These are the sectors that will be affected by MCO 2.0, according to CGS-CIMB

1- Banking
2-Airlines
3-Gaming
4-Brewers
5-REITS
--------------------------------------------

theedgemarkets.com

January 12, 2021 12:08 pm +08


Consumer sales will be impacted by lower footfall, reduced dining-out activities and shorter operating hours, says CGS-CIMB.

KUALA LUMPUR (Jan 12): CGS-CIMB expects the second round of movement control order (MCO 2.0) to weigh on brewers, consumer, gaming, real estate investment trusts (REITs), airlines and banks.

X

MCO throws spanner in recovery
--------------------------------
Tuesday, 12 Jan 2021

PETALING JAYA: Many economists previously warned that Malaysia could not afford another lockdown but with four-digit Covid-19 daily cases recorded since end-November 2020, they said the government is running out of options to contain the deadly virus outbreak.

Economists said the movement control order (MCO) commencing tomorrow is less stringent compared with the previous MCO implemented on March 18,2020.

The MCO would slow the expected economic recovery this year.

SMART Funds fleeing RECOVERY stocks to GLOVES.
=====================================
Here are the reasons -

1- MCO may last for a few months.

2-Mutations ie UK, US & South African strains may render Vaccines ineffective.

3-Revovery play is waning as the much anticipated recovery may take years and some may never recover. GENTING will be badly hit.

4)-Banking sector downgraded and the worst affected by MCO.

5-)GLOVES is still the best sector as long as Covid still persist.

7- Vaccine is not a wonder drug, not a silver bullet.

8- Fantastic valuations. Glove makers will continue delivering impressive results in the coming quarters. Especially SUPERMAX

Most of all UPBEAT SENTIMENT has returned to GLOVES.

Indeed Izwan

FUNDAMENTALLY & PROFITABLITY & PROSPECTS- SUPER is the best in BURSA.

Supermax is set to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leave Supermax with a Trailing PE of just 8.9 times.

(2.31+5.42+30.58+40=78.31 sen)

7.03/78.31= 8.9

Posted by Izwan1985 > Jan 12, 2021 10:15 AM | Report Abuse

All red except glove.. even all bank and big counter are dropping.. see what happen to Pharma? Glove fly..

BURSA may suspend RSS due current political conditions, Covid 19 is fast spreading and the implementation of MCO.

ALL BIG 4- PLENTY OF UPSIDE- ESPECIALLY SUPERMAX
=========================================

Monday, 11 Jan 2021

KUALA LUMPUR: Kenanga Investment Bank Research is retaining its outperform calls on the top four glove makers –

Top Glove, Hartalega, Kossan and Supermax -- as fundamentally, they offer plenty of upside.

-------------------------------------------

Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 8.9 times.

(2.31+5.42+30.58+40=78.31 sen)

7.03/78.31= 8.9

Govt considering an emergency order to rein in pandemic

By JOCELINE TAN
NATION
Monday, 11 Jan 2021

2:03 PM MYT

A National Security Council meeting is also expected to be held in the afternoon.
--------------------------------------------------------------------
The signs seem to be pointing to a more drastic measure to check the spread of the pandemic.

This will be the second attempt by the government to invoke an emergency order to control the pandemic.

The Prime Minister’s priority, said an aide to a minister, is the deadly pandemic.

He is deeply concerned that the country’s healthcare system is beyond its limits and may even be on the verge of collapsing as Covid-19 cases continue to spread and surge.

Each day sees new records being breached for new cases of Covid-19 patients.

Two ministers were recently confirmed as testing positive for Covid-19. They are Datuk Seri Mustapha Mohamad and Datuk Seri Rina Harun.

BREAKING NEWS

Govt considering an emergency order to rein in pandemic

By JOCELINE TAN

The Star Online.

THE BIG 4 UNDERVLUED .

KUALA LUMPUR: Hartalega Holdings Bhd chairman Kuan Kam Hon signalled his faith in his company with the direct purchase of 300,000 shares from the open market last Friday.

Kenanga Investment Bank Research is retaining its outperform calls on the top four glove makers – Top Glove, Hartalega, Kossan and Supermax -- as fundamentally, they offer plenty of upside.

In its strategy note on Monday, it retained its Outperform on Top Glove with a target price of RM8.50, Hartalega RM21, Kossan RM7.50 and Supermax RM9.05.

Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3

Supermax is deeply undervalued.

Political uncertainty & MCO2 will boost GLOVES
----------------------------------------------------------------------------------
The political uncertainty will trigger sell off and further pull back on recovery stocks, and will weaken our Ringgit even further.

However, weaker Ringgit will be good for glove counters esp Big4 as their revenue mostly in USD. And political uncertainty does not affect gloves sales as they are mostly exported.

And local political uncertainty and MCO2 will boost GLOVES.

However, due to further pull back of the local recovery stocks, all the liquidated money need to find a safe haven to park, so guess where they will go?

It has got to be GLOVES- the most profitable sector for years to come.

@Toneefa - Correct the Political uncertainty & MCO2 will boost GLOVES tomorrow.
----------------------------------------------------------------------------------
The political uncertainty will trigger sell off and further pull back on recovery stocks, and will weaken our Ringgit even further. However, weaker Ringgit will be good for glove counters esp Big4 as their revenue mostly in USD. And political uncertainty does not affect gloves sales as they are mostly exported. And local political uncertainty does not weaken Covid virus.

However, due to further pull back of the local recovery stocks, all the liquidated money need to find a safe haven to park, so guess where they will go?

It has got to be GLOVES- the most profitable sector for years to come.

Gemfinder will live up to his name and SAPU all SUPERMAX tomorrow. lol

Supermax shares will be like GLOVES - BIG SHORTAGE TRIGGERED BY SHORTIES.
--------------------------------------------------------------
Posted by Geek2020 > Jan 10, 2021 5:49 PM | Report Abuse

Germfinder.. minister said dont panic buy.. you know who will panic buy tomorrow?

Shorties!!

No Share counter in the world goes up in a straight line.

Obviously correction will appear from time to time before another strong surge as for Supermax

Strong HOLDERS/INVESTORS will be the BIG WINNERS

Dont part with your winning ticket.

Remember your oath to defend the Constitution? Time to seek audience with Agong, PKR MP tells Muhyiddin after losing majority support
------------------------------------------------------------
Author: savemalaysia | Publish date: Sun, 10 Jan 2021, 12:43 PM

KUALA LUMPUR, Jan 10 — Tan Sri Muhyiddin Yassin is obliged to seek an audience with the Yang di-Pertuan Agong to inform the Ruler that he no longer commands the majority in the Dewan Rakyat, PKR lawmaker Hassan Karim said today.

The Pasir Gudang MP said now that Umno’s Machang MP Datuk Seri Ahmad Jazlan Yaakub has withdrawn his support from the Perikatan Nasional (PN) government, Muhyiddin only has 110 parliamentarians on his side.

“When Ahmad Jazlan no longer supports Muhyiddin and the PN government, this means that the prime minister’s support in Dewan Rakyat is left with 110 MPs.

“In this situation, the prime minister has lost the majority support in the Dewan Rakyat and the PN government has fallen,” said Hassan in a statement.

Hassan noted that there were only 220 MPs in the 222-seat Dewan Rakyat and Muhyiddin has exactly half of that, not the majority.

The smart money is rushing back to glove counters.
=====================================
Here are the reasons -

1- A wave of lockdowns in Europe and possibly in USA

2-Mutations ie UK, US & South African strains may render Vaccines ineffective.

3-Revovery play is waning as the much anticipated recovery may take years and some may never recover.

4) Banking sector downgraded by Fitch- Finance counters led the big falls today as expected as the are overvalued and outlook bleak.

5-MCO 2 - Lockdown looming in Malaysia.

6-GLOVES is still the best sector as long as Covid still persist.

7- Vaccine is not a wonder drug, not a silver bullet.

8- Fantastic valuations. Glove makers will continue delivering impressive results in the coming quarters.

9-A slew of upgrades by IBs on the bright prospects of glove manufacturers after an unwarranted selldown that rendered them super attractive.

10- Gloves still the best sector in Bursa in years and years to come.

Correct ToneeFa, I was being conservative. Don't want the masses to have too high expectation.

Posted by ToneeFa > Jan 9, 2021 11:36 PM | Report Abuse

@Goldberg Major boost for healthcare stocks particularly Supermax

1) EPF just started paying out the first stage of i-Sinar approved withdrawals. Up to now the total approved amount is RM19.62 billion, so we can expect that at least some part of it will flow into the stock market, with most of that amount likely chasing "popular theme" stocks. With further travel restrictions and potential corresponding economic consequences, the theme will likely be healthcare (including gloves) in the near term

2) Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3

Supermax as deeply undervalued.
09/01/2021 11:20 PM

Goldberg, you seemed a bit conservative with PAT RM 1.1B . TG has doubled up its PAT in latest QR. I believe its possible for Super to hit at least RM 1.35 B which equate to EPS 0.50 based on latest cancelled shares NOSH. And if Super management announce 50% PAT dividend policy every qtr, then we be damn happy with 0.25/share.

https://www.orientaldaily.com.my/news/international/2021/01/09/385635

Supermax incorporates new subsidiary in US
--------------------------------------------
Supermax Corp Bhd has incorporated a new wholly-owned subsidiary, Maxter Healthcare Inc, in Delaware, US, to manufacture medical gloves and other personal protective equipment.

“The initial paid capital is part of the total allocation of US$550 million capital investment for Medical Glove Plant #18, when both Phase #1 & #2 are completed and commissioned,” it said, but did not elaborate.

RHB Research Institute believes Supermax’s venture to the US is a “step in the right direction”.

“We are positive on the progress of this plan as this will enhance its branding in the US over the long term. In the US, Supermax sells its gloves under its own brand Aurelia. Pending details of the capacity, we maintain our earnings estimates. While cost of production may be higher than in Malaysia, we expect the higher ASP (average selling price) of Made-In-USA gloves to cover the increase in cost,” it said.

“In the short term, 2QFY21 earnings (for the second quarter ending Dec 31, 2020) should benefit from the worsening nitrile glove shortage due to the temporary closure of some glove manufacturing plants,” it added.

For the stock, RHB Research Institute has a "buy" call with a TP of RM13.25.

2 Confirmed Covid-19 Cases At Bursa Malaysia

Bursa Media Releases

We wish to inform that two staff members at Bursa Malaysia Berhad ("Bursa Malaysia" or the "Exchange") have tested positive for COVID-19. The authorities at the Ministry of Health (MOH) have been contacted, and the affected staff members are currently in isolation under home quarantine.

The Exchange has carried out contact tracing and established the movements of the infected staff members. As an immediate response, Bursa Malaysia staff who have had close contact with the affected staff members will be sent for testing and work from home until their test results come back negative. As a further precaution, staff who have had indirect contact will also be working from home. Bursa Malaysia will provide the necessary support should they choose to be voluntarily tested.

Interesting article.

https://www.sharesprostraders.com/2021/01/the-wolf-is-back-boss-jio-aunty-uncle.html

@ Stockwinner- Correct- Shorties will be training their guns at banking stocks such as CIMB and Tourism related particularly Genting.

They won't taste their time with healthcare stocks esp the BIG 4 as they are aware that sentiment is very strong for Glove counters. Shorting gloves is akin to shooting their own feet.


Amidst of the fear of TOTAL LOCKDOWN (Like what happened in march)

Stockwinner predicts short sellers will be targeting a few Recovery theme counters from next week.

Some recovery counters already in their all time high.

Short sellers aint stupiid.

Major boost for healthcare stocks particularly Supermax

1) EPF just started paying out the first stage of i-Sinar approved withdrawals. Up to now the total approved amount is RM19.62 billion, so we can expect that at least some part of it will flow into the stock market, with most of that amount likely chasing "popular theme" stocks. With further travel restrictions and potential corresponding economic consequences, the theme will likely be healthcare (including gloves) in the near term

2) Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3

Supermax as deeply undervalued.

PN gov't left with 110 MPs after Machang MP withdraws support
---------------------------------------------------------------

Umno's Machang MP Ahmad Jazlan Yaakub has withdrawn support from the Perikatan Nasional government.

"I hereby withdraw my support for the Perikatan Nasional government, which is led by Muhyiddin Yassin," he said at a press conference in Kota Bharu, Kelantan today.

A lockdown ( MCO 2) may be politically motivated.

Semua duduk rumah until after CNY when he buys other frogs.

White House task force says there could be a fast-spreading "USA variant" of coronavirus
-----------------------------------------------------------------------------------------
From CNN's Betsy Klein

The US may have its own version of a more transmissible coronavirus that might be helping fuel the already aggressive spread of the virus, the White House coronavirus task force said in its latest report to states this week.

Reports sent by the task force to states dated Jan. 3 warned of the possibility of a “USA variant” of Covid-19.

Correct @treasurehunt, GLOVES are on an upward trajectory after being being pressed shamelessly /manipulatively by IBs. to cover their asses. ie call warrants. As mentioned by Morhpeus time and time again.
------------------------------------------------------

treasurehunt Gloves sector is on recovery play after being downplaying for 3 months.
09/01/2021 1:44 PM

Interesting article for SHORTIES.

Tesla short sellers lost $40 billion in 2020

By Chris Isidore, CNN Business

Elon Musk's net worth soared like one of his SpaceX rockets, increasing by more than $100 billion. And his loudest critics, aka investors who shorted Tesla (TSLA) stock on the assumption the share price would go down, lost a record $40.1 billion betting against him, according to analysis by S3 Partners.

Those critics, with whom Musk has had a very harsh, very public war of words over the years, stood to make a healthy return if Tesla shares dropped in value, but risked big losses if the stock continued to gain.

And, boy, did it gain, rising 743% during the course of the year and the shorties lost their sanity.

Major boost for Supermax
===================

1) EPF just started paying out the first stage of i-Sinar approved withdrawals. Up to now the total approved amount is RM19.62 billion, so we can expect that at least some part of it will flow into the stock market, with most of that amount likely chasing "popular theme" stocks. With further travel restrictions and potential corresponding economic consequences, the theme will likely be healthcare (including gloves) in the near term

2) Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3


Supermax is still deeply undervalued at RM7.30.

Totally agree with you Ben-

This will be a major boost for healthcare stocks particularly Supermax

1) EPF just started paying out the first stage of i-Sinar approved withdrawals. Up to now the total approved amount is RM19.62 billion, so we can expect that at least some part of it will flow into the stock market, with most of that amount likely chasing "popular theme" stocks. With further travel restrictions and potential corresponding economic consequences, the theme will likely be healthcare (including gloves) in the near term

2) Supermax is expected to announce a whopping PAT of RM 1 .1 billion or RM0.40 sen earnings per share for the coming quarter. This will leaves Supermax with a Trailing PE of just 9.3 times.

(2.31+5.42+30.58+40=78.31 sen)

7.30/78.31=9.3

I consider Supermax as deeply undervalued.

Stricter MCO on the cards
===================

PETALING JAYA: A stricter movement control order is possibly on the cards to bring down the number of the Covid-19 cases to a controllable level, say government sources.

The MCO would likely be for a month from next week, sources told The Star.

“Since this period will include the opening of schools for the new year (Jan 20) as well as Chinese New Year (Feb 12), this is an important announcement which will be made by Prime Minister Tan Sri Muhyiddin Yassin on Monday.

“It may not be a long one but it will be a strict one as the public has been lax with the SOP and this has contributed to most of the new clusters.

Economic activities will be affected to a certain extent, ” said one source.

The proposed measures will also cool down political temperatures in light of the recent developments.

https://klse.i3investor.com/blogs/bursainvestments/2021-01-09-story-h1539233535-Gloves_The_Bad_Guy_Loses_From_Time_to_Time.jsp

https://klse.i3investor.com/blogs/bursainvestments/2021-01-09-story-h1539233535-Gloves_The_Bad_Guy_Loses_From_Time_to_Time.jsp

https://klse.i3investor.com/blogs/bursainvestments/2021-01-09-story-h1539233535-Gloves_The_Bad_Guy_Loses_From_Time_to_Time.jsp

Brilliant article Ben. Many thanks for the well presented article, so insightful, exciting and educational.

These are the bes excitable bits. lol

"With the exception of Kossan, scenario A appears to be in play - the short seller has NOT closed their short positions, and the increase in share price is largely based on natural market movement, which is of course great news."

"However, seeing as the general market momentum has categorically swerved towards very positive sentiment regarding glove stocks, throwing more money to defend the opened short positions might not be the best course of action for the short seller."

Absolutely Ben, POSITIVE sentiment towards GLOVEs threw a large spanner in their works (the shorties) and this will lead to them losing a bundle from their misadventure.

Yipeeee.


https://klse.i3investor.com/blogs/bursainvestments/2021-01-09-story-h1539233535-Gloves_The_Bad_Guy_Loses_From_Time_to_Time.jsp

Brilliant article Ben. Many thanks for the well presented article, so insightful, exciting and educational.

These are the bes excitable bits. lol


"With the exception of Kossan, scenario A appears to be in play - the short seller has NOT closed their short positions, and the increase in share price is largely based on natural market movement, which is of course great news."

"However, seeing as the general market momentum has categorically swerved towards very positive sentiment regarding glove stocks, throwing more money to defend the opened short positions might not be the best course of action for the short seller."

Absolutely Ben, POSITIVE sentiment towards GLOVEs threw a large spanner in their works (the shorties) and this will lead to them losing a bundle from their misadventure.

Yipeeee.

Glove Stocks Strike Back With Great Vengeance
===================================
Today marks one of the strongest rebounds for the Big Four glove makers after having been subjected to heavy sell-off lately.

While a spike in the number of COVID-19 infections which culminated in the number of positive local cases surpassing the 3,000-mark for the first time yesterday would only mean looming prospect of MCO 2.0 – which is never business-friendly – it has somehow energised glove-related stocks.

Hong Leong IB (HLIB) Research yesterday (Jan 7) maintained its tactical “overweight” rating on the rubber glove sector despite the positive vaccine developments as it deemed “current sold down levels appears attractive”.Increasing covid19 cases here and worldwide indicates it is still a long way off before it gets under control. Vaccinations in other countries have proven to be bugged by logistical and implementation obstacles, gloves demand is not going to decrease anytime soon

The Pandemic 2.0 is sweeping the world relentlessly. As of today, there is no more doubt in the big funds mind that the pandemic 2.0 is getting out of control and vaccines deployment has been over rated. It will take at least 2-3 more years to see some positive results. Meanwhile, demand for gloves will only intensify. Supermax EPS for FY21 and FY22 will be unmatched in KLSE.

@Vairocana. Well said Bro.

Already France is recording an emergence of H5N8 in the livestock. Many countries will face the same problems soon.

Many believe that if 2019/2020 is the emergence of COVID-19, then 2021/2022 is the EMERGENCE OF BIRD FLU VIRUS AND OTHER MUTANTS OF H1N1 ALL OVER THE WORLD.

BE VERY CAREFUL. MANY LIVES WILL PERISH IF PREVENTIVE MEASURES ARE NOT TAKEN.

THIS IS TOUGH FOR RECOVERY OF ECONOMY AS THE WORLD IS FACING BOTH COVID-19 PANDEMIC AND UP COMING PANDEMIC OF BIRD FLU/UNKNOWN MUTATED STRAINS.

Be very careful. You have to be psychologically prepared if you want to invest in the recovery stocks in 2021.

TOO MANY BLACK SWANS.

_________________________
Posted by Goldberg > Jan 8, 2021 12:53 PM | Report Abuse

GLOVES set to stage a Powerful uptrend
-------------------------------------------
WHO’s warning of a tipping point in the fight against the coronavirus pandemic, amid growing fears over more infectious variants of the virus (discovered in the UK and South Africa) may bode well for more sustainable trading interests on glove stocks.

This is just the beginning of a powerful uptrend reminiscent to the fantastic run last year.

Strong holders will be rewarded.

SHORTIES IT IS TIME TO SHORT RECOVERY STOCKS ESPECIALLY BANKS
--------------------------------------------------------------------------

They got their hands badly burnt by going short on gloves.

They may try their luck with recovery stocks as most are still overvalued particularly banks with bleak outlook for the next 2 years or so.

Bro Pingkey, its trend reversal, beginning of a super bull run on Glove counters.

Singapore nurse don't wear glove ? Severe shortage of Gloves in Singapore. ASP sure nail some more.

Posted by Pinky > Jan 8, 2021 1:23 PM | Report Abuse

It's the beginning of the end of gloves bull. Period.

RSS Shorties ta pau or rather bungkus already.

They got their hands badly burnt by going short on gloves.

They may try their luck with recovery stocks as most are still overvalued particularly banks with bleak outlook for the next 2 years or so.

RSS Shorties ta pau or rather bungkus already.

They got their hands badly burnt with gloves.

They may try their luck with recovery stocks as most are still overvalued with bleak outlook for the next 2 years or so.

GLOVES set to stage a Powerful uptrend
-------------------------------------------
WHO’s warning of a tipping point in the fight against the coronavirus pandemic, amid growing fears over more infectious variants of the virus (discovered in the UK and South Africa) may bode well for more sustainable trading interests on glove stocks.

This is just the beginning of a powerful uptrend reminiscent to the fantastic run last year.

Strong holders will be rewarded.

Former Ministers warned of a new high in the diagnosis of “the government cannot control the third wave of the epidemic”
-----------------------------------------------------------------
(Kuala Lumpur, 7th) The four former ministers and deputy ministers of the Pakatan Harapan period issued a joint statement warning that the number of confirmed cases of new coronary pneumonia in the local area yesterday hit a record of 3,027, which has shown that the government cannot control the third wave of the epidemic and the domestic medical system is on the verge of collapse.

They said that the frontline medical staff are exhausted.

https://www.orientaldaily.com.my/news/nation/2021/01/08/385426

SUPER TO THE MAX- Best Upside Potential
================
Supermax have even greater upside potential, judging solely by investment analysts’ target prices and their forecasts. The consensus average TP of Supermax is RM11.61, which implies an upside potential of 92%

Supermax, the most recent addition to the KLCI-component stocks, had slid 49% from its peak of RM11.95

Spot on Vairocana

The RECOVERY THEME IS NOT SUSTAINABLE when the pandemic situation is still severe and getting worse.

The funds will throw all the tickets once it reach PRE-COVID LEVEL AND 52 WEEKS HIGH. THEY KNOW THE GAME WELL.

Entering 2021, many would have get caught and realised now that the GLOVE SECTOR IS STILL THE most profitable in 2021.

Regarding RSS and Market Maker's SS, I PRESUME these big players will HAVE NO CHOICE BUT TO HEDGE their funds by RSS the RECOVERY STOCKS TO MINIMIZE THEIR LOSS IN THE GLOVE SECTORS ONCE THE REVERSAL TREND STARTS, since they realized that they are SHORTING THE WRONG COMPANIES WITH STRONG FUNDAMENTAL, WITH INCREASING PAT IN EACH QUARTER, AND HUGE PILES OF CASH, AND PAYING 14% DIVIDEND ANNUALLY (TG).

Ask yourself these questions:

1. What will happen to the recovery stocks when these big guys RSS 4%, STARTING TOMORROW TO HEDGE THEIR LOSS IN GLOVES, SINCE THEY KEEP ON SHORTING THE BIG 4?

2.What will happen when the BIG 4 INITIATE SBB and some SMART FUNDS START BUYING THE BIG 4 AGGRESSIVELY since SO MANY IBS CONCLUDE THAT GLOVE SECTOR IS STILL THE BEST BUY IN 2021-2022?

3.For those still HOLDING RECOVERY STOCKS, CAN YOU HOLD TILL 2023 WHEN PANDEMIC SUBSIDES GRADUALLY?

REMEMBER, THIS PANDEMIC IS DIFFERENT THE PAST. IT IS ONCE A CENTURY PANDEMIC.

疫情恶化估值诱人 手套股全线上扬
Author: Tan KW | Publish date: Thu, 7 Jan 2021.

（吉隆坡7日讯）大马单日冠病确诊病例3027宗再创新高，MCO2.0传言甚嚣尘上，带动手套股集体“亮绿”，分析员表示，尽管疫苗发展正面，惟手套需求与平均价居高不下，由此仍看好手套业今年前景，手套股大跌后已经浮现诱人的买进机会，决定维持“买进”评级。

手套四大天王7日由贺特佳（HARTA,5168,主板医疗保健组）领涨，闭市涨30仙，收在10令吉90仙，速柏玛（SUPERMX,7106,主板医疗保健组）起16仙，报6令吉零5仙，顶级手套（TOPGLOV,7113,主板医疗保健组）扬4仙，至5令吉80仙，高产柅品（KOSSAN,7153,主板医疗保健组）升50仙，报4令吉零5仙。

其他手套小天王纷纷上涨，加护手套（CAREPLS,0163,创业板医疗保健组）起20仙或10.05%，至2令吉30仙，来百利机构（RUBEREX,7803,主板工业产品服务组）起8仙或5.71%，报1令吉48仙，而康复手套（COMFORT,2127,主板工业产品服务组）则起18仙或6.21%，报3令吉零8仙。

https://edition.cnn.com/world/live-news/coronavirus-pandemic-vaccine-updates-01-07-21/index.html


Patients may need to be re-vaccinated every 6-12 months

If MCO is declared, the first to pee in their pants will be the SHORT Sellers @ SHORTIES
-----------------------------------------------------------------------------------------
Short sellers have various costs to bear, the longer the price does not go down as hoped,with time depreciation, they will feel the heat.Once the facts and fundamentals of the stock reassert itself positively, it will be a scramble for them to unwind safely and quickly without incurring massive losses....

FYI MCO 2 is imminent.

Shorties are well aware of this and will be forced to short cover their positions. This will lead to a surge in Glove stocks.

However they will try to cover their losses ( in Gloves) by shorting banking stocks instead as they are overvalued .

The best thing you can do as a retail investor to counter shorties is to hold the ship.
-----------------------------------------------------------------------------------

The only way such short selling pressure could subside would be if the price doesn't fall too much. Every time the exercise is repeated, the short seller stands to sustain significant losses if they are unable to buy back the shares before a certain date. Of course buying back the shares of itself will cause the price to increase.

Thus, the exercise is a sum-negative for the short seller as they usually have to pay a fee to borrow the shares and sell them. In other words, with other things equal, if market activity goes as per normal, the short seller should lose.

On the contrary - this might be a good opportunity to pick up more of the shares and decrease your average acquisition price for the stock.