https://www.cnbc.com/2020/12/14/cramer-says-stay-home-trade-is-back-lockdown-is-where-were-headed.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard


UK into lockdown together with Germany. US heading to complete catastrophe. Lockdown in sight as Virus spiraling.

Stay at home trade is picking up. Dow and SP 500 closed low but Nasdaq moved up..
15/12/2020 8:33 AM

https://www.cnbc.com/2020/12/14/cramer-says-stay-home-trade-is-back-lockdown-is-where-were-headed.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard


UK into lockdown together with Germany. US heading to complete catastrophe. Lockdown in sight as Virus spiraling.

Stay at home trade is picking up. Dow and SP 500 closed low but Nasdaq moved up..

https://www.cnbc.com/2020/12/14/cramer-says-stay-home-trade-is-back-lockdown-is-where-were-headed.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

London to enter top tier of restrictions as UK identifies new Covid variant

A shopper wearing a face mask in Regent Street, London, after the second national lockdown ended and England has a strengthened tiered system of coronavirus restrictions.
A shopper wearing a face mask in Regent Street, London, after the second national lockdown ended and England has a strengthened tiered system of coronavirus restrictions.
Victoria Jones - PA Images | PA Images | Getty Images
London will enter England’s toughest tier of coronavirus restrictions Wednesday after the U.K. government identified a new variant of the virus that may be linked with the faster spread of cases in southern parts of the country.

Speaking in the U.K. Parliament on Monday, Health Secretary Matt Hancock said initial analysis suggests the new coronavirus variant “is growing faster than the existing variants” and that, so far, 1,000 cases of that variant have been identified in England.

Hancock said similar variants of the coronavirus had been identified in other countries in recent months and U.K. health authorities had notified the World Health Organization. Public health experts would continue to analyze the newly-identified variant of the virus in the U.K., Hancock said.

Bad news is the Virus is Mutating... New variant found in the UK
15

London to enter top tier of restrictions as UK identifies new Covid variant

A shopper wearing a face mask in Regent Street, London, after the second national lockdown ended and England has a strengthened tiered system of coronavirus restrictions.
A shopper wearing a face mask in Regent Street, London, after the second national lockdown ended and England has a strengthened tiered system of coronavirus restrictions.
Victoria Jones - PA Images | PA Images | Getty Images
London will enter England’s toughest tier of coronavirus restrictions Wednesday after the U.K. government identified a new variant of the virus that may be linked with the faster spread of cases in southern parts of the country.

Speaking in the U.K. Parliament on Monday, Health Secretary Matt Hancock said initial analysis suggests the new coronavirus variant “is growing faster than the existing variants” and that, so far, 1,000 cases of that variant have been identified in England.

Hancock said similar variants of the coronavirus had been identified in other countries in recent months and U.K. health authorities had notified the World Health Organization. Public health experts would continue to analyze the newly-identified variant of the virus in the U.K., Hancock said.

Bad news is the Virus is Mutating... New variant found in the UK

https://www.cnbc.com/2020/12/14/coronavirus-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

US first vaccination on a NY nurse. Eh! They using gloves lah

https://www.cnbc.com/2020/12/14/coronavirus-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

US first vaccination on a NY nurse. Eh! They using gloves lah!!!

UOB Hay Kian SG just issued a report maintaining they buy call and TP for TG. You will see more research houses doing tht soon. Prices will rise in tandem

UOB Kay Hian SG says ignore the noise and look forward. We will listen to them because it is logical and they have been tracking the stock from the beginning. Unlike JP Moron. Came out of nowhere

Mercator tracks the world’s biggest glove producers which is Malaysia. We up they up and vice versa.. they are small players. Tomorrow we up, they will be up too.

O&G rally- not because stockpile dropped . In fact US stockpile grew last week. USD50 because some tanker was on fire. Eventually after vaccine optimism fades off, the grim reality that covid will take 2 years to control will appear. Malaysia O&G needs to more than 50 to kick big projects which will benefit the upstream and downstream players.

Airasia- it will only be profitable once international borders are fully open and load is above 80%.
That is a possible mid 2022 or 2023 scenario.

Genting- also depends on when borders will be fully open and people move about freely.

Banks- banks are cyclical. When economy does well, they do well. Malaysian economy will do well once economy fully reopens.

For entire 2021, gloves are the sure bet for super profits. Unless, Bursa Malaysia choses to ignore 2021 earnings completely.

O&G rally- not because stockpile dropped . In fact US stockpile grew last week. USD50 because some tanker was on fire. Eventually after vaccine optimism fades off, the grim reality that covid will take 2 years to control will appear. Malaysia O&G needs to more than 50 to kick big projects which will benefit the upstream and downstream players.

Airasia- it will only be profitable once international borders are fully open and load is above 80%.
That is a possible mid 2022 or 2023 scenario.

Genting- also depends on when borders will be fully open and people move about freely.

Banks- banks are cyclical. When economy does well, they do well. Malaysian economy will do well once economy fully reopens.

For entire 2021, gloves are the sure bet for super profits. Unless, Bursa Malaysia choses to ignore 2021 earnings completely.

https://www.thestar.com.my/news/nation/2020/12/14/emco-ends-at-top-glove-dormitories-in-klang-says-ismail-sabri?fbclid=IwAR3v7xB0X8ZHhfWs-8oCnEkFNf63h0pczEV7HDPMEBjdIBpldejVCRaFxE4

Topglove one director sells less than one million shares kecoh saying fundamentals altered la.. blah blah. Other directors and TS Lim’s family buy millions some will say he is desperate. Beli salah jual pun salah..

Tradeview Commentaries 14th December 2020 - A Time of Reckoning & The Battle of Titans

Malaysia is a blessed country with abundant of resources, human capital and potential. Before the Asian Financial Crisis of 1997 / 1998, Malaysia was regarded as a "Tiger Economy" and even Bursa (then known as KLSE) was the third largest stock exchange by value after Tokyo and Hong Kong Stock Exchange. Today, countries which were once behind us have surpassed our country in terms of economic strength, competitiveness and stability. Countries such as China, South Korea, Taiwan, Singapore are far ahead with Vietnam, Thailand and Indonesia catching up. Thankfully, Malaysia still have strong economics fundamentals laid down from our forefathers with SME forming the backbone of the economy. But, with the Covid-19 pandemic onslaught, SME segment was badly impacted with SME association forecasting close to 100,000 to shutter by end 2020. Official figures from SSM shows 30,000. The huge discrepancy is likely due to the delay in official reporting.

The stock market has however performed extremely well comparing to regional peers throughout the year. At today's closing of 1662 points, Bursa is up 4.66% YTD. This is unbelievable considering the situation in the real economy. I think regulators like BNM, SC, Bursa has done well to support the market. Another major reason is because Malaysia has a competitive Technology and Glove Sector which sustained our stock exchange during the triple whammy of oil price crash, government change and Covid-19 pandemic.

Of late, due to the announcement of vaccines such as Pfizer and its ongoing rollout, the healthcare & tech index took a beating. The rotation of funds from growth to value stocks and beat down laggards was swift. Banks, Steel, Construction, Tourism, Oil & Gas rebounded strongly while technology & glove was hit. The market rally has drawn continuous retail participation. This kept the stock market lively with average daily value above RM 4 billion.

I believe this would not be possible if not for the strong retail participation and remarkable earnings performance which led to share price ascend of glove makers. If we look at the entire stock market today, the only sector with earnings visibility and sustainability is the glove sector. Nevertheless, the sector has been thrown into the limelight for good and for bad. Praise were given for their contribution to the world supply of gloves in the battle against Covid-19 (65% of global share). Criticism being zoomed in on labour issue, Covid-19 outbreak in workers hostel and windfall in income. I covered various angles of glove sector in the past 9 months and do not want to repeat further. I have however, a friendly advice to fellow readers who are either in the IB research fraternity, media, authorities / politicians, in everything we do in life, be fair, reasonable and objective. Do not make judgments or opinions with a coloured lens. The glove sector of Malaysia is one we should be proud of. I know these days any articles on glove attracts huge number of views. I know it because I can see the statistics in my blog & channel. Do not for the sake of attention & populist agenda destroy an entire sector that was organically grown through entrepreneurial spirit, hardwork and grit. This sector is a golden goose of our country. We must preserve, protect and help improve it.

Today, Tun Dr M & Tengku Razaleigh join hands to share their input on the state on the nation including hints on tomorrow's Budget 3rd & final reading where a vote will be required of all 222 MP. This led to last minute selldown of the market close to 1.3%. I believe the stock market will continue to face profit taking until a political resolution is in place or the budget 2021 is passed. For investors, be prudent, hold sufficient cash and do not chase blindly. Avoid loss making stocks and focus on earnings or yield as your north star in this foggy times ahead. If you do that, I believe the worst will pass and eventually, you will see the light again

Source : www.tradeview.my

Tradeview Commentaries 14th December 2020 - A Time of Reckoning & The Battle of Titans

Malaysia is a blessed country with abundant of resources, human capital and potential. Before the Asian Financial Crisis of 1997 / 1998, Malaysia was regarded as a "Tiger Economy" and even Bursa (then known as KLSE) was the third largest stock exchange by value after Tokyo and Hong Kong Stock Exchange. Today, countries which were once behind us have surpassed our country in terms of economic strength, competitiveness and stability. Countries such as China, South Korea, Taiwan, Singapore are far ahead with Vietnam, Thailand and Indonesia catching up. Thankfully, Malaysia still have strong economics fundamentals laid down from our forefathers with SME forming the backbone of the economy. But, with the Covid-19 pandemic onslaught, SME segment was badly impacted with SME association forecasting close to 100,000 to shutter by end 2020. Official figures from SSM shows 30,000. The huge discrepancy is likely due to the delay in official reporting.

The stock market has however performed extremely well comparing to regional peers throughout the year. At today's closing of 1662 points, Bursa is up 4.66% YTD. This is unbelievable considering the situation in the real economy. I think regulators like BNM, SC, Bursa has done well to support the market. Another major reason is because Malaysia has a competitive Technology and Glove Sector which sustained our stock exchange during the triple whammy of oil price crash, government change and Covid-19 pandemic.

Of late, due to the announcement of vaccines such as Pfizer and its ongoing rollout, the healthcare & tech index took a beating. The rotation of funds from growth to value stocks and beat down laggards was swift. Banks, Steel, Construction, Tourism, Oil & Gas rebounded strongly while technology & glove was hit. The market rally has drawn continuous retail participation. This kept the stock market lively with average daily value above RM 4 billion.

I believe this would not be possible if not for the strong retail participation and remarkable earnings performance which led to share price ascend of glove makers. If we look at the entire stock market today, the only sector with earnings visibility and sustainability is the glove sector. Nevertheless, the sector has been thrown into the limelight for good and for bad. Praise were given for their contribution to the world supply of gloves in the battle against Covid-19 (65% of global share). Criticism being zoomed in on labour issue, Covid-19 outbreak in workers hostel and windfall in income. I covered various angles of glove sector in the past 9 months and do not want to repeat further. I have however, a friendly advice to fellow readers who are either in the IB research fraternity, media, authorities / politicians, in everything we do in life, be fair, reasonable and objective. Do not make judgments or opinions with a coloured lens. The glove sector of Malaysia is one we should be proud of. I know these days any articles on glove attracts huge number of views. I know it because I can see the statistics in my blog & channel. Do not for the sake of attention & populist agenda destroy an entire sector that was organically grown through entrepreneurial spirit, hardwork and grit. This sector is a golden goose of our country. We must preserve, protect and help improve it.

Today, Tun Dr M & Tengku Razaleigh join hands to share their input on the state on the nation including hints on tomorrow's Budget 3rd & final reading where a vote will be required of all 222 MP. This led to last minute selldown of the market close to 1.3%. I believe the stock market will continue to face profit taking until a political resolution is in place or the budget 2021 is passed. For investors, be prudent, hold sufficient cash and do not chase blindly. Avoid loss making stocks and focus on earnings or yield as your north star in this foggy times ahead. If you do that, I believe the worst will pass and eventually, you will see the light again

Source : www.tradeview.my

Tradeview Commentaries 14th December 2020 - A Time of Reckoning & The Battle of Titans

Malaysia is a blessed country with abundant of resources, human capital and potential. Before the Asian Financial Crisis of 1997 / 1998, Malaysia was regarded as a "Tiger Economy" and even Bursa (then known as KLSE) was the third largest stock exchange by value after Tokyo and Hong Kong Stock Exchange. Today, countries which were once behind us have surpassed our country in terms of economic strength, competitiveness and stability. Countries such as China, South Korea, Taiwan, Singapore are far ahead with Vietnam, Thailand and Indonesia catching up. Thankfully, Malaysia still have strong economics fundamentals laid down from our forefathers with SME forming the backbone of the economy. But, with the Covid-19 pandemic onslaught, SME segment was badly impacted with SME association forecasting close to 100,000 to shutter by end 2020. Official figures from SSM shows 30,000. The huge discrepancy is likely due to the delay in official reporting.

The stock market has however performed extremely well comparing to regional peers throughout the year. At today's closing of 1662 points, Bursa is up 4.66% YTD. This is unbelievable considering the situation in the real economy. I think regulators like BNM, SC, Bursa has done well to support the market. Another major reason is because Malaysia has a competitive Technology and Glove Sector which sustained our stock exchange during the triple whammy of oil price crash, government change and Covid-19 pandemic.

Of late, due to the announcement of vaccines such as Pfizer and its ongoing rollout, the healthcare & tech index took a beating. The rotation of funds from growth to value stocks and beat down laggards was swift. Banks, Steel, Construction, Tourism, Oil & Gas rebounded strongly while technology & glove was hit. The market rally has drawn continuous retail participation. This kept the stock market lively with average daily value above RM 4 billion.

I believe this would not be possible if not for the strong retail participation and remarkable earnings performance which led to share price ascend of glove makers. If we look at the entire stock market today, the only sector with earnings visibility and sustainability is the glove sector. Nevertheless, the sector has been thrown into the limelight for good and for bad. Praise were given for their contribution to the world supply of gloves in the battle against Covid-19 (65% of global share). Criticism being zoomed in on labour issue, Covid-19 outbreak in workers hostel and windfall in income. I covered various angles of glove sector in the past 9 months and do not want to repeat further. I have however, a friendly advice to fellow readers who are either in the IB research fraternity, media, authorities / politicians, in everything we do in life, be fair, reasonable and objective. Do not make judgments or opinions with a coloured lens. The glove sector of Malaysia is one we should be proud of. I know these days any articles on glove attracts huge number of views. I know it because I can see the statistics in my blog & channel. Do not for the sake of attention & populist agenda destroy an entire sector that was organically grown through entrepreneurial spirit, hardwork and grit. This sector is a golden goose of our country. We must preserve, protect and help improve it.

Today, Tun Dr M & Tengku Razaleigh join hands to share their input on the state on the nation including hints on tomorrow's Budget 3rd & final reading where a vote will be required of all 222 MP. This led to last minute selldown of the market close to 1.3%. I believe the stock market will continue to face profit taking until a political resolution is in place or the budget 2021 is passed. For investors, be prudent, hold sufficient cash and do not chase blindly. Avoid loss making stocks and focus on earnings or yield as your north star in this foggy times ahead. If you do that, I believe the worst will pass and eventually, you will see the light again

Source : www.tradeview.my

Supermax baru habis ribut, sinar pertama
Sudah kelihatan. Yg lain tu baru gerimis..

Kossan, Harta, Topglove got positive cases. Imagine the shortage for gloves already

Markets are skewed to give edge to IB. They can short the market using shares they dont own. Push it low enough to buy back later. Make money both ways. Retailers though 40% of the markef are like hogs. Follow the directions set by IB. It is called herd mentality. Some fellas here are vultures. The pick up the bones by calling sell, sell! They come out only when they smell blood. Bulls make money, bears make money, pigs get slaughtered

https://www.wbrc.com/2020/12/09/advocacy-group-claims-hospitals-still-dont-have-enough-ppe-hopes-pandemic-makes-systemic-changes/

Fundamentally nothing has changed. Just sentiment.

https://www.freep.com/story/news/local/michigan/2020/12/12/covid-coronavirus-reinfection-michigan-prisoners/3876185001/

https://www.freep.com/story/news/local/michigan/2020/12/12/covid-coronavirus-reinfection-michigan-prisoners/3876185001/

https://www.forbes.com/sites/brucelee/2020/12/13/more-evidence-that-you-can-get-covid-19-coronavirus-twice/

https://www.forbes.com/sites/brucelee/2020/12/13/more-evidence-that-you-can-get-covid-19-coronavirus-twice/

Best time to buy is when fear is in your gut

Most fund houses has automated sell trigger which they pre key in. That explains the sell at 6.50. Panic selling at gloves and panic buying for banks. Banks are selling at multiple year highs. We will see if this valuation is justified.

Cut loss is for day traders. Investors love the days like this. Year end sale

Saw the block on 6.50. You think who is that?

https://apnews.com/article/yoshihide-suga-coronavirus-pandemic-asia-asia-pacific-japan-a7feaff596efca32dc63e145092bcff4?campaign_id=7&emc=edit_MBAE_p_20201213&instance_id=25004&nl=morning-briefing&regi_id=153926298&section=topNews&segment_id=46802&te=1&user_id=928b64af1e2a04eb136d89af7f52958a

https://apnews.com/article/yoshihide-suga-coronavirus-pandemic-asia-asia-pacific-japan-a7feaff596efca32dc63e145092bcff4?campaign_id=7&emc=edit_MBAE_p_20201213&instance_id=25004&nl=morning-briefing&regi_id=153926298&section=topNews&segment_id=46802&te=1&user_id=928b64af1e2a04eb136d89af7f52958a

“Gates said by the summer, life should be “way closer to normal than we are now,” but cautioned that the risk of reintroduction could persist through early 2022 unless the U.S. helps other countries get rid of the disease and achieves high vaccination rates in the country.

He said he foresees big public gatherings still being restricted next summer, but said “we can see now that somewhere between 12 to 18 months, we have a chance, if we manage it well, we’ll get back to normal.”


Bill Gates

Wallstreet rookie. U may want to read the thread above. Vaccination will require gloves and vaccination will be a yearly affair according to Chief Medical Officer in England and Dr Ryan of WHO. Sila baca dulu. Jangan tembak saja

https://www.newsweek.com/amplify/nitrile-gloves-vs-latex-gloves-which-ones-are-better


Newsweek asking people to stock up on gloves. People from all walks of life uses gloves and not only medical professionals.

Aiya. We kecoh here just because of one report. Stanley Thai is busy expAnding overseaa setting up Hq in UK. You really think he is nuts to expand if he thinks his business wont be good in coming years?
News and pictures are circulating online on Supermax new HQ in Peterborough, UK.


Always trust earnings and see what the owner does. Always.

I dont see who dare short his cash rich company now..

CVS Pharmacy is the largest drugstore chain in the country. CVS company policy is for its healthcare workers to wear gloves while administering vaccines. In addition to the nearly 20 million people the company expects to inoculate with the flu vaccine this year, CVS is also working with Operation Warp Speed to administer COVID-19 vaccines, another indicator of the expected increased demand for medical-grade gloves in the coming months.


https://1069kickscountry.com/u-s-faces-nitrile-glove-shortage/

To the mangkuk sorhai who said no need gloves for vaccine, CVS which the largest pharmacy drug store who is the anchor vaccination centre for Operation Warp Speed makes gloves mandatory for vaccination

CVS Pharmacy is the largest drugstore chain in the country. CVS company policy is for its healthcare workers to wear gloves while administering vaccines. In addition to the nearly 20 million people the company expects to inoculate with the flu vaccine this year, CVS is also working with Operation Warp Speed to administer COVID-19 vaccines, another indicator of the expected increased demand for medical-grade gloves in the coming months.


https://1069kickscountry.com/u-s-faces-nitrile-glove-shortage/

To the mangkuk sorhai who said no need gloves for vaccine, CVS which the largest pharmacy drug store who is the anchor vaccination centre for Operation Warp Speed makes gloves mandatory for vaccination

https://rtmagazine.com/public-health/healthcare-policy/occupational-health/nitrile-glove-shortage-hits-united-states/

As recent as Dec7, check out the national stockpile of US alone.. only lunatic will say glove is dead. It’s running on shortage with no additional nitrile until end 2021. So the market will just ignore all the super profits for entire 2021? Dream on..

We cant possibly time the market but in the long run, it will track earnings

https://rtmagazine.com/public-health/healthcare-policy/occupational-health/nitrile-glove-shortage-hits-united-states/

The market is big not to be dictated by one bank alone. When and IF it dips, all of you will buy. That is why even the trollers are here.. hoping to buy cheap. So glove stocks are still hot.

Vaccination likely a yearly affair’! Immunity doesnt last..echoes England Chief Medical Officer and WHO

https://www.wfmynews2.com/article/news/possible-reinfection-north-carolina-coronavirus-immunity-immune-vaccine/83-3329b69d-b4bb-4aea-b2d9-ae9f80abf2df

https://www.wfmynews2.com/article/news/possible-reinfection-north-carolina-coronavirus-immunity-immune-vaccine/83-3329b69d-b4bb-4aea-b2d9-ae9f80abf2df

https://www.wfmynews2.com/article/news/possible-reinfection-north-carolina-coronavirus-immunity-immune-vaccine/83-3329b69d-b4bb-4aea-b2d9-ae9f80abf2df

PSS is different than RSS or IDSS. IDSS is suspended. PSS is an institutional IB game. They short using ETF and call warrants. JP Morgan certainly shorted few CW’s and greatest suspicion is the Macquarie CW.

For index stocks, 15% Limit Down and 30% Limit Up

https://kenanga.com.my/wp-content/uploads/2020/06/Thematic-200615-Should-we-fear-the-return-of-short-sellers-Kenanga.pdf



Read this to understand how short sellers thrive. Realize low volume but always blocked at some price range. Short sellers (PSS) at work. They ride on sentiment and rolls of bad news. It is a ring of syndicate. Some of them is in this forum. Retailers are 40% of the market today. That’s why the monkeys are here.

Saw Topglove boss fired back at the media. They didn’t bother verifying facts before publishing a ‘news’. The Edge which is so called business newspaper should know better.

TS Lim is angry and im sure Stanley is too. Many local funds investment in gloves are at stake. Lets watch the show tomorrow

https://kenanga.com.my/wp-content/uploads/2020/06/Thematic-200615-Should-we-fear-the-return-of-short-sellers-Kenanga.pdf



Read this to understand how short sellers thrive. Realize low volume but always blocked at some price range. Short sellers (PSS) at work. They ride on sentiment and rolls of bad news. It is a ring of syndicate. Some of them is in this forum. Retailers are 40% of the market today. That’s why the monkeys are here.

Saw Topglove boss fired back at the media. They didn’t bother verifying facts before publishing a ‘news’. The Edge which is so called business newspaper should know better.

TS Lim is angry and im sure Stanley is too. Many local funds investment in gloves are at stake. Lets watch the show tomorrow

Until end of 2021 no new supply of gloves. Order book full also until end of 2021. Covid vaccination is a yearly affair according to CMO of England and WHO. How would glove ASP suddenly drop??

JP Morgan didn’t disclose the nitrile shortage, mate.!.

A good company weathers the storm well like Topglove. Storms dont last forever. Glove companies now has better strength and firepower to withstand this.

Take FB for example. Anti trust suit sana sini. Google also faced the same. Tesla also many enemies including famous JP Morgan.

But each time they come out stronger