Spot on.

C10 nasal sprays seem to be a dime a dozen.
23May2021 : 8 Best Nasal Sprays for COVID-19 https://www.aestheticsadvisor.com/2021/05/nasal-spray-COVID-19.html

Plus this NONS requires careful self -administration because one of the trial exclusions is people who cannot properly perform nasal irrigation. NO in high concentration is toxic, so correct dosing and nasal flushing go hand in glove as precuation. A Canada company getting emergency sale approval in IL and NZ (not Health Ministry approved) is not really news.

15 March 2021 old news :
https://www.businesswire.com/news/home/20210315005197/en/UK-Clinical-Trial-Confirms-SaNOtize%E2%80%99s-Breakthrough-Treatment-for-COVID-19

Comfortably smarter than the big bros. One of only two peers with attractive EV/EBITDA < 3 still.

Dear Mr TanKW

My SP2021 entries (approx 10% each) are:

ASTRO 10900 units
HENGYUAN 1600
JAKS-WC 24000
KPOWER 1300
MASTEEL 15000
MPI 400
PENERGY 9400
PETRONM 1900
SCIB 7000
YKGI 44000
(adjustable)

Appreciate your perennial organisation of the event.

L2

Smart chartists have business sense coupled with disciplined risk management to not just act on oft suicidal gut feel and potential unconfirmed reversals when trends go against them.

In heavily manipulated boosa, "illogical" is, not surprisingly, the reigning logic. Tread with extra caution when the trend aligns with scripted narratives and all grows too cocksure-footed for comfort.

"deserve" is often decided beyond the realm of expectant reality

Despite demand outstripping supply and thus, rising ASPs, a low PE regime for gloves is likely here to stay. Considerations : voluminous share float, SWs, hiked costs (raw materials, accommodation upgrades, potential fines), disruption risks (infection, unplanned shutdowns) and increased player diversity.

Misled? If you profited from it, set up a fund in full sincerity to help your fellow seniors whom you apparently misled.

(Discounted Cash Flow Calculation for KLSE:MASTER using 2 Stage Free Cash Flow to Equity)
https://simplywall.st/stocks/my/materials/klse-master/master-pack-group-berhad-shares#valuation

T4Q PE now similar to MASTER, another net cash and positive cashflow co with better T4Q EPS 18.97 vs 10.51

correction : SG11.22(Oct)

CEIC PE ratios for main ASEAN indices (Sep unless otherwise indicated):
SG11.22(Nov) ID11.85 MY17.07 PH17.73 TH26.16(Nov)

Any new constituents (such as the remaining two Big 4) in next KLCI revision will need to substantially lower the KLCI PE to even attract FFs vav the neighbours, and that has become more urgent now that EPF turns seller to fulfill new policy commitments.

Hence if this startup here goes to planned execution, it has better upside. Just one thought.

rebound nicely off strong EMA20 support

Jero respect for such a Kon.

An increasingly plausible diversification story adding to the short supply worldwide.

Prospects looking concrete with upside bias.

Don't be gullible. Which company would currently divest sell 51% of an FDA&CE-approved glovemaking business for 28m and then guarantee 30m profits to the buyer?

Selling co to sell 28m, guarantees profit to buying co 30m next 3 years. Takes the fishiness cake.

Will rise like a phoenix when burnt punters flock here seeking refuge and solace in the real treasure

ya, hopefully safe. Pfizer BioNtech extreme low temperature requirements are a real challenge to get to the masses.

Hopefully Sinopharm's is a genuine lifesaver.

AstraZeneca/Oxford had a September halt as well as trial patient death, but yesterday started production in Victoria AU. Some rules are flaunt when the race is on.

https://www.9news.com.au/national/coronavirus-vaccine-melbourne-laboratory-csl-begins-processing-oxford-university-astrazeneca/b277e6da-af60-4886-9b16-ba2fb028e3b2

https://healthtimes.com.au/hub/immunology/31/news/aap/csl-to-make-vaccine-in-australia/5400/ https://healthtimes.com.au/hub/immunology/31/news/aap/csl-to-make-vaccine-in-australia/5400/

Am well aware. Just to illustrate the potential failings of any country's govt to conditionally fast track such life-saving efforts

https://www.bloomberg.com/news/articles/2020-11-10/brazil-pauses-trial-of-china-vaccine-after-serious-adverse-event

Sometimes, the price of the good ones cannot perform because of "hidden" heft and agenda, IBs et al. One such counter was DRBHCOM when it had momentum, yet its fate was sealed half a year earlier.

June2019 : DRBHCOM rises in anticipation of very positive next 3 QRs from tangible turnaround-in-progress.
23/08/19 : Price peaks at 3.00. Good QR out.
24/08/19 : Big gap down. AmInv + another IB gave unfavourable reports. Long red candle close 2.60.
28/11/19 : Good QR again as expected.
29/11/19 : Long red candle close 2.31
28/02/20 : Good QR again. PE was single-digit.
02/03/20 : Red candle. Low 2.07, close 2.14.
Subsequently C-19 waterfall to 1.00 nether regions.

DRBHCOM was heavy on structured warrants too. Downtrend was sealed by "priced-in" reporting.

This is just experential sharing for educational purposes re dysfunctionality of common expectations.

Hope SUPERMX et al get better justice for their superb performance.

With little drag but more draught in the pipeline, this one will wing it easily vav the heavyweights.

Would you lend 1b on an unclear mission when the owners have it in their own kitties (having taken a huge cut from the recent high dividend)?

https://www.investing.com/news/coronavirus/jj-pauses-covid19-vaccine-trials-due-to-unexplained-illness-in-participant-2322748

catalysed. lai lai.

TopGlove AR2019 dated 12 Nov 2019

https://cdn1.i3investor.com/my/files/st88k/7113_TOPGLOV/annual/2019-08-31/7113_TOPGLOV_AnnualReport_2019-08-31_TopGlove_Annual_Report_2019_Part_2_-551699994.pdf

Present Appointment(s) :

Director and Board Member of the Employees Provident Fund since 2015

good volume, TA and upward momentum

Crossed EMA50@8.27. Good sign if stays up to accompany imminent fast ADX/DMI and MACD(26,12) cross-ups.

Yesterday's EPF announcement on its 18Sep reload of ~13.7m TG shares has browned the noses of MIB and CGS-CIMB for their mischievous (de)valuations.

The glove rundown delay team : derivative vested MACQ, AMinv, red see-eye, yellow tiger; reserves UBS and HSBC. Can't cross the finish line bcos mess up baton-changes.

No ethical compass in the most fleeting of about-turn re-valuations by tiger and see-eye. From their published tables, the Judas giveaways in both Lee's and Aw's mispricings is in the forward EV/EBITDA, ROA and ROE.
(EPF is loading up on Riverstone with current EV/EBITDA 9.5, ROA 14%, ROE 17%, ROIC 17%. They should advise EPF....)

Unfortunately for humanity, two (northern/southern) winter waves each year means unending legwork, foreboding uncertainties and no respite for vaccine researchers. Gloves will do their part to help mitigate. Always invest responsibly. A better world needs more people to rightly wear properly-tuned, ethical and moral compasses in deed and speech. Do your part for peace.

@Goku88, ya. Keep the faith. I did. Shifted nothin' these few weeks.

true @Sinoboy. Despicable IBs.

Net Cash 2338m (1044 if incl sukuk debt) +OCF3171m +FCF2404. Can plan to acquire those IBs ....

Just because tiger and see-eye are more diplomatic and measured in their valuations, does not mean they are saints better behind those forced fronts.

too many weeds around, plus open agenda of banks working hand-in-glove to avoid their no1 getting deposed. boss will have the last say.

UU = Unethical Uncle

the benchmark yardstick is out. with new latest superior ttm PE, re-rated forward PE and leading margins relative to other glovers, expect more switchers and rebalancers joining, esp from the next tier.

Mr Tan KW

My selection for 2020 :

CARIMIN 10%
COASTAL 10%
DSONIC 15%
IFCAMSC 10%
LIONIND 15%
MASTEEL 15%
SCIB 10%
POS 15%

Thank you.

A growing contribution is likelier than a one-off IF that carmaker's claims are on track for dom and export markets.. Being a steady Toyota/Perodua supplier has some cred.

Some of their metrics such as EV/EBIT(DA) and PEG are nothing to write home about but their perennially strong FCF margin and ROC (NOPAT/TangibleCapitalEmployed, my variant) are both important indicators of quality management.

Correction, HLIB should read Affin Hwang.

Other than some steady, eye-catchy NPM and ROE, this is a rather predictable company with believable commentary and reporting over the years. Some degree of certainty and integrity about it for easier financial and strategic valuation. I don't profess to know the intricate, presumably proprietary, tech in their ODM since little noteworthy has been published, understandably. They have a new product to get to market and to risk-diversify as well as expand across the Atlantic. Having long walked the talk, and being more shareholder-friendly than most, that seems good enough and certainly a better cut above weedy types. HLIB's 26Nov2018 fair value is decent per my own calcs.

Mr Tan, kindly include https://klse.i3investor.com/servlets/pfs/116164.jsp
Thank you.