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Last Price Today's Change   Day's Range   Trading Volume
1.78   -0.03 (1.66%)  1.77 - 1.86  1,970,000
2,826 comment(s). Last comment by NPRA1985 at Dec 3, 2020 11:30 AM
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ShadowSlaYer
24 posts

Posted by ShadowSlaYer > Nov 28, 2020 7:29 PM | Report Abuse

@air01557...you want wait until next qr say they doing dry ice then only start chasing at Rm2.50 meh?


NPRA1985
2403 posts

Posted by NPRA1985 > Nov 28, 2020 8:39 PM | Report Abuse

Malaysia’s agreement with Pfizer void if Covid-19 vaccine fails to be registered with FDA, NPRA — health DG

Malaysia’s preliminary purchasing agreement with pharmaceutical company Pfizer will be void if the latter’s Covid-19 vaccine fails to be registered with the US Food and Drug Administration (FDA) and Malaysia’s National Pharmaceutical Regulatory Agency (NPRA), health director-general (DG) Tan Sri Dr Noor Hisham Abdullah said today.

Azrul said Galen is also concerned about the logistical burden to be shouldered by the MoH because the vaccine requires ultra-cold storage of -70°C, a capacity beyond most existing primary care healthcare facilities.

Therefore, the MoH would be reliant on the availability of suitable storage units at the state level to ensure that the vaccines' cold chain is not interrupted, according to him.

"We expect the most challenging part of the process to be the delivery of vaccines to rural areas. Due to limitations and pragmatic concerns, will urban areas end up being prioritised over rural areas?” Azrul asked.

Azrul said Malaysia needs to review its Budget 2021 allocations, especially those related to Covid-19 vaccination because the scheme involves more than just the cost of the vaccine but also supporting infrastructure expenses.

He said the country needs to ensure that the MoH gets the necessary funds and manpower needed to hit the ground running when the vaccine becomes available in 2021, especially since this vaccine has specific logistical and storage requirements which require investing in related infrastructure and training.

"Are we going to acquire Pfizer's special ice boxes? Have we allocated for the record-keeping system? As it stands, we do not believe that the existing allocations are adequate for the purpose. The health allocations need to be reviewed and increased," Azrul said.

https://www.theedgemarkets.com/article/health-dg-malaysias-agreement-pfizer-will-be-void-if-covid19-vaccine-fails-be-registered-fda


Gabriel Khoo
593 posts

Posted by Gabriel Khoo > Nov 29, 2020 4:00 PM | Report Abuse

Anyone got affin hwang report on 25/11 for kgb?


anthonytkh
364 posts

Posted by anthonytkh > Nov 29, 2020 7:19 PM | Report Abuse

Tbh I’ve traded KGB several times. 1st time was a loss but every time after that were profits. The last profit was bought on 25/11 and sold on 26/11

Currently things are still murky if you were to talk about the “vaccine dry ice requirements”

This is not a stock that’s fried; OK volume, low trade sizes. Dividends every year tho

I’ll monitor tmrw morning. May go in depending.....


dawchok
127 posts

Posted by dawchok > Nov 30, 2020 9:42 AM | Report Abuse

I invested into KGB for the rapid expansion of semicon industry where KGB main revenue relies on. Another attraction of KGB is CO2 liquid in Kerteh. Dry ice is just a very new blue sky bonus to the investment thesis of KGB.


dawchok
127 posts

Posted by dawchok > Nov 30, 2020 9:46 AM | Report Abuse

I do have a bit concern that the correct price spike up is caused by market hype on vaccine-dry ice which is very murky and uncertain. I will hold up firmly not to be swayed to sell KGB for short term quick profit.


ShadowSlaYer
24 posts

Posted by ShadowSlaYer > Nov 30, 2020 11:59 AM | Report Abuse

@dawchok: I like your eye sharp sharp. I agree with you, current prospects will take KGB fly to RM3 at least.


dawchok
127 posts

Posted by dawchok > Nov 30, 2020 12:16 PM | Report Abuse

RM3, I kaya.


Dakewlest
1402 posts

Posted by Dakewlest > Nov 30, 2020 7:00 PM | Report Abuse

Thinking of buying but the price gone up so much already...


020215
1 post

Posted by 020215 > Dec 1, 2020 10:02 AM | Report Abuse

but we are getting from China rite not Pfizer US?Is still need low temp ?


AxeCapital2077
430 posts

Posted by AxeCapital2077 > Dec 1, 2020 10:04 AM | Report Abuse

dry ice only bonus, the original business is what i want to invest in. been here since 1. lets GO


dawchok
127 posts

Posted by dawchok > Dec 1, 2020 12:23 PM | Report Abuse

You will sure get 100% return from KGB. I bot in too early at 1.25 in Mar 2019.


Long George
35 posts

Posted by Long George > Dec 2, 2020 8:37 AM | Report Abuse

- Order-book new high of RM370m as SMIC’s expansion hit full speed, with no signs of slowing
- In touch with Pfizer to understand the use of dry ice to store vaccines.
- PER of 18.7x vs peers’ average of 30-58x
- Target price RM2.30

https://klse.i3investor.com/blogs/Investment_Ideas/2020-12-02-story-h1537357663-Kelington_Group_Berhad_KGB_Orderbook_Surged_on_New_Jobs_TP_RM2_30_26_up.jsp


dawchok
127 posts

Posted by dawchok > Dec 2, 2020 11:14 AM | Report Abuse

added again at 1.79


dawchok
127 posts

Posted by dawchok > Dec 2, 2020 11:15 AM | Report Abuse

and 1.76


Nepo
1387 posts

Posted by Nepo > Dec 2, 2020 1:36 PM | Report Abuse

I follow dawchok @ RM1.77-1.78, hopefully what he thinks is right..


dawchok
127 posts

Posted by dawchok > Dec 2, 2020 2:04 PM | Report Abuse

do not hold me accountable


hockmenglai
8 posts

Posted by hockmenglai > Dec 2, 2020 2:25 PM | Report Abuse

Kenanga

KGB - Orderbook Surged on New Jobs

KGB’s post-results’ briefing received positive response from ~80 participants. KGB’s order-book reached a new high of RM370m as SMIC’s expansion hit full speed, with no signs of slowing. Job replenishment remains healthy. The group expects order-book level to remain elevated even after factoring a stronger 4Q ahead. In addition, KGB has been in touch with Pfizer to understand the use of dry ice to store vaccines. We believe the scarcity of deep freezer, especially in rural areas, makes dry ice a timelier and more efficient option for vaccine distribution. Positive prospects are juxtaposed with an attractive Fwd. PER of 18.7x vs peers’ average of 30-58x. Our OUTPERFORM call and TP of RM2.30 reaffirmed.


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 2, 2020 6:49 PM | Report Abuse

U.K. Approves Pfizer Coronavirus Vaccine, a First in the West
The emergency approval, ahead of the United States and the European Union, clears the way for Britain to begin mass inoculations. “Help is on its way,” one official said.

https://www.nytimes.com/2020/12/02/world/europe/pfizer-coronavirus-vaccine-approved-uk.html


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 2, 2020 10:59 PM | Report Abuse

US says Covid-19 vaccines ready to be shipped nationwide immediately

https://www.freemalaysiatoday.com/category/world/2020/12/02/us-says-covid-19-vaccines-ready-to-be-shipped-nationwide-immediately/


iswara
769 posts

Posted by iswara > Dec 2, 2020 11:07 PM | Report Abuse

they dont want to use , that why ship nationwide immediately


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 2, 2020 11:25 PM | Report Abuse

Johnson & Johnson has started a rolling submission with the European Medicines Agency (EMA) for its single-dose COVID-19 vaccine candidate.

https://www.biopharma-reporter.com/Article/2020/12/01/Johnson-Johnson-start-rolling-review-for-COVID-19-vaccine-in-Europe


Dakewlest
1402 posts

Posted by Dakewlest > Dec 2, 2020 11:35 PM | Report Abuse

Anyone buying at RM1.80-RM1.90 price?


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 2, 2020 11:44 PM | Report Abuse

Janssen seeks Health Canada approval for its COVID-19 vaccine

https://www.cbc.ca/news/politics/johnson-johnson-health-canada-approval-1.5823173


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 3, 2020 12:33 AM | Report Abuse

Moderna Covid vaccine can get emergency authorisation approval in 2-3 days after panel meet: CEO

Moderna's vaccine candidate's full results from a late-stage study showed its vaccine was 94.1% effective with no serious safety concerns

https://www.livemint.com/news/world/moderna-covid-vaccine-can-get-emergency-authorisation-approval-in-2-3-days-after-panel-meet-ceo-11606922963960.html


NPRA1985
2403 posts

Posted by NPRA1985 > Dec 3, 2020 11:30 AM | Report Abuse

Forwarders see their cargo bumped as vaccine shipments take off

https://theloadstar.com/forwarders-see-their-cargo-bumped-as-vaccine-shipments-take-off/

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