James Bond -Smart money moving into smart places besides gold. As good as gold around the world.

Really

Sputnik is a rocket.

5G

Only cure, masks, gloves, ppe, social distancing and isolation and lockdown. Vaccines......be quick. How many will die before they get vaccinated. What if the virud mutate with new penetration strategies - resistant to vaccines.

Situation very dire. No cure for new variants. Remsidivir not working. Plasma antibodies not working....

Technically uptrend. Turns profitable . Eps on a good year is 18c with tech alone. Now with health business. Was first off the marks.

Time to buy gloves. Oversold. Rampant spread of covid. Big second wave. Big boys are just shortcovering or accumulating. Dont speculate.

So little cars on the road then start moving....

Difficult to penetrate.

The rabbit taking its nap.

Dont comment... they know you are vested. Comment based on technicals and fundamentals and hard news. IBs have a lot of firepower . So dont light your torch at night.

Deeply oversold

Lizard tail still wriggle after cut off. Supermax and Topglove have been electrocuted time and again but they are still bouncing up and down. Are they dead cats? Need to us JP Morgan.

Deeply overbought

Open on Monday , We will sell TG to JP Morgan at RM3.50 or less. Poor contra fellows. I am not contra. Will believe they are the next unicorns of Malaysia. In fact MY govt should give them some vaccine contracts for donating to vaccine funds or give them opportunities to invest in vaccines or other growth industries. Maybe buy local condom .

If comes out tomorrow that Topglove has decided to buy into a succesful vaccine company, Topglove price will be different. How can JP Morgan analysis hold? Topglove is cash rich in this pandemic.

Robert Kuok became Sugar King. But with the supernormal profits Pelangi has invested in many succesive businesses. IOI from palm oil has diversified into properties. 2000 and 2021 supernormal profits are confirmed. Are the companies wrong to reinvest their profits in increasing production lines... if so it is still not too late to change course but if the prices continue to rise, the warrant issuers will have a problemt so this is the conflict .

How they reinvest their supernormal profits is the issue. Hartelega thinks it is wise to reinvest in more production. lines. Topglove thinks it is wise to use money to buyback their shares. Mahsing thinks it is wise to just invest in gloves. Are insiders more stupid than JP Morgan. But how they invest their supernormal profiits will determine their future prices instead of what JP Morgan says. They assume the compnies will do status quo which is untrue as every entity reacts even to any quiver. JP Morgan may have underwritten the call warrants.

Too many warrants issued in Malaysia for a stock. Mostly call warrants. Should be 50 percent calls and 50 percent puts.

One massive 2nd wave in the world. Maybe many will die like flies before they get innoculated. Stsy safe Stay Strong.

Charts show all gloves stocks deeply oversold.

The Vaccine stocks esp solution etc are in very overbought state so have to digest at least for a week . HWGB is not overbought but due to the high volume on Friday, a lot of throwing out. The news is good. If Govt decides to buy the vaccines from HWGB , should do well.
Anyway polio vaccine for children and also halal. Results coming out soon, I believe.

It is all momentum play. When you stop wearing mask then you can stop wearing gloves.
Gloves all paid up till end of 2021, After 2021, then you will see whether you can see the demand. Maybe you need gloves to serve or prepare food even. .m

Paktua, can still catch soln and bintai. I see retracement for soln for me to reenter

At least worth RM 10

Some companies without any profit and no PE because no earnings , can be sold even at elevated stock prices , with no questions asked . Like Blumont ,Asiason and Liongold in Singapore Exchange. Goreng up by Malaysian maverick John Soh. But Supermax and Topglove....too expensive.

Cannot project till 2022/ 2023. Visibility until end 2011 , eps at least 1.20 . PE 10 very conservative. Or else can fund from cash flow. 4 billion.... profit.... Glove kings ...Cash Rich ...depends on how reinvest your profits.
Only in 2022 , then maybe some visibility... by then we can assess whether they have over invested or wisely diversifed.

I like Airasia.... an app company now. Unicorn .

Push down to make panic holders sell, then if continue to float up to 8.18 again.....then suddenly swoop upwards.

If you believe there will be a vote of no confidence on Thursday and Muhiyideen loses , Sell or else Buy Gloves , Vaccine and Test kits.

HaHa , now you are illuminated

Foreigners like me will register to get vaccinated first. Some will fly in to Malaysia to get vaccinated. How cool

Ho Wah Genting too is giving the Come on signals. Very sexy

Kanger erupting from dormancy. I saw some smoke yesterday. Some lava was about to flow out.

World will experience a greater shortage of gloves ,see how the hospitals panick buy.
Topglove maybe out of action for months . Look at Singapore dormitory problem.

Top Glove is out of action. Created a short term shortage. Supermax and others will surge ahead tomorrow.

Projected 2021 Pe is less than 10. At pe 10....should be priced at , at least 12.00 currently.

Analyst predict until 2022/2023 as if we are buying futures. even futures there are prices for years and months.
When it reaches 2022and visibility is clearer then if ASP drops and demand drops drastically then sell .
Anyway world pop is increasing exponentially and we cannot predict will there be another pandemic... anyway they are using it for any check because of AIDS or other viruses.
Currently eps 0.30 qr 1.20 pe 10 price can be 12.00

Shares not shells.

On the fixing date, in the morning, someone was buying 400 + lots in each mouthfuls at least 30 -50 swallows. I feel some married deals of exchange of shells is happening. The swallows at price 222 is at a loss now. Who is that born loser ?

Mahsing involvement in vaccine is only part of the tale. look at LKL....has also zoomed up.Why? Vaccines?

All gloves stocks and health stocks ovesold. can check the technicals if you know....dont listen to hearsay

ASP is really cheap for developed countries because of MY ĺow currency value so that is why MY is in a very competitive position in gloves. Even if SG can make gloves , they cannot go into it because the cost price will be uncompetitive. In developing countries , maybe need to import from Bangladesh. Topglove can open one there.

today mahsing no horse run. boh bei chow. Red Horse . Run very fast.
I think Comfort and Rubberex is right behind. vested

Spiking with high vol ....confirm the floor hits. So be patient. No speculation.

GPA

The Wind Blows Where...... Remember the Game. If you did not get into a seat, you are out. In Bursa , Getsglobal Call the Shots

Aspen Medtech SGX..... up.

Next 2 weeks. Maybe Big Drama of Covid