MAH SING needs to speed up thier production schedule. Timing is everything

WHO says China made vaccine just as effective vs Pzifer

Targeted at least 4.00 by next week

Cpo price trending higher harlen estate direct beneficiaries

Didi7349 - wait and see what CCP have to tell in the FB session

Expect SOP earnings to grow YoY { uptrend of CPO}

WHO will fast track emergency approval the vaccine's for mass usage if there is not any adverse side effects and proven effective { even it's not 100% }

Standard sampling result takes time for regulatory approval { WHO fast track emergency approval} if the vaccine's is effective and not have any adverse side effects { even not 100% effective will be allow}

Gloves fundamental remains unchanged { cited by funds manger and investment houses}

US recorded 131,000 { highest daily infection} yesterday. Worldwide infection hit 52 million

Gloves should rebound today. Follow the big 4 taiko

Gloves are estential part of PPE in medical and general usage under covid or any other outbreak

PBT result { before EBIT and amortisation write down}
Qtr ending 30Sep. - $ 7.582million
Qtr ending 30Jun - $13.539million
Qtr ending 31Mar - $ 34,982million

3qtr cumulative losses - $ 56.103 million

avr CPO up +$900 {+37%} Y-o-Y
Nov 2021 spot 3,400 { as at 10/11}
Nov 2020 spot 2,490 { last year }
Rsawit has huge land bank acreages totalling 92,312 ha bigger than a lot of its peer

Banking stocks was yesterday biggest winner. Pbb jump almost 2.oo

Believed gloves trading will be very volatile. Remember Malaysia is home to the world's biggest glove oriducers. FDI and IB will be looking at our glove stocks

Gloves rebounded after yesterday sell off

Profit taking after yesterday price hike

.Believed China sinopharm get the vaccine out first

Heavy profit taking yesterday

Must be patient with this counter. Wait for coming qtr result

US DJ index jump from 26,925 points on Wed { 4Nov} to close yesterday at 29,420 { 11Nov} after the US elections and Pzifer announcement. A rise of 2,495 points. { +9.26%} matter of 4-5 trading days. What to Gpacket??

November CPO spot prices trading between MYR 3,300 - MYR 3,450 per tonne { highest for the past 4 - 5 years} uptrend will continue to sustain due to La nina weather conditions in South America soy growing region. Both CPO and SBO prices are closely correlated

Sinopharm and Pzifer are both racing to be the first covid vaccine for mass inoculations. Every lab is testing testing round the clock for a antidote

Pzifer and US politics are interlink { announcement made right after Joe wins } this is to ensure US pharmaceutical firms are in the eyes of the public

Next 2 years will still be OK. Demand already lock in.

Afternoon session will see the trend

Both have the core support. Glove for long term. Vaccine for current theme play

Ecoworld board has asked for more time on the merger proposal tabled by UEM group { 2 Jan 2021}

Glove makers will be hit hard with Pfizer vaccine. Expect trading volatility and heavy selling { Gpacket } possibility following suit. Pharmaceutical stocks will buck the trend and spike upwards

Expect trading volatility in Glove producers. Small players will follow the big 4 trend

Expect trading volatility

Expect trading volatility in Glove markers

Jump-start with Pfizer vaccine theme play. HWGB /Bintai tie up venture with vaccine supplier and producer

Vaccine Pharma theme play

DJ skyrocketed news of vaccine found +1,400 opening

Kwsp collected 3 million Dpharma shares {27/10, 28/10,30/10} PNB collected. 642k {4/11} and YPBumi collected another 642k D pharma shares {4/11}

Cpo on a rising trend. Cpo now sitting at 3,400 per tonne

A lot of retail uncles also got conned by GP at 54-55 by all the hypes and PP placements. Look at the hard figs u see the true picture. No dividends, bad P&L result, share dilution

10 years tax exemption for Malaysian companies dealing with anti covid 19 vaccines under budget?

Calvintaneng :agreed with your reasoning but the main issue lies with palm { CPO } itself. It's not a price maker but it tends to correlate closely with SBO and other competing soft oils. Demand is seasonal and with Brent crude { Gas oil spread } trading at a big discount. Demand for biofuel will not be robust. Not viable to sustain the used of palm biofuel in the long run.
Nevertheless with the El nino or La nina production of palm may be affected. China and India holds the key. Hopefully, we can see better days and higher prices in the coming 3-4 months.

Bagging the new job at Indonesia is a boast for Kpower. Hydro, solar, biomass, power plant projects are our Malaysian expertise . Aminvest has started their coverage and revised their buy call at higher price at 4.16 { based on 15 times FY21}

Started moving last hours. Hopefully with budget incentives healthcare will be in the limelight

Waiting for budget incentive any tax break for property developers { the slump in property take up real. Condos and apartmens are empty with the borders closed in definety. rental rates have spiral down hurting investor

Plantatio counters have started recovering from their low but too early to have a bullish buy. They have recovered from their year low and not on a hot streak. Counters like Rsawit or TSH have not hit their year high despite CPO is on roll at their 4 year high { hitting above 3,300 per tonne} Rsawit trading at 29 sen {against their high of 48} TSH manged to close at 1.02 { still far below this year high of 1.54}

Without prejudice :is gpacket a good or bad investment
09/10 close at 50
14/10 close at 50.5
21/10 close at 49.5
28/10 close at 48
O2/11 close at 45.5

This dates are pick prior to PP placement announcement.

DJ up +1400 points past 3 trading days. Worse off
Gpacket still zzzzz { whereas AT or Iris} all stirring higher

If trump is confident no need to stop counting

Highly possible china vaccine will be in first

Rulethemarket. Agreed with your reasoning. Mah Sing have recruited few new guys who are all hands on { apart from their own plastic division} that 's makes the gist of easing thier start ups