Kerala has reported more than 40,000 "breakthrough" COVID-19 cases. Breakthrough infections involve cases where individuals contracted the pathogen for a second time or after being vaccinated against it. The Union Health Ministry has reportedly raised concerns about this worrying trend in Kerala, which is currently leading India's outbreak. The Centre has reportedly asked the Kerala government to send all such cases for genome sequencing.
Speaking to India Today, a source in the Union Health Ministry—who visited Kerala—did not rule out the possibility of a new variant. "The rise in the number of breakthrough infections and re-infections is possibly due to a variant which is escaping immunity," the source said. It is suspected this may not be a further mutation of the Delta variant, rather a new variant altogether.
Delta has wrecked any chance of herd immunity' Speaking to the all-party parliamentary group on coronavirus, Sir Andrew said: "Anyone who is still unvaccinated will, at some point, meet the virus. "We don't have anything that will stop transmission, so I think we are in a situation where herd immunity is not a possibility, and I suspect the virus will throw up a new variant that is even better at infecting vaccinated individuals."
Following are the wish list we hope can happen in coming QR tmr :
1. US expansion plan is underway, with full details 2. Clinching of long term supply contracts with US/UK/EU/Canada Govts 3. Reviving of SGX dual listing plan,since if items 1&2 are confirmed, SPM become more attractive 4. PAT >1b 5. Attractive end FY dividend, cash + share dividend. ( ard 40% of FY21 earnings) 6. Due to Delta effect, ASP has stabilize at elevated level 7. Expedited/early completion of phase 1 expansion, perhaps 36b capacity by Sep/Oct 21. 8. Expedited/early completion of phase 2 expansion, perhaps 48b capacity by June/July 22. 9. Due to Delta airborne spread, the N95 mask sales may now have a more substantial revenue contribution going forward. 10.Due to multiple variants, glove markets/ customers have expanded multi-fold especially with the developing countries and 3rd world countries too, now that the low vaccinated nations are badly affected. Meaning, traditionally low glove consumption nations have now substantially increase their consumptions going forward.
If half of the wish list materialised, that would be good enuf. Huat ah!
Thanks Solomon7, Haha.. which stock analyst asking? Most stock analysts always one step behind the reality of the situation. Maybe they have to take some cue from this forum. For many months I ve been saying Delta will be a game changer and the worst of the pandemic is still ahead of us. And now its happening, and now only the stock analysts are taking heed. Better late than never.
Israel Braces for 4,800 Hospitalized COVID Patients, Half of Them in Serious Condition
The government is forecasting that the number of patients hospitalized with the coronavirus will double every 10 days, reaching 4,800 people – half of them with serious cases – by September 10.
According to Health Ministry figures, the number of serious COVID cases rose on Wednesday to 400, the highest figure since March. About 150 of these patients are not fully vaccinated. Israel hit its highest number of serious cases in January, with 1,200 patients – about half of the number predicted for next month.
Most of the analyst will only give analysis on confirmation only.
Posted by ToneeFa > Aug 12, 2021 10:08 PM | Report Abuse
Thanks Solomon7, Haha.. which stock analyst asking? Most stock analysts always one step behind the reality of the situation. Maybe they have to take some cue from this forum. For many months I ve been saying Delta will be a game changer and the worst of the pandemic is still ahead of us. And now its happening, and now only the stock analysts are taking heed. Better late than never.
How long more can the shorties depress glove counters whereby the profit did not decrease 30%-50% but cont to maintain and some even delivered higher profit such as Kossan and Harta? Covid 19 aren't being contained or managed even when they been drumming on this back in October 2020. 10 months down the road, and the world is still in lock down, Europe is bracing for wave 4.0, vaccine is showing its decreased efficacy after 6 months and require booster, only 30% of world population has at least receive a single dose and mostly from the devloped countries after 8 months of vaccination drive. Are we looking at another 12-16 months to vaccinate the whole world provided we dont go for booster? If we go for booster, then that will be additional 12-16 months to vaccinate the whole world provided the vaccine is still efficient against the variant and the richer countries helping the poorer countries.
I am not one of the naysayers here but it is quite disgusting to see there are always some jokers simply jump out and shout limit up causing some people to chase high like what happened yesterday. A good fundamental stock doesn't need a limit up. It is better the price climb up gradually.
There is no harm investing in healthcare related, especially glove. As long as you feel worthy to invest. Knowing the history of this owner plus the histories, I avoid this counter. I wouldn't bad mouthing here, but just to remind newbies from falling into any trap.
As I said the stock price is long term stagnant downwards now can't go up high already but the glovers here reluctant to face and accept. Now and when the time goes on market presents it for u. Still don't believe, wait to see as time goes on.
but topglove has been dealing with ESG issues. better go for harta. NGC 1.5 will push their production capacity to more than 60b prices. far above supermax
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....
pjseow
2,264 posts
Posted by pjseow > 2021-08-12 17:04 | Report Abuse
Aiyo , last one hr 15 messages from IM , MM , CTDL ...panic buy back to cover shorts.