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Riverstone

marco69
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12-May-2026 09:37

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Today most glove stock fall back to correct. Looks like BB all concentrate fire power on riverstone. Now slow down to abstablish a base. Might see a further jump in the afternoon. So how high today?
Hantavirus play, less likely WHO suddenly confidently annouce miracle.

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piscesmonkey
Supreme

12-May-2026 08:59

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Powerup

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shk363
Elite

11-May-2026 23:07

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missed the boat

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PiRPiR
Master

11-May-2026 14:36

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11:31 PM EDT, 05/10/2026 (MT Newswires) -- Riverstone's (SGX:AP4) net profit to equity holders dropped 24% during the first quarter of the year to 41.1 million ringgit from 56.4 million ringgit a year earlier, according to a Friday filing with the Singapore Exchange.

Shares of the manufacturer of gloves were up over 1% in Monday trading.

Revenue fell 14.5% year over year to 214.3 million ringgit from 252.3 million ringgit.

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Joelton
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11-May-2026 10:23

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Riverstone Q1 profit falls 27.1% to RM41.1 million on a stronger ringgit

Revenue for the first quarter is down 15.1% at RM214.3 million despite steady sales volumes

[SINGAPORE] Glove manufacturer Riverstone Holdings posted a 27.1 per cent drop in net profit to RM41.1 million (S$13.3 million) for its first quarter ended Mar 31, 2026, from RM56.4 million in the previous corresponding period.

In an update released on Friday (May 8), the mainboard-listed company attributed the decline to the strengthening of the Malaysian ringgit against the US dollar throughout the quarter, which weighed on the group&rsquo s performance.

Revenue for Q1 fell 15.1 per cent to RM214.3 million, from RM252.3 million in the year-ago period. This occurred despite steady sales volumes in both the cleanroom and healthcare segments.

No dividend was declared for the quarter.

Executive chairman and CEO Wong Teek Son said that Q1 &ldquo was a challenging quarter for the group, with macroeconomic and geopolitical factors weighing on (its) reported performance&rdquo .

&ldquo Encouragingly, customer demand has to date been stronger than expected. Cleanroom glove segment continues to benefit from artificial intelligence infrastructure and data centre demand, while healthcare glove customers have proactively placed orders to build inventory in anticipation of prolonged supply chain disruptions,&rdquo he noted.

Wong added that the group remains &ldquo cautiously optimistic&rdquo about its long-term business growth prospects.

Shares of Riverstone : AP4 +4.79% closed at S$0.765 on Friday, up S$0.035 or 4.8 per cent, before the results were announced.

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Tob231
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19-Nov-2025 20:34

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Riverstone Holdings (SGX: AP4): Dividend Yield 5%
Riverstone Holdings may not be a household name, but this Malaysian glove manufacturer operates six facilities across Malaysia, Thailand, and China with 10.5 billion gloves annual capacity.

While the glove sector?s pandemic boom is long over, Riverstone continues delivering dividends even as it navigates a strategic shift.

Revenue held steady at RM497.1 million in 1H2025, but profitability took a hit with net profit falling 29.6% to RM101.8 million.

The culprit?

Gross margins compressed from 39.6% to 29.7% as management pivoted towards generic healthcare gloves, a lower-margin product that?s seeing stronger demand from hospitals and medical facilities.

Despite the profit squeeze, Riverstone maintains financial strength with RM 602.3 million in cash and zero debt on its balance sheet.

Free cash flow remains healthy at RM121.2 million, though down 5.4% year on year (YoY) as the company invested RM29.4 million in capital expenditure (more than double the previous year?s spending) to commission three new healthcare production lines in the second half.

The company declared dividends of RM0.025 and RM0.030 per share for the second and first quarters respectively, showing management?s confidence in the transition strategy.

While facing headwinds from price competition, currency fluctuations, and potential US tariffs, Riverstone is betting that new higher-margin customised products will restore profitability once the healthcare capacity comes online.

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Sgvale
Supreme

11-Nov-2025 20:59

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News digested. Thiose want to out out. Those want to in , in already. See ahead.

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ysh2006
Supreme

11-Nov-2025 12:13

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Last Yr no flu disease this year plenty so future earning will be good 😌

Luckygal ( Date: 11-Nov-2025 12:03) Posted:

Result is out. Better than last Q but much lower than LY Q. Dividend 2.5sen

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Luckygal
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11-Nov-2025 12:03

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Result is out. Better than last Q but much lower than LY Q. Dividend 2.5sen

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ysh2006
Supreme

11-Nov-2025 12:01

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Any bad news today this stock fall so much ?...Flu disease disappeared already ?

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newbie1118
Master

11-Nov-2025 11:22

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Nice to hear from u boss. Your Raffles Edu flies already.

Chansenghoe1971 ( Date: 11-Nov-2025 11:19) Posted:

This is the stock i love to hate
Shorted big time
6 series please

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Chansenghoe1971
Elite

11-Nov-2025 11:19

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This is the stock i love to hate
Shorted big time
6 series please

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money4life
Senior

11-Nov-2025 11:13

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LoL, think just sell and buy back at 70c. Have to wait for TP to get better

Sgvale ( Date: 11-Nov-2025 11:05) Posted:

Strong recommendation before the fall. Ummm......

sfw2124 ( Date: 09-Oct-2025 21:16) Posted:

Verification of Riverstone Holdings UOB Kay Hian Research Report

The article content is confirmed as accurate and supported by multiple credible sources. UOB Kay Hian analyst Heidi Mo has indeed raised Riverstone Holdings' target price to 98 cents from 71 cents, driven primarily by AI-related demand.

Key Facts Verified

UOB Kay Hian Analyst and Target Price Update

Analyst: Heidi Mo, verified Investment Research Analyst at UOB Kay Hian since October 2022
Target Price Revision: Raised from S$0.71 to S$0.98 on October 7, 2025
Valuation Multiple: Applied 20x FY2026 earnings (up from 16x FY2025)

Executive Leadership Confirmed

Wong Teek Soon: Verified as Executive Chairman & Chief Executive Officer of Riverstone Holdings
Company founding: Wong co-founded Riverstone in 1989 and has been executive chairman since 2005

Financial Metrics Validated

Net Cash Position: RM602.3 million as of June 30, 2025 (down from RM715.1 million at year-end 2024)
Q3 2025 Volume Growth: Management expects 10% quarter-on-quarter volume growth
Dividend Track Record: Company has consistently paid out over 100% of earnings in FY2022-FY2024

AI and Data Storage Demand

The article' s claims about AI-driven demand are supported by broader industry trends:

Global AI data centers market expected to grow at 28.34% CAGR from 2025-2034
Data center power demand projected to increase 165% through 2030 due to AI
Riverstone specifically expects stronger contributions from cleanroom glove segment driven by data centers and AI-related industries

Dividend Projections

2026 Dividend Yield: Mo' s forecast of 7.3% attractive yield aligns with analyst expectations
Current Yield: Trading at approximately 8.9% dividend yield based on recent payouts

Valuation Comparison

Current Trading Multiple: 15x FY2026 earnings, representing a 40%+ discount to peers trading at 26x
Peer Comparison: Confirmed trading at significant discount despite superior dividend yield

Tariff Impact Assessment

Mo' s analysis of minimal tariff impact on medical consumables is consistent with:

Medical gloves sold FOB (Free on Board), transferring tariff burden to buyers
US tariffs typically exclude essential medical consumables

Source Credibility

Multiple verification sources: MarketScreener, SGX filings, UOB Kay Hian official research, LinkedIn profiles
Consistent reporting: Same information across independent financial news outlets
Recent timing: Research report published October 7-8, 2025

Conclusion: The article accurately reflects UOB Kay Hian' s latest research on Riverstone Holdings, with all key claims substantiated by official company filings and analyst reports. Verified by Perplexity AI but also DOODD

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Sgvale
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11-Nov-2025 11:05

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Strong recommendation before the fall. Ummm......

sfw2124 ( Date: 09-Oct-2025 21:16) Posted:

Verification of Riverstone Holdings UOB Kay Hian Research Report

Key Facts Verified

UOB Kay Hian Analyst and Target Price Update

Analyst: Heidi Mo, verified Investment Research Analyst at UOB Kay Hian since October 2022
Target Price Revision: Raised from S$0.71 to S$0.98 on October 7, 2025
Valuation Multiple: Applied 20x FY2026 earnings (up from 16x FY2025)

Executive Leadership Confirmed

Wong Teek Soon: Verified as Executive Chairman & Chief Executive Officer of Riverstone Holdings
Company founding: Wong co-founded Riverstone in 1989 and has been executive chairman since 2005

Financial Metrics Validated

Net Cash Position: RM602.3 million as of June 30, 2025 (down from RM715.1 million at year-end 2024)
Q3 2025 Volume Growth: Management expects 10% quarter-on-quarter volume growth
Dividend Track Record: Company has consistently paid out over 100% of earnings in FY2022-FY2024

AI and Data Storage Demand

The article' s claims about AI-driven demand are supported by broader industry trends:

Global AI data centers market expected to grow at 28.34% CAGR from 2025-2034
Data center power demand projected to increase 165% through 2030 due to AI
Riverstone specifically expects stronger contributions from cleanroom glove segment driven by data centers and AI-related industries

Dividend Projections

2026 Dividend Yield: Mo' s forecast of 7.3% attractive yield aligns with analyst expectations
Current Yield: Trading at approximately 8.9% dividend yield based on recent payouts

Valuation Comparison

Current Trading Multiple: 15x FY2026 earnings, representing a 40%+ discount to peers trading at 26x
Peer Comparison: Confirmed trading at significant discount despite superior dividend yield

Tariff Impact Assessment

Mo' s analysis of minimal tariff impact on medical consumables is consistent with:

Medical gloves sold FOB (Free on Board), transferring tariff burden to buyers
US tariffs typically exclude essential medical consumables

Source Credibility

Multiple verification sources: MarketScreener, SGX filings, UOB Kay Hian official research, LinkedIn profiles
Consistent reporting: Same information across independent financial news outlets
Recent timing: Research report published October 7-8, 2025

Joelton ( Date: 09-Oct-2025 11:08) Posted:

Riverstone jump on UOB Kay Hian' s higher target price of 98 cents led by AI-end demand

Heidi Mo of UOB Kay Hian, citing end demand from AI-related activities, has raised her target price for rubber glove maker Riverstone Holdings from 71 cents to 98 cents.

Riverstone, led by executive chairman Wong Teek Soon, expects 10% q-o-q volume growth in 3QFY25, supported by stronger demand from the semiconductor and AI-driven data-storage industries.

Customers such as Seagate and Western Digital are increasing output of hard disk drives and NAND devices, which in turn is lifting glove consumption, says Mo.

Besides the electronics segment, Riverstone is seeing margins for its healthcare segment to edge up too, as the company avoids low-margin orders.

US tariffs on pharmaceutical goods will not cover medical consumables such as gloves.

" Even if related costs arise within the supply chain, they would likely be absorbed by distributors or healthcare providers, given the essential and low-value nature of gloves. Hence, we expect the impact of the tariffs on Riverstone&rsquo s earnings to be minimal, and the policy&rsquo s push for US pharmaceutical onshoring may even lift long-term cleanroom demand," says Mo.

She notes that Riverstone, backed by strong net cash of RM602 million, has built up a strong dividend track record, consistently paid out more than 100% of its earnings in the preceding FY2022 to FY2024.

With scant capex requirements, Riverstone has ample flexibility to sustain high payouts, which by extension provides strong support for the stock, even as quarterly earnings recovery remains gradual. Mo estimates the dividend yield for 2026 will be an " attractive" 7.3%.

However, she has applied a higher valuation multiple of 20x FY2026 earnings, up from 16x FY2025, to reflect Riverstone' s competitive advantage in cleanroom gloves, superior profitability vs peers, strong balance sheet, and dividend payout policy, thereby leading to a higher target price of 98 cents.

Riverstone, trading at 15 x FY2026 now, is at a discount of more than 40% off the 26x fetched by its peers, even though it gives a better yield.

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eddyeddy
Master

11-Nov-2025 10:34

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RM appreciate against USD too much , 4q result will be badly affected.

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kye_lin
Master

11-Nov-2025 10:30

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Might go 7 series soon...

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arkan1111
Veteran

11-Nov-2025 09:59

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Only profit reduces 28% y-to-y, gives divident, these people treat the company going to bankrupt hapilly short haha

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spursfan
Supreme

10-Nov-2025 19:03

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Riverstone 3QFY25 net profit grows 14.7% q-o-q to RM52 million on robust cleanroom demand from data centre and AI related industries

https://links.sgx.com/1.0.0/corporate-announcements/4CKY6BNLS1R1HZJO/866506_RHL%20-%20Press%20Release%203QFY2025.pdf

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Tob231
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05-Nov-2025 13:53

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when are they announcing the dividend ..... need some pocket money

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ysh2006
Supreme

05-Nov-2025 13:41

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This stock at OCBC chart is uptrend it said target $1.04 ~$1.06. Malaysia the flu disease still strong spreading to many states somemore winter season coming may make gloves business look good too !

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