Thank you to the sellers @ < 11.40 early this morning. I am a non smoker but happily accumulating more. It is once a lifetime opportunity to be able to buy at double digit dividend yield when FD interest rate going forward will be heading lower and lower :-)

May I advise you not to fight the impossible. Tourism & Aviation sectors will definitely face the full brunt of the hit from such outbreak like Covid-19. Patience Is A Virtue. Wait until a reasonable level that Everybody Will Buy.

“Investing” is medium/long term in nature. Based on 1 Year time horizon, we will know the exact Winners & Losers. Watch this space on 1 January 2021 & the actual result will be crystal clear.

Too late now. Old man need to sleep now :-)

Too late now. Old man need to sleep now :-)

Too late now. Old man need to sleep now :-)

Even if Covid-19 peaked by end of February 2020 (which all of us should pray for), SuperMax is guaranteed to Outperform in 2020. A quick conclusion of Covid-19 will result in SuperMax trending even higher whereas a protracted Covid-19 will be disastrous for global economies as it will create supplies disruptions and will not be good for glove sector too.

Newspapers like to sensationalize matters. China has been more transparent nowadays as compared with the SARS era. An easy statistical comparison will be the mortality rate outside China. Unless Covid-19 mutates, the mortality rate is still similar to that of a Flu epidemic.

Newspapers like to sensationalize matters. China has been more transparent nowadays as compared with the SARS era. An easy statistical comparison will be the mortality rate outside China. Unless Covid-19 mutates, the mortality rate is still similar to that of a Flu epidemic.

In this environment of low interest rates (getting lower soon), I have doubled up on my total investment in BAT for double digit dividend yield in view of the knee jerk reaction on MSCI exclusion today. All these negative noises are good for lower average price accumulation & hopefully if it trend lower, I can tripled up on the total investment since there are limited stocks to invest in due to Covid-19.

Keeping 100% Cash is never a good move in the environment of low interest rate (getting lower soon). It should be 50% (Cash/Bonds) and 50% on a portfolio of Glove & glove related counters plus high dividend yield counters with strong balance sheet/fundamentals. Crisis = Opportunities but share portfolio re-balancing should have already been initiated/adjusted at the onset of Covid-19 so as to be in a comfortable first mover advantage position.

Covid-19 & Airbus matters are completely 2 separate issues. Main significant impact is Covid-19 on the Aviation sector & EPF started selling even prior to the negative news on the Airbus matters.

EPF did a fantastic move by disposing off their substantial stakes in AA since December 2019, at the onset of Covid-19. Based solely on the evolving developments of Covid-19 on 2020 profitability (losses) coupled with the details as set out in Focus Malaysia in respect of the “Airbus” matters, newbies should not be tempted to “bottom fish” even at current price.

Everyday lower prices. Once price almost like buy one get one free (Post Special Dividend price), then Everybody Can Buy.

For LuxChem, no worries. Stay invested. This QR to be announced this month is a non event as it is prior to the impact from Covid-19. QRs to be announced in May, August & November are the ones worth watching that will propel it to greater heights :-)

For SuperMax, no worries. Stay invested. This QR to be announced this month is a non event as it is prior to the impact from Covid-19. QRs to be announced in May, August & November are the ones worth watching that will propel it to greater heights :-)

Main reason should be the presence of WHO personnel this week and a revision to a more accurate and reflective Statistics. CCP have been transparent and endeavoring to do their best in such extreme and exceptional circumstances. We must appreciate that their strict lock-down in their respective cities is to minimise the impact of spreading to other parts of the World.

In case newbies get confused, “Vaccine” term is just a joke as I have always been using the term “Tri-Vaccine” as my maximum investment/exposure in SuperMax , TopGlove & BAT at the onset of Covid-19. Luxchem as an additional hedge due to the evolving Covid-19 and a Cash rich penny stock @ 0.515 . Also, mainly due to glove sector related as big suppliers to TopGlove & Kossan.

“Vaccine” term is just a joke as I have always been using the term “Tri-Vaccine” as my maximum investment/exposure in SuperMax , TopGlove & BAT at the onset of Covid-19. Luxchem as an additional hedge due to the evolving Covid-19 and a Cash rich penny stock @ 0.515 . Also, mainly due to glove sector related as big suppliers to TopGlove & Kossan.

“Vaccine” term is just a joke as I have always been using the term “Tri-Vaccine” as my maximum investment/exposure in SuperMax , TopGlove & BAT at the onset of Covid-19. Luxchem as an additional hedge due to the evolving Covid-19 and a Cash rich penny stock @ 0.515 . Also, mainly due to glove sector related as big suppliers to TopGlove & Kossan.

Caveat : I bought loads of Luxchem at 0.515.

Caveat : I bought loads of Luxchem at 0.515.

As I mentioned earlier, the trial “Vaccine” Luxchem @ 0.515 ( just like “Remdesir”) as a hedge to Covid-19 will be the best penny stock alternative exposure to the glove sector :-)

This trial Vaccine ( just like “Remdesir”) as a hedge to Covid-19 will be the best penny stock exposure to the glove sector as I said earlier.

In addition to the “Tri-Vaccines”, not forgetting that the other good hedging stocks & my new trial vaccines as mentioned previously could well be successful too. MYEG @ 1.10 (Anti-Virus) & LuxChem @ 0.515 (“Remdesir”).

My trial “Vaccine” seems good based on today’s trading pattern. Definitely a good proxy for the glove sectors in view of Covid-19.

Peaking or worsening ? Likely to be latter for such long delay.

My SUPERman acquired at the perfect bottom fishing price of 1.33 & TOPman @ 4.30 :-) It will definitely be “bumper harvest” once Covid-19 fully contained and fantastic QRs reflected in 2H of 2020. The annual % Tri-Vaccine portfolio returns is just going to be exceptional :-)

If BAT drops to 5 or 50 cents, it will be Armageddon for KLCI. As I said earlier, I have the perfect Tri-Vaccine for Covid-19 :
BATman (Oseltamivir)
SUPERman (Ritonavir)
TOPman (Lopinavir)
Happy Investing - Time & Tide Waits For No Man

https://www.ggrasia.com/strong-chance-macau-casino-shutdown-extended-bernstein/

The big question mark is what is the Singapore Government & Task Force doing based on this new Cluster with confirmed cases ? Johor/Malaysia at risks too.

Exactly. The big question mark is what is the Singapore Government & Task Force doing based on this new Cluster with confirmed cases ? Johor/Malaysia at risks too.

Effectively, COVID-19 can spread asymptomatically based on Case 46 in Singapore as the Casino staff commutes daily between JB & Singapore with all the thermal temperature controls at both Malaysia & Singapore Immiigrations & Casino.

Effectively, COVID-19 can spread asymptomatically based on Case 46 in Singapore as the Casino staff commutes daily between JB & Singapore with all the thermal temperature controls at both Malaysia & Singapore Immiigrations & Casino.

https://www.klsescreener.com/v2/announcements/view/3106854
Not the right timing for “bottom fishing” as yet. Beside significant EPF Balance shares to be sold until Zero position, all the recent Travel Alerts pertaining to nCoV will result in flight tickets booking cancellations and significant drop in ticket sales.
Value investors will still have to wait until nCoV peaked and fully contained. Then it will be :
Betul-Betul Murah ;
Everyone Can Buy.

In view of nCoV, the strict controls and procedures to ensure no “re-export” and hoarding of controlled food items across all Immigration & Customs checkpoints will definitely curtail the illicit smuggling of cigarettes in 2020. The illicit cigarettes % will start to drop significantly in 2020 onwards.

Not the right timing for “bottom fishing” as yet.
However it will soon be :
Betul-Betul Murah ;
Then Everyone Can Buy.

EPF has been selling aggressively based on their Bursa Announcements for the past few days. If the intention is to exit AA in totality, there will be approximately 178m shares (~ 5.3%) to go and EPF will then be at Zero position.

Facts are facts so long as it is not fake news. No two ways about it. It is worse to encourage newbies to buy by concealing relevant information.

We have to be realistic. No one can predict with any degree of certainty as to when we will hit the “inflection point” for this nCoV outbreak. We must hope and pray that it is controllable, preventable, and curable soon.

We have to be realistic. No one can predict with any degree of certainty as to when we will hit the “inflection point” for this nCoV outbreak. We must hope and pray that it is controllable, preventable, and curable soon.

The probability of daily death numbers still increasing and number of infections above 2,600 is 100%. The numbers will not dipped below 2,000 so soon (100%) but hopefully will peak between mid to end February. Let’s all pray that this outbreak can be contained as soon as possible.

The probability of daily death numbers still increasing and number of infections above 2,600 is 100%. The numbers will not dipped below 2,000 so soon (100%).

20 Container Scanners at Customs Points. This year's duty on tobacco and alcohol imports also expected to be increased.

Soon It Will Be :
Betul-Betul Murah ;
Then Everyone Can Buy.

Government will need more tax revenue in view of nCoV. In addition, the exponential growth of illicit cigarettes and cheaper cigarettes prices/pack will result in higher number of young smokers. The only way forward is to curtail the illegal cigarettes trade expediently.

Exactly. The main problem facing BAT is the illicit cigarettes smuggling. With the stringent immigration and customs administration taking place in view of the current nCoV, the illicit cigarettes trade can be significantly curtailed.

For stock investing, whilst all issues are relevant, the most important factor will still be PROFITABILITY/Valuation.

For stock investing, whilst all issues are relevant, the most important factor will still be PROFITABILITY/Valuation.

For stock investing, whilst all issues are relevant, the most important factor will still be PROFITABILITY/Valuation.