines are distributed?

it seems as though this correction may last for quite a while - the sentiments have drove investors to flock to the value stocks which investors are ready to hold for the next 3, 5 or even 10 years.

as usual, the market is forward looking and are pricing in a future where growth returns to the sectors that have been decimated by covid for the past year.

are we forward looking investors, buying value companies right now, or are we laggers, still clinging on to, " gloves will still be needed!" mentality?
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investor999
Elite
23-Nov-2020 14:46     
 
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 Alert Admin 		Today selling is the result of last week on 17 Nov when someone dumped at 1.38

zandlery      ( Date: 23-Nov-2020 13:41) Posted:

Sentiment change as easy as BB mood... Literally.
Crowd investor sentiment will change when BB change their position.
You see everyday drop, u short.
When u see suddenly keep rising not knowing what's the reason I believe many will follow.....
This is what I see for this many years of investing...

Flyingtask      ( Date: 23-Nov-2020 13:33) Posted:

Hello, please follow the thread. RS is not doing only healthcare business.

What is your position here
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zandlery
Supreme
23-Nov-2020 13:41     
 
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 Alert Admin 		Sentiment change as easy as BB mood... Literally.
Crowd investor sentiment will change when BB change their position.
You see everyday drop, u short.
When u see suddenly keep rising not knowing what's the reason I believe many will follow.....
This is what I see for this many years of investing...

Flyingtask      ( Date: 23-Nov-2020 13:33) Posted:

Hello, please follow the thread. RS is not doing only healthcare business.

What is your position here?

humblestudent666      ( Date: 23-Nov-2020 12:46) Posted:

for those investors that are still longing this, I am curious - do you believe in the long term prospect of RS, that they could sustain these levels of production and profit margins over the next few years, or are you just hanging on in hopes of one last spurt for the next year or two until the vaccines are distributed?

it seems as though this correction may last for quite a while - the sentiments have drove investors to flock to the value stocks which investors are ready to hold for the next 3, 5 or even 10 years.

as usual, the market is forward looking and are pricing in a future where growth returns to the sectors that have been decimated by covid for the past year.

are we forward looking investors, buying value companies right now, or are we laggers, still clinging on to, " gloves will still be needed!" mentality?
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SGPhantom
Master
23-Nov-2020 13:36     
 
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 Alert Admin 		Dear Charity88,

What' s with the posting / reposting of news that are passe?
Is your agenda to ask people to buy / hold, just based on old postings?
Moreover, look at where the prices were when those posts first appear, and what is the price today.

At least, when FlyingTask bombards with news postings, his / hers is pretty up to date.
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Flyingtask
Supreme
23-Nov-2020 13:33     
 
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 Alert Admin 		Hello, please follow the thread. RS is not doing only healthcare business.

What is your position here?

humblestudent666      ( Date: 23-Nov-2020 12:46) Posted:

for those investors that are still longing this, I am curious - do you believe in the long term prospect of RS, that they could sustain these levels of production and profit margins over the next few years, or are you just hanging on in hopes of one last spurt for the next year or two until the vaccines are distributed?

it seems as though this correction may last for quite a while - the sentiments have drove investors to flock to the value stocks which investors are ready to hold for the next 3, 5 or even 10 years.

as usual, the market is forward looking and are pricing in a future where growth returns to the sectors that have been decimated by covid for the past year.

are we forward looking investors, buying value companies right now, or are we laggers, still clinging on to, " gloves will still be needed!" mentality?
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humblestudent666
Senior
23-Nov-2020 12:46     
 
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 Alert Admin 		for those investors that are still longing this, I am curious - do you believe in the long term prospect of RS, that they could sustain these levels of production and profit margins over the next few years, or are you just hanging on in hopes of one last spurt for the next year or two until the vaccines are distributed?

it seems as though this correction may last for quite a while - the sentiments have drove investors to flock to the value stocks which investors are ready to hold for the next 3, 5 or even 10 years.

as usual, the market is forward looking and are pricing in a future where growth returns to the sectors that have been decimated by covid for the past year.

are we forward looking investors, buying value companies right now, or are we laggers, still clinging on to, " gloves will still be needed!" mentality?
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Charity88
Senior
23-Nov-2020 12:37     
 
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 Alert Admin 		Insider trades:
http://riverstone.listedcompany.com/stock_insider.html
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SGPhantom
Master
23-Nov-2020 11:53     
 
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 Alert Admin 		We have to keep an open mind and open heart.
RS alone cannot improve sentiment / drive market.
Yes, given that it is a proftitable company, but it has also gone up multple folds.
The sector itself will have to drive the market.

Just as an example.
No matter how good the earning / profit of (say) OCBC is, the banking sector must provide confidence and all the Big 3 has to move in tandem.
It is almost impossible to see OCBC fly while the other 2 banks sink.

In short, don' t just look at RS performances, look North to its cousins in MSIA, look West to its peers in US / Europe.
As far as fundamentals are concerned, all of them are extremely profitable too, and all of them have also gone up multiple folds too.
But all of them have been beaten down as well.
Unless all of them moves, relying on RS performances alone and hope it will climb might be arduous.

Stay Safe.
 

NT1825      ( Date: 23-Nov-2020 11:42) Posted:



We are seeing stocks being handed over to investors who foresee RS grow to greater heights. Those who sold also forego their profits to the pool.

SGPhantom      ( Date: 23-Nov-2020 11:27) Posted:

The selling is relentless, unlike its peers.
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Bongbong
Master
23-Nov-2020 11:49     
 
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 Alert Admin 		N we can continue to watch the volume, could be a mix of constant shortist attack with the elevated volume.

once volume starts to come down, and shortist see they can' t push it down further, the spike will come

Bongbong      ( Date: 23-Nov-2020 11:47) Posted:

Well the bonus shares only came last Thurs/Fri. So this is only day 2 or 3?

and investors don' t buy at fair value, investors buy with a margin of safety built in

SGPhantom      ( Date: 23-Nov-2020 11:45) Posted:

We' ve been talking about this since pre bonus / split and post it.
And if the " willing investors" only want to come in at this level, then this may be deemed a fair value.
No one is willing to buy it up, while the selling persists
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Bongbong
Master
23-Nov-2020 11:47     
 
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 Alert Admin 		Well the bonus shares only came last Thurs/Fri. So this is only day 2 or 3?

and investors don' t buy at fair value, investors buy with a margin of safety built in

SGPhantom      ( Date: 23-Nov-2020 11:45) Posted:

We' ve been talking about this since pre bonus / split and post it.
And if the " willing investors" only want to come in at this level, then this may be deemed a fair value.
No one is willing to buy it up, while the selling persists.

Bongbong      ( Date: 23-Nov-2020 11:31) Posted:

Give a week or 2 for the bonus shares to be sold.

if RS can continue to maintain at current level, I will say it' s good that those shares has changed hands to willing investors
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Longtermer
Elite
23-Nov-2020 11:45     
 
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Yells: "A disciplined investor is a wealthy investor"
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 Alert Admin
I believe those who wanted to sell have already sold. The current price is X bonus pricing and extremely undervalued from the forecasted orders on hand and earnings.
Thats why CEO himself has been buying the company shares.
 

Bongbong      ( Date: 23-Nov-2020 11:31) Posted:

Give a week or 2 for the bonus shares to be sold.

if RS can continue to maintain at current level, I will say it' s good that those shares has changed hands to willing investors
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SGPhantom
Master
23-Nov-2020 11:45     
 
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 Alert Admin 		We' ve been talking about this since pre bonus / split and post it.
And if the " willing investors" only want to come in at this level, then this may be deemed a fair value.
No one is willing to buy it up, while the selling persists.

Bongbong      ( Date: 23-Nov-2020 11:31) Posted:

Give a week or 2 for the bonus shares to be sold.

if RS can continue to maintain at current level, I will say it' s good that those shares has changed hands to willing investors
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NT1825
Master
23-Nov-2020 11:42     
 
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 Alert Admin

We are seeing stocks being handed over to investors who foresee RS grow to greater heights. Those who sold also forego their profits to the pool.

SGPhantom      ( Date: 23-Nov-2020 11:27) Posted:

The selling is relentless, unlike its peers.
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cucina
Master
23-Nov-2020 11:33     
 
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 Alert Admin 		A rising tide will lift all boats.   Eventually, the rotation will come back when everything else is has run up n this fella remains undervalued.  
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Bongbong
Master
23-Nov-2020 11:31     
 
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 Alert Admin 		Give a week or 2 for the bonus shares to be sold.

if RS can continue to maintain at current level, I will say it' s good that those shares has changed hands to willing investors
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SGPhantom
Master
23-Nov-2020 11:27     
 
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 Alert Admin 		The selling is relentless, unlike its peers.
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Longtermer
Elite
23-Nov-2020 10:48     
 
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 Alert Admin
CIMB hosted Malaysian Rubber Glove Manufacturers Association (MARGMA) at InvestSG event last week.
Note that Malaysia produces 67% of world gloves while Thailand has 18% market share. Basically they are price givers for gloves. Hear from the insiders..
 
MARGMA reiterates positive view on glove sector
  • We hosted the Malaysian Rubber Glove Manufacturers Association (MARGMA) at our InvestSG event this week, where we discussed the opportunities and challenges facing the Malaysian glove sector post-COVID-19.
  • MARGMA remains upbeat on prospects for the sector, and expects global rubber glove demand to reach 360bn pieces in 2020F, followed by a further 15-20% growth to c.440bn pcs in 2021F. Even with the COVID-19 pandemic fully under control, MARGMA sees sustained growth in the coming years, with
    1. the need to replenish glove inventory levels especially in neglected sectors (industrial, F& B, electronics, etc.), and
    2. increased glove usage given higher hygiene awareness.
 
Glove shortage situation could persist in 2021F
  • Currently, due to the supply shortage situation, order lead times for gloves have risen to 8-10 months, compared to 1.5-2 months pre-COVID-19. Despite the accelerated pace of capacity expansion by existing glove players and new industry entrants, MARGMA believes the global glove shortage situation will still persist in 2021F.
  • MARGMA notes that while global glove demand has surged in recent months, capacity growth will take time to catch up, as setting up a production line takes between 1 and 1.5 years.
 
ASPs could remain 50-60% above pre-COVID-19 levels by 2023
  • MARGMA notes that glove industry contractual ASPs at current are about US$70-80 per thousand pcs of gloves, some 200% higher than pre-COVID-19 levels (c.US$25). Amid the strong glove demand and rising raw material costs, glove companies are seeing a further price hike trend in the coming months.
  • MARGMA thinks that while pricing will eventually stabilise in tandem with better demand-supply dynamics, this will be a gradual process, and estimates that ASPs could still remain c.50-60% above pre-COVID-19 levels by 2023.
 
CIMB Buy call for UG and RS
Strong fundamentals remain intact reiterate Add on UGHC, RSTON
Our Neutral sector call is mainly premised on near-term share price volatility given recent vaccine development new flow.
Nevertheless, we remain positive on the fundamentals of glove makers as profits are set to continue growing through 2021F.

We reiterate our Add calls on both UGHC and RSTON.
Post the recent share price corrections, they are trading at 5.3x  and 9.4x CY22F respectively,  which we  think more  than price in earnings normalisation post Covid-19.
There remain regulatory, manufacturing and logistic hurdles to the widespread availability of Covid-19 vaccines.
UG remains our preferred pick given its relatively cheaper valuation and our expectations of higher normalised profits backed by a 59% yoy manufacturing capacity expansion in CY21F.
 
Riverstone Holdings (ADD, TP S$2.50)
RSTON sees strong demand in both its healthcare and cleanroom segments, and  targets healthcare/cleanroom  segment ASP growth    of 40%/30%    qoq, respectively, in 4Q20F.
 
UG Healthcare Corp Ltd (ADD, TP S$1.70)
The glove shortage remains acute amid a worsening Covid-19  pandemic  crisis. UGHC said  its  distribution  companies&rsquo inventories are managed on a very tight schedule based on just-in-time delivery.
 

stanip      ( Date: 22-Nov-2020 23:08) Posted:

Riverstone & UG Healthcare - CGS-CIMB Research 2020-11-20: Rubber Gloves &ndash Strong Fundamentals Remain Intact | SGinvestors.io - Where SG Investors Share
 
Riverstone Holdings ADD, TP S$2.50, S$1.34 close RSTON sees strong demand in both its healthcare and cleanroom segments, and targets healthcare/cleanroom segment ASP growth of 40%/30% qoq, respectively, in 4Q20F. 

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