I don't think you have to wait for 3 years to decide. The 100% tariffs on China gloves starting Jan'25 means Malaysia glove producers with exports to US (the top 4) will potentially see increased demand to US next year. Esceram's glove formers should see increased demand in tandem with higher production from the glove manufacturers. FY25 performance should be able to see that. Can decide what to do within the next two qtrs performance.

Can wait and observe first as it's just early signs of manufacturing segment picking up, xiaomi. final tranche of consideration shares of 32 cents per share completed and listed. Evermix owners are now substantial shareholders. EPS dilution assuming everything else is equal. EPS upside in FY25 will be a good sign for buying. Just my opinions, could be wrong. Hope it helps.

Should be expecting Esceram's manufacturing segment to continue pick up in coming quarters based on commentaries in topglove's report - As recovery for the glove industry continues to gain traction, the Group anticipates continual improvement in sales orders in line with more positive demand supply dynamics. Moreover, glove sales to the U.S., which have already been increasing exponentially, are expected to receive an additional boost with the United States Trade Representative (USTR)’s recent announcement of impending tariff increases for Chinese medical gloves from the current 7.5% to 50% effective January 2025, and to 100% by January 2026.To ensure the Group is well positioned to meet the rapidly returning glove demand, installation of advanced production lines, which had been temporarily halted due to oversupply, will resume at Top Glove’s newer factories. However, the Group maintains a cautiously optimistic approach for capacity expansion plans in light of the volatile business environment which can be affected by geopolitical factors. The Group’s long term outlook for the glove industry remains optimistic, as gloves are an essential, single use item in the healthcare industry, for which there is no viable replacement to date.