since TG will release their results tomorrow , i have some interesting stuff to share .
first picture from DOSM shows the trend of rubber products export
second pic from METS shows sudden jump in export amount of rubber glove .
https://cutt.ly/sw2O4Jxz
based on those who attended hartalega EGM , management has claimed that they are running at full capacity at NGC , and they have transferred the cost to the customer (aka revision in ASP)
initially i intended to review the trade stat and china players reports by end april. however , coupling with recent events , might offer a trading opportunities or change for accumulation .