Feb 6, 2023Liked by Michael Fritzell

I guess Sri Trang Agro-Industry could benefit from the current ESG trend.

Interisting to look closer.

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Yes, I think the glove makers have been suffering from supply / demand being out of whack post COVID. Now that China's zero-COVID policy has been lifted, there was a surge in demand. But I'm not sure how the industry supply / demand will look like, and whether glove ASP is really going to trend higher. I'll have to spend more time on the industry to know for sure.

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Not sure if it is a thing for them, but there are many chemical companies looking for petrochemical substitutes, and natural rubber may qualify. I also dont know if this works on the glove industry.

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