NinjaInPyjamas

NinjaInPyjamas | Joined since 2015-06-23

Investing Experience -
Risk Profile -

Followers

1

Following

0

Blog Posts

0

Threads

3

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-07-05 18:06 | Report Abuse

I agree on better profit of course for Riverstone & UG no doubt. I expect RM316 million revenue & RM70 million net profit for Riverstone.
For UG, i really cannot get enough info on their ASP and OBM% that we are able to forecast from April-June quarter. I got info that their distribution centre/division can order gloves from Topglov/Harta or other manufacturers to OEM. So it is more complicated. Interesting...

Stock

2020-06-30 23:55 | Report Abuse

i think there are more similar to Hartalega as both as the leading gross margin company in the world. Just that i cannot figure out what is the main raw material that constitutes their cost of good sold. Anyone?

Stock

2020-06-30 23:52 | Report Abuse

Cannot use supermax to compare as their business model is different.