Ho Sei liao

If you choose to consume only information confirm to your prior belief, i have a bad news for you.

If T-O red, leave the a
Titanic to sink it self. Afterall, Oxford, Curevac, Sinopharm and Cansino vaccine could be the real blow to glove sentiments - Look what Put-in vaccine did to glove last week. One Russian vaccine, sudah kelam kabut (curse father mother).

Unlikely to go wrong with this combination: 20% on gloves (sentiment,gamble, goreng), 50% on pharmaceutical (buy on rumours-vaccine), 30% on the rest (scattered eggs). No need syok beramai ramai in titanic.

OK. i have to agree that the upward pressure for golves share prices is coming back. The short term market sentiments on glove counters has recovered. Will Buy on gloves for short term gain, while hold pharmaceutical for middle term (Buy on rumours - vaccine). Perfect combinition as both industries compliments each other.

@Hazzyy. Come to think of it, bad luck also favours the bold i suppose?

If tomorrow open red red like last week --12%, how? Bcoz So many good news today. Ask only jgn marah marah ye

Many people still stuck at 24th floor penthouse lagi, due to those naysayers spreading good news only. Thats about 15% paper loss for them at this level. Let's pray for them.

It's time for the KATAKs STRIKE BACK. Anyway, Congrats!

Out of sudden, the "PRIVATE GROUP SIFU" will all jump out like KATAK to claim victory. Mark my word.

If you look at the trade details, the table turned at exactly 9.08AM, and today at 18/8, Hence the gap up today. "I ALREADY KNEW IT / TOLD YOU EARLIER!!"

Today 8/18 good day ma. Hence the gap up. "I ALREADY KNEW IT / TOLD YOU EARLIER"

Park my money here, no heartbreaking moment, no heart attack moment, no sleepless night. Just wait patiently. Stockwinner never lose big, only win big. Rule of thumb: Protect your capital is first priority anytime, buy on Rumours (Vaccine).

Mask counters ramai sudah kena bull trap just now. Berhati hati ya...

Never forgetti the lesson of RM24.xx to RM16.xx in a few days time.

It's your best chance to escape, and switch to more stable counters especially the pure pharmaceutical counters. Too many traps in glove counters. Good luck!

Ok let's do the math. It's -12 + 3 - 7 - 8 +5%(still counting)

Buy on rumours (vaccine, not windfall tax), sell on news.

Buy on rumours (vaccine)

Ho Sei Liao, tilam tilam sau kou tilam. Red sea again

Titiyaya for vaccine? For Christ's shake you think pharmaceutical is like glove or mask industry, where Ah Chu Ah Kau can easily start the business? The entry barrier is very high for pharma business, boy.

Tap Closed.

Ok la. Almost +3%. Better than Superman and Tap Close --7%

What to do... the Big Boss is probably the one selling down the pharma counters to save Gloves. Chinese say 围魏救赵。If pharma rise, glove will be in deeper trouble. All hot money will then flow to pharmaceutical, and left Gloves empty.

Dpharma might end up closing > +10%. Mark me word (3.19pm)

Volume for pharmaceutical is building up now. Hold tight and enjoy the ride（For early bird only)

Buy on Rumours (pharmaceutical). Be the innovator (early bird), not the laggard (late comers).

Rule of thumb as Stockwinner: Buy low (RM12) sell high (RM24). Never try to catch a falling knife (Best you can get is a free knife and hospital bills). Buy on rumours (pharmaceutical), sell on news (Superman profit/ MSCI）。

As soon as you relise its not a troll, as soon as you will recover. The real sifu are those ask you to change countersince LAST week, not those ask you to top up gloves or join private group to syok sendiri beramai ramai.

Stage 3 of grief and loss cycle: Depression. While many still in Denial (shock) and Anger (Stage 1 and 2), the trend is gradually swift to pharmaceutical counters, but many still undecided. Its never too late to pindah to ubat. Many glove players are suffering great depression after -12 + 3 - 8 - 5%.

Leverage. Diversity. Buy pharmaceutical. Green green today and in coming days. if China vaccine succeded, BOOM! +33.33%

Pharmaceutical can be ur only way to exit from hell. Not too late, +20% can happen anytime from now on.

Beli UBAT, before it's too late!!! Time to recover ur loss (Glove heavy sell down)

Pharmaceutical all pre-open green green. Huat ar!!!

Gloves sumua merah merah preopen... berhati hati lo. Mana private group 'Sifu'?

One Russian vaccine, gloves -20%., Kita tunggu U.S UK Germany china japan france vaccine. -50% i think can buy some play play

If tomorrow RED again, Those with no money to top up tomorrow, ho seh liao. Dont gamble on one counter. Its never too late to diversify your portfolio. Buy Pharmaceutical as insurance for sarung tangan (in case it burst like balloon, which is made from rubber too)

Gloves business is not sustainable in the long run. From economic sense, it has low entry barrier (low tech and cost of entry), high competition (From local, China and other SEA producers), price sensitive, and less bargaining power (highly regulated by gov bodies like FDA).

In Malaysia, Duopharma and Pharmaniaga are two leading local pharma companies. These two will most certainly get contracts of vaccine bottling, and have higher chance to be appointed by gov to co-develop vaccine with other MNC. Buy on rumours.

Gloves, like balloons, is made of rubber. It bursts when the time comes. Sell and switch to pharma, dont gamble your hard earned money.

Yeah, "SiFUs" created a private group to spread only good news to the less informed people. Collective Naccissim.

Superman will be in upward trend for tomorrow. close at +2%

You have to consider the combination of factors affecting the glove price. Market uncertainty / fear of Vaccine discovery is a strong factor. Also Sharks / early birds taking profits, competitions from existing/new players, canabilization of market share by substitute products (synthetic vs natural), swift of funds towards other potential industries, and expensive/overvalued glove share prices.

The downward pressure on gloves prices (both share price and ASP) will likely to continue in the long run due to vaccine discovery and market competition. My prediction is glove will die a slow death and pharmaceutical will rise in both short and long run (getting more and more projects related to vaccine, and increasing health awareness and supplements consumption.)

Pharmaceutical go all out on vaccine. Followed by the Russian's success, high changes In coming weeks the U.S China Germany France Japan Singapore Indo Vietnam etc etc are going ro annouce new vaccines.

Fast fast Google "CUREVAC" and you will soon realise why pharmaceutical is the next big play. You will see +20% +30% (again)

My advice for those didnt listen earlier (due to denial/anger), you might want to leverage when it reaches RM12. In that sense you might be able to recover you loss (huge).

The downward pressure on the equilibrium ASP of gloves is high. Due to increasing new market entrants (China Thailand Indo) and price competitions, and possible fewer demand in the long run (effective vaccine).

Gloves not high tech product. Soon Kedai 2 Ringgit will be flooded with it.

Malaysian leading pharma companies might consider JV with first world players to develop or produce our own vaccine. Singapore Indo Vietnam sudah ada. It's just a matter of time we will have one partnership.

Pharmaceutical will rebound strongly after Bill Gates backed vaccine company soared few hundred percents last friday. Ubat is the future.