To Glove lover, glove now is downtrend stock due to speedy vaccine to market sooner, Pfizer vaccine answer next month, follow by China vaccine year end, take caution ya

https://www.marketwatch.com/story/biontech-pfizer-expect-clinical-answer-on-coronavirus-vaccine-in-late-october-2020-09-09

https://www.scmp.com/news/world/americas/article/3100930/brazil-could-launch-chinese-coronavirus-vaccine-year-says

To Glove lover, glove now is downtrend stock due to speedy vaccine to market sooner, take caution ya

https://www.marketwatch.com/story/biontech-pfizer-expect-clinical-answer-on-coronavirus-vaccine-in-late-october-2020-09-09

https://www.scmp.com/news/world/americas/article/3100930/brazil-could-launch-chinese-coronavirus-vaccine-year-says

Post removed.Why?

Brazil could launch Chinese coronavirus vaccine this year, says governor, citing ‘extremely positive’ results

Widespread vaccination campaign using Sinovac’s CoronaVac could begin as early as December
Vaccine produced immune response in 98 per cent of recipients over 60, with no adverse side-effects reported so far, said Sao Paulo’s governor


https://www.scmp.com/news/world/americas/article/3100930/brazil-could-launch-chinese-coronavirus-vaccine-year-says

Iwcity, IWH, Ekovest, all are interlink sister company, with past record to take over Iwcity as RM 1.50.

1) Fresh Fruit Bunches - 114,525 metric tonnes

2) Crude Palm Oil - 20,974 metric tonnes

3) Palm Kernel - 4,954 metric tonnes

4) Logs - 22,341 cubic metres

More than 150 covid vaccines are in development across the world—and hopes are high to bring one to market in record time to ease the global crisis.

Among them, 8 vaccine already enter into final stage of phase III trials. Half of them, 4 vaccines that are from China.

Some glove lover may wan to highlight that one vaccine stop from AstraZaneca, but it doesn't stop other vaccine advance to finalization last phase III trial to get one effective vaccine.

In nutshell, globally, human only need one effective vaccine for protection instead of 8 or more ineffective vaccine.

The good thing about China final vaccine trial is that it conduct outside China, spread across different race and region globally, in middle east, South American, Brazil, Asia: Indonesia, Pakistan. These globally establish data will solidify, verify and endorse by WHO and to be follow by global healthcare including FDA

(of course if Trump refuse to adopt China vaccine due to political agenda, other country will still rush to get vaccine which is approval by WHO)

https://www.globaltimes.cn/content/1200192.shtml

More than 150 covid vaccines are in development across the world—and hopes are high to bring one to market in record time to ease the global crisis.

Among them, 8 vaccine already enter into final stage of phase III trials. Half of them, 4 vaccines that are from China.

Some glove lover may wan to highlight that one vaccine stop from AstraZaneca, but it doesn't stop other vaccine advance to finalization last phase III trial to get one effective vaccine.

In nutshell, globally, human only need one effective vaccine for protection instead of 8 or more ineffective vaccine.

The good thing about China final vaccine trial is that it conduct outside China, spread across different race and region globally, in middle east, South American, Brazil, Asia: Indonesia, Pakistan. These globally establish data will solidify, verify and endorse by WHO and to be follow by global healthcare including FDA

(of course if Trump refuse to adopt China vaccine due to political agenda, other country will still rush to get vaccine which is approval by WHO)

https://www.globaltimes.cn/content/1200192.shtml

More than 150 covid vaccines are in development across the world—and hopes are high to bring one to market in record time to ease the global crisis.

Among them, 8 vaccine already enter into final stage of phase III trials. Half of them, 4 vaccines that are from China.

Some glove lover may wan to highlight that one vaccine stop from AstraZaneca, but it doesn't stop other vaccine advance to finalization last phase III trial to get one effective vaccine.

In nutshell, globally, human only need one effective vaccine for protection instead of 8 or more ineffective vaccine.

The good thing about China final vaccine trial is that it conduct outside China, spread across different race and region globally, in middle east, North American, Brazil, Asia: Indonesia, Pakistan. These globally establish data will solidify, verify and endorse by WHO and to be follow by global healthcare including FDA

(of course if Trump refuse to adopt China vaccine due to political agenda, other country will still rush to get vaccine which is approval by WHO)

https://www.globaltimes.cn/content/1200192.shtml

Immediate resistance level at 53sen, once broken, sky is limit for mutlibillion orderbook

Bear in mind, four of the world's eight vaccines that are in the final third phase of trials are from China. One vaccine stop from AstraZaneca halt doesn't stop other continue to finalization to get effective vaccine.

For three groups of participants who respectively took two shots of low, medium and high-dose CoronaVac, over 90% of them experienced significant increase in antibody levels, while the levels were slightly lower than those seen in younger subjects but in line with expectation

FDA only require 50% efficacy for vaccine approval, China vaccine being tested in many country have >90% efficacy rate ------- approval from WHO and FDA is matter of time

In nutshell, globally, human only need one effective vaccine for protection instead of 8 or more ineffective vaccine.

Bear in mind, four of the world's eight vaccines that are in the final third phase of trials are from China. One vaccine stop from AstraZaneca halt doesn't stop other continue to finalization to get effective vaccine.

For three groups of participants who respectively took two shots of low, medium and high-dose CoronaVac, over 90% of them experienced significant increase in antibody levels, while the levels were slightly lower than those seen in younger subjects but in line with expectation

FDA only require 50% efficacy for vaccine approval, China vaccine being tested in many country have >90% efficacy rate ------- approval from WHO and FDA is matter of time

In nutshell, globally, human only need one effective vaccine for protection instead of 8 or more ineffective vaccine.

FDA only require 50% efficacy for vaccine approval, China vaccine being tested in many country have >90% efficacy rate ------- approval from WHO and FDA is matter of time

FDA only require 50% efficacy for vaccine approval, China vaccine being tested in many country have >90% efficacy rate ------- approval from WHO and FDA is matter of time

Four of the world's eight vaccines that are in the third phase of trials are from China. For three groups of participants who respectively took two shots of low, medium and high-dose CoronaVac, over 90% of them experienced significant increase in antibody levels, while the levels were slightly lower than those seen in younger subjects but in line with expectation, Liu said in a statement.

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/09/08/who-working-with-china-on-requirements-for-covid-19-vaccine-approval

Four of the world's eight vaccines that are in the third phase of trials are from China. For three groups of participants who respectively took two shots of low, medium and high-dose CoronaVac, over 90% of them experienced significant increase in antibody levels, while the levels were slightly lower than those seen in younger subjects but in line with expectation, Liu said in a statement.

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/09/08/who-working-with-china-on-requirements-for-covid-19-vaccine-approval

WHO: Working with China on requirements for Covid-19 vaccine approval

Four of the world's eight vaccines that are in the third phase of trials are from China.

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/09/08/who-working-with-china-on-requirements-for-covid-19-vaccine-approval

WHO: Working with China on requirements for Covid-19 vaccine approval

Four of the world's eight vaccines that are in the third phase of trials are from China.

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/09/08/who-working-with-china-on-requirements-for-covid-19-vaccine-approval

Key word 'billions in order book'

We are in the midst of a global build-out of vaccine development and manufacturing capacity of unprecedented scale—essentially a global Manhattan Project for vaccines. While undoubtedly good for humanity and science, the likely consequence will be a glut of production capacity and rapid commoditization of vaccine candidate technologies.

China have 3 vaccine candidate in final phase 3 trial, Sinovac, Sinopharm, and CNBG vaccine. Around 50,000 people, across a number of countries, are participating in final phase 3 clinical trials. In US, Moderna has enrolled more than 21,400 patients in its vaccine’s Phase 3 trial, but the team of Pfizer (PFE) and BioNTech (BNTX) have enrolled more than 25,000 in theirs, while AstraZeneca (AZN) has active trials around the globe.

Manufacturing capacity for the many vaccine projects will be vast, as governments have contracted with Moderna and its rivals. The U.S. has already signed up for 800 million doses with 6 different vaccine developers, with options for an additional 1.8 billion.

We are in the midst of a global build-out of vaccine development and manufacturing capacity of unprecedented scale—essentially a global Manhattan Project for vaccines. While undoubtedly good for humanity and science, the likely consequence will be a glut of production capacity and rapid commoditization of vaccine candidate technologies.

China have 3 vaccine candidate in final phase 3 trial, Sinovac, Sinopharm, and CNBG vaccine. Around 50,000 people, across a number of countries, are participating in final phase 3 clinical trials. In US, Moderna has enrolled more than 21,400 patients in its vaccine’s Phase 3 trial, but the team of Pfizer (PFE) and BioNTech (BNTX) have enrolled more than 25,000 in theirs, while AstraZeneca (AZN) has active trials around the globe.

Manufacturing capacity for the many vaccine projects will be vast, as governments have contracted with Moderna and its rivals. The U.S. has already signed up for 800 million doses with 6 different vaccine developers, with options for an additional 1.8 billion.

IWH takes cognizance of Ekovest as being one of its long-term trusted business partners that has the necessary skills and technical know-how to undertake largescale infrastructure developments. The Bandar Malaysia Project is a prime national economic project, in which Ekovest’s direct participation and investment in IWH-CREC will potentially generate billions in order book sales arising from future infrastructure and development of Bandar Malaysia, which has an estimated gross development value (GDV) of approximately RM140 billion.

IWH takes cognizance of Ekovest as being one of its long-term trusted business partners that has the necessary skills and technical know-how to undertake largescale infrastructure developments. The Bandar Malaysia Project is a prime national economic project, in which Ekovest’s direct participation and investment in IWH-CREC will potentially generate billions in order book sales arising from future infrastructure and development of Bandar Malaysia, which has an estimated gross development value (GDV) of approximately RM140 billion.

Malaysia back to 3 digit new cases, its worrisome for labor intensive glove maker in Malaysia. If case worsen, or if any one of foreign glove worker at risk getting virus, the plant have to force shutdown for quarantine.

Malaysia back to 3 digit new cases, its worrisome for labor intensive glove maker in Malaysia. If case worsen, or if any one of foreign glove worker at risk getting virus, the plant have to force shutdown for quarantine.

prime mature tree ----> fruit contain highest oil -----> process by own mill, reap full value chain

AGM coming, date of dividend 15sen entitlement will be announce soon

If CPO above RM 3000, jtiasa share price will trade above 90sen based on last year record

Malton + WCT = ?

Malton + WCT = ?

Anything surplus above production cost RM 1600-1800 are PURE profit

CPO still above RM 2900

Director continue accumulating

WCT is theme of recovery

Iwcity landbank are all located in prime either seafronting or riverfronting near causeway, about 5 min from recent approved RTS station. With RTS linking direct to Singapore, it will boost surrounding development.

Iwcity land disposal worth RM 2.3 billion still ongoing, on staggering basis to unlock land value forward.

Many still wish to wait for topglove skyrocket result next week. But, take a look what happen to other glove stock after release skyrocket Q result?

The earning already all price in stock price, and selloff start after Q result release as shown by many glove stock

Many still wish to wait for topglove skyrocket result next week. But, take a look what happen to other glove stock after release skyrocket Q result?

The earning already all price in stock price, and selloff start after Q result release as shown by many glove stock

Awaken, many know ahead that glove skyrocket is covid driven. It is temporary phenomena due to Full speed of global force in vaccine development, arrow-shape type of profit, unsustainable.

Many know have to sell before pandemic is over. But, many other also smart enough to sell ahead of peak earning if compared to those already fall in love in glove stock force to follow selloff late later.....viscous cycle ahead

Awaken, many know ahead that glove skyrocket is covid driven. It is temporary phenomena due to Full speed of global force in vaccine development, arrow-shape type of profit, unsustainable.

Many know have to sell before pandemic is over. But, many other also smart enough to sell ahead of peak earning if compared to those already fall in love in glove stock force to follow selloff late later.....viscous cycle ahead

Arrow-shape profit, earning will be peak in next Q result. Unsustainable ASP hike

Arrow-shape profit, earning will be peak in next Q result. Unsustainable ASP hike

US, the world largest covid case have gradually under control, the daily new case is on downtrend.

https://www.worldometers.info/coronavirus/country/us/

US, the world largest covid case have gradually under control, the daily new case is on downtrend.

https://www.worldometers.info/coronavirus/country/us/

Recent Fundamental change in topglove

1. Currency exchange, USD have weakness from 4.3 in to current 4.15
2. Feedstock cost increase, synthetic rubber price hike due to shortage.
3. Labor cost increase, salary, accommodation and reimbursement
4. Banning export to US, the largest market since July, sales volume unable to realize, re route sales involve logistic cost
5. Banning export to US, loss highest profit margin market as US command premium selling price.

China's nationalistic tabloid Global Times reported last month that "the price of the vaccines will not be high."

Every two doses should cost below 1,000 yuan (US$146), the report said, citing Sinopharm's chairman, who told media he has already been injected with one of the candidate vaccines.

China's official Xinhua news agency reported on Monday that another vaccine candidate, developed by Chinese military scientists, can deal with mutations in the coronavirus.

As of last month, at least 5.7 billion doses of the vaccines under development around the world had been pre-ordered.

China's nationalistic tabloid Global Times reported last month that "the price of the vaccines will not be high."

Every two doses should cost below 1,000 yuan (US$146), the report said, citing Sinopharm's chairman, who told media he has already been injected with one of the candidate vaccines.

China's official Xinhua news agency reported on Monday that another vaccine candidate, developed by Chinese military scientists, can deal with mutations in the coronavirus.

As of last month, at least 5.7 billion doses of the vaccines under development around the world had been pre-ordered.

Although no. of shipment during a specific time frame is only an indicator. It does not represent the absolute sales result in a market.

But, please take note, the decreasing import from supermax happen is at time US ban global top largest Top glove import glove in July. Theoretically, banning gloval largest glove maker since July should translate to significant higher import from other glove maker to substitute absent market share from topglove. But, in contrast, US also reduce significantly glove volume from supermax till now.

Do you think its good news for supermax ?

Some said should compared to last year volume......No, you should compared consecutive volume during covid pandemic time instead of compared last year nil pandemic time. No point to compared glove demand in pandemic vs. non pandemic.

Some said use old data to confuse? but supermax healthcare import is update on weekly basis. The decreasing trend should serve as early warming instead of still fall deep in past record when data should peak demand in May

https://importkey.com/i/supermax-healthcare-inc

KUALA LUMPUR: 48 per cent of Malaysians surveyed think a vaccine for Covid-19 would be made available to them by the end of the year.

This makes Malaysians more optimistic than the global average, found an Ipsos survey for the World Economic Forum.

"Malaysia and China are two very confident countries that believe the Covid-19 vaccine will be available by the end of the year while other Western countries have little hope of it," said the market research company.

The survey - Attitude on Covid 19 Vaccine, found that China was the most optimistic at 87 per cent, while most Western countries and Japan were less optimistic about the prospects of a vaccine being found for the novel coronavirus by the end of 2020.
You May Also Like

Even with vaccine, battle against Covid-19 will last years
China Covid-19 vaccine approved - for its military
'Little chance of Covid-19 vaccine by 2021'
Putin: Russia has developed 'first' Covid-19 vaccine

Although the discovery of the vaccine seems to build an excitement, nevertheless almost half of the Malaysians surveyed were concerned about the side effects such a vaccine might leave behind, Ipsos said.

It adds that the survey also found that a third of Malaysians refuse to think that the vaccine would be effective, while a good number of them were optimistic that they would not be at risk from Covid-19 and as such they would not find it necessary to get the shot.

"As countries and companies push against time to release a Covid-19 vaccine, public opinion and acceptability also play an important role in its success.

"Malaysians stand with the emerging economies, in their optimism for an early availability of Covid-19 vaccine.

"Universal and affordable public health care system support Malaysians' confidence in the availability of vaccine for the masses," Managing director of IPSOS Malaysia, Arun Menon said.

He stressed that public authorities should be conscious about the general apprehension on side effects and vaccine effectiveness as potential barriers of adoption.

KUALA LUMPUR: 48 per cent of Malaysians surveyed think a vaccine for Covid-19 would be made available to them by the end of the year.

This makes Malaysians more optimistic than the global average, found an Ipsos survey for the World Economic Forum.

"Malaysia and China are two very confident countries that believe the Covid-19 vaccine will be available by the end of the year while other Western countries have little hope of it," said the market research company.

The survey - Attitude on Covid 19 Vaccine, found that China was the most optimistic at 87 per cent, while most Western countries and Japan were less optimistic about the prospects of a vaccine being found for the novel coronavirus by the end of 2020.
You May Also Like

Even with vaccine, battle against Covid-19 will last years
China Covid-19 vaccine approved - for its military
'Little chance of Covid-19 vaccine by 2021'
Putin: Russia has developed 'first' Covid-19 vaccine

Although the discovery of the vaccine seems to build an excitement, nevertheless almost half of the Malaysians surveyed were concerned about the side effects such a vaccine might leave behind, Ipsos said.

It adds that the survey also found that a third of Malaysians refuse to think that the vaccine would be effective, while a good number of them were optimistic that they would not be at risk from Covid-19 and as such they would not find it necessary to get the shot.

"As countries and companies push against time to release a Covid-19 vaccine, public opinion and acceptability also play an important role in its success.

"Malaysians stand with the emerging economies, in their optimism for an early availability of Covid-19 vaccine.

"Universal and affordable public health care system support Malaysians' confidence in the availability of vaccine for the masses," Managing director of IPSOS Malaysia, Arun Menon said.

He stressed that public authorities should be conscious about the general apprehension on side effects and vaccine effectiveness as potential barriers of adoption.

https://www.nst.com.my/news/nation/2020/09/622528/survey-shows-many-optimistic-covid-19-vaccine-will-be-available