rotate to vaccine players for the phase of bullrun.. as glove is already too high.. dphama and phama are the 2 GLC counters to benefit from vaccine filling..

rotate to vaccine players for the phase of bullrun.. as glove is already too high.. dphama and phama are the 2 GLC counters to benefit from vaccine filling..

rotate to vaccine player is safer.. as glove counter has gone up too high...
next play will be vaccine play!

logically rotation will be from glove to vaccine players.. in the next stage of the bull market

as glove shares taper off, it will rotate to the vaccine players...

vaccine production and distribution is closer than you think..
and they will confirm give it to dphama and phama...as they are GLC and will benefit PNB and EPF..
others so call phama vaccine players are just pure speculation...
as you need license to produce or mass manufacture/filled/package the vaccine, and only dphama and phama already qualify for that criteria..

Once glove taper off , vaccine leaders will be next play..
And the leader will be dphama and phama..
They also monopoly the drug supplies to government hospital..

Pnb holds ~ 51% , while epf ~10%..
so up to this 2 fund..
Do u think they wise to sell at $3...? :)
Or its wiser for them to shake out the weak holder ..
Then , once vaccine distribution goes on line.... they can easily take it to $10 to $15....just like kossan, supermax and top glove..
they can report better investment return..and make more for bumiputra...
So eventually it shld be $20...if phama and dphama is the leader in bringing the vaccine to msia ppl..
Hold tight.

Last week maybe the big players already collected maybe more than 50 million shares from retailer...below $3 is cheap..
Like supermax once upon a time was also $3.. before go towards $20
So nxt week high chance pushup or limit up !!

Vaccine u cant simply distribute.. just like drug..
U need approved company..
Only phama and dphama is the approved supplier for government hospital..

I think last week the big players push down and collected a lot..
Now with all the news , nxt week high chance will push up high..

Next week limit up liao.. last thursday to friday , already they push down. to collect...

https://www.thestar.com.my/business/business-news/2020/08/08/duopharma-eyes-packaging-for-covid-19-vaccines

glove counter drop.. by right this should go up.. Vaccine player!..

relax la bro.. u know this counter is already discount punya discount...
after the craziness of glove is over, and the craziness of those not even remotely related to covid..

investor should move into this covid vaccine play..dphama....monopoly in drug supply and also vaccine distributor..

https://www.thestar.com.my/news/world/2020/08/06/trump-says-coronavirus-vaccine-possible-before-november-3

this counter is made more complicated because the major shareholder is PNB follow by EPF..
the way fund trade is the buy and dispose, and buy and dispose..
so actions of this 2 fund, depending on what they do may influence the share price...
you can see how epf play kossan, disposing , buy , dispose, buy.... which then indirectly cause kossan share price for kossan initially lagged top glove and supermax... but in the end, kossan goes up to almost $20..also..

dphama fundamental is good, and they have monopoly in medicine supply to the government and hospital just like phama and also will be involve in future covid vaccine supply...

this counter will sure be like glove at a later stage... just that right now, somebody is playing with it..
one day up big , and one day down... shows got some big players playing

just need to be patient...the phama play just starting

vaccine getting closer.. latest fauci say by end of 2020 or early 2021

KUALA LUMPUR: Malaysia is in talks with China over a potential Memorandum of Understanding to ensure access to the COVID-19 vaccine when it is safe to use, said Science, Technology and Innovation Minister Khairy Jamaluddin on Wednesday (Aug 5).

Delivering his wrap up speech in parliament, the minister noted that China is among the countries that are quite advanced in the development of vaccines.

“I have had a video conference with my counterpart in China to discuss the possibility of signing an MOU for Malaysia to have access to the vaccine immediately.

“That is, if it is found to be safe and effective by the National Pharmaceutical Regulatory Agency (NPRA) under the Ministry of Health,” he said.

He added that Foreign Minister Hishammuddin Hussein will also be speaking with his Chinese counterpart on Wednesday, and the MOU as well as the vaccine will be on the agenda.

In a press conference on Jul 14, Mr Khairy said that Prime Minister Muhyiddin Yassin has agreed to allow government-linked companies Duo Pharma and Pharmaniaga to carry out the “fill and finish” process in Malaysia.

https://www.thestar.com.my/news/world/2020/08/06/fauci-expects-tens-of-millions-of-coronavirus-vaccine-doses-at-start-of-2021#cxrecs_s

https://www.thestar.com.my/news/world/2020/08/05/us-to-pay-over-1-billion-for-100-million-doses-of-jj039s-potential-covid-19-vaccine

Now best time to limit up...
Ada contract vaccine sebagai bonus..

Tomoro limit up?

I think dphama and phama will be like kossan, supermax and top glove..
So buy in early now still $3++..
By end of year maybe will be $6 , then next year may hit $15..

kita patut dah ada knowledge untuk produce vaccine.. bukan setakat membotol shj...

deal vaccine harus include knowledge untuk produce vaccine..

kalau sekadar membotol, mana ada value add...

tapi first priority harus sign deal untuk secure vaccine tersebut...

malu saja kalau indonesia lebih cepat atau boleh supply vaccine kepada kita kan?
kita harus lebih cepat...

Erick Thohir, Indonesia's minister for state-owned enterprises, said Bio Farma would raise capacity in the coming months and by year-end would be ready to produce 250 million doses a year.

"Let's trust the capability of our country. Don't doubt Bio Farma which has been proven, either to produce vaccines that are produced with international partners or vaccines produced solely by (them)," Thohir said in a statement.

Indonesia pun sudah boleh produce vaccine:

https://www.channelnewsasia.com/news/asia/indonesia-capacity-produce-250-million-doses-covid-19-vaccine-12989942

kita tunggu apa lagi?

harus sign deal untuk:
1)secure vaccine
2)produce vaccine
3)membotol vaccine

kalau boleh sign deal untuk transfer knowledge untuk produce atau membuat vaccine tersebut kepada : dphama/phamaN

https://www.fiercepharma.com/manufacturing/astrazeneca-to-supply-millions-covid-19-shot-to-brazilian-government-swamped-by-new

bolehkah kita panggil KJ untuk contact astrazenecas.. untuk sign vaccine deal?


https://www.reuters.com/article/us-health-coronavirus-brazil-vaccine/brazil-signs-agreement-to-produce-astrazenecas-experimental-covid-19-vaccine-idUSKBN23Y0NB

call KJ, tell him brazil, UK, USA , korea, japan, all already sign vaccine deal with major phama company...they will get the vaccine first..

bila kita nak sign?... to secured the 30mil vaccine for our population as first priority...follow by , rights or agreement to export to other country that needs it...

once sign the agreement , can limit up..

just think why company like advanta and careplus can go to $5...
why cant dphama go to $5..
it is a vaccine contract frontrunner.

US paling banyak sign vaccine contract... vaccine "hoarding"..dgn moderna, pfizer,astrazaneca dan macam macam vaccine producer
so msia patut dah sign sekurang kurangnya satu atau dua contract..dgn vaccine producer

negara2 lain semua sudah ada contract sign dgn vaccine producer...
so msia , yg pasti dapat ialah phama dan dphama..

limit up nanti.. mungkin vaccine manufacturing contract atau news..

NTA = $1.37

come join EG boat..
EG industries.. mask manufacturer.. only 70sen.. NTA = $1.37

since notion and hlt already limit up and not much activity..

so best time for EG to head higher , it is also a mask player...

all the best.

Can play EG.. also mask maker

https://www.scmp.com/week-asia/health-environment/article/3095863/philippine-coronavirus-manila-braces-lockdown-duterte

More mask needed as philiphine lockdown again..

only EG which the share base not so large and price still less than $1..
Mask producer in hot demand now

just have to know the NTA is 1.37..now still below its NTA..
those who sell can buy back later, once it limit up.. lol

notion already limit up , EG as a mask player will be the next limit up play...
now best chance for EG to go > $1++

and EG now only 70 sen way below NTA $1.37

notion already limit up , EG as a mask player will be the next limit up play...
now best chance for EG to go > $1++

NTA = 1.37 , sekarang baru 70 sen..
mask producer..

notion back to limit up.. so EG potentially 80cents++ today?.... still way below NTA....
mask producer.

still way below NTA

maybe next day limit up...