COVID-19 The Risk & Return & Opportunity

The heyday of Gloves - over ? ver 1.1

lkpiew
Publish date: Mon, 10 May 2021, 12:24 PM

Well, The Supermax and Kossan continue just published their impressive latest qtr results, many might say, the growth is out of steam, and the share price would be on the down side. yes, totally agree. well, if you look at the profit margin and EPS, not many other counters are on par with them in this pandemic......to go back to pre covid-19 margin, predict yourself how many qtr are needed.

New factories and expansion started to run their production in full swing to meet the orders, many say the ASP is reducing, not to forget, those are locked in orders, prices confirmed and advance paid, to clear those orders, will be another year. (try to ask for a discount for any purchases during EXPO after you have signed your order?) 

VACCINE ? Who have the most vaccines ? those with  the monies naturally. how many in % compare with the rest of not so rich ? (same theory goes to Malaysia, who could easily weather the COVID-19 storm ? the Great Uncle (T5 ?) or those living in the DBKL flats (Rock bottom B40?)?  

When the social media is full of jokes and frustration about the half baked strategies to combat the virus, you know, human attitude play a big role here, (disregard whatever motives behind), the longer the pandemic is not in control, the more gloves are needed. (also hospital ICU beds, ventilators, ambulances, etc etc)

Looks like the India and Brazil are the biggest consumers of gloves now a days, soon will be Nepal, Pakistan .....with the mutation that could get around the vaccines, I don't know who is next, only hope the gloves is not in short supplies.

 

Look around, cases are inching, not that far away, the same Taman, the same Condo? the same office building, one of your friends in your social groups, you familes members, school mates, class mates.............

I am scared, but I cannot move to the jungle. !!! 

MCO 3 today

=> thousands of students balik kg after months in the universities hostel, suggest to give a pair of gloves for each student.

=> 15 visitors are allowed on the 1st day of the Raya just around the corner, suggest to give pair of gloves for each visitors as good practice.

=> Hospitals are out of bed to treat more patients.

=> ICU are almost fully occupied, but you can Q for the bed.  As, SOON, one will be available in less then an hour as the patient will be transferred to another room (You know where)

=> Shopping malls are still open..................OMG

Virus took a break yesterday, below 4000, but recorded the highest fatality at 26. (one die in less then an hour)

After the RAYA, put your bet on the daily cases and fatality.

Stay home, staf safe. 

 

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