Vaccine update: Malaysia will go through COVAX to procure AstraZeneca for 10% which will arrive by 2Q21. Meanwhile, additional AstraZeneca vaccine that has signed directly with the pharma company will arrive around Apr-May 2021 for 10% of the population.
Malaysia also signed an agreement with Pfizer to procure 12.8m does which will arrive by Feb-2021, which we have the option to increase another 20% if we need in the future.
Besides, KJ mentioned that we will not just procure the vaccine, but to also add value to the local companies by knowledge transfer from thos pharmaceutical companies as well as the fill-and-finish process to be done by selected Malaysian companies.
There will be 14m doses from Sinovac covering 7m population, while 3.5m from Cansino Bio China (this is a one-dose regime). Also, there will be Sputnik-V (6.4m doses) from Russia that will also cover 10% of the population.
These will surpass the previous 70% population coverage estimation.
We believe this will translate to trading interest in vaccine-related stocks, vaccine distribution players, dry ice players as well as recovery-themed stocks.
Stocks to watch: Vaccine-related: SOLUTN, BINTAI, HWGB Logistic players: TNLOGIS, TASCO, GDEX Dry ice player: KGB Recovery-themed: AIRASIA, GENM, GENTING
go for recovery sector is better. dont chase high. go chase good FA compny with undervalue price. now steel play..later construction..be wise in investing
someone keep saying others are stupid. why red again after green yesterday. Sol still not worth rm1.80 Clever one and stupid one so easy to differentiate at here. Correct?
newbie !!! better run for your life you know what is avalanche !!!!!! worst is not coming yet !!!! Just chow n run and dont look back, dont ask why, leave everything behind including underwear so you can run faster !!! Just can not believe Bursa got so many stubborn heads !!!
Why say someone keep defending but sol still not worth rm1.80 yet. Why ask whats the point keep defending so much at the end also cannot move the price. Correct Question?
Only 3 main take-ways fr KJ pressie today (paraphrased) wrt Solutn:
1) “Botol di Malaysia” 2) “Apa yang menarik dengan Cansino ialah ia 1 dose saja, hanya 1 dose saja, bukan2 dose” 3) At the end of his pressie “We like single shot”
what a joke of the day. msia only get 3.5mil doses from that is 10.9% of msia order. Habis lah . so little only. need to set up the refilling plant for what lah. Sol not worth rm1.80. Correct?
I m still right the most as I picked Sinovac as the front runner for the Msia China vaccine will supply 21.9% of msia need. Evaluation of vaccine supplier also dunno. Evaluate share price also dunno. Sol not worth rm1.80. Correct?
Posted by UlarSawa > Dec 23, 2020 6:23 PM | Report Abuse X
Pfizer 12.8mil 20% cfmd chopped Astrazeneca 6.4mil 10% cfmd chopped Astrazeneca via covax 6.4mil 10% cfmd chopped Sinovac 14mil 21.9% nego on going Cansino 3.5mil 10.9% nego on going Gameleya 6.4mil 10% nego on going
Khairy said those confirmed one direct nego with manufacture directly.
new technology by western pharma are more powerful and easy to fight most potent strain of covid 19. as the virus mutated lately in UK. new virus need new technology vaccine to fight them. old generation type of vaccine may not be able to handle new virus strain effectively. We need new technology in order to win the war against covid mutation. Correct? Thats why Khairy said Msia may increase another 20% of Pfizer vaccine if there is a need. Correct?
Sol not worth rm1.80 with oy 3.5mil doses. how much can earn from it. some more have to set up plant take few months. Can breakeven or not with the profit earned? Correct?
Why Sol not worth rm1.80 with oy 3.5mil doses. Why u need to know much can earn from it. Why u need to know can breakeven or not with the profit earned? Correct Question?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Swing Trader
180 posts
Posted by Swing Trader > 2020-12-23 15:40 | Report Abuse
hahaha..all kena con!