HaiDi Lao's comment on ZANTAT. All Comments
HaiDi Lao
1 Like · Reply
Top Glove came out with strong Q4 results. They also said they’re planning to increase their annual capacity by 8% to 78 billion pieces. Calcium carbonate demand surely will get a nice boost too
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2 weeks · translate ·
Aaron Musk
no wonder price quite stable recently
Like · 2 weeks · translate
hewton
Thanks to growing demand in the calcium carbonate market also
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Renner
I think Zantat will continue to grow and continue to make good profit as well
Like · 1 week · translate
Hoo Wei Lun
demand story makes sense lah, but an 8% increase in capacity doesn’t automatically mean an 8% increase in calcium carbonate consumption
Like · 1 week · translate
Ryan TCY
Just trust the long-term potential because scaling up now positions them perfectly to benefit when the industry cycle hits its peak
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Muzn Haruun
Fun fact: Each glove needs around 0.05 to 0.15 grams of calcium carbonate to make
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Chun Yii Fatt
could be a nice second-order beneficiary play leh since market always looks at glove stocks first, but sometimes the upstream materials suppliers got interesting upside also
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HaiDi Lao
Then 78 billion pieces of gloves need 11.7 billion grams or 11,700 tons!
Like · 5 days · translate
Damien Chok
demand sure looks strong, too bad zantat price haven't react yet
Like · 4 days · translate
Muzn Haruun
Maybe the market wants to see more solid results first before jumping in..
Like · 3 days · translate