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Show Notes
Top Glove Corporation Bhd MD KM Lee discusses: - Recent purchase of 30,000 ha of greenfield rubber plantations; - Use of hedging or other financial instruments - address price variability; - Whether longer-term plan to buy even more land to plant rubber; - Time to fruiting - time to supply meaningful portion - latex needs; - Expertise - challenges; - Costs management; - Rubber prices - hedging - quantum of needs bought forward - price; - Impact - current price environment - fiscal 2012 earnings; - Consensus estimates - fiscal 2012 - guidance; - Nitrile - adoption - M&A; - Supply and price strategies - whether market is still as responsive to cost fluctuations; - Natural gas - needs; - Higher Energy Prices - New Gas Service Agreement with Petronas - Elections Delaying Revision in Energy Prices; - Removal of fuel subsidies - impact - migration to cheaper sources; - Human Capital - issues - R&D emphasis - Malaysia deficiency - strategy; - Minimum Wage - impact on operations; - Overall state and health of global market; - Production - utilisation rates - capacity - outlook for additional capacity - plant rollout plan; - Prices - outlook - drivers - competition from China and price pressure in 2H; - Currency - USD/MYR Appreciation - impact; - Dividends - capital management - issues.
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