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With respect, I think the comparison between SKPRES and glove stocks is not entirely appropriate.
The decline in glove demand appears to be more structural and long-term in nature, whereas SKPRES is facing temporary challenges arising from external factors such as U.S. tariffs, geopolitical tensions, and higher raw material costs.
In fact, management has already highlighted these issues in the company's financial reports. SKPRES had invested in expanding its production capacity in anticipation
What concerns me is not that we have different opinions—reasonable investors can disagree. However, dismissing alternative viewpoints without properly considering the facts does not encourage constructive discussion. It sometimes feels as though only one viewpoint is allowed, while other perspectives are automatically rejected.
I would be interested to hear why Mr. Tan disagrees with these points, especially since they are also disclosed in the company's financial reports.
You said you are right, then you should be able to prove your point with facts and logic to others.
I never said you were purposely criticizing any company. I simply disagreed with some of your views. Having different opinions is normal in investing.
If you choose not to share your ideas anymore, that's your decision and I respect it. But disagreement does not mean disrespect. Investors discuss, challenge, and debate viewpoints all the time. If a point is valid, it should be able to stand on i
Wah Uncle thought someone accuse Uncle Wong here ha ha ha ha ha
Uncle will share Uncle viewpoint here:-
Is SKP performance due to decline in consumer discretionary demand (which is cyclical i.e. temporary) or is it structural as demand for Dyson's products (due to competition/copies; lack of new product innovations etc) decline which is permanent
Hope you learnt something today and as always, if you follow Uncle you too can gain unparalleled insights into the markets it is free forever
No, that's not the point. He keeps comparing SKP Resources to Top Glove and tries to persuade others to sell based on that comparison.
These are completely different situations and industries. Top Glove faced a structural decline in demand after the pandemic, whereas SKP's current challenges are mainly due to temporary factors such as tariffs, geopolitical tensions, and raw material cost fluctuations.
Trying to link the two together as if they are the same scenario is simply not a fair compari
