Finally, Macquarie 's research was correct..... gloves were overpriced as they were valued at peak ASPs.......so it's on the way getting down to earth.

Already desperate......has to ask Tropicana for help.......EPF lari......

KYY margin calls coming......

@joyvest....One important thing many people might have missed out is that Solution is not only the authorised sole distributor for CanSino vaccines in ASEAN, it's also the appointed " fill and finish" ASEAN manufacturing hub for CanSino covid vaccines . Fill and finish has even higher profit margins than distributors.
Solution will be setting up it's fill and finish factory soon using proceeds from its share placements.

For the coming weeks and months you are going to hear more and more positive vaccine news coming out and also emergency global humanitarian efforts will be under way from early next year to eliminate covid-19.
05/12/2020 5:19 PM

For the coming weeks and months you are going to hear more and more positive vaccine news coming out and also emergency global humanitarian efforts will be under way from early next year to eliminate covid-19.

One thing you can be sure is that there will be plenty of positive vaccine news coming out from all over the world over the coming weeks and months that will be positive for share prices of companies involved in vaccines collaborations, distribution,logistics, etc ......next year will be a year of covid vaccines as world emergency and humanitarian efforts take place.
05/12/2020 4:44 PM

One thing you can be sure is that there will be plenty of positive vaccine news coming out from all over the world over the coming weeks and months that will be positive for share prices of companies involved in vaccines collaborations, distribution,logistics, etc ......next year will be a year of covid vaccines as world emergency and humanitarian efforts take place.
05/12/2020 4:44 PM

One thing you can be sure is that there will be plenty of positive vaccine news coming out from all over the world over the coming weeks and months that will be positive for share prices of companies involved in vaccines collaborations, distribution,logistics, etc ......next year will be a year of covid vaccines as world emergency and humanitarian efforts take place.

If Topglove wants to be a top class company, it has to take care of its ESG principles........ Environment, Social, Governance.

Already burned RM 1.3 billions in SBB.........

Better to run before KYY runs and then he will tell you later that you were stupid to be so greedy.

Solution has exclusive distributorship for CanSino vaccines for ASEAN region..... and ASEAN has 622 million people to be vaccinated..... Indonesia has 280 million people to be vaccinated..... Pfizer and Moderna vaccines are expensive and already pre-booked by Americans and Europeans. So?

@staedy......the market looks at future profits with all the new capacities coming in and sharply rising raw material prices and also ASPs peaking.

EPF selling gloves stocks, KKY might also have sold......

Supermax price was only less than RM 2.00 in March..... and that's before adjusting for bonus issues....if adjusted, it was less than RM 1.00.....today it's more than RM 8.00 ......is it still cheap ???

Limit up will attract unnecessary attention. It is better to quietly collect plenty at lowest possible prices.

Earlier this year, people also didn't fully understand why gloves stocks were shooting up everyday....until later when they saw them announcing super profits. The same will be happening to vaccines stocks.

04/12/2020 8:

Earlier this year, people also didn't fully understand why gloves stocks were shooting up everyday....until later when they saw them announcing super profits. The same will be happening to vaccines stocks.

Many people are still not fully aware of the covid vaccines market size in ASEAN with it huge population of 622 million people..... and Indonesia itself has 280 million people..... and all need to be vaccinated over the years ahead, urgently. Simple calculations will tell you the profit potential for vaccines supply chain.

Many people are still not fully aware of the covid vaccines market size in ASEAN with it huge population of 622 million people..... and Indonesia itself has 280 million people..... and all need to be vaccinated over the years ahead, urgently. Simple calculations will tell you the profit potential for vaccines supply chain.

For Asia, especially, ASEAN, the vaccines to be used will be Chinese vaccines, not American vaccines which are expensive and also already pre-booked by the US and Europe.

2021 will be the year of vaccines...... not rubber gloves. The tide has turned.

Glove share prices already went up hundreds and even thousands of percent this year....... what more do you want? You want it to go up another few hundred percent when new capacities are coming in , ASPs have peaked and raw material prices are rising ?

If SBB can sustain a company's share price, then life would be very easy......no need to work hard, just do SBB.

Bintai is the sole authorised distributor for Generax vaccines for ASEAN countries and Australia/ New Zealand........ it's a huge market that will last for years. And, Australia/ New Zealand will go for American vaccines rather than Chinese vaccines.

It's better to face the facts that gloves industry is going to face reducing ASPs and increasing butadiene prices going forward........

Going forward, rubber gloves companies are going to face reducing ASPs and increasing nitrile butadiene prices........a double hit. Think about that.

There are only two viable cold chain logistics providers in the country..... Tnlogis and Tasco. The vaccines logistics business is huge enough for both to share.

It's a matter of time before Generax successfully developes a vaccine......... after all there are already nearly 200 covid-19 vaccines in various stages of development in the world today.

All the American vaccines like Pfizer's, AstraZenneca, etc are impractical for developing countries...... and they are very costly...... and also 90% pre- booked by US and Europe. The most practical vaccines for the rest of the world are Chinese vaccines.

Topglove wasting money again on sbb.......... it's their greatest mistake next to their mistake in the treatment of their foreign workers.

Rubber gloves industry facing intense price competition with numerous new and old players upping capacities and vaccines are already here....... what does the future hold ?

Topglove has poor ESG (! Environment, Social, Governance) ratings........ foreign funds will sell.

Solution is the authorised distributor for CanSino vaccines for whole of ASEAN and Chinese vaccines are affordable and more practical for developing countries..... Pfizer, Astra etc are for US and European countries.

CanSino vaccine is already at final stage 3 trials and hundreds of thousands of people in various countries have already been vaccinated without any problems.
And Solution has already been appointed the exclusive distributor for the whole ASEAN region. Imagine the potential benefits coming.

Those who buy Genting shares now are the smart ones........next year they will become millionaires. Those who sell today don't understand stockmarket investing.

More than a billion ringgit wasted on share buy backs..... could have been better used for operational improvement and reward shareholders .

Macquarie analyst' s report seems to be correct after all.

Topglove is already the talk of the town.....on coronavirus, unfortunately.

The Average Selling Prices of gloves will be dropping in the months ahead as new capacities come into play. There's so many new gloves factories coming up and so much expansion going on......

Foreign fund managers today focus on ESG ( Environmental, Social, Governance ) stocks, otherwise they will avoid investing in them . Topglove has failed miserably on ESG.

All 26 Topglove factories ordered to close.

Just released best quarterly results since June 2018.

Solution appointed to distribute CanSino vaccines for whole ASEAN region........ imagine hundreds of millions of people will be vaccinated...... and usually in 2 doses.

Solution is the most viable vaccine stock as they distribute for CanSino vaccines in ASEAN region. Letter of authorisation from CanSino Biological Inc, Beijing already received.

So the government is talking to ten vaccine producers now.

So the government is talking to ten vaccine producers now.

The government is therefore talking to ten vaccine producers now.

We cannot rely on just one vaccine producer.