https://www.cnbc.com/2020/12/10/covid-vaccine-merck-ceo-optimistic-sees-6-more-months-of-masks.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

CEO of Merck who owned stake in Moderna. See what he says. Glove demand will go down? Nonsense!

US FDA approval of vaccines

This news has been factored. Hence why Dow rallied to 30k. From here if it wants to go higher, only stimulus can help. That is why Dow Futures is not reacting much to this news

This news has been factored. Hence why Dow rallied to 30k. From here if it wants to go higher, only stimulus can help. That is why Dow Futures is not reacting much to this news

Any idea how long it is going to take to manufacture and distribute vaccines? Even vaccination will need gloves. It doesn’t fall from the sky..you saw at even the this stage glove shortage is severe. Be logical and rational about investment decisions.

Dont spread lies!

"Twenty million people should get vaccinated in just the next several weeks, and then we'll just keep rolling out vaccines through January, February, March as they come off the production lines," Azar said, trying to offer a note of reassurance about continuity during an interview on CNN's New Day.


CBS latest report stated that US stockpile is only around 2M gloves. With rising patients, and hundreds of millions vaccination, we can only imagine the shortage.

https://www.channelnewsasia.com/news/asia/indonesia-risky-bet-chinese-covid-19-vaccines-sinovac-13741260

Indonesia one of the most populated countries in the world. Inoculation image uses gloves. Vaccine needs public confidence. Gloves assures that.

Market looks forward argument

Market will find its equilibrium. Gloves went soaring high and other stocks were sold down. Now there is vaccine which offers hope that it is a start of recovery. Market has factored that in. Market has also priced in US FDA approval and some roll out of the vaccines. However, market now is pricing in side effects, confidence challenge and scaling up issues. It will take time. Assuming vaccines work and the take up rate is 70%, it will take until 2022 to achieve community immunity.

Looking ahead, glove companies will be reporting super profits until 2022. Therefore, if you believe that recovery wont be even and comes with hiccups, gloves are best choice

Probably why Pfizer CEO and Moderna top executives including major shareholder Merck sold their shares. They probably knew mRNA vaccines triggers allergic reactions. Allergies are prevalent in the west. If you been to US or Europe you will lnow that. Gluten, lactose, peanut, crustaceans etc

Market looks forward argument

Market will find its equilibrium. Gloves went soaring high and other stocks were sold down. Now there is vaccine which offers hope that it is a start of recovery. Market has factored that in. Market has also priced in US FDA approval and some roll out of the vaccines. However, market now is pricing in side effects, confidence challenge and scaling up issues. It will take time. Assuming vaccines work and the take up rate is 70%, it will take until 2022 to achieve community immunity.

Looking ahead, glove companies will be reporting super profits until 2022. Therefore, if you believe that recovery wont be even and comes with hiccups, gloves are best choice

https://www.thecity.nyc/2020/11/25/21720876/de-blasio-behind-covid-mask-glove-ppe-stockpile-new-york

https://www.thecity.nyc/2020/11/25/21720876/de-blasio-behind-covid-mask-glove-ppe-stockpile-new-york

Arsene, please be a decent man/woman. No point posting these pictures. Glove believers also has tonnes of pictures with vaccines being done with gloves. You may have your motives. But trolling retailers is not a game. Your aim to buy cheaper by stoking fear and panic but i think it may not be successful in the long run. Enjoy while you can. No wonder Arsenal is almost at relegation zone..

Slow accumulation until 21/12. Superman’s super results in Jan 2021. From what I understand from TG slides, US CBS report is that most gloves goes to testing. Vaccines will not eradicate testing because even with vaccines, you will need testing. Every test, one pair of gloves. Democratic senators yesterday raised concerns that testing is still lacking in US. Expect Biden administration to ramp up testing and vaccination efforts. That is just the US.

TA sometimes a good indication of sentiment but FA is the most reliable gauge of health of the sector and company. Market does look forward but how far is anyone’s time horizon. Funds need to deliver on quarterly and yearly basis. They are the ones that move the markets. They buy quietly at the bottom known as ‘accumulation’. Once TA picks up the indicator such as MACD, RSI, traders help to push it higher. That’s pretty much the market rotation.

So, Supermax is in accumulation. Decide wisely!

This looks like a real long term recovery. Rather than pump and dump. Real recovery starts like this

https://www.wsj.com/articles/u-s-supplies-of-covid-19-ppe-fall-short-of-targets-11607509800

https://www3.nhk.or.jp/nhkworld/en/news/20201208_44/

Japan faces gloves shortage

And you a sharing The Edge article from February 2020!!! Seriously? Tell me what is MAYBANK’s dividend past 3 quarters ?

Danny Archer. You think maybank can replicate tht ? What is the dividend Maybank has given for the past 3 quarters? Dont talk about history because this is pandemic time. Maybank’s PAT has been flat so far.. how can they maintain 6% payouts??

Calm down my friends. Topglove’s dividend yields are something that cannot be matched by other stocks in Bursa. Funds will have to invest for the yield. Just hold tight. Epf has started buying. Its the panicky contra retailers causing the massive swings. Look at Harta. Low retail participation and EPF is supporting it. If gloves no longer in radar, sure Harta will get sold down too. To recap, yields are very important for big funds like EPF and KWAP, dividend funds, insurance funds and mutual funds. So be patient

Patience!!!! EPF bought 1,600,000 shares on 4/12 after days of selling. The rebound yesterday had institutional support. Should see some follow through buying tomorrow

4/12 EPF bought 1.6 million Topglove shares. The start of the buying.. so its not a sell all event for EPF. They were just taking some profit off for the year

Its very easy to come out barking on a red day and go hiding on a green day. Doesnt take a genius to do that. But they speak like they know what is going to happen tomorrow.

https://www.cnbc.com/2020/12/09/pfizer-jab-warning-for-people-with-history-of-significant-allergic-reactions.html?__source=iosappshare%7Cnet.whatsapp.WhatsApp.ShareExtension

https://www.cnbc.com/2020/12/09/pfizer-jab-warning-for-people-with-history-of-significant-allergic-reactions.html?__source=iosappshare%7Cnet.whatsapp.WhatsApp.ShareExtension

You know how many mat sallehs with peanut allergy? International schools in KL dont even allow kids to bring peanut butter or any other peanut based food to school

Buy on rumuor and sell on news would have been true if the stock price has been climbing weeks before the earnings announcement. Here it was the opposite. It was beaten down purely on bad sentiment. Now sentiment will slowly recover and with the astronomical EPS growth, it will go up for sure

RHB just downgraded Malaysia’s growth rate for 2021. Well what that means is banking, tourism, aviation is expected to still struggle in 2021. The only silver lining in Malaysian economy is rubber gloves. Just look at Topglove’s PAT and profir margin. Bear in mind that Supermax’s margin is a lot higher than Topglove. Make your own conclusions

Topglove PAT 2.4 B!!!

PAT 2.4 B!!!’n

Vaccine and glove counter comes under Healthcare. That is why whenever gloves down, pharmaniaga and Dpharma is also down. No, im not talking about goreng counter. Talking about The real pharma companies. Mass vaccination will benefit gloves and real pharmaceutical companies which has a real role to play in manufacturing, storage and distribution of vaccines. Vaccination will lasts until 2023 according to consensus

Dpharma was not suppose to be doing JV to bring the vaccines in. They are Solution, Bintai, Myeg he is referring to. Pharmaniaga and Dpharma was meant for packaging and distributing since they are genuine pharma players with existing supply chain

UK starting vaccination tommorow and their PPE stock BUNZL PLC closed GREEN. Mercator up 4%

@RealTrader. Thanks. Everyone holding glove stocks or planning to buy gloves please watch the latest cbs news ive posted above. Actual reality of the business

https://www.cbsnews.com/news/nitrile-glove-shortage-covid-19-vaccine-60-minutes-2020-12-06/

https://www.cbsnews.com/news/nitrile-glove-shortage-covid-19-vaccine-60-minutes-2020-12-06/

Yup bro Toneefa. I can see the triangle breakout bikini. Those on tradingview click MA Cross signal. See it for yourselves

Recovery stocks are all at overbought territory. Gloves are oversold. Fundamentals are with gloves. Wont take a genius to know which one will move up.

Dear *SUPERMAX CORPORATION BERHAD (SUPERMX 7106.KL)* Shareholders,

*SUPERMX* declared a Final dividend via share dividend distribution on the basis of one (1) treasury share for every forty-five (45) existing ordinary shares.

*Ex-date:* 07 Dec 2020
*Entitlement date:* 08 Dec 2020


*Securities Crediting Date:* 05 Jan 2021
Kindly check your portfolio after 5 Jan 2021.

Red Hammer formed. For the TA fans, you know what it means. EMA cross signal also triggered.

Those who threw, i banyak kesian you all.. knowledge is wealth. 7.80-8.00 big fish sudah sapu.. tomorrow bonus share will come in..

Price is after ex. Tommorow end of day you will get share dividends. Your average will reflect accordingly

https://www.theguardian.com/world/2020/dec/06/one-in-three-unlikely-to-take-covid-vaccine

Malaysian rubber glove year of mixed fortunes
https://newswav.com/A2012_QRKA35?s=A_dCxlaR1

Read this article especially the last parts. Ignore the naysayers

Number of Covid-19 deaths could nearly double by April despite vaccines
https://www.cnbc.com/2020/12/05/covid-19-deaths-could-nearly-double-by-april-despite-vaccines.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

Enough said. Never time the market. We cant beat it. Keep investment safe and simple.

Also, because of heavy retail participation at this stage. Price goes up a bit many wants to quickly dispose and get out. Quick buck is the market theme. Panic buying on Monday and panic selling on Friday or slightest news.
That works for the operators well. They induce sell on Friday pick up cheaper and load on Monday. The cycle continues. But historically share price of a company with growing EPS and healthy balance sheet will always go up. Reason is for IB, if i buy a good company and lose money, i wont be fired because it wasn’t my fault entirely but if i were to buy a company purely on speculation, i will lose my job.

The last round of share dividend, the share price was at RM20high and post ex it was RM10. After that the selling was so intense in people wanting to cash out. It went as low as RM5.70 before rebounding strongly. Some investors may think the dumping may be worse this round. However, now the stock is on a oversold position and bonus is not 1:1 but 1:45. But still, i think Malaysian investors won’t appreciate bonus shares as they are not long term investors. Dapat saja terus buang. Supermax should seriously consider stop bonus shares issuance and do cash dividends instead.

https://www.theedgemarkets.com/article/covid19-vaccines-do-not-remove-need-wear-masks-gloves-keep-distance-%E2%80%94-chief-physician

https://www.theedgemarkets.com/article/covid19-vaccines-do-not-remove-need-wear-masks-gloves-keep-distance-%E2%80%94-chief-physician

It is very wrong to compare Hengyuan to Supermax. Hengyuan is a commodity driven stock and its EPS swings from positive to negative and vice versa. Supermax is consumer product with cyclical exposure. The question is the duration of the cycle which is confirmed to be up to 2022 based on pre orders. Earnings visibility is clear. Value stocks will grow after their balance sheets get better after the economy recovery in 2022. Until then gloves are most profitable.

https://www.medscape.com/viewarticle/942064

PPE shortage becoming worse