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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?
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2020-06-30 23:52 | Report Abuse
Cannot use supermax to compare as their business model is different.
Stock: [Riverstone]: RIVERSTONE HOLDINGS LIMITED
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...