Boris Johnson insists that UK will be free of covid mid of 2021.

Everything will be back to normal after that. You know lah politician.

Market expectation to the earnings is important.

If expectation is 2 billion, 1 billion report will crash the stock.
If expectation is 2 billion, 3 billion report will make it fly for the first 10 minutes.

Got vaccine good news, this stock will go down.

Got covid bad news, this stock will go up.

You just need to predict what news will be in tomorrow.

Chart looks good but the reaction to the earnings today is important.

What is in the earnings is not important. The reaction to it, is.

Bonus issue cannot change the PE. PE of 80 means it has the potential make 4 times profit anytime.

贱世真的是大马第一？大马真的这样贱？

On 19th of Nov I posted this:

https://www.chemistanddruggist.co.uk/news/health-bodies-no-need-gloves-and-aprons-when-giving-flu-jabs

I posted before UK gloves are not mandatory during vaccination.

I think this stock the same as Mahsing. Glove + Property

Remember last time when Apek spoke louder in Notion? That's the peak.

We all are now being haunted by notion that stock market is 6-12 months ahead.

So many must be thinking, what is good in 1st quarter of 2022?

Tut Tut is not entirely wrong. I just observed from his last push, he is always late to a party. Year of rodents may be bad for trains.

In my memory, tut tut apek always flip boat while finishing...

Haha propertyguru also goreng property stocks. Wiling to pay Facbook ad fees to push up stock price.

Topglove under huge scrutiny from authority blaming the company the cause of Selangor being in economic turmoil due to prolong CMCO.

Like I said Tut Tut Apek always the last to a party (with music chairs game).

Last night US market top news is:

Recovery will be slower than expected due to record covid case.


For vaccine, every Tut Tut Apek start yelling, that's the time the sector will suffer.

Oil drop 1% due to slower recovery. Gold surged due to stimulus coming soon.

EWINT was pushed up by UK's move to take early vaccine.

Today's theme is gov con con (Government's Construction Contractor)

Yesterday propertyguru.com.my posted an ad to my facebook saying the top 10 property brand in Malaysia:

https://www.propertyguru.com.my/property-guides/top-10-property-developers-malaysia-2020-21116

Propertyguru doesn't know the boss of Ecoworld has given up its brand and is trying to sell to a GLC.

Wonder KYY gets margin call this round. All the money he made from AT probably gone by now.

Usually Tut Tut Apek is the last in the rally.

Last Apek Standing. Train has left the building.

现在手套以外的股都会起。尤其是名牌的。

贱世已不是名牌。老板放弃了的公司还算名牌？

Good news to supermx: Pfizer vaccine can only deliver 50% of promised vaccine.

Bad news to supermx: the 2.22% stock dividend will make stock open 2.22% lower but with 2.22% more stocks max. Non GLC local vaccine stocks still very strong -> money is still there.

The problem with Supermx is that it is not trying to benefit shareholders. It seems trying to use profit for expansion.

The recent meager dividend is a proof.

Hope Supermx gives a special dividend to prove that it is not a selfish company.

Topglove's buyback can boost the EPS that directly benefits shareholders.

现在（伪）师父都是在炒（伪）疫苗股。

爸非特别 也是减持黄金矿股去买疫苗关联股。之前跟爸非特去买黄金（股）的已翻船，现在又有很多学爸非特冲去疫苗股。

爸非近来也变投机了。瘟疫也冲昏了很多人的头脑。

真正的疫苗股是，DPHARMA, PHARMA, 和 SOLUTION（Syariah Compliance）。其它的政府未必会批。只是为了市场的需求，人人在卖疫苗时也参一份。就像那些后来转型去做手套那些公司。但咸鱼不同的地方是他已收买到美国FDA的认证（我说收买是因为还没生产就可以认证，美国拿什么来验？）。

The US made EngineeringProfit so rich.

45:1 or 2.22% dividend shows that boss is very kedukut.

Just slightly higher than FD. Boss must think it is still better than you put in FD. It sounds like a meager donation to poor people sitting by the roadside begging for donation.

Before pandemic, dividend also 45:1. After making huge profit from pandemic, dividend still 45:1.

手套以外的股都很强。。。关眼睛买都会起。

For invest in fundamental, Glove stocks may be good for dividend.

As the profits slowly flow into dividends instead of stock price.

The value is intact. You just don't know whether the value will reflect in the stock price or dividend eventually.

If the company keeps on expanding (to prepare for 2nd pandemic maybe 100 years later), the money will flow into expenses for expansion.

If you track the money...

Money moved from PPE to Vaccine, then to O&G and logistic and now looks like it is moving towards recovery...

If share price goes up, Stanley will not be the biggest beneficiary. Money is not an issue for him already. Money can be summoned any time like Topglove.

If he uses the profit for his own pleasure, he can move mountain.

This is something I expected. He is trying to have fun and protect himself to become another Topglove. He will diversify.

我喜欢住老人院！

A lots of sifus are taking profit in vaccine now. Their next stop?

Maybe recovery?

The notorious paktua is in vaccine. He is always the last guy out and kena bullets after that.

I like to eat sweet chocolates.

I think many fled to vaccine and o&g already. Easy money there although 0 fundamental.

Fundamental is important for value investing but it takes a very long time to see fruits.

Buying PPE stocks back in March was also not a fundamental move but a speculative one.

Now speculation turned into reality and that's the time the hype is over.

With government paying attention to the earnings, a lots of drama will be in play.

The worst is the gay ex-minister who wanted to exploit windfall tax to become superman to the country.

Yesterday the edge daily said,

The cost of glove will go up 70%.
Not sure can translate into ASP or not. If not, margin will drop 70%.

This is fact.

Thanks. I will fxxk myself.

The winner is "The Government".

我赞同华哥叫大家不要支持记名投选。

如果你强硬的反对财案：
1）间接支持 瘟疫期间 大选
2）当最高元首没到

这次火箭真的令人大掉眼镜。为了反对而反对。把人民的健康来利益自己。

华哥，我赞同你。虽然你是为了做首相不想得罪元首，起码你是冷静的。

According to Warren Buffet, the current price reflects the future 6 months ahead.

Buffet missed out the tech rally and only start betting in Pharma/Biotech companies.

The current price may reflect glove demand in the mid 2021.

Election is not good for Din Din and rakyat even without pandemic.

Election is only good for those who wants to be the next PM or those with court casesss especially party that previously won a lots of by-election with flying colors.

BN is the biggest winner as most by-election won by almost 2x the vote of PH.

BN by-election victory was due to the PH policy of non-smoking in cafe and enforcement of Jawi in non-Muslim schools.

If TG is so bad, you should NOT be buying at any price. Go elsewhere.

Too bad, Malaysia is buying from Pfizer.

-70 degrees storage. The vaccine that is hardest to manage. Maybe it has the best efficacy. Efficacy can be tweaked. Don't believe the number too much.

Moderna is a better choice.

It's all about money. If cannot grab money using windfall, grab by labour law lah.

Today is vaccine news induced downward pressure.

Only mRNA vaccine needs ultra cold storage. I don't think we are getting those.

We are getting those from China.

mRNA is a new technology that China has yet hacked the tech yet.

Operation Warp Speed is the last Get-Out-Of-Jail free card for Trump.

I will fxxk myself. TQ.

50k per employer is a good news. 50k per employee is bad news.

Buy!

Unemployment, shops bankrupt, loan delayed, all bad for banks.

Operation Warp Speed may produce a lots of news in the coming two weeks.

Last chance for Trump to make himself look good in front of Electoral College.


Biden led Trump by merely 0.2% to 1.5% in all swing states. Electoral College can still choose Trump instead of Biden.

50k per worker I think is from the Labour Law.

Look at Singapore. The living condition is far worse for Bangla.

I think all living conditions will be bad if they raid again, as they don't have the Bangla per square feet guideline.

No guideline means they can let you eat dead cat anytime.


Not just glove factory. I think all industries are shaking now.