1)Us hospitalization rate : down for last one month
https://www.bloomberg.com/graphics/covid-19-hospitalizations-us/

2)Global Covid Cases: drop to < 400k per day, lowest since oct 2020
https://www.worldometers.info/coronavirus/

3)Vaccination Rate : 100 million (~1 month),4-5 milliion a day
https://ourworldindata.org/grapher/cumulative-covid-vaccinations?tab=chart&stackMode=absolute&time=earliest..latest&country=~OWID_WRL&region=World

Sharing of data for everyone to figure out if the projected ASP will hold with current scenario and will there be changes in TP projection by fund managers. Make your own correlation and challenge the assumptions

The wish is for everyone to invest wisely and prosper. Everyone deserves that . Very important to look at economic fundamentals that make sense and do not get burn in case the risk of your investment goes up once the pandemic tapers off in the 2nd half. Gloves demand that is not met now will not be a demand back log . The global medical fraternity has ways to reduce the usage of gloves/ppe during the current shortages. The demand will greatly reduces after Q3 and so will the ASP. Nobody should hope for this pandemic to continue. Invest wisely with clear objectives in mind.

Covid cases 389K yesterday, below 400K since early oct 2020, the down trend reversal is very clear and with current vaccine inoculation of ~100 million one shot as of 1 Feb. Roughly around ~4 million shot per day expected globally. The pandemic trajectory is on a right track and I don't see any deviation from what WHO is projecting. I do not think earnings of PPE can continue to sustain beyond 3rd quarter 2021.

https://ourworldindata.org/grapher/cumulative-covid-vaccinations?tab=chart&stackMode=absolute&time=earliest..latest&region=World

64 Million vaccinated so far. Good place to track your investment risk.

EPF interest payment will be in the funds itself. Most likely on the I Sinar withdwrawal as the extra physical withdrawal compare with the usual retirement . With current price PE ratio drop to around 15-16. Should not be overly concern. No harm going in at this price. The company revenue and earnings is still intact, unless major happens. Good Luck

Dividend around 4-5% but recent last year the payout % is very high up to 90% of their earnings, meaning not sustainable if the pandemic continue for next few years. Not likely but the risk is still there

RSI around 20 and MACD -0.04 trending, seems reversal signal is stronger. Anyway your choice .

Tenaga is for long term. Monopoly utility and with PE ratio of 18-19 for a utility sector, the downside is not a concern. Where else for Khazanah/EPF and other institution to invest for long term growth if not TNB? They will not gamble everything on glove stocks or where the industry growth is only guarantee for a year more or based on hearsay trending.

The FD rate will be at 1.6-1.8 % and projected to be low for the next 5 years. At low interest rate scenario, investing for those that is risk averse will seriously consider TNB and BAT for its dividend and low risk profile, entry to this industry will be difficult unlike industries such as gloves and other lower tech industry. I see good opportunity at this 10.00-10.50 range, hold it.