Sinovac vaccine has just been approved for use!!!


https://www.thejakartapost.com/news/2020/08/28/sinovacs-coronavirus-vaccine-candidate-approved-for-emergency-use-in-china-source.html

good profit, up 250%..

glove too high already...
now vaccine play.. phama, and dphama

looks bad.. no dividend...
when LGE finance minister everybody bising bising...
now the new one dividend pun tarak..

some ppl here say , their main biz is insurance claim :)

Well if u see, the shift is happening from glove counter to dphama and phama.. hold tight.. once the vaccine deal is out , the price will shoot up again..

maybe after their failure in mask... they will then announce vaccine venture...
half past six co..

seems its a jack of all trades, but master of none..

make losses WTF

dphama and phama is not the type of goreng share where they simply announce JV to goreng their share price...
they are already the front runner.. so no need to show off ...

once vaccine is chosen, 100% they will go with dphama and phama for msia vaccine filling and distribution... since both are GLC.. and dphama is own by PNB and EPF..

dphama seems like will limit up... as vaccine deal should be near!

Vaccine akan datang..
untuk limit up, kena sabar..

https://www.theadvocate.com/baton_rouge/news/business/article_21d6dee6-e313-11ea-881d-1bff08173b5f.html

Canadian wood producers surge as lumber futures rise by exchange limit

Aug. 19, 2020 3:59 PM ETWest Fraser Timber Co. Ltd.(WFTBF)By: Carl Surran, SA News Editor8 Comments

Five of the largest Canadian producers - West Fraser Timber (OTCPK:WFTBF +4.6%), Norbord (OSB +4.9%), Canfor (OTCPK:CFPZF +7%), Interfor (OTC:IFSPF+5%) and CanWel Building Materials (OTC:CWXZF +1%) - all set new 52-week highs in Toronto, driven by new record high prices for lumber and wood panel products due to continuing robust demand from renovation and new home markets.September lumber on the Chicago Mercantile Exchange earlier jumped by the exchange maximum $29, or +3.85% to $783 per 1,000 board feet, after settling yesterday at a record $754.

lumber price is going up.. lumber play soon?

Well dphama and phama are the only 2 company specifically mentioned by KJ so far...to handle the vaccine filling and distribution for msia..

Other companies , are all just mainly speculation..

How much u think kyy lose?

Backdoor gov, hope they dont kill the golden goose by imposing windfall tax on glove co..

Titijaya will never get license..to distribute vaccine
Its only exclusive to dphama and phama.. the 2 glc..

that's a sign that duophama is "there" , when it comes to vaccine

where is our vaccine deal KJ ? even vietnam has sign with russia... and indonesia also sign and will produce the vaccine

https://www.thestar.com.my/aseanplus/aseanplus-news/2020/08/16/vietnam-to-buy-up-to-150-million-doses-of-russia039s-covid-19-vaccine

results aint good.. so tomoro selldown?

well maybe kyy already cut some losses..

Anyone think PE 12X wld be where supermax is headed..Or share price of
rm 12 to rm 14..as at most high profit will likely stay till 1st/2nd qtrs of 2021, assuming vaccine out in 1st qtr 2021, then by 2h2021 the demand will start to drop..as focus will be on vaccines..
Since by early next year vaccine will be out, then glove demand and price will normalised and drop..
Glove is a cyclical industry..

why this share drop so fast..? any insider start selling?

kyy heavily invested in high price for supermx...
if it goes down, he will lose many millions..

U no need to wear glove unless u handling a dangerous virus...or u are doing a surgery...or u are michael jackson or top glove boss :)

Vaccine play will be the nxt play after glove...
The hot money from glove will move to dphama and phama

dphama and phama.. the only 2 leading counter tasks for the vaccine in msia..as they are GLCs.

yes, if green is good already.. hope some of the glove hot funds will move to dphama...

russia and china are best buddy...
they will ensure their vaccine faster and cheaper than US....
US already spend billions in vaccine.. but their human trial will take longer...
msia from what KJ say will likely take the vaccine from china...

putin already say russia vaccine is out..
so once china announce vaccine out, you will see dphama rocket...
china vaccine already in stage 3, which is the final stage for testing

dphama and phama will be market leaders once vaccine is out! glove already super duper high... not worth playing gloves..

glove is yesterday play, as the leaders like topglove, kossan, supermax already hit $20++..

vaccine leaders like dphama and phama should lead the way to new heights

whatever it is, it is already factored in...as many already expect or know supermax results..
and vaccine will be the glove killer..

No news yet, so likely play up will continue..

should be already price in....at $21.20 a share , it aint cheap

TITIJAYA SON..
At any time during the exercise period indicated above,(i) every 1
ICPS and cash payment of RM0.7425 can be converted into 1 new Subdivided Share;
or(ii) every 10 ICPS, without any cash, can be converted into 1 new Subdivided
Share

So since now that titijaya mother has go above 0.7425, the son will be very interesting.. almost like a warrant and can move faster, since the conversion price is 0.7425 with 1 son.

since now titijaya already above RM0.7425, so the movement of the son will also follow the mom ie.. quicker...

tomoro the mother and also son will be exciting...particularly the son

titijaya PA, you buy 10 at now 60 sen, u can get 1 titijaya share worth 73 sen

maybe next year once sinopham got build new facility for vaccine, then titijaya will get the deal...
the agreement is for 5 years..
they only have 1 facitliy in wuhan, maybe msia facility will be done by titjaya?

titijaya PA..

At any time during the exercise period indicated above,(i) every 1
ICPS and cash payment of RM0.7425 can be converted into 1 new Subdivided Share;
or(ii) every 10 ICPS, without any cash, can be converted into 1 new Subdivided
Share

so if u buy 10 ICPS you can get 1 share... ie 10x0.055 = 55 sen, and u can get 1 titijaya share worth 68 sen

state own company.. means its own by china government....so one an only..

https://www.theedgemarkets.com/article/titijaya-teams-chinas-stateowned-healthcare-group-sinopharm-supply-ppes-test-kits

if mother is $1... then titijaya-PA theoretically would be $1/10 or 10 cents...

titijaya PA can change 10 to 1 mother..
ie.. 60 sen for 10 PA, which u can convert to 1000 share titijaya..which worth 68 to 70 sen depending on the mother share price

big fund i think will rotate to vaccine related plays like dphama & dphama...
Hold tight..
the glove plays already too high and irrational..
so hold tight your dphama and phama..

dphama and phama is GLC and rise in the price of this 2 counter, will benefit bumiputra investment fund if it goes up... as PNB , and EPF and other bumiputra investments fund are the main shareholder..
glove counter already shoot too high.. dphama still only $3.. plenty of room to grow from now till next year..
hold tight..

rotate to vaccine players for the phase of bullrun.. as glove is already too high.. dphama and phama are the 2 GLC counters to benefit from vaccine filling..