UG Healthcare

[greengiraffe]

Just a little reminder on a Global Brand Name listed down under:

Ansell

http://www.valuebuddies.com/thread-5849-...l#pid97030

This is the real stuff... without one of these leaders all the support industry players are nobody...

GG

I think most of the big manufacturers derives significant revenue from OEM than OBM, with the exception of Supermax. I recalled seeing an old reports which comparing among those big names that listed in Bursa and apparently Supermax is the outstanding one with more than 50/60% revenue derived from OBM, the rest (including Hartalega) just 20% or less. As for Riverstone, I presume that their OBM isn't strong. Why I think so is because if you were to do a search from Amazon or Ebay, you will find Unigloves but not RS gloves, despite Riverstone has bigger production capacity comparing to UG.

EDIT: report attached

Interesting findings. FYI, Riverstone business model is go direct to end-users, instead of via 3rd parties. I reckon RS brand is more for enterprise customers, rather for retail customers.

Hartalega follows a different model, via 3rd parties, either as OEM or OBM model.

For Riverstone, none of its customer has contributed more than 10% of revenue. Hartalega's top customer contributes 25% of sales, which is 50% previously before one of the major customers was acquired by the company.

The attached report is interesting, Thanks