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  ThousandWishes Why all the vaccine plays don't get supply/reliable technology from non CCP sources. All these stock plays are rubbish. Good luck to those that got through leaving the rest of the sochais licking their wounds soon. 08/12/2020 9:21 AM Val-Elta Up to now, uptrend is still intact. As of yesterday, 10.30AM RM 1.67 @ 19.5million volume Today 10.30AM RM 1.67 @ 20.8million volume. It's kind of a healthy profit taking happening, even if today closes at 1.70 again with another 50 million shares, that's still a very healthy accumulation/after absorbing the profit taking that's happening, with 120 million shares transacted. 08/12/2020 10:30 AM cccthierry https://www.malaymail.com/news/malaysia/2020/12/07/allocation-for-mosti-approved-minister-says-govts-covid-19-vaccine-deal-onl/1929671 08/12/2020 10:45 AM 007007 IOIPG setting up fill-finish vaccine plant in JV with Chinese vaccine company. 08/12/2020 12:18 PM Val-Elta RM 1.69, 50% of yesterday's volume, 36million shares, transacted at half day, at profit taking/cut loss prices.. very healthy accumulation of volume. 08/12/2020 12:26 PM 007007 This info was accidentally leaked out somewhere, that's why limit up yesterday. 08/12/2020 12:45 PM 007007 They have just announced their reply to Bursa's UMA. It's not a simple reply that they are unaware of any reasons for the price movements. They are in preliminary, exploratory discussions and they also mention possible " leakage" of information,etc etc. So.....they are still in early stage of business discussions. 08/12/2020 1:16 PM 007007 You should assume that the possible new businesses under consideration will be related to vaccines. 08/12/2020 1:23 PM 007007 They will only announced when it's formally approved by the board and finalised. 08/12/2020 1:38 PM Friendship IOI Prop boss’s wife is from DAP, you think government will give them any vaccine deals? Haha Wake up 08/12/2020 2:17 PM Friendship The letter is fake and with fake signature. I was told that police report has been made for further investigation. Good luck. 08/12/2020 2:18 PM NPRA1985 IOI Properties Group Bhd said today it is exploring a few proposals on potential investments which are currently at a preliminary stage of discussions, in response to an unusual market activity (UMA) query by Bursa Securities. In a filing to Bursa today, it said there are no other corporate developments that may account for the sharp rise in its share price. The group said it is not aware of any rumour or report concerning its business, as well as possible explanation for the UMA. https://www.theedgemarkets.com/article/response-bursas-uma-query-ioi-properties-says-it-exploring-potential-investments 08/12/2020 2:35 PM observatory Are there any material developments that justify the current price at RM1.7? If you have an interest in the stock, it is better for you to read the Board's reply yourself. Decide for yourself rather than relying on other's interpretation. https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3111913 Different readers may interpret it differently. However, I will just read the reply at its face value. I'm particularly drawn to this sentence in Point 2: "IOIPG has not to its knowledge embarked upon any corporate development which we can say with reasonable conviction may account for the trading activity under reference." I just disposed off all shares. I accumulated this year because I thought the company is undervalued. I plan to hold for several years until the property market recovers. The recent good quarterly result was a nice surprise. But I never thought the price of such a multi-billion cap stock could double in just a few weeks. Good luck to anyone who continues to hold on. Will revisit this company in the future when valuation is more appealing. 08/12/2020 2:46 PM Val-Elta The uptrend was broken yesterday, to me prices above 1.30 is purely traded on technical basis d... not much fundamentals to support. If you're buying above 1.30, my advice is, you should know what your doing and note your risks accordingly. After the downtrend yesterday, sure it can go up higher today.. but overall i'll say the downside risk is higher in the immediate term... if this 2-3 days don't go above 1.65, a lot of ppl will be cutting loss, or taking profit and the selling pressure will be higher. Really depends on the buyers now, if no new wave come in, high selling pressure d 09/12/2020 9:02 AM 007007 IOIPG is going to build a covid vaccines fill-finish plant in joint venture with a major Chinese pharmaceutical company...... that's the rumour. Possibly true. 09/12/2020 10:26 AM 007007 Bloomberg just reported that Sinopharm vaccine found to be 86% effective in the UAE.......to start vaccinations immediately. 09/12/2020 6:08 PM 09/12/2020 6:10 PM 007007 Chinese vaccines are more effective, practical, and affordable than Western vaccines . 09/12/2020 6:31 09/12/2020 6:31 PM observatory Good to hear that the Sinopharm vaccine is effective. So are the good news flowing from other vaccines, Chinese or not. This is one more step towards recovery. IOIPG can look forward to increased footfalls in its malls and recovery of its hotel occupancy next year. So are Aeon and various other retail and hospitality REITs. But IOIPG as a direct vaccine play? Even if the rumor turns out to be true, please consider these before jumping into the so-called vaccine trade: (1) Khairy said the government deals directly with Pfizer and COVAX, “without the use of any middleman or third party” https://www.theedgemarkets.com/article/khairy-govts-covid19-vaccine-deal-only-pfizer-and-covax-others-are-private-arrangements (2) Granted Khairy doesn’t rule out the private deals, provided they can get Malaysian regulators’ approvals. A few Chinese firms are at the advanced stage, including the much-cited Sinopharm, which is an established pharmaceutical company in China. The only problem is rumor mill has linked Sinopharm to multiple Malaysian companies, where IOIPG is just one of them. Yes, property firm IOIPG with an RM2 billion revenue seems to be a more reliable vaccine partner than say Kanger International that sells bamboo products (2019 revenue RM65 million). But what can IOIPG bring to the table as a vaccine partner? Pharmaceutical bottling expertise? That’s the domain of Duopharma and Pharmaniaga. https://www.bernama.com/en/general/news_covid-19.php?id=1860534 Cold chain logistics? That’s the domain of Tasco, Tiong Nam, and perhaps Apex Health. https://www.theedgemarkets.com/article/tasco-stock-rides-covid19-vaccine-wave Frontline expertise to provide vaccine services? But IOIPG does not own hospitals and nurses as IHH and KPJ do. The only connection I have in mind is for IOIPG to convert some empty lots in its mall into vaccination centers! (3) Besides, is the vaccine business profitable? I suspect it’s going to be a “national service” in China. Look at Sinopharm share price. YTD it has dropped 33% from $28.40 to $19.40 https://finance.yahoo.com/quote/1099.HK?p=1099.HK&.tsrc=fin-srch But could Malaysia be different? Well, even those supposed Malaysian beneficiaries I mentioned above have cautioned that the financial benefit is limited (4) What if IOIPG is so clever that it finds a way to makes lots of money from the speculated vaccine deal? So clever that it can justify the share price hike from RM0.85 a month ago to the recent high of RM1.75? Multiply by its share base of 5,506 million, this is a sum of 5,506m x (RM1.75 – RM0.85) = RM,4,955 million. Let's do the maths. By now the Malaysian government has secured supplies to cover at least 30% population. We can expect government procurement to expand further. That leaves the speculated private vaccine with a much smaller pool of takers who is willing to fork out their own money for vaccination. Say it is 10% of the Malaysian population, i.e. the half of the T20 population that does not immediately qualify for government vaccine. 10% population is about 3.3 million. Now, to justify IOIPG's share price appreciation of almost RM5 billion, it needs to make at least the following profit per person = RM4,955 million/ 3.3 million population = about RM1,500 per person! Is this possible? May be. But I can also hear politicians clamoring for actions against the profiteer, whose boss happens to be the husband of a DAP ex-minister! (5) Well, you may still argue it doesn’t matter even if this is just a rumor, even a very poor rumor, as long as you can sell your share at a higher price to the next greater fool. Then good luck to you. Remember the syndicate would like more of you to think in this way. 09/12/2020 10:29 PM NPRA1985 Go go Kanger !! United Arab Emirates Claims China’s Sinopharm Vaccine Is 100% Effective At Preventing Moderate And Severe Covid-19 TOPLINE The experimental vaccine developed by China National Pharmaceutical Group, also known as Sinopharm, is 86% effective at preventing Covid-19 infection and 100% effective at preventing severe and moderate disease, health officials from the United Arab Emirates announced Wednesday, although with scarce detail provided about the trial. The UAE health ministry cited an interim analysis of a late-stage clinical trial involving 31,000 volunteers as the source of its information, though neither they nor Sinopharm provided any data from the trial to validate the claims such as how many participants were infected or how many actually received the vaccine. The ministry said “no serious safety concerns” were observed, though, again, no information on side effects was provided. The ministry said the announcement is a “significant vote of confidence by the UAE’s health authorities in the safety and efficacy of this vaccine.” The ministry added that it had officially registered the vaccine at the request of the manufacturer, which it says could eventually lead to the shot’s widespread authorization. https://www.forbes.com/sites/roberthart/2020/12/09/united-arab-emirates-claims-chinas-sinopharm-vaccine-is-100-effective-at-preventing-moderate-and-severe-covid-19/?sh=2a60fb42595c 09/12/2020 10:35 PM NPRA1985 Kanger International Bhd has roped in Zuellig Pharma Sdn Bhd and K-Star Sport Ltd to collaborate on the distribution of Covid-19 vaccines in Malaysia. The vaccine and other products are developed by state-owned China National Pharmaceutical Group Corp (Sinopharm). In a filing with Bursa Malaysia today, Kanger said it has entered into a memorandum of understanding (MoU) with Zuellig Pharma, the largest vaccine distributor in Malaysia and in Asia, to facilitate the import, warehousing and distribution of Covid-19 vaccines in Malaysia. Separately, Kanger announced that it has also entered into an MoU with K-Star to appoint the latter as the sales agent of Covid-19 vaccines for private clinics in Malaysia. Kanger said both MoUs will add value to the group as it is now focused on expanding its business into the healthcare industry, which includes the distribution of Covid-19 vaccines, and is looking for a well-established logistics and distribution provider. https://www.theedgemarkets.com/article/kanger-ropes-more-collaborators-help-distribute-covid19-vaccines 09/12/2020 10:38 PM 007007 As vaccines are coming, it's a good business opportunity to joining venture with Chinese/American vaccine companies to set up fill and finish plant in Malaysia as a vaccine hub to supply South East Asia. 10/12/2020 8:14 AM 007007 https://www.cnbc.com/2020/12/10/covid-china-may-be-using-its-vaccines-to-expand-its-soft-power.html 10/12/2020 1:56 PM MillionMindset This is a profitable stock. The profit for latest quarter is more than last year.. 10/12/2020 3:13 PM MillionMindset Guys, Keep this stock properly, it will rise further. Target price RM2 and above 10/12/2020 3:50 PM  Lance vaccine or no vaccine. the counter is under value with good fundamental. with the new possibility of diversifying their business, >RM2 is just the matter of time. 10/12/2020 3:52 PM RainT no vaccine link to this counter dont be naive, think all.... counters in KLSE is link to vaccine & glove only 08/01/2021 3:11 PM  |
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