@Wolger. Ceramic Glove Formers are replaced because of breakages and corrosion on surface of formers due to chemicals used in glove making process. Typically it lasts around 40,000 cycles/gloves/former which may be depending how fast the dipping line operates -6-8 months. So, it's repeat business and also for new lines. The more glove companies , the more replacements of formers needed. It's not cyclical and a stable growing business. Hope it's clear.
2021年3月22日星期一
2021年3月21日星期日
Glove
Top Glove’s annual production capacity now at 96 billion pieces
KUALA LUMPUR (March 19): As of March 2021, Top Glove Corp Bhd has an annual production capacity of 96 billion per annum from 47 factories and 784 production lines.
In an investor presentation yesterday, the rubber glove giant said that by year end, it plans to add 51 double former lines throughout the course of its operations, which in turn will add 15 billion pieces per annum in production capacity. As a result, Top Glove will have 111 billion pieces per annum in capacity at end-2021.
The rubber glove giant said that as it currently stands, it has 36 rubber glove factories and that it is targeting for 39 to be producing gloves by year end.
At present, the rubber glove giant has 47 factories in total. These factories include mask factories, concentrate plants, as well as a factory for condoms and a factory for dental dams.
Top Glove stated that it plans to add 118 double former lines in 2022, resulting in an additional 35 billion pieces in production capacity. Following these new lines, the rubber glove giant will have a capacity of 146 billion pieces per annum.
Additionally, it plans to have 43 glove factories in 2022.
It is worth noting that these expansions are earmarked for its operations across Malaysia, Thailand, Vietnam and China. The expansions are for its nitrile/latex gloves, PVC gloves and surgical gloves.
By 2024, the rubber glove maker hopes to have 47 glove factories with a capacity of 205 billion pieces per annum.
Top Glove noted that for the first half ended Feb 28, 2021 (1HFY21), 60% of its revenue came from nitrile gloves, followed by latex powder-free (20%) and latex powdered (13%).
Its 1HFY21 net profit, meanwhile, surged 22 times to RM5.23 billion from RM227.11 million a year ago, while cumulative revenue jumped three times to RM10.12 billion from RM2.44 billion.
Shares in Top Glove were 0.76% or four sen higher at RM5.30, valuing it at RM43.48 billion at 10.36am today. It had seen 3.89 million shares done.
2021年3月16日星期二
Escream
Very happy morning all at Esceramic Technology
And these are the salient factors:
1. Excellent result of 1,000% profit surge
2. Results shown are due to increasing ASP, payables received and cash upfront from new orders of hand molds.
This shows that Esceramic is involved with CASH Business with Good Paying Customers
3. As a result Cash position has jumped to Rm60 millions
4. With so much fresh sales Esceramic is doubling production from 500,000 hand formers to 1 million hand formers by adding two new factories -- making it the largest Glove Hand Formers manufacturer in the world
With factories located both in Thailand and Perak it will capture the lion share of glove hand Former business by both sales and services (hand formers life span ranges from 8 months to 15 months ) and are subjected to constant moving, dipping into chemicals and heating in ovens see https://www.youtube.com/watch?v=1-uH0KmgU_o
5. Sri Trang Thai Rm6.4 billion expansion till year 2026 will ensure lots of immediate business
6. Hartalega Rm7 billions expansion near Thai border will give long term 20 years demand
7. Thailand is now the bigger rubber producer on earth followed by Indonesia Malaysia in 3rd place
Japan, USA and Europe cannot compete in medical gloves because rubber trees cannot grow in their countries so they don't have fresh rubber latex . For Sri Trang Thai and Topgloves they have their own rubber plantations
8. That means that Esceramic is almost a sole monopoly and will have a long term edge in growth for many more years to come
2021年3月14日星期日
Top Glove
Top Glove: Production Capacity to Grow to 208 Billion Pieces by 2024
Author: Ben Tan 
| Publish date:
A week ago, when I wrote an article on one example way of gauging Top Glove's enterprise value (see here), I used all the publicly available information we had at that time. We had a clear idea of the company's expansion plans through the end of 2022, and we also had the total capacity projection by end of 2025 (193 billion pieces of glove at that time). However, in its latest investor presentation from Friday (5 March), Top Glove shared their plans until the end of 2024! You can see the presentation here - the expansion plans are detailed on pages 10-11.
According to the new plan, the company, which is currently by far the biggest producer of medical gloves in the world, will expand its production capacity to 111 billion gloves by the end of this year (+19%), to 146 billion gloves by the end of 2022 (+32%), to 178 billion gloves by the end of 2023 (+22%), and to 208 billion gloves by the end of 2024 (+17%). The total capacity growth from the current capacity of 93 billion gloves will be 123% within a period of a little less than 4 years. A reminder that Top Glove's production capacity a year ago, before the full-blown pandemic kicked in, was 73.4 billion gloves per annum, or 35% of the projected capacity by the end of 2024 (source). New capacity over the next 4 years involves the building of 11 new factories - 9 in Malaysia and 2 in Thailand.
The expansion plan is almost entirely focused on the highest profit margin, most in-demand segment - nitrile gloves. However, Top Glove have made an important change compared to previous versions of their investor presentation. The company has signified that the new production lines will be able to produce nitrile or latex gloves, i.e. they will be interchangeable. This will allow the company to be able to switch production based on present time demand dynamics. For instance, this interchangeability of the production lines is one of the reasons for the decreased delivery time for nitrile gloves in the last few months. This allows the company to produce more of the required gloves at times when demand (and therefore price) is higher.
Top Glove plans to expand its production capacity by 53 billion gloves per annum by the end of 2022, and by another 62 billion gloves per annum by the end of 2024. To give you a better idea of the scale of the expansion plan, the current officially published expansion plans of all the new players in the glove business in Malaysia (including acquisitions, and including foreign players acquiring/developing production facilities in Malaysia) is 51.311 billion pieces by the end of 2022 across 19 players (reference).
Escream
ES陶瓷第三季净赚847万
Nanyang Sun, Mar 14, 2021 12:04am - 11 hours ago
（吉隆坡13日讯）ES陶瓷（ESCERAM，0100，创业板）2021财年第三季，净利大增11.96倍，至846万7000令吉或每股1.82仙。
该公司日前向交易所报备，营收增加、产能提高及售价上涨，促使净利大幅提高；上财年同季净赚65万3000令吉。
第三季营业额报2260万8000令吉，比上财年同季的895万令吉，年涨1.52倍。
首9个月，营业额报5013万9000令吉，年扬88.13%；净利年涨4.81倍，至1568万令吉。
文告指出，由于各国政府为抵抗冠病疫情采取了各种封锁措施，导致全球商业环境出现负面影响，其中基本服务领域的供应链，更是受到重大的影响。
目前，该公司乐观看待橡胶手套业务，因为手套作为医疗不可或缺的用品之一，将继续受到全球和国内医疗行业增长的推动。
文告提及，该公司将继续贯彻现有商业策略，强化在业界的地位，并谨慎管理现金流。
周五闭市，ES陶瓷报81仙，起4仙或5.2%，成交量3158万6800股。
月产量料年底翻倍
另一方面，ES陶瓷目前每月生产介于45万至50万个手套模具，每个季度增产至少20%，月产量估计到年底可翻倍。
该公司建造中的两座工厂，一座会在7月建竣，另一座会在末季完工，届时，每月产量可增到100万个。
去年，全球手套需求约3600亿只，大马橡胶手套制造商会（MAGMA）估计，今年会再增长15%至20%，达到4200亿只，出口收入约达340亿令吉。
以一个模具寿命约产1万只手套就要替换来计算，全球手套模具每年的需求量达到4200万个，这还没包括新加入战场的新手套制造厂的需求。
2021年3月13日星期六
2 Ways to Change MAC Address on Windows 10 / 8 / 7
November 11th, 2017 by Leave a reply »MAC address is used to identify a computer on a network, and every network card has a unique MAC address assigned during manufacturing. However, most network cards also allow you to set a custom MAC address from their device properties on Windows. This is useful when you want to test or bypass the MAC filtering settings on firewall or router. Here are 2 simple ways to change MAC address on Windows 10 / 8 / 7.
Method 1: Change MAC Address on Windows 10 / 8 / 7 from Device Manager
- To get started, you need to open Device Manager. Just press Windows key + R on your keyboard and then type devmgmt.msc in the Run dialog box. Hit Enter.
- Expand Network adapters, right-click your Ethernet or Wireless adapter and then select Properties.
- Click the Advanced tab. Within the Property list, scroll down until you find the “Network Address” or “Locally Administered Address” property. Select the Value radio box and enter your new MAC address.
- Click OK to apply. To confirm your change, open the Command Prompt and type ipconfig /all and hit Enter. You should see the new MAC address show up in the line starting with “Physical Address“.
Method 2: Change MAC Address on Windows 10 / 8 / 7 from Registry Editor
- Open the Registry Editor and navigate to the following key:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Class\{4D36E972-E325-11CE-BFC1-08002BE10318} - You should see several subkeys with names such as 0000, 0001, etc. You have to click each subkey to check the DriverDesc value that matches with your network card. In my example, I got the key in 002.
- Look for the registry entry NetworkAddress in the right pane, and change the value as your new MAC Address. If that entry doesn’t exist, right-click blank area to create a String value with the name NetworkAddress.
- Close Registry Editor. Disable your network adapter and enable it again. The new Mac address will apply immediately.
2021年3月2日星期二
第一課：富人跟窮人的關鍵區別
在正式開始上課之前，我們先來説一部非常火熱的紀錄片——英國BBC的《人生7年》，英文名為7up.
從1964年開始，英國格拉納達電視公司拍攝報導了一群7歲的小孩。這群孩子來自不同階級，有的家境富裕，有的出身貧寒。導演為了觀察這些孩子的人生軌跡，每隔七年就會去採訪當初的孩子，從他們的7歲，14歲，21歲，28歲...一直到最新一集（2019年）的63歲。
這部花了將近60年時間的紀錄片，記錄了這群孩子們赤裸裸的人生。最令我感到訝異的是，導演的攝像機，記錄了一個奇怪的現象：
鼓勵認真看到這裡的你：
註冊好帳號後，就可以點擊這裡開始遊戲了！
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