Eh if you guys truly believe vaccine will end Covid immediately, go buy Dpharma or Pharmaniaga. Buy they are not moving also. IBs just got you fellas to do window dressings for them in bank, genting and airsia

Gold was crushed when Pfizer’s results came. Now Gold is only down 0.02%. Market has priced in vaccine. Vaccine may be a 2022 successful story but until then the fact remains that we are in the middle of a pandemic!

WHO Chief himself said vaccine wont solve Covid. Dont be delusional

Risk of reinfection is always there. UK PM had to be reisolated again after contact with a covid case. If it grants prolonged immunity why is the top doctors there advised Boris Johnson to isolate. This is one key issue none of the vaccine has adresssed and stated that they need more tests to be done. This kind of premature announcement only gives them opportunity to sell their shares later

https://www.cambridgeindependent.co.uk/news/what-do-we-know-about-covid-19-immunity-and-reinfection-9130121/

When Pfizer announced the trial results, Dow Futures popped 1200pts and rallied to 1500pts. Today, Moderna’s announced ans Dow Futures only up 480pts. Markets have largely priced in this Moderna story.

Harta formed a big hammer. RSI is oversold. The rest form your conclusion

The moment RHBIB7 said Supermax will go bankrupt and delisted, you can take a good guess what are these people up to..

The big question is who has been buying recovery themed rally is foreign funds are selling. Retailers!

Thursday and Friday was a net buy for FF so guess what are they buying from selling retailers.

Most retailers jumped on the recovery theme thinking tht foreign funds are buying it. Party there whll end soon when banks start releasing their financial results

https://www.theedgemarkets.com/article/foreign-investors-sold-rm24632m-last-week-says-midf

Sai Trang up 5.6%

Best time to accumulate a stock heading to KLCI is on weakness and pessimism is high.

Yup. Cimb is shit now. Every Monday morning will collapse. The quality are going down after the CGS group came in

https://www.bbc.com/news/health-54949799

Şahin said the scientists would have a better understanding of the vaccine candidate’s impact in slowing transmission “in a few months” following further analysis of the antibody response in trial participants.

BioNTech has said previously that some crucial questions regarding the jab’s efficacy will only be answerable in the coming weeks and months. Establishing for certain whether it can also stop asymptomatic infections could take up to a year.

It is also not known how long immunisation will last once the vaccine has been taken, but Şahin said on Sunday the jab could be required “every year, every second year or every five years”,

https://www.scmp.com/week-asia/health-environment/article/3109797/why-pfizer-biontech-vaccine-no-cure-all-coronavirus

https://www.scmp.com/week-asia/health-environment/article/3109797/why-pfizer-biontech-vaccine-no-cure-all-coronavirus

https://www.scmp.com/week-asia/health-environment/article/3109797/why-pfizer-biontech-vaccine-no-cure-all-coronavirus

The market has already priced in Moderna. They will pick any number higher than 90%. But since Sputnik Russia says 92% so Moderna will choose 93% and above. Americans cant lose to Russians. Have seen that in the Hollywood movies

https://www.thestar.com.my/business/business-news/2020/11/13/markets-already-pricing-successful-moderna-vaccine-shot

Mercator, mercator Mercator..
let me tell you about Mercator.

YTD gain for Mercator is 6279%
Mercator rebounded strongly from 412 on 10/11 and settled at 498 on 13/11.
With such strong rebound, 6% is just a small correction for a high beta stock such as Mercator.

Let’s understand the facts first bros. Based on many research house reports, glove are selling months ahead and Supermax’s order book based on elevated ASP is fully sold out. Customers are paying deposits upfront to the tune of 50%. If you have friends in glove companies, please do ask them to verify. I have asked them.
On a best case scenario that FDA and WHO approves a vaccine, it will again result in astronomical demand for gloves to administer the vaccine. Most of them require at least 2 shots per person. If the orders has been sold out, ASP can again be increased exponentially to whoever needs it the most. It makes business sense to do that. Vaccines will not reduce cases dramatically. According to medical experts like Dr Fauci, we cannot possibly eliminate Covid. We can only bring it under control. Long story short is vaccine will probably reduce cases and Covid Virus will decide for itself when it will go dormant. Until then, i will only feel safer if my barber, waiter, cashier at the supermarket uses gloves to serve. Reopening story will also benefit glove makers.

https://abcnews.go.com/Health/coronavirus-vaccine-race-past-missteps-serve-cautionary-tales/story?id=71069833

The hardest part of vaccine research and development is the manufacturing – scaling up,” said Dr. Paul Offit, author of The Cutter Incident: How America’s First Polio Vaccine Led to the Growing Vaccine Crisis.

The hardest part of vaccine research and development is the manufacturing – scaling up,” said Dr. Paul Offit, author of The Cutter Incident: How America’s First Polio Vaccine Led to the Growing Vaccine Crisis.

https://abcnews.go.com/Health/coronavirus-vaccine-race-past-missteps-serve-cautionary-tales/story?id=71069833

Wow! EPF mopped up 27 million worth of Topglove shares on 10/11 when the share price dipped. Buy when its cheap. The more you hear people force you to sell glove shares, you do the opposite!

Bill Ackman made a killing at the start of the pandmic. He views vaccine news is bearish as people will underestimate the virus and it will spread even worse. So he is placing similar bets.

https://markets.businessinsider.com/news/stocks/billionaire-investor-bill-ackman-pershing-square-hedges-pandemic-3-billion-2020-11-1029791140

The glove shares are consolidating. Projecting the next move. Fundamentals are with it. Let’s see.

Stock market is about transfer of wealth of the impatient to the patient

Volume still low. Retailers playing ding dong. Big fishes haven’t come in yet.

Supermax’s Top 20 shareholders. Vaccine didn’t jitter these funds. Full of professional fund managers. Apa takut

State Street Emerging Markets Small Cap Active Non-lending Qib Common Trust Fund 111.11
Prulink Equity Fund 109.76
Vanguard Emerging Markets Stock Index Fund 109.14
DFA Emerging Market Core Equity 107.27
State Street Bank & Trust Company 82.5
UBS AG 80.01
East Point Ventures Sdn Bhd 74.28
Florida Retirement System 74.02
National Trust Fund 69.6

Value (M)
Thai Kim Sim 2419.22
Tan Bee Geok 1790.74
Citibank New York 301.05
Tan Geok Swee @ Tan Chin Huat 202.68
Valuecap Sdn Bhd 176.94
CIMB Bank Berhad 175.46
Public Islamic Opportunities Fund 134.08
California State Teachers Retirement System 128.46
Vanguard Total International Stock Index Fund 112.87

Edwin yap, we the glove lovers heard you. Thanks for the free advise. You may leave and decide to put your money wherever you want. Glove holders believe that we have our expectations supported by fundamentals.

RHBIB7 If continues like this, no more retailers and fund managers in Supermax,
then Supermax = dead water

......................................................................
Dude, come on. Buying or selling is personal choice but jangan hati busuk la. Go check the Top 30 shareholding in Supermax. California State Pension, Vanguard, Nomura etc

If they buy or sell, the movement wont be like the volume today. Mau tipu pun kena lah pandai sikit

Pfizer and BioNTech cannot immediately apply for emergency authorization from the Food and Drug Administration (FDA) because agency guidance requires them to collect two months worth of safety data from at least half the patients in the trial, which will be by the third week of November.

Moderna's vaccine is being developed in concert with Fauci's National Institute of Allergy and Infectious Diseases, and with nearly $1 billion worth of funding from the federal government.


* Moderna also Early Data. Have to wait for few more months. Yesterday Nasdaq rebounded strongly. Zoom is which is pandemic play rebounded strongly. Pandemic’s darkest months still ahead

https://www.thestar.com.my/news/nation/2020/11/11/announcement-on-loan-moratorium-extension-withdrawal-from-account-1-of-epf-will-be-made-soon-says-shahidan?fbclid=IwAR0x4xLTr4KhfRIDFQsjvVG5ox_TTj8nHy7NXZkXfZCBRCCTxkxx0KBKZSc

Yesterday stay at home and tech got hammered in US market. Today pre market show Peloton and Zoom is recovering. If closes green, its a reversal. Which means, reality sinking in

https://www.malaysiakini.com/news/550335

DG of MOH says that they want to see clinical data first. Im sure that is what every health authorities wants to see. Something that Pfizer has not produced. He also mentioned that storage is a big issue

Mercator recovered from low of 420 to 480 now. Market probably recognizing PPE shortage is a fact.

TH sudah SBB. Dato Seri Stanley tunggu apa lagi. Haha

Budget wont get passed without moratorium. Haha. Come back to gloves mate

Mercator is not Supermax la! Mercator like bullet train.. go up fast and come down fast. Supermax’s movement not as erratic as Mercator

Will gloves support the prices via SBB? Golden question

Banks are going to fall. Najib is holding PN to ransom. BN will not support budget without 6months moratorium and 10k EPF withdrawal

Read the article above and digest vaccine news properly. Otherwise you are going to trade based on emotions. Fear and greed. Vaccine is a great news. We badly need it but rollout to the population if it get cleared is only later half of 2021.

The Coronavirus pandemic ‘is about to explode’ before therapeutic counterattack, Gottlieb says
https://www.cnbc.com/2020/11/09/the-coronavirus-pandemic-is-about-to-explode-before-therapeutic-counterattack-dr-scott-gottlieb-says.html?__source=iosappshare%7Cnet.whatsapp.WhatsApp.ShareExtension

Airasia wont recover until 2022. Pfizer need storage at super cold facility. Logistics need to be built first. Asia’s temperature is much higher. Our best bet is on China vaccine. Please dont chase higher. Be rational