https://www.reuters.com/business/healthcare-pharmaceuticals/covid-19-pill-developers-aim-top-merck-pfizer-efforts-2021-09-28/

There are multiple pharmaceutical companies developing their own pills. Price will come down when there's competition and when they're mass-produced in future.

Interesting that there was a huge red bar on MCDX SmartMoney indicator yesterday, monday will be exciting for those into technical analysis.

Yes, good progress on the Covid pill.

https://www.thestar.com.my/news/nation/2021/10/01/covid-19-sinovac-vaccine-approved-for-those-aged-12-and-above

"The Health Ministry has announced that the CoronaVac Covid-19 vaccine from Chinese manufacturer Sinovac has been given conditional approval for those aged 12 and above."

We also have good news on vaccination for children aged 12 & above, schools will be safer for them soon.

https://www.theedgemarkets.com/article/bank-negara-temporarily-suspends-credit-reporting-agencies-access-ccris-services?fbclid=IwAR0iJiscrv4wfZmHyrtY_r-aJikLKmApipKZh1aPFCAYqvFksGPRWirItV4

“The temporary suspension is a proactive, precautionary and necessary step against potential cyber threats and possibility of data leak incident in the credit reporting industry.”

It's related to data security and it's only temporary.

https://www.freemalaysiatoday.com/category/nation/2021/09/28/ministry-to-waive-credit-checks-to-speed-up-loan-approvals/

28 Sept :
"The entrepreneur development and cooperatives ministry will waive credit check processes to speed up approvals for government loans."

“We will set aside the CTOS and CCRIS processes to expedite the loan approval, especially involving government funds."

"We hope that with the absence of CTOS and CCRIS reviews, the loan approval process for entrepreneurs will be expedited."

This is regarding loan approvals for "SMEs" and "especially involving government funds" like the article mentioned. You're advised to read the article thoroughly before making any decision :)

Not surprising that stock markets are bearish this week, the size of Evergrande's debt is bigger than Vietnam's GDP. Fund managers will remain in a cautious mood in the near future.

https://www.semashow.com/

The popular SEMA automotive show will be held from November 2-5 at LV Convention Center, which is located opposite RWLV. RWLV hotel rooms will have decent occupancy that weekend as RWLV Theatre's first concert will be on the same weekend as well.

https://www.reuters.com/world/china/china-evergrande-shares-swing-bondholders-await-word-payments-2021-09-30/

Sep 30 - 'China Evergrande offshore investors face 'large losses' after second payment miss'

Markets are jittery because of Evergrande. Some fund managers will surely prefer to lock in & take profits this week, and adopt a wait & see approach for October.

https://www.reuters.com/business/healthcare-pharmaceuticals/merck-says-research-shows-its-covid-19-pill-works-against-variants-2021-09-29/

Sept 29 (Reuters) - Laboratory studies show that Merck & Co's (MRK.N) experimental oral COVID-19 antiviral drug, molnupiravir, is likely to be effective against known variants of the coronavirus, including the dominant, highly transmissible Delta, the company said on Wednesday.

https://www.reuters.com/business/healthcare-pharmaceuticals/covid-19-pill-developers-aim-top-merck-pfizer-efforts-2021-09-28/

Sep 28 :
"As Merck & Co (MRK.N) and Pfizer Inc (PFE.N) prepare to report clinical trial results for experimental COVID-19 antiviral pills, rivals are lining up with what they hope will prove to be more potent and convenient oral treatments of their own.

Enanta Pharmaceuticals (ENTA.O), Pardes Biosciences, Japan's Shionogi & Co Ltd (4507.T) and Novartis AG (NOVN.S) said they have designed antivirals that specifically target the coronavirus while aiming to avoid potential shortcomings such as the need for multiple pills per day or known safety issues."

It appears there's now a competition among pharmaceutical companies to release Covid antiviral pills.

Govt's vax rate target of 90% is good for tourism industry, reducing the risks for tourists and avoiding the trouble of u-turns after u-turns in near future. This time, once tourism areas are open, they will stay open for good. With vax booster campaign underway, the Oct of 2021 is looking much better than Oct 2020. And besides Pfizer's oral vaccine trial, Oravax Medical also have started clinical trials of their own Covid oral vaccine:

https://www.forbes.com/sites/roberthart/2021/07/22/oral-covid-vaccine-set-to-begin-trials-in-israel/?sh=632b4ee91ba5

'Why you should be WORRIED about Evergrande CRISIS?'
- by The FAQ Show by Mr Money TV

https://www.youtube.com/watch?v=bBKBxdT1ZHY

Evergrande probably won't be another Lehman Brothers, let's hope the shockwave won't be too big.

Ctos' Q3 result will be interesting, lockdown during the past couple of months have affected property and car sales, no loan approvals during that period and thus no need for Ctos reports, will wait and see how much of those report-subscription-based revenue contributes to Q3. Until Q3 result is released, a high PE ratio counter will always be susceptible to profit-taking and negative market sentiment.

It depends on Evergrande, another payment due for them tomorrow, it will affect the sentiment of financial related stocks.

Phase 1 study of oral antiviral drug against Covid started in March 2021

Positive development since then because mid-to-late-stage clinical trials have just started
Link - https://www.forbes.com/sites/roberthart/2021/09/27/pfizer-tests-pill-that-could-prevent-covid-infection/?sh=68735e3b39fc

Results from an early-stage trial suggest the pill “was safe and well tolerated,” Pfizer said.

'Malaysia's DuitNow, Singapore's PayNow to link in 2022'

https://www.thestar.com.my/business/business-news/2021/09/27/malaysia039s-duitnow-singapore039s-paynow-to-link-in-2022

This bodes well for digital/online banking scene in Asia, as China have started clamping down on Cryptocurrency. Growth potential for Ctos' eKYC which already is supporting Aeon Credit, Ambank, OCBC and Alliance Bank.

Yea, the crowd level will be interesting once US border opens in Nov.

https://www.youtube.com/watch?v=-GeJg3qW8fA

A whale gambling at RWLV's Crockfords High Roller Lounge

Yea, the YouTube livestreams that I've shared revealed decent crowd level at RWLV, with new things yet to open and vax booster campaign underway now, my initial worries have eased and it's on the right track, the $4.3b investment is looking good.

https://www.fool.co.uk/investing/2021/09/27/the-carnival-share-price-rises-on-earnings-should-i-buy-now/

Carnival Corp the cruise operator listed in US have recorded a decent QR and share price is now on an uptrend. The tourism industry in US is recovering.

https://www.youtube.com/watch?v=e1eLwO4p2rg

This youtuber's livestream just ended.
From 46:00 to 1:10:00 the crowd at RWLV surprisingly is not bad for a Sunday night, which is usually quieter.

https://www.youtube.com/watch?v=o-e9DP-ifo4

A pretty girl's livestream at RWLV pool area on 25 Sep, decent crowd level.
21:00 She asked bout price for one Cabana by the infinity pool area, and each one costs up to $1,000 to rent (OMFG), and they are all reserved.

https://www.forbes.com/sites/laurenalvarez/2019/01/16/drake-inks-multi-year-las-vegas-residency-deal/

An insight into artists' Vegas residency deals. Drake reportedly was paid $10mil for 10 shows at Wynn's nightclub. Which should mean that Wynn keeps all the ticket sales.

RWLV have signed 4 singers for the new 5000 capacity theatre, with Katy Perry & Celine Dion being the heavyweights. Not too bad.

https://www.malaymail.com/news/malaysia/2021/09/24/over-12000-tourists-have-visited-langkawi-from-sept-16-22-says-exco/2008162

Over 12000 visited Langkawi last week, solid numbers.

Recent QR of BAT, Heineken and Carlsberg are not too bad. The demand for vice products is quite resilient for the past 18 months.

Q2 result was out 16 days after June 30, Q3 result might take around same time too. DJ was unchanged last night, markets are waiting on Evergrande news. My guess is 3rd/4th week of Oct is when Q3 result released plus we'll know by then the real impact of Evergrande fallout, and also Budget 2022 direction.

My personal view is Ctos will stay stagnant for a while, then continue uptrend end of next month.

https://www.youtube.com/watch?v=ikfXt_JVwSQ

This is livestream at RWLV Friday 7pm, crowd level is not too bad

https://www.youtube.com/watch?v=c_nL_wzaJwQ

- 'Inside AWANA Spa & Wellness at Resorts World Las Vegas'

https://www.youtube.com/watch?v=JByIg6G8Kgc

- Mulberry Pizza finally opens

https://vegas.eater.com/2021/8/25/22639989/restaurants-bars-opening-soon-resorts-world-fall-winter-2021

- A cigar bar, a caviar bar, Tiger Sugar boba (seriously), etc etc, are coming soon at RWLV.

It's expected, it's normal that people tempted to take some profit after recent uptrend as the PE ratio is approaching 100. I personally wouldn't add, most people now will adopt wait & see approach until Q3 results and Evergrande development.

https://www.utusan.com.my/ekonomi/2021/09/ctos-ekyc-skynfyx-jangka-peningkatan-pelanggan-50-peratus/?fbclid=IwAR20sOB_UlICrLxSyxLA38DK9683Cptsp6joGUVVX-PtNpc0qrFUfoflcQ0

https://dailystraits.com/2021/09/23/skynfyx-picks-ctos/

Skynfyx Picks CTOS:
“As we now move into the medical industry with Skynfyx, we are seeing the proven value that CTOS eKYC is delivering to facilitate digital transformation across a broader range of markets.”

Not a bad day, my friend Bung and I can't wait to visit RW Genting next month.

Decent support during last month's political instability which caused foreign funds' outflow. Now Maybank IB's new target price has helped improve the sentiment surrounding this counter. Looking forward to Q3 results.

https://www.reuters.com/world/uk/us-relax-travel-restrictions-passengers-uk-eu-november-source-2021-09-20/

- With U.S. easing travel restrictions for travellers from Europe & China in November.
- RWLV theatre opening for multiple shows of Celine Dion & Katy Perry in Nov & Dec.
- Opening of RW Genting in October
- Stable CPO prices for GenP

Q4 should be a decent quarter for Genting Group.

https://www.youtube.com/watch?v=uisOk0fHmGs&t=657s

Press conference at Parliament just ended.
From 10:30 to 12:00 Minister of Tourism Nancy just told media a motion to allow Genting, Melaka & Tioman to reopen on October 1 will be discussed tomorrow.

https://www.theedgemarkets.com/article/ewallet-qr-payments-and-online-banking-surged-exponentially-one-year-june-2021-says-tengku

The increased usage of online banking, and the awarding of digital bank licenses next year will provide growth opportunity for Ctos' eKYC.

https://www.thestar.com.my/business/business-news/2021/09/21/ctos-on-track-with-expansion

'The research house, which is initiating a coverage with a “buy” call on the stock with a target price of RM2.17'

"The United States in November will re-open air travelers from China, India, Britain and many other European countries who are fully vaccinated against COVID-19, the White House said on Monday''

https://www.reuters.com/world/uk/us-relax-travel-restrictions-passengers-uk-eu-november-source-2021-09-20/

Good news for RWLV

http://apne.ws/edIjPAs

'Pfizer says COVID-19 vaccine works in kids ages 5 to 11'

There are 900++ counters in the red today but Ctos is among the green ones, not too bad.

https://www.youtube.com/watch?v=XAtpXsWot-s&t=413s

05:00 - This youtuber done a livestream at RWLV, footfall is not bad last Friday night.

25:30 - The long queue to get in Zouk for opening night can be seen.

https://www.reuters.com/world/uk/covid-19-booster-vaccine-campaign-begins-england-2021-09-16/

After USA, Israel, Singapore, now UK have also started their booster campaign. With more data from other countries, things are looking good.

https://www.thestar.com.my/news/nation/2021/09/19/covid-19-vaccine-booster-shots-expected-to-be-administered-from-early-october---khairy?fbclid=IwAR3xUjFUUDx_-0yBaKSS5qAjY4iewiLIbggdiRYV7ttYgD9xw3Tf3ygbgS8#.YUcEA0gaCUQ.facebook

'Covid-19 vaccine booster shots expected to be administered from early October, says Khairy'

Good news for Malaysia, stock market or not, we all need this to safely visit loved ones in our hometowns, schools will be safer for children, lesser burden and much needed break for our frontliners who have fought Covid for so long.

https://www.youtube.com/watch?v=ny_FaRUtxgM

Tiesto @ Zouk RWLV last night

https://www.axs.com/series/11719/katy-perry-the-theatre-at-resorts-world-las-vegas-tickets?skin=resortsworld

Katy Perry - The Theatre at Resorts World Las Vegas

Dec 29, 31 (2 shows)
Jan 1, 7 - 8, 12, 14 - 15 (6 shows)
Mar 2, 4 - 5, 11 - 12, 16, 18 - 19 (8 shows)

https://www.axs.com/series/11716/celine-dion-the-theatre-at-resorts-world-las-vegas-tickets?skin=resortsworld

Celine Dion - The Theatre at Resorts World Las Vegas

Nov 5 - 6, 9 - 10, 12 - 13, 16 - 17, 19 - 20 (10 shows)
Jan 19, 21 - 22, 25 - 26, 28 - 29 (7 shows)
Feb 1 - 2, 4 - 5 (4 shows)

Unless Genting made public in their financial reports their agreement details with Zouk, Hilton etc we'll never know for certain. For an integrated resort, footfall matters and it's great to see their Instagram that even AyuClub is packed on the opening night of Zouk. Opening of the new theatre will contribute to that as Celine Dion, Carrie Underwood and Katy Perry have all confirmed to perform and tickets are already on sale.

https://www.youtube.com/watch?v=uSEzbrnjZ0Q

"GPS Chairman Danny Bae Preview Resorts World's Event Space for GPS National Event"

The convention halls are finally seeing some action since opening.

Just checked on Zoukgrouplv's Instagram stories , it's better to see it yourself the length of the queue to get inside.

True that gambling is no longer the most reliable source of income for Genting, that's why RWLV was built as an IR, integrated resort. RWLV has a smaller casino space compared to MGM Grand, because some of the space was used to build a mall area, so there's rental income from their tenants, 2nd Starbucks have opened on the 1st floor. Huge space was also used to build the multiple convention halls on their 1st floor to diversify their income stream. Booze and parties will never be out of fashion and there are many spots for that, Starlight on 66 floor, Gatsby, Ayu Day Club, Red Tail, Dawg House, and now the biggest nightclub in Vegas, Zouk.

Yeah, the 5,000 capacity RWLV Theatre is opening in Nov, the 10 shows of Celine Dion have reportedly been sold out, just need to confirm the ticket prices and then we can do the math on incoming revenue for Q4.

Correction:
it's Zoukgrouplv's Instagram, not Ayuclub :)