DJ drop 650 points. Time to relook at phama and HC stocks

DJ drop another 650points. Not a good sign for bursa

Started off with brokers " no contra trades for glove counters " now see what happen ! Whole market suffer

holding K1 is no joy .1 day up next 2-3 days down

Market sentiment is bad. DPharma got hit everyday

A few analyst's citing Petronas Capex deferment { due to thier substantial losses} has cut Sapnrg to 8 cents. Sapnrg relies on Petronas capex

Don't forget China holding winter Olympics starting 4 Feb 2022. Tokyo is having their summer Olympics in Mid 2021. Vaccines will be ready Before the games start
Vaccine is 100% { ready prior to the event }

list of Shareholders - PNB plus investment banks and fund institutions

All markets pull down by DJ

k1 always not the right timing announcement

Just to side track. Bstead suing ex board {directors} for failure of fiduciary care & responsibility .charges too vague as Tan Sri Lodin was helming the group for the past 16-17 years. At what point ? All this a protracted shadow play

Stock writer : totally agreed expensive gloves , properties sales quite gloomy, banks hit by rate cuts , Ace counters goreng up , 5G rollout defer. What else but pharmaceutical

High price stocks tend to attract less retailers

Big boys flushing out ikan bilis

5G rollout put on hold { defer } till 2022 announced by Ministry

5G rollout put on hold till 2020

CEO {CCP } never reveal the PP pricing. If I am not wrong it's fixed at a discounted price against the company NTA and market average traded prices. Pure case of sell first and get the $$$ lock in { whether market is up or down }

By holding back their dividend payout citing challenging times minority shareholders are left hanging. Alliance bank was the first bank to defer their bank dividend despite growth during the MCO lockdown period

KWAP , KWSP, Tab Haji and PNB related funds asking for higher pricing. Thumb of rule 1.74 NTA even with a discounted valuations on a congolemrate. The sum of parts valuation is still higher at 1.00 +

Smart money parking funds in pharmaceutical stocks

Glove profit moving to pharmaceutical

Mah sing sales and revenue drop yoy

Expect good week for Glic stocks. Bstead should trend higher

Name sake only. PP pricing on the low end valuations { can afford to take profit }

Borders remain closed bad for Genting resort

New entry level after the gloves stock split

BFM interview DPharma this afternoon. Very positive

Problem is we small retailers become ikan ibilis for { cc puan } makan .PP price not disclosed !

The fill and process vaccine is big $$$ .government only distributed vaccine doses to hospital and Medical centres thru government owned channels. Meaning pharma & dpharma. Think long term number of vaccines ? High demand forgettjng Arab Muslim countries. Malaysia is a Muslim medical hub and also from neighbouring countries { Pakistan, UAE, Saudi }

Dividend coming

Don't expect goreng up. IB Operates differently from sharks. slowly inching up win win for funds and LTAT

Think positive if LTAT offers 80sen prior to Sept 26 { Malaysia Day } and the price sky rocketed to $1.00. wouldnt funds manager be happy

Mana Ada operator .only ikan billis stuck

D pharma CB worth alook

Against market consensus. Profit higher but still withhold shareholders dividend

KWSP biggest goreng kaki using outsource IB . Buy low sell high is their mojo.

edge daily reported LTAT gets greenlight today from Bank Negara to take Bstead { 59% owned }private

lots of retailers kena trap. No holding power sure die

Pharmaceutical companies are the real beneficiary of the covid 19 outbreak epidemic. Vaccine , medicals , syringes are all needed and stock up by health authorities. Government will buy in bulk and distributed it thru their state owned companies

Any news on LKT HK creditors meeting ?

All medical products need the MOH approval. If vaccine available priority is to front liners, armed forces and government staffs { not forgetting all the VIPs at government hospital } D pharma owned by PNB .Pharma owned by Bstead { LTAT } you need 2 or 3 doses of the vaccine to built your immunity .

Vaccine is the new theme

Happy if Bstead can chalk up half of Pharma yesterday rise

Big sharp enjoying it's meal. Ikan billis is thier food

BHIC price is even higher than Bstead , what about Pharma, UAC , Bplant, BHP petroleum, Affin banking, not forgetting thier flagship Mutiara Damansara, Mytown all prime areas {Bproperties} ?

Certain stocks you hold. Certain type of stocks just pump and dump never hold

Wolf of wall street ! Wow

PP price is fixed at a discount betw 10% - 15% using the average traded weighted price for the the last 7-10 days

Live Parliamentary session

Investment Banks { IB }