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Sunrahelios Senior	11-May-2020 14:57        Sunrahelios About Contact  Quote this Post!
x 0   x 0  Alert Admin	See  https://www.investingnote.com/stocks/SGX:AP4#/all  , Q1 2020 results is expected to be released today, after market close. Refer to the post by Kenny, he has checked in with Riverstone' s investment team. DYOD
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easywin Supreme	11-May-2020 11:01        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	High will go much higher as AEM.
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UncoolChip5 Senior	11-May-2020 10:47        UncoolChip5 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the 1st quarter result will be out this month. anyone know when/?
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JY0064 Senior	11-May-2020 10:18        JY0064 About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM like. Staying vested.
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Sgvale Supreme	11-May-2020 09:55        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current price almost reflect its value. Wait for next push w news newb1234      ( Date: 11-May-2020 09:51) Posted: Riverstone also sells masks for 2 purposes... medical and semiconductor - 2 booming industry these days. dyodd.
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newb1234 Member	11-May-2020 09:51        newb1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Riverstone also sells masks for 2 purposes... medical and semiconductor - 2 booming industry these days. dyodd.
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JY0064 Senior	11-May-2020 09:44        JY0064 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I believe Riverstone also make and sell 2 tons of masks. Longtermer      ( Date: 11-May-2020 09:39) Posted: Riverstone and UG manufacture Gloves. Medtecs does PPE and provides medical services. Demands are very high for their different products and services and benefited from crisis.   JY0064      ( Date: 08-May-2020 14:11) Posted: Anyone care to research Riverstone' s glove/PPE production capacity compared to Medtecs ?
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Longtermer Elite	11-May-2020 09:39        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Riverstone and UG manufacture Gloves. Medtecs does PPE and provides medical services. Demands are very high for their different products and services and benefited from crisis.   JY0064      ( Date: 08-May-2020 14:11) Posted: Anyone care to research Riverstone' s glove/PPE production capacity compared to Medtecs ?
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SmallSmall Supreme	11-May-2020 09:25        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	:) SmallSmall      ( Date: 08-May-2020 11:02) Posted: Day high SmallSmall      ( Date: 08-May-2020 09:04) Posted: Fresh from the oven INITIATE COVERAGE Riverstone Holdings (RSTON SP) BUY | Price/Tgt: S$1.21/S$1.46 | Mkt Cap: S$896.7m Beneficiary Of Industry Tailwinds From COVID-19 A leading global supplier of high-tech nitrile cleanroom gloves, Riverstone has  a  dominant  share of the hard disk drive market. It also manufactures customised  nitrile  healthcare gloves. With consistent capacity expansion, Riverstone  is  set  to benefit from favourable industry tailwinds from the COVID-19 pandemic and growing middle-income affluence. Given its attractive 48%  discount  to  its  peers&rsquo FY20 PE, we initiate coverage with BUY and a PE-based target price of S$1.46. ·         Global leader in nitrile cleanroom glove market. Riverstone Holdings   (Riverstone)  specialises  in  the production of nitrile cleanroom gloves,   capturing  a  60%  global  share  of  the  hard  disk drive market. As the   production    of    cleanroom  gloves  requires  high  levels  of  technical   capabilities,  Riverstone&rsquo s  customised  nitrile  cleanroom gloves command   ASPs  that  are  2.5-3.0x  higher  than that of nitrile healthcare gloves.   Riverstone&rsquo s cleanroom segment has been growing at double digits annually.   With  the  company&rsquo s  proven  track  record,  we  believe  this trend will   continue with Riverstone securing more orders. ·         Capacity  expansion  to  drive revenue and profits. Riverstone has a   newly-completed  glove  factory  under  phase  6  of  its expansion plans,   boosting  production  capacity  to  10.4b  pieces/year  by  1H20.  Current   utilisation rates stand at 90-95%. Management has purchased land for phase   7-9 of its expansion plans. Phase 7 and 8 are expected to commence in 2020   and  2021  respectively, adding 1.4b pieces/year each and increasing total   capacity  by  46.7% by 2022. In view of the higher capacity and favourable   tailwinds, we reckon the commissioning of these new production lines would   help boost Riverstone&rsquo s earnings. ·         Changing  demographic  and  macroeconomic  trends  to  lift  nitrile   healthcare  gloves  demand.  Besides the ongoing COVID-19 pandemic, ageing   populations,  rising  middle-income affluence and greater health awareness   have  contributed strongly to an increase in demand for healthcare gloves.   Developing  countries  such  as  China  and India have low glove usage per   capita,  implying  huge  potential  in  these countries. As Southeast Asia   contributes  almost a third of Riverstone&rsquo s revenue, the company stands to   benefit  from  the  rising  living  standards  in  these  highly-populated   developing countries. ·         Initiate  coverage  with  BUY  and  PE-based target price of S$1.46,   pegged at 22x 2020F PE, a 38% discount to the sector&rsquo s 35.2x 2020F PE. The   discount is based on Riverstone&rsquo s 5-year average historical PE discount vs   the  top 3 glovemakers&rsquo . The stock is currently trading at 18.2x 2020F PE.   We  think this is unjustified as Riverstone has higher EBITDA margins, ROE   and  dividend  yield than peers, and comparable to that of industry leader   Hartalega. Click on the link for details. https://research.uobkayhian.com/content_download.jsp?id=56559& h=65bfcef588bc2037bf4cbc685e7138c0
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Sgvale Supreme	08-May-2020 16:27        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very strong. Fresh buyers keep appearing w every selling
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JY0064 Senior	08-May-2020 14:11        JY0064 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone care to research Riverstone' s glove/PPE production capacity compared to Medtecs ?
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SmallSmall Supreme	08-May-2020 11:02        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Day high SmallSmall      ( Date: 08-May-2020 09:04) Posted: Fresh from the oven INITIATE COVERAGE Riverstone Holdings (RSTON SP) BUY | Price/Tgt: S$1.21/S$1.46 | Mkt Cap: S$896.7m Beneficiary Of Industry Tailwinds From COVID-19 A leading global supplier of high-tech nitrile cleanroom gloves, Riverstone has  a  dominant  share of the hard disk drive market. It also manufactures customised  nitrile  healthcare gloves. With consistent capacity expansion, Riverstone  is  set  to benefit from favourable industry tailwinds from the COVID-19 pandemic and growing middle-income affluence. Given its attractive 48%  discount  to  its  peers&rsquo FY20 PE, we initiate coverage with BUY and a PE-based target price of S$1.46. ·         Global leader in nitrile cleanroom glove market. Riverstone Holdings   (Riverstone)  specialises  in  the production of nitrile cleanroom gloves,   capturing  a  60%  global  share  of  the  hard  disk drive market. As the   production    of    cleanroom  gloves  requires  high  levels  of  technical   capabilities,  Riverstone&rsquo s  customised  nitrile  cleanroom gloves command   ASPs  that  are  2.5-3.0x  higher  than that of nitrile healthcare gloves.   Riverstone&rsquo s cleanroom segment has been growing at double digits annually.   With  the  company&rsquo s  proven  track  record,  we  believe  this trend will   continue with Riverstone securing more orders. ·         Capacity  expansion  to  drive revenue and profits. Riverstone has a   newly-completed  glove  factory  under  phase  6  of  its expansion plans,   boosting  production  capacity  to  10.4b  pieces/year  by  1H20.  Current   utilisation rates stand at 90-95%. Management has purchased land for phase   7-9 of its expansion plans. Phase 7 and 8 are expected to commence in 2020   and  2021  respectively, adding 1.4b pieces/year each and increasing total   capacity  by  46.7% by 2022. In view of the higher capacity and favourable   tailwinds, we reckon the commissioning of these new production lines would   help boost Riverstone&rsquo s earnings. ·         Changing  demographic  and  macroeconomic  trends  to  lift  nitrile   healthcare  gloves  demand.  Besides the ongoing COVID-19 pandemic, ageing   populations,  rising  middle-income affluence and greater health awareness   have  contributed strongly to an increase in demand for healthcare gloves.   Developing  countries  such  as  China  and India have low glove usage per   capita,  implying  huge  potential  in  these countries. As Southeast Asia   contributes  almost a third of Riverstone&rsquo s revenue, the company stands to   benefit  from  the  rising  living  standards  in  these  highly-populated   developing countries. ·         Initiate  coverage  with  BUY  and  PE-based target price of S$1.46,   pegged at 22x 2020F PE, a 38% discount to the sector&rsquo s 35.2x 2020F PE. The   discount is based on Riverstone&rsquo s 5-year average historical PE discount vs   the  top 3 glovemakers&rsquo . The stock is currently trading at 18.2x 2020F PE.   We  think this is unjustified as Riverstone has higher EBITDA margins, ROE   and  dividend  yield than peers, and comparable to that of industry leader   Hartalega. Click on the link for details. https://research.uobkayhian.com/content_download.jsp?id=56559& h=65bfcef588bc2037bf4cbc685e7138c0
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Longtermer Elite	08-May-2020 10:23        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	All glove manufacturers in Malaysia have mostly automated their processes. They are all basically churning out gloves ( money LOL ) asap ever since with Malaysia gov released their MCO. Also with much higher salesprice, the coming profits will be unprecedented imo.  Huat.   Sgvale      ( Date: 08-May-2020 10:17) Posted: Riverstone boss said earlier his factories are fully automated before the Covid 19. Now all his machineries are running as fast as could meet the market demand.
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Sgvale Supreme	08-May-2020 10:20        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	W full automation, labour cost is reduced. W great market demand , just imagine the boss laughing to the bank. Sgvale      ( Date: 08-May-2020 10:17) Posted: Riverstone boss said earlier his factories are fully automated before the Covid 19. Now all his machineries are running as fast as could meet the market demand.
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Sgvale Supreme	08-May-2020 10:17        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Riverstone boss said earlier his factories are fully automated before the Covid 19. Now all his machineries are running as fast as could meet the market demand.
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SmallSmall Supreme	08-May-2020 09:04        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fresh from the oven INITIATE COVERAGE Riverstone Holdings (RSTON SP) BUY | Price/Tgt: S$1.21/S$1.46 | Mkt Cap: S$896.7m Beneficiary Of Industry Tailwinds From COVID-19 A leading global supplier of high-tech nitrile cleanroom gloves, Riverstone has  a  dominant  share of the hard disk drive market. It also manufactures customised  nitrile  healthcare gloves. With consistent capacity expansion, Riverstone  is  set  to benefit from favourable industry tailwinds from the COVID-19 pandemic and growing middle-income affluence. Given its attractive 48%  discount  to  its  peers&rsquo FY20 PE, we initiate coverage with BUY and a PE-based target price of S$1.46. ·         Global leader in nitrile cleanroom glove market. Riverstone Holdings   (Riverstone)  specialises  in  the production of nitrile cleanroom gloves,   capturing  a  60%  global  share  of  the  hard  disk drive market. As the   production    of    cleanroom  gloves  requires  high  levels  of  technical   capabilities,  Riverstone&rsquo s  customised  nitrile  cleanroom gloves command   ASPs  that  are  2.5-3.0x  higher  than that of nitrile healthcare gloves.   Riverstone&rsquo s cleanroom segment has been growing at double digits annually.   With  the  company&rsquo s  proven  track  record,  we  believe  this trend will   continue with Riverstone securing more orders. ·         Capacity  expansion  to  drive revenue and profits. Riverstone has a   newly-completed  glove  factory  under  phase  6  of  its expansion plans,   boosting  production  capacity  to  10.4b  pieces/year  by  1H20.  Current   utilisation rates stand at 90-95%. Management has purchased land for phase   7-9 of its expansion plans. Phase 7 and 8 are expected to commence in 2020   and  2021  respectively, adding 1.4b pieces/year each and increasing total   capacity  by  46.7% by 2022. In view of the higher capacity and favourable   tailwinds, we reckon the commissioning of these new production lines would   help boost Riverstone&rsquo s earnings. ·         Changing  demographic  and  macroeconomic  trends  to  lift  nitrile   healthcare  gloves  demand.  Besides the ongoing COVID-19 pandemic, ageing   populations,  rising  middle-income affluence and greater health awareness   have  contributed strongly to an increase in demand for healthcare gloves.   Developing  countries  such  as  China  and India have low glove usage per   capita,  implying  huge  potential  in  these countries. As Southeast Asia   contributes  almost a third of Riverstone&rsquo s revenue, the company stands to   benefit  from  the  rising  living  standards  in  these  highly-populated   developing countries. ·         Initiate  coverage  with  BUY  and  PE-based target price of S$1.46,   pegged at 22x 2020F PE, a 38% discount to the sector&rsquo s 35.2x 2020F PE. The   discount is based on Riverstone&rsquo s 5-year average historical PE discount vs   the  top 3 glovemakers&rsquo . The stock is currently trading at 18.2x 2020F PE.   We  think this is unjustified as Riverstone has higher EBITDA margins, ROE   and  dividend  yield than peers, and comparable to that of industry leader   Hartalega. Click on the link for details. https://research.uobkayhian.com/content_download.jsp?id=56559& h=65bfcef588bc2037bf4cbc685e7138c0
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jpower2015 Member	06-May-2020 14:58        jpower2015 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter more loyal supporter compared to UG there full with traders troylee      ( Date: 21-Apr-2020 15:13) Posted: Hi All, new to investing. Wondering why Glove making companies like UG Healthcare have soar but yet not much movement for Riverstone?
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Sgvale Supreme	06-May-2020 10:06        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stirring...... Sgvale      ( Date: 30-Apr-2020 14:06) Posted: Target $1.30. Then $1.50
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Sgvale Supreme	30-Apr-2020 14:06        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Target $1.30. Then $1.50
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troylee Member	22-Apr-2020 16:47        troylee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yay, hope so... Sgvale      ( Date: 22-Apr-2020 16:07) Posted: Boss said orders keep flooding . His machines running non stop to keep up with demand Sgvale      ( Date: 22-Apr-2020 13:12) Posted: --- Post Removed by User ---
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