Who is the strong 5th glove maker?
Is there an oversupply of gloves?
There are 2 scenarios in the glove industry, (1) Incremental demand is
enough to absorb new capacity, which leads to low competitive intensity
and stable margins. (2) The second scenario is Oversupply, which
require glove companies to look for solutions like 2014 and 2016.
Kindly check the latest analysis on glove industry here:
English version: https://www.youtube.com/watch?v=1OuxAWn2gpA
Chinese version: https://www.youtube.com/watch?v=0Yvw7XyccLc
https://klse.i3investor.com/blogs/hindsightmaster/191392.jsp
