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msksmsks Supreme	24-Jun-2025 11:32        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Technically bottomish and leading indicators are cutting up.  Looks bullish
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msksmsks Supreme	24-Jun-2025 11:19        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tks for sharing, Bro Good for the malaysian glove makers  Wl regain loss ground and moving bk to abv 70 soon for RS oli007      ( Date: 24-Jun-2025 11:04) Posted: Malaysian glove makers poised for EU boost as China excluded from public tenders &mdash CIMB KUALA LUMPUR (June 23): CIMB Securities said Malaysian glove manufacturers could benefit from the European Union&rsquo s (EU) exclusion of Chinese companies in public tenders for medical devices, valued at over &euro 5 million (RM24.5 million). The exclusion could result in stronger demand from EU buyers seeking alternatives to China-sourced   gloves. The EU was Malaysia&rsquo s second-largest glove export market by region in 2023, accounting for an estimated 28%&ndash 30% of Malaysia&rsquo s total glove exports, said CIMB This will limit Chinese companies&rsquo access to approximately &euro 150bn (billion) annually in EU public spending within this segment. &ldquo While tenders exceeding &euro 5m (million) accounted for only about 4% of total tender count in 2023, they represented around 60% of total tender value,&rdquo said the house in a note on Monday. The move is a response to the EU concluding that EU companies do not have fair access in China, as Chinese tenders have been heavily biased towards local suppliers that often have artificially low bids, CIMB said. The research firm has highlighted that glove sales contracts are normally short-term and lower in value, because of the frequent changes in average selling prices (ASPs) and the cost pass-through mechanism employed by industry players. As a result, the majority of glove orders fall below the &euro 5 million line, or about 287 million pieces, assuming an ASP of US$20 per 1,000 pieces. &ldquo Additionally, we believe Chinese glove makers could potentially restructure their EU contracts by splitting larger orders into smaller tranches to remain below the &euro 5m sales threshold, mitigating the impact of the procurement restriction,&rdquo it said. CIMB expects any uptick in EU demand for gloves from other countries, including Malaysia, to be short-term, three- to six months at best, as the EU and China have expressed willingness to negotiate. This would likely happen during the EU-China Summit, scheduled for July. The potential increase in demand would be an additional boost for the sector, on top of expected expansion in the US rubber-glove market.   msksmsks      ( Date: 24-Jun-2025 10:50) Posted: Juz saw UOHKH sector update on Gloves, Malaysia  Maintained Overweight. Pbbly why Malaysian glove makers gg up
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oli007 Member	24-Jun-2025 11:04        oli007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Malaysian glove makers poised for EU boost as China excluded from public tenders &mdash CIMB KUALA LUMPUR (June 23): CIMB Securities said Malaysian glove manufacturers could benefit from the European Union&rsquo s (EU) exclusion of Chinese companies in public tenders for medical devices, valued at over &euro 5 million (RM24.5 million). The exclusion could result in stronger demand from EU buyers seeking alternatives to China-sourced   gloves. The EU was Malaysia&rsquo s second-largest glove export market by region in 2023, accounting for an estimated 28%&ndash 30% of Malaysia&rsquo s total glove exports, said CIMB This will limit Chinese companies&rsquo access to approximately &euro 150bn (billion) annually in EU public spending within this segment. &ldquo While tenders exceeding &euro 5m (million) accounted for only about 4% of total tender count in 2023, they represented around 60% of total tender value,&rdquo said the house in a note on Monday. The move is a response to the EU concluding that EU companies do not have fair access in China, as Chinese tenders have been heavily biased towards local suppliers that often have artificially low bids, CIMB said. The research firm has highlighted that glove sales contracts are normally short-term and lower in value, because of the frequent changes in average selling prices (ASPs) and the cost pass-through mechanism employed by industry players. As a result, the majority of glove orders fall below the &euro 5 million line, or about 287 million pieces, assuming an ASP of US$20 per 1,000 pieces. &ldquo Additionally, we believe Chinese glove makers could potentially restructure their EU contracts by splitting larger orders into smaller tranches to remain below the &euro 5m sales threshold, mitigating the impact of the procurement restriction,&rdquo it said. CIMB expects any uptick in EU demand for gloves from other countries, including Malaysia, to be short-term, three- to six months at best, as the EU and China have expressed willingness to negotiate. This would likely happen during the EU-China Summit, scheduled for July. The potential increase in demand would be an additional boost for the sector, on top of expected expansion in the US rubber-glove market.   msksmsks      ( Date: 24-Jun-2025 10:50) Posted: Juz saw UOHKH sector update on Gloves, Malaysia  Maintained Overweight. Pbbly why Malaysian glove makers gg up  msksmsks      ( Date: 24-Jun-2025 10:32) Posted: Malaysian glove makers all moving u
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msksmsks Supreme	24-Jun-2025 10:50        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Juz saw UOHKH sector update on Gloves, Malaysia  Maintained Overweight. Pbbly why Malaysian glove makers gg up  msksmsks      ( Date: 24-Jun-2025 10:32) Posted: Malaysian glove makers all moving up msksmsks      ( Date: 24-Jun-2025 10:03) Posted: Abt time for RS to move up the ladder heading twds 70
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msksmsks Supreme	24-Jun-2025 10:32        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Malaysian glove makers all moving up msksmsks      ( Date: 24-Jun-2025 10:03) Posted: Abt time for RS to move up the ladder heading twds 70
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msksmsks Supreme	24-Jun-2025 10:03        msksmsks About Contact  Quote this Post!
x 0   x 1  Alert Admin	Abt time for RS to move up the ladder heading twds 70
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tritonyeah666 Elite	20-Jun-2025 19:11        tritonyeah666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	friday ..sell day
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kye_lin Master	20-Jun-2025 16:54        kye_lin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Added more at 655.
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msksmsks Supreme	20-Jun-2025 15:13        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, I'm aware of it, Bro UOBKH had revised the TP but other analysts still sanguine and their TP much higher. Anyway, UOBKH also downgraded Sats with TP$2.70 after tariff war started and slipped ard $2.4+ ... But now, look at Sats price, way much higher No doubt there are some challenges for RS, Boss Wong still optimistic and wl still ushering quarterly dividends . Quote fm one recent analyst rpt . "If investors stay patient， they should see better financial numbers fm Riverstone soon, and its share price could rebound in line with results" PDYODD and happy investing superstartup      ( Date: 20-Jun-2025 14:50) Posted: After release of 1Q 25 result, UOB KH had on 9 May cut TP from $1.16 to $0.82 After Malaysia NDR held on 11 Jun 25, UOB KH had on 19 Jun (yesterday) further cut TP from $0.82 to $0.71 Sharing above with you as not sure if you aware of the revised TP by UOB KH since you mentioned UOB KH 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	20-Jun-2025 15:04        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 1  Alert Admin	This vindicates what I said about how their IR sucks. IR firm can arrange more analysts to cover for them. UOBKH may seek the feeds from their IR. Bad bad bad superstartup      ( Date: 20-Jun-2025 14:50) Posted: After release of 1Q 25 result, UOB KH had on 9 May cut TP from $1.16 to $0.82 After Malaysia NDR held on 11 Jun 25, UOB KH had on 19 Jun (yesterday) further cut TP from $0.82 to $0.71 Sharing above with you as not sure if you aware of the revised TP by UOB KH since you mentioned UOB KH 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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superstartup Supreme	20-Jun-2025 14:50        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	After release of 1Q 25 result, UOB KH had on 9 May cut TP from $1.16 to $0.82 After Malaysia NDR held on 11 Jun 25, UOB KH had on 19 Jun (yesterday) further cut TP from $0.82 to $0.71 Sharing above with you as not sure if you aware of the revised TP by UOB KH since you mentioned UOB KH 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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Chansenghoe1971 Elite	20-Jun-2025 14:32        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who is their IR? Can someone check n post their email here? We should all write in Also get mskmsk to bring up to cfo in his next call eddyeddy      ( Date: 19-Jun-2025 18:40) Posted: We are retail investors , can we do something about it ? Believe all of us want to see higher share price Chansenghoe1971      ( Date: 19-Jun-2025 18:00) Posted: there is perfection nothing wrong with RS. Company is in a much much better stead than before Covid Flushed with cash now. Zero debt. However good a company is, it is useless if the investor management is bad. It is Boss Wong?s job to manage and run the company well. As for the market worth it is the IR job. When will people come to agree that RS IR sucks and doing a really poor management?
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msksmsks Supreme	20-Jun-2025 10:48        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	a perpetual pessimist but also a reversal indicator.
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Ramster Master	20-Jun-2025 10:43        Ramster About Contact  Quote this Post!
x 0   x 0  Alert Admin	If dying soon, will short
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rayokc Senior	20-Jun-2025 10:26        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	dying soon.
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Newbie85 Veteran	19-Jun-2025 21:41        Newbie85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes. CEO already supported 1.5m shares at around 710. I going to buy more of riverstone tomorrow to keep. Shortist are always trying because the buyers are not strong. But it?s okay. I like it cheap for the yeild anyways. Going to buy more tomorrow.
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msksmsks Supreme	19-Jun-2025 20:58        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	i like this statement "If investors stay patient, they should see better financial numbers from Riverstone soon, and its share price could rebound in line with these results. 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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tonytony Veteran	19-Jun-2025 20:08        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe the short sellers are trying their luck again ,?
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eddyeddy Master	19-Jun-2025 18:40        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	We are retail investors , can we do something about it ? Believe all of us want to see higher share price Chansenghoe1971      ( Date: 19-Jun-2025 18:00) Posted: there is perfection nothing wrong with RS. Company is in a much much better stead than before Covid Flushed with cash now. Zero debt. However good a company is, it is useless if the investor management is bad. It is Boss Wong?s job to manage and run the company well. As for the market worth it is the IR job. When will people come to agree that RS IR sucks and doing a really poor management?! 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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Chansenghoe1971 Elite	19-Jun-2025 18:00        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	there is perfection nothing wrong with RS. Company is in a much much better stead than before Covid Flushed with cash now. Zero debt. However good a company is, it is useless if the investor management is bad. It is Boss Wong?s job to manage and run the company well. As for the market worth it is the IR job. When will people come to agree that RS IR sucks and doing a really poor management?! 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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