The way I see it
DON'T BET AGAINST SUPERMAX, YET
omione
Publish date: Tue, 26 Jan 2021, 02:24 PM
omione
0 17
I am a top-down-bottom-up investor. I spend time reading news from around the world to understand the facts and reasons behind the stories. This helps me discern the shifting sand of world economies at any point in time. It is integral to my stock selections. I use fundamentals to regularly update stocks on my watch list that have the potential to outperform. I make full use of technical tools to determine the timing of entries and exits.
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DON'T BET AGAINST SUPERMAX, YET
Moderna vaccine - a man in California died shortly after receiving the vaccine.
Pfizer vaccine - a physician died 2 weeks after receiving the vaccine.
https://www.btimesonline.com/articles/145581/20210125/probe-launched-over-death-of-california-man-who-was-vaccinated-hours-earlier.htm
Just google it. There are multiple reports that Moderna and Pfizer vaccines have severe side effects.
Many more speed bumps are still ahead before the world can put covid-19 under control. Gloves are still needed for years to come. ASP may not rise at the current pace forever. But the higher than pre-pandemic ASP looks sustainable for years. With it, earnings may continue to outpace pre-pandemic because of continuous capacity expansion by Supermax.
The IBs are ignoring this narrative. But it doesn't mean they can ignore this forever. Earnings visibility for glove companies as projected by Harta in their quarterly report yesterday is in years, not months. This means Supermax is severely undervalued. It's rallying cycle will come.
Don't bet against Supermax, just yet, takeover target or not.
SUPERMAX: WILL IT BE TAKEN PRIVATE
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More articles on The way I see it
MODERNA VACCINES: CALIFORNIA RECOMMENDS HALT ON POSSIBLE ‘SEVERE’ ALLERGIC REACTIONS
Created by omione | Jan 20, 2021
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CS Tan
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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....
emsvsi
Rather than look at the total number of people who've been vaccinated, you choose to focus on the 1 rare case out of millions
Misinformation will kill more people than vaccines ever will
2021-01-26 20:02