https://www.theedgemarkets.com/article/almost-half-malaysians-confident-vaccine-will-be-available-2020-%E2%80%94-ipsos

https://www.theedgemarkets.com/article/almost-half-malaysians-confident-vaccine-will-be-available-2020-%E2%80%94-ipsos

Almost half of Malaysians confident vaccine will be available in 2020 — Ipsos

KUALA LUMPUR (Sept 7): Almost half of Malaysians, or 48%, trust that a vaccine will be available to them before the end of the year, ahead of the global average.

In a recent Ipsos survey for the World Economic Forum released recently, China emerged as the most optimistic with a total of 87% while Japan appears to be the most pessimistic with only 22% of its people agreeing to the possibility of a vaccine available to them.

In a statement, Ipsos managing partner Arun Menon said as countries and companies push against time to release a Covid-19 vaccine, public opinion and acceptability play the most important role in its success.

Menon said a universal and affordable public health care system supports Malaysian confidence in the availability of vaccines for the masses.

As a result of respective governments and health authorities’ rapid push for the production of a vaccine for Covid-19, there are increasing and valid doubts over its side effects and effectiveness.

In determining more specificities of the aforementioned, the Ipsos survey also conducted a search on possible reasons Malaysians would not take the vaccine for Covid-19.

The results of the survey show that the top reason is indeed the public’s worry about the vaccine’s potential side effects.

However, the next reason in line, with 36% of the population on board, is the opinion that they are not at risk from Covid-19.

It is notable that Malaysians are much more confident of being free from the risks from Covid-19 as compared to the global average (19%).

The third reason differs from that of the global average as well, which is the disbelief that the vaccine will be effective (29%).

However, even for this reason, Malaysia stands at a slightly higher percentage than the average with a total of 33% of its population believing so.

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


https://www.theedgemarkets.com/article/almost-half-malaysians-confident-vaccine-will-be-available-2020-%E2%80%94-ipsos

Glove export to US on decreasing trend. The US market peak demand already reached in May, thereafter, already on decreasing demand from supermax.

Please take note, the decreasing import from supermax happen is at time US ban Top glove in July.

Theoretically, US covid case surge up significantly in July til now, and banning glove from top glove since July should translate to significant leap up 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.

The only justifiable RATIONALE is US glove market also reached Peak demand in last May, and on decreasing trend even after take into account surge in covid case + banning topglove from entry to US since july

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


Remark: US is largest import market and US market command highest ASP premium if compared to any other country.

Glove export to US on decreasing trend. The US market peak demand already reached in May, thereafter, already on decreasing demand from supermax.

Please take note, the decreasing import from supermax happen is at time US ban Top glove in July.

Theoretically, US covid case surge up significantly in July til now, and banning glove from top glove since July should translate to significant leap up 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.

The only justifiable RATIONALE is US glove market also reached Peak demand in last May, and on decreasing trend even after take into account surge in covid case + banning topglove from entry to US since july

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


Remark: US is largest import market and US market command highest ASP premium if compared to any other country.

US is top 4 largest glove maker in Msia. Top glove export about 25% volume to US market, but, US have ban topglove export since July. Although other country can fill up demand, but US market command highest ASP premium if compared to any other country.

Glove export to US on decreasing trend. Take supermax healthcare data, The US market peak demand already reached in May, thereafter, already on decreasing demand from supermax.

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

US is supermax largest export market and US market command highest ASP premium if compared to any other country.

Glove export to US on decreasing trend. The US market peak demand already reached in May, thereafter, already on decreasing demand from supermax.

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

Glove export to US on decreasing trend

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

CPO price RM 2941

US second stimulus package is ready to present by 12 Sept, printing more money to stimulus US economy, boost economy activity, stimulus gasoline demand

CPO price still above RM 2900

Carimin is NET CASH company, about half of the current price is back by CASH hoard.

US second stimulus package by 12 Sept + vaccine available as early Oct in US = crude oil price to CONTINUE recover back.

Initial jobless claims, week ended Aug. 29: 881,000 vs. 950,000 expected

Continuing claims, week ended Aug. 22: 13.254 million vs. 14.000 million expected

By 12 Sept, US second stimulus packager will announce, boosting further recovery economy + vaccine ready as early as next month = demand US gasoline will increasing

US second stimulus package + vaccine available as early Oct in US = crude oil price to recover back.

Brent crude oil have recover from as low as USD 30 to current level USD 43-46. These is more than 40% recover. Hibiscus selling crude oil on average USD 31 in its latest Q result.

As show in chart, Brent crude oil major resistance level is at USD46, it have many attempt to break through these level, retrace back now to support level USD 43. It’s still range bound trading, awaiting major catalyst, US second stimulus by 12 Sept.

US second stimulus package + vaccine available as early Oct in US = crude oil price to recover back.

Brent crude oil have recover from as low as USD 30 to current level USD 43-46. These is more than 40% recover. Hibiscus selling crude oil on average USD 31 in its latest Q result. As show in chart, Brent crude oil major resistance level is at USD46, it have many attempt to break through these level, retrace back now to support level USD 43. It’s still range bound trading, awaiting major catalyst, US second stimulus by 12 Sept.

Hibiscus crude oil selling price is USA 31.8 in previous Q result.
The curent brent crude oil market price is USD 43-46, these is a massive increment above 40%. As cost is relatively fixed, any surplus above cost is PURE PROFIT

Hibiscus just announce get award 3 new producing oil block in UK, capacity expansion forward

Inside China's new lab conducting late-stage Covid-19 vaccine trials
CNN's David Culver takes us inside a brand new vaccine lab in China and speaks to scientists there about how close they are to a coronavirus vaccine.

https://youtu.be/N8a2RZqpeTE

Inside China's new lab conducting late-stage Covid-19 vaccine trials
CNN's David Culver takes us inside a brand new vaccine lab in China and speaks to scientists there about how close they are to a coronavirus vaccine.

https://youtu.be/N8a2RZqpeTE

US already confrim to get vaccine as early as next month, OCT. Vaccine is OPPOSITE correlate with glove

https://www.theedgemarkets.com/article/us-cdc-tells-states-prep-covid19-vaccine-distribution-nov

US already confrim to get vaccine as early as next month, OCT. Vaccine is OPPOSITE correlate with glove

https://www.theedgemarkets.com/article/us-cdc-tells-states-prep-covid19-vaccine-distribution-nov

ahpooki2

Local pharma profit margin on vaccine is small as it is patent for production.

US CDC tells states to prep for Covid-19 vaccine distribution by November
September 03, 2020 06:49 am +08

(Sept 3): The U.S. Centers for Disease Control and Prevention (CDC) has asked state public health officials to prepare to distribute a potential coronavirus vaccine to high-risk groups as soon as late October or early November, documents published by the agency showed on Wednesday.

The timing of release of any vaccine has taken on political importance as U.S. President Donald Trump seeks re-election in November, after putting substantial federal resources into vaccine development.

"For the purpose of initial planning, CDC provided states with certain planning assumptions as they work on state specific plans for vaccine distribution, including possibly having limited quantities of vaccines in October and November," a CDC spokeswoman told Reuters.

The New York Times had earlier reported that the CDC had contacted officials in all 50 states and five large cities with the documents.

The country's top infectious disease expert Anthony Fauci earlier on Wednesday said on MSNBC that based on the patient enrollment rate in COVID-19 vaccine trials underway, there could be enough clinical data to know by November or December that one of the vaccines is safe and effective.

The documents put online by the New York Times showed that the CDC is preparing for one or two vaccines for COVID -19 to be available in limited doses as soon as late October.

The vaccines may be available free of cost first to high-risk groups including health care works, national security personnel, residents and staff at COVID-19 long-term care facilities, the agency said in the documents.

Drug developers including Moderna Inc, AstraZeneca Plc and Pfizer Inc are leading the race to develop a safe and effective vaccine for the respiratory illness.

The documents describe two vaccine candidates that must be stored at temperatures of -70 and -20 degrees centigrade. Those storage requirements match profiles of candidates from Pfizer and Moderna.

https://www.theedgemarkets.com/article/us-cdc-tells-states-prep-covid19-vaccine-distribution-nov

US CDC tells states to prep for Covid-19 vaccine distribution by November
September 03, 2020 06:49 am +08

(Sept 3): The U.S. Centers for Disease Control and Prevention (CDC) has asked state public health officials to prepare to distribute a potential coronavirus vaccine to high-risk groups as soon as late October or early November, documents published by the agency showed on Wednesday.

The timing of release of any vaccine has taken on political importance as U.S. President Donald Trump seeks re-election in November, after putting substantial federal resources into vaccine development.

"For the purpose of initial planning, CDC provided states with certain planning assumptions as they work on state specific plans for vaccine distribution, including possibly having limited quantities of vaccines in October and November," a CDC spokeswoman told Reuters.

The New York Times had earlier reported that the CDC had contacted officials in all 50 states and five large cities with the documents.

The country's top infectious disease expert Anthony Fauci earlier on Wednesday said on MSNBC that based on the patient enrollment rate in COVID-19 vaccine trials underway, there could be enough clinical data to know by November or December that one of the vaccines is safe and effective.

The documents put online by the New York Times showed that the CDC is preparing for one or two vaccines for COVID -19 to be available in limited doses as soon as late October.

The vaccines may be available free of cost first to high-risk groups including health care works, national security personnel, residents and staff at COVID-19 long-term care facilities, the agency said in the documents.

Drug developers including Moderna Inc, AstraZeneca Plc and Pfizer Inc are leading the race to develop a safe and effective vaccine for the respiratory illness.

The documents describe two vaccine candidates that must be stored at temperatures of -70 and -20 degrees centigrade. Those storage requirements match profiles of candidates from Pfizer and Moderna.

https://www.theedgemarkets.com/article/us-cdc-tells-states-prep-covid19-vaccine-distribution-nov

bought ekovest at 49.5sen

bought carimin at 63-63.5sen

bought IWCITY at 58.5-59sen

sold all IJM at 1.35

sustain above RM 1.36 is crucial for trend REVERSAL

Pchemcial is good proxy for Petronas, benefited from recovery in crude oil. Strong balance sheet with net cash position + dividend policy 55% offer limited downside risk.

LCtitan expansion in Indonesia is timely, benefited from Indonesia currency strengthen against USD.

Immediate resistance level at 1.36. Once IJM successful breakthrough these level, reversal trend is confirm, on track back to recover above RM 1.60

Current weakness in USD is good for LCtitan, as all its feedstock are USD denominated, but product sale is local currency denominated, mainly in Msia, China, Indonesia.

bought hibiscus at 61sen

sold MNRB at 1.03

Director buy ijm
Top Biggest shareholder, EPF buy ijm
Second biggest shareholder, kWP buy ijm

CPO testing RM 2900

Jtiasa is BEST proxy for CPO price recovery.. All it’s planted palm oil already in PRIME MATURITY, CPO production volume increase with better CPO price above. RM 2800 = windfall profit for Jtiasa

Brent crude oil recovery will spur up petrochemical recovery from better profit margin forward.

IJM, a blue chip stock for exposure to construction + property + plantation + port concession + toll concession.

https://www.chinapress.com.my/20200828/%e5%bb%ba%e7%ad%91-%e6%b4%8b%e7%81%b0-%e4%b8%9a%e5%8a%a1%e5%b8%a6%e5%8a%a8-ytl%e8%90%a5%e4%b8%9a%e9%a2%9d-192%e4%ba%bf/

first interim dividend 2 sen

IJM already commence share buyback today, total 10 million share buyback today

share dividend 1 for 16, equivalent to 4.3sen, yield 6.25%,

Typical fund manager adjusting portfolio.

IJM already bashed down to multi year lowest level, reach hard rock bottom, only at the time fear selloff covid pandemic can match current lowest level.

Malaysia already on recovery mode, IJM is KEY BLUE CHIP stock for exposure to construction + property + plantation .

CPO price above RM 2850

Today is LAST day of selling, it will recover very strongly next week. IJM is KEY BLUE CHIP stock for exposure to construction + property + plantation

Removal from MSCI global index would likely mark a halt in selling. On 31st August 2020, IJM would be removed from the MSCI Global Index and funds tracking the index would sell the stock for rebalancing purposes. We see opportunity in this situation as historically, past MSCI removals such as IOIPG (28th May 2019), SPSETIA (26th Nov 2019) and SIMEPROP (26th Nov 2019) rebounded right after the MSCI rebalancing date. This phenomenon can be explained by the drying up of sellers and re-emergence of buyers.

Use full margin line, add maximum IJM at 1.26

add LCtitan at 1.79-1.80

bought IJM at 1.24-1.25