emsvsi

emsvsi | Joined since 2020-08-09

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

13

Threads

3,519

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3,519
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2021-01-15 18:24 | Report Abuse

Israel Vaccine Data Suggests Decrease in Covid-19 Infection Rate After First Dose

The early data, indicating a 33% decline, could offer lessons to other countries rolling out vaccination campaigns

Israel says it’s on track to vaccinate everyone over 16 by the end of March

By Felicia Schwartz and Dov Lieber
Jan. 14, 2021 4:10 pm ET

TEL AVIV—Early data from Israel suggests Covid-19 infection rates began to decrease among a group of vaccine recipients two weeks after they received the first shot of Pfizer Inc. and BioNTech SE ’s vaccine, offering important insights to other countries as they roll out their own campaigns.

The small country—whose roughly nine million population is about the size of New York City’s—has vaccinated nearly a fourth of its population in just under a month, the first country to hit that mark as it fights an upsurge in new infections.

Israel’s largest health-care provider, Clalit Health Services, compared test positivity rates among 200,000 people over 60 who received the vaccine with 200,000 that didn’t. Until day 14, there was little difference between the two groups. But after that, the data showed a 33% fall in infection rates among those who had already been vaccinated compared with those who hadn’t.

https://www.wsj.com/articles/israel-vaccine-data-suggests-decrease-in-covid-19-infection-rate-after-first-dose-11610658607

Note: 1st shot already reduced infection rates


Anti-vaxxers/Glovers: But infection rates and deaths are still increasing !

Ans: The vaccines were just administered - your body needs to produce the neutralising antibodies. In Feb/Mar you will start to see a decline...and then infection rates will drop off the cliff - yes all the way to zero as everyone is inoculated and immunity is achieved. No gradual decline. Think about what that does to glove orders and ASPs

Stock

2021-01-15 18:14 | Report Abuse

Israel Vaccine Data Suggests Decrease in Covid-19 Infection Rate After First Dose

The early data, indicating a 33% decline, could offer lessons to other countries rolling out vaccination campaigns

Israel says it’s on track to vaccinate everyone over 16 by the end of March

By Felicia Schwartz and Dov Lieber
Jan. 14, 2021 4:10 pm ET

TEL AVIV—Early data from Israel suggests Covid-19 infection rates began to decrease among a group of vaccine recipients two weeks after they received the first shot of Pfizer Inc. and BioNTech SE ’s vaccine, offering important insights to other countries as they roll out their own campaigns.

The small country—whose roughly nine million population is about the size of New York City’s—has vaccinated nearly a fourth of its population in just under a month, the first country to hit that mark as it fights an upsurge in new infections.

Israel’s largest health-care provider, Clalit Health Services, compared test positivity rates among 200,000 people over 60 who received the vaccine with 200,000 that didn’t. Until day 14, there was little difference between the two groups. But after that, the data showed a 33% fall in infection rates among those who had already been vaccinated compared with those who hadn’t.

https://www.wsj.com/articles/israel-vaccine-data-suggests-decrease-in-covid-19-infection-rate-after-first-dose-11610658607

Note: 1st shot reduced infection rates. Decline in infections to come in Feb/Mar

Stock

2021-01-15 17:18 | Report Abuse

Article is reproduced in full below:

Norway Warns of Vaccination Risks for Sick Patients Over 80
By Stephen Treloar and Lars Erik Taraldsen
January 15, 2021, 4:12 PM GMT+8

Norway says there are risks that Covid-19 vaccinations may be too risky for the very old and terminally sick, after 23 people died within a short time of receiving their first shot.

Of those deaths, 13 have so far been autopsied with the results suggesting that common side effects may have contributed to severe reactions in frail, elderly people, according to the Norwegian Medicines Agency.

“For those with the most severe frailty, even relatively mild vaccine side effects can have serious consequences,” the Norwegian Institute of Public Health said. “For those who have a very short remaining life span anyway, the benefit of the vaccine may be marginal or irrelevant.”

Norway has so far given at least one dose to about 33,000 people, focusing on those considered to be most at risk if they contract the virus, including the elderly. Most of the shots given are from BioNTec/Pfizer, with the Moderna vaccine now also being administered.

Note: Very old, terminally sick, very short remaining life

P.S. Biden is how old?

Stock

2021-01-15 17:00 | Report Abuse

The deaths are of old people who have chronic illnesses dont spread fake news actual old people including your non-Marvel adamwarlock parents god bless their souls are depending on it

Norway Warns of Vaccination Risks for Sick Patients Over 80
By Stephen Treloar and Lars Erik Taraldsen
January 15, 2021, 4:12 PM GMT+8

Norway says there are risks that Covid-19 vaccinations may be too risky for the very old and terminally sick, after 23 people died within a short time of receiving their first shot.

https://www.bloomberg.com/news/articles/2021-01-15/norway-warns-of-vaccination-risks-for-sick-patients-over-80

Note: Very old and terminally ill

Stock

2021-01-15 16:57 | Report Abuse

MGM reported losses in Sept 20 and it went up

I would be worried about gloves...'supernormal ultrahigh profits' that every aunty uncle ali abu also knows and...share price tanks ha ha ha

Stock

2021-01-15 15:58 | Report Abuse

You don't know how better don't spew crap ha ha ha. Look at how Maxis was privatised (at low) and the assets then relisted

Stock

2021-01-15 15:33 | Report Abuse

GenS makes up the bulk of GenT value. Daily traded value and volume is high. And it is climbing higher and higher...just monitor that it's the single most important indicator for GenT SG is Covid-19 free and have opened their borders

Stock

2021-01-15 15:30 | Report Abuse

He takes any private, and each on its own are undervalued and unique assets GenS GenM etc, immediately flip to ever ready Chinese investors...ha ha ha

Stock

2021-01-15 15:24 | Report Abuse

OPR cut is good for market...take out FD take on margin and go on Casino De Bursa ha ha ha

Stock

2021-01-15 15:23 | Report Abuse

Need to thank LKT don't privatise Genting Berhad...

At current marketp cap equal to Genting SG only, he buys GenT free GenM, GenP Power, Property O

Stock

2021-01-15 13:14 | Report Abuse

The worst news is already out. It can only get better

Hence the saying buy on worst news and why price actually went up on 12 Jan 21 after the news. You never buy on best news

Stock

2021-01-15 13:08 | Report Abuse

Glovers never understand

Tesla has been loss making forever (recently only made 'profits' due to green credits)

And yet look where it is

While gloves after every supernormal ultra high insert adjective profits have...

Remember it's always forward looking

Stock

2021-01-15 11:15 | Report Abuse

And for gloves if the trade goes against you, holding will only make it worse and you will lose more as time goes by and the value diminishes day by day

Stock

2021-01-15 11:13 | Report Abuse

Genting - the longer you wait, the higher the value. For institutional funds whose benchmark is 10-15%, buying Genting is a no brainer. Triple digit returns, whether 1 or 2 years will still give benchmark beating returns with little risk. Time is always on your side

Gloves - the longer the wait, the higher the vaccinations, the lower the demand especially spot orders, the lower the ASPs, the lower the profits, the lower the value. Time is never on your side

Stock

2021-01-15 10:50 |

Post removed.Why?

Stock

2021-01-15 10:50 |

Post removed.Why?

Stock

2021-01-15 10:44 | Report Abuse

Hopefully there's not another Anwar sending love letter to other MPs and Agong ha ha ha

Stock

2021-01-15 10:02 | Report Abuse

All welcome to join Genting for CNY Rally ! Dong dong dong chiang !

Stock

2021-01-15 09:42 | Report Abuse

There are many cycles which always repeat e.g. economic cycle and recession (10 years), stock market cycle, commodities cycle...

2009 Global Financial Crisis (GFC)
2020 Covid-19 Pandemic

2009 Year of the Ox (aka Super Bull)
2021 Year of the Ox (aka Super Bull)

2009 Mar RM3.08 (low) to 2011 Nov RM11.98 (high)
2020 Nov RM2.95 (low) to 2021 RM ????

After every recession Genting goes on a super bull run as the economy accelerates

History always repeats itself


Sincerely,
EMSVSI

Stock

2021-01-14 21:08 |

Post removed.Why?

Stock

2021-01-14 19:37 | Report Abuse

Malaysia is already under lockdown. Leisure sector is already seeing the full brunt of MCO 2.0. Other sectors are the ones who need to be careful...the ones who are still allowed to operate and may be told to shutter...or the sectors who will only feel the impact on a lagging basis...which have yet to be reflected in their share prices... And just like that you have learnt something new

Sincerely,
EMSVSI

News & Blogs

2021-01-14 14:06 | Report Abuse

Thought process for glove lovers

1. mRNA vaccines are 94-95% effective and the majority of US and EU countries are going for them

2. Over time more will be vaccinated and new infections as well as mortality rates will come down

3. Demand for gloves will fall, especially from the panic-buying spot / adhoc order market. The non-medical usage will never be able to make up for the pandemic. Then the (very high up to 10x normal prices) ASP's made up of the spot / adhoc orders will fall quickly. As the past has shown countless times in every pandemic

4. So the longer you wait, the more get vaccinated, the lower the demand and the closer you get to ASP's and spot / adhoc demand reversing to the mean / normal

5. You say, "but what about the next few quarters 'supernormal' profit?" I say it is one-off. And the correct question is which institutional fund will buy (and they are the ones who move the market) knowing that it will come down back to pre-covid levels, knowing that after they buy, who is going to buy from them? Retailers?

6. Now, is there still value? Of course. But that is where Valuations come into play, and unfortunately in gloves, there is only sentiment and 'hot news' and short term traders. After all thats what got you into gloves in the first place isn't it, the lure of 'fast money'. Now fast money become long term bag holder

Stock

2021-01-14 14:02 | Report Abuse

Thought process for glove lovers

1. mRNA vaccines are 94-95% effective and the majority of US and EU countries are going for them

2. Over time more will be vaccinated and new infections as well as mortality rates will come down

3. Demand for gloves will fall, especially from the panic-buying spot / adhoc order market. The non-medical usage will never be able to make up for the pandemic. Then the (very high up to 10x normal prices) ASP's made up of the spot / adhoc orders will fall quickly. As the past has shown countless times in every pandemic

4. So the longer you wait, the more get vaccinated, the lower the demand and the closer you get to ASP's and spot / adhoc demand reversing to the mean / normal

5. You say, "but what about the next few quarters 'supernormal' profit?" I say it is one-off. And the correct question is which institutional fund will buy (and they are the ones who move the market) knowing that it will come down back to pre-covid levels, knowing that after they buy, who is going to buy from them? Retailers?

6. Now, is there still value? Of course. But that is where Valuations come into play, and unfortunately in gloves, there is only sentiment and 'hot news' and short term traders. After all thats what got you into gloves in the first place isn't it, the lure of 'fast money'. Now fast money become long term bag holder

Stock

2021-01-14 14:02 | Report Abuse

Thought process for glove lovers

1. mRNA vaccines are 94-95% effective and the majority of US and EU countries are going for them

2. Over time more will be vaccinated and new infections as well as mortality rates will come down

3. Demand for gloves will fall, especially from the panic-buying spot / adhoc order market. The non-medical usage will never be able to make up for the pandemic. Then the (very high up to 10x normal prices) ASP's made up of the spot / adhoc orders will fall quickly. As the past has shown countless times in every pandemic

4. So the longer you wait, the more get vaccinated, the lower the demand and the closer you get to ASP's and spot / adhoc demand reversing to the mean / normal

5. You say, "but what about the next few quarters 'supernormal' profit?" I say it is one-off. And the correct question is which institutional fund will buy (and they are the ones who move the market) knowing that it will come down back to pre-covid levels, knowing that after they buy, who is going to buy from them? Retailers?

6. Now, is there still value? Of course. But that is where Valuations come into play, and unfortunately in gloves, there is only sentiment and 'hot news' and short term traders. After all that's what got you into gloves in the first place isn't it, the lure of 'fast money'. Now that fast money becomes long term bag holder

Stock

2021-01-14 13:43 | Report Abuse

Corrected:

Target Price (at 14 Jan 2021 @ 12.30pm)
--------------------------------

1st TP : RM 7.73 (Listed Entity Market Capitalisation only)

--------------------------------

1st TP: RM 7.73 (Market Capitalisation of Listed Entity only)

Entity: Ownership (%) and Market Capitalisation and Exchange Rate = Value (RM Billion) at Share Price

GenS: 52.7% x SGD 10.58 bil x 3.05 = RM 17.006 bil (@ SGD0.88 or 88c)

GenM: 49.5% x MYR 14.90 bil = RM 7.376 bil (@ RM2.51)

GenP: 55.4% x MYR 8.83 bil = RM 4.892 bil (@ RM9.84)

Celularity: 10% x USD 1.7 bil 4.04 = RM0.686 bil (*2Q21 listing; assumes 10%)

Number of Shares: 3.877 bil

Most conservative method taking into account the market capitalisation of GenS GenM GenP only, while assigning ZERO value to all other PROFITABLE segments (Power, Property, O&G)

Even at the most conservative target price the upside potential from current price is significant

Stock

2021-01-14 12:57 | Report Abuse

Target Price (at 14 Jan 2021 @ 12.30pm)
--------------------------------

1st TP : RM 7.73 (Listed Entity Market Capitalisation only)

--------------------------------

1st TP: RM 7.55 (Market Capitalisation of Listed Entity only)

Entity: Ownership (%) and Market Capitalisation and Exchange Rate = Value (RM Billion) at Share Price

GenS: 52.7% x SGD 10.58 bil x 3.05 = RM 17.006 bil (@ SGD0.88 or 88c)

GenM: 49.5% x MYR 14.90 bil = RM 7.376 bil (@ RM2.51)

GenP: 55.4% x MYR 8.83 bil = RM 4.892 bil (@ RM9.84)

Celularity: 10% x USD 1.7 bil 4.04 = RM0.686 bil (*2Q21 listing; assumes 10%)

Number of Shares: 3.877 bil

Most conservative method taking into account the market capitalisation of GenS GenM GenP only, while assigning ZERO value to all other PROFITABLE segments (Power, Property, O&G)

Even at the most conservative target price the upside potential from current price is significant

Stock

2021-01-14 12:30 | Report Abuse

The breakout above MA200 has failed

The beginning of the end

Stock

2021-01-14 12:04 |

Post removed.Why?

Stock

2021-01-14 12:01 | Report Abuse

Some people choose to ignore the facts when it is all there to see, verified and backed by science

Since many naysayers actually come here because they are interested but actually clueless and want their fears dispelled so they can buy...

1. mRNA vaccines have a 94-95% efficacy rate

2. Israel will be the first country to be fully immunised - watch as the infection and mortalities come down. Of course, I and many others throughout the world already know the outcome. You of course can wait until that happens - and buy when Genting is RM12

Sincerely,
EMSVSI

Stock

2021-01-14 11:48 |

Post removed.Why?

Stock

2021-01-14 11:46 | Report Abuse

You want to wait covid situation to be resolved then buy. Sure we will sell to you at RM6

Stock

2021-01-14 11:23 | Report Abuse

The longer you wait, the higher the value

Genting's time has come

Years of downtrend will be replaced with years of uptrend

2021 will be the year for Genting Super Cycle Super Bull Run in the Year of the Ox

Stock

2021-01-13 21:01 | Report Abuse

All are welcome to join Genting

GenS - Singapore is Covid-19 free
GenP - CPO record high price
GenM - Malaysia vaccinations starts next month Feb !
Life Sciences - Celularity Inc listing 2Q21 US$ 1.7 bil at 10% holding !
Genting Power, Property Oil & Gas - All profitable cash cows cyclical sector in a massive upcycle !

The sky is the limit

Stock

2021-01-13 20:57 | Report Abuse

Don't spread fake news la mr farmer or people will forever look you no up ha ha ha

Title: MOH predicts it will take 3 months to flatten the curve at current rate

Published 13 Jan 2021, 7:22 pm

https://www.malaysiakini.com/news/558833

"In terms of flattening the curve, we expect to see it in 12 weeks. We will implement (the MCO) for two weeks. We'll see later if we need (to take further action).

1. Malaysia has been in some type of lockdown since March 2020
2. Everybody knows it will take more than 2 weeks and its already expected based on past experience

Stock

2021-01-13 18:10 | Report Abuse

GENTING has the ultimate moat with the only gaming license sitting on top of the mountain built in 1971 over 50 years ago when everyone sait it was impossible and it will be there long after other businesses disappear (when global warming makes sea levels go higher and destroy low lands ! ha ha ha)

And with the life sciences division, it seems like the bets are finally paying off and a new game changing growth catalyst is on the horizon. Uncle Lim's family may not be as entrepreneurial as him (which 2nd or 3rd gen is?) but it seems they are reinventing themselves

Hip hip hooray !

Stock

2021-01-13 17:41 | Report Abuse

If you are going to use margin to increase capital then Genting is the top pick

Dividends should cover the interest

While you sit back and relax and wait for the fruits of your labour to bear

Stock

2021-01-13 16:32 | Report Abuse

RAT brought pandemic !

OX just super bull run and charge ! ha ha ha

Stock

2021-01-13 16:23 | Report Abuse

Have to update the Market Capitalisation of Listed Entity only to include Celularity Inc US$1.7 bil at 10% holding !

Stock

2021-01-13 15:59 | Report Abuse

Hong Piow give big ang pow! Kok Thay still changing money ha ha ha

Stock

2021-01-13 15:56 | Report Abuse

CNY dong dong dong chiang !

Stock

2021-01-13 14:34 | Report Abuse

Don't need to worry about ASP's (which you will be the last to know) or raw material prices or exchange rates. Don't need to chase hot stocks run here run there in the end stuck high and have to cutloss. Just buy and hold and the day will confirm come ho ho ho

Stock

2021-01-13 14:30 | Report Abuse

The other question then is what is the downside. If you look at the rock bottom of RM3 (10 year low) way back in Mar 2020, where we are now in terms of vaccines, Market Cap of Listed entity only, etc etc it is obvious the downside is really limited. (This ignores all the other Genting growth catalysts...)

Take care of the downside and the upside will take care of itself

Stock

2021-01-13 14:27 | Report Abuse

Investing in Genting is simple. All you need to know is if performance can quickly rebound to pre-covid levels once pandemic is over. The proof of that is in the 3Q20 results

For the 3Q20 July-Sept quarter Malaysia EBITDA of RM 534.8 million only dropped 23% compared to pre-covid 3Q19 of RM698.1 million even operating at only 50% capacity and with RMCO and economy at a standstill. This is confirmation that a V-shape recovery is imminent

This has not taken into account a) all the pent-up travel demand from lockdown and staying at home and b) Genting Highlands will be the top travel destination for Malaysians as overseas travel and bilateral border openings will only come much later

Sincerely,
EMSVSI

Stock

2021-01-13 10:36 | Report Abuse

Lim Kok Thay say don't you all know, this is like 2009 1998 1987 it always repeats what comes down must go up forever and ever history always repeats

Stock

2021-01-13 10:12 | Report Abuse

Target Price (at 4 Jan 2021 @ 12.30pm)
--------------------------------

1st TP : RM 7.55 (Listed Entity Market Capitalisation only)

--------------------------------

1st TP: RM 7.55 (Market Capitalisation of Listed Entity only)

Ownership (%) and Market Capitalisation (RM) and Value (Billion) at Share Price

GenS: 52.7% x SGD 10.34 bil x 3.03 = RM 16.511 bil (@ SGD0.86 or 86c)

GenM: 49.5% x MYR 15.91 bil = RM 7.875 bil (@ RM2.68)

GenP: 55.4% x MYR 8.79 bil = RM 4.869 bil (@ RM9.80)

Number of Shares: 3.877 bil

Most conservative method taking into account the market capitalisation of GenS GenM GenP only, while assigning ZERO value to all other PROFITABLE segments (Power, Property, O&G)

Even at the most conservative target price the upside potential from current price is significant

Stock

2021-01-13 10:06 | Report Abuse

The world over Recovery stocks are leading the wave. Only in bursa pandemic stocks are still in play

Stock

2021-01-13 10:04 | Report Abuse

'Losses' inn previous Qtr stem from impairments and deferred tax. Operationally Genting Highlands will be profitable in 4Q

MCO started yesterday effects can only be seen after 2 weeks. And it doesn't affect Genting, since it is already feeling the full impact compared to other sectors...

Hoot9e !!!

Stock

2021-01-13 09:49 | Report Abuse

The rise is broad-based across the board for all recovery stocks. The world over recovery stocks are leading the wave. All are welcome to Genting the most undervalued gaming stock in the world trading at 0.5x P/B and ~25% lower compared to early 2020 ! Weak holders on contra and margin have been flushed out during the sell down. Road is clear hoot9e !!!

Stock

2021-01-13 09:43 | Report Abuse

2020 pandemic stocks
2021 recovery stocks

Genting numbawan top pick sure win stock for 2021 the Year of the Super Ox Bull ho ho ho