We will live with Corona Virus for a long long time. New variant after new variant, vaccines will continue to be developed, improved and replaced. Cases will up and down, up and down at least for many years to come. One thing won't change: Norma hidup baharu for us human being on this earth.
Yang pasti, gloves makers will continue make money. But in Bursa de Casino, share prices are very much easy to manipulate. So, know when to CL, and when to TP, when to masuk, and when to cabut.
On April 22, a group of 28 tourists from Alor Star, Kedah, had reportedly travelled to Genting Highlands through the government-authorised green travel bubble concept.
While there is no official confirmation that the tourists visited the casinos, speculation is rife on social media that this is the case.
On April 24, upon their return to Kedah, several group members started experiencing Covid-19 symptoms. On May 7, the Health Ministry confirmed that 16 out of the 28 individuals tested positive for the virus.
cannot full lock down. Very simple reason : gomen tarak duit liao. Bank2 tak boleh tahan jugaq. i-Sinar/i-Lestari pon tak tao EPF ada duit kasi orang keluar kah tidak. Kan dah suruh jangan main RSS~~rugi besaq~!!
Maybe they raised their threshold to more than 5 figure new cases only will consider full lock down kot. Time being, rakyat have to depend on themselves already.
That little money from i-Sinar/i-Lestari cannot do much damage to rakyat EPF savings. But, if EPF pakat with RSS gang and lose rakyat money, that is a significant big damage to rakyat retirement fund & money at EPF. Hope EPF pandai2 lah melabur in glove stocks~!
Demand for personal protective equipment (PPE), namely specialty gloves, remains elevated and has put Ansell ((ANN)) in line for a strong result in FY21. Moreover, several brokers are starting to envisage permanently higher usage of PPE in certain segments.
Indeed, Morgan Stanley calculates the post-pandemic health care market will be 4% larger, although still expects a slowdown in healthcare sales as demand generated by the pandemic eases from FY22. On the flip-side industrial revenue growth is expected to accelerate through the second half of FY21 and FY22 as vaccination rates increase and industrial activity resumes.
Ansell's guidance upgrade, the fourth in six months, has signalled price increases for examination and single-use gloves and a recovery in mechanical and surgical gloves.
With all its segments firing, the company provided guidance for earnings per share of US192-202c. In total, the range implies 54-68% growth in the second half, despite the cycling of 11% growth from the second half of FY20, Credit Suisse points out.
Despite a "supernormal" performance in FY21, the broker expects a similar outcome in FY22, forecasting earnings per share of US194c, supported by continued demand stemming from the pandemic.
Morgans agrees, believing the pandemic has strengthened the company's position amid a greater focus on PPE and hygiene. Moreover, distributors are also looking for long-term agreements and supply certainty, and there is the prospect of sector consolidation.
Industrial Recovery
Ord Minnett expects some of the features of the pandemic will ease off in FY22 as demand for PPE drops and prices level off while operating costs rise. Still, earnings should be well above pre-pandemic levels because of a recovery in industrial production and elective surgery.
Ansell is expected to extend its market-leading position and the broker forecasts revenue growth of 14% in industrial gloves in FY21 and 42% in healthcare. Further upside to forecasts is also envisaged if Ansell can maintain recent share gains and/or if gross profit margins remain above historical levels.
Examination glove prices have likely plateaued as supplies are catching up with demand, but with the pandemic accelerating in several countries the broker observes demand is still high.
Industrial trends may be favourable and there is a strong balance sheet but Macquarie is more cautious about the sustainability of examination and single-use glove growth over the medium to longer term, given increasing competitor capacity.
Yet the delay for new industry capacity to come on line means it is probable that examination/single-use gloves will be in short supply through all of FY22, Credit Suisse asserts, and this is likely to remain the major driver of elevated earnings because as long as there is an imbalance between demand and supply, the current high price of gloves will continue.
Seems like the virus mutate every 6 months. If people are still very low mentality in observing SOP, self-discipline, pandemic is going to be endemic. It will be with us forever.
"WHO finds global covid-19 death is double official record." Is US telling the actual daily new cases number so they can sell their vaccine better? Europe also in hot wok now.
【新冠肺炎】美确诊和死亡创新低 有医院患者清零 (华盛顿24日讯)美国新冠肺炎疫情正在逐渐改善,单日新增确诊低于3万起,这是自去年6月以来的首次,而其单日死亡病例也降至去年夏季以来的最低水平。其中加州三藩市最大的医院之一San Francisco General Hospital,在上周四首次出现零新冠肺炎患者,是疫情爆发以来首次出现。
Carepls is reporting 5bil loss revenue this qtr. Also govt stop their business during this mco. This is the reason why it dropped 5% this morning alone, yesterday and last week. Aax and Genting Msia are growing strong. IBs are making this counter an online gambling den, same with other glove counters. Push it far down and push it far up, worst than Bitcoin. Bursa and SC are sleeping at home, not working or close one eye. Retailers fund insufficient to support, better don't waste time here but buy loss making counters to goreng.
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....
limontea
1,171 posts
Posted by limontea > 2021-05-23 09:01 | Report Abuse
https://www.youtube.com/watch?v=PkjekRrPkMI
Germany to quarantine travellers from UK (BBC News)
https://www.telegraph.co.uk/global-health/science-and-disease/coronavirus-news-covid-india-variant-astrazeneca-vaccine-lockdown/
New 'triple mutant' variant under investigation in Yorkshire