No longer makes sense to wait until another qtr to buy....by then it would be too late

Fantastic results... a gem yet to be discovered. Wonder can limit up?

The first Americans to receive a Covid-19 vaccine could get it as soon as 11 December, according to the head of the US coronavirus vaccine programme.

Dr Moncef Slaoui told US network CNN the plan was to "ship vaccines to the immunisation sites within 24 hours" of a vaccine being approved.

https://www.bbc.com/news/world-us-canada-55036381

https://www.bbc.com/news/world-us-canada-55036381

The first Americans to receive a Covid-19 vaccine could get it as soon as 11 December, according to the head of the US coronavirus vaccine programme.

Dr Moncef Slaoui told US network CNN the plan was to "ship vaccines to the immunisation sites within 24 hours" of a vaccine being approved.

https://www.bbc.com/news/world-us-canada-55036381

The first Americans to receive a Covid-19 vaccine could get it as soon as 11 December, according to the head of the US coronavirus vaccine programme.

Dr Moncef Slaoui told US network CNN the plan was to "ship vaccines to the immunisation sites within 24 hours" of a vaccine being approved.

The first Americans to receive a Covid-19 vaccine could get it as soon as 11 December, according to the head of the US coronavirus vaccine programme.

Dr Moncef Slaoui told US network CNN the plan was to "ship vaccines to the immunisation sites within 24 hours" of a vaccine being approved.


https://www.bbc.com/news/world-us-canada-55036381

The first Americans to receive a Covid-19 vaccine could get it as soon as 11 December, according to the head of the US coronavirus vaccine programme.

Dr Moncef Slaoui told US network CNN the plan was to "ship vaccines to the immunisation sites within 24 hours" of a vaccine being approved.


https://www.bbc.com/news/world-us-canada-55036381

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ, most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres. Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.

Read more: https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/#ixzz6eRCQ0knK

.......

4-5 million per week? by April covid war is completely over looks like

as it happens in US & UK...it will take place worldwide

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ, most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres. Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.

Read more: https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/#ixzz6eRCQ0knK


.......


4-5 million per week? by April covid war is 100% over looks like

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ, most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres. Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.

Read more: https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/#ixzz6eRCQ0knK


.......


4-5 million per week? by April covid war is 100% over looks like

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ,
...........................................................

https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/


Most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres.

Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.


......


4-5 million a week? by April looks like covid war is 100% over.

Under NHS England’s draft covid-19 vaccine deployment programme, which was outlined in a leaked document dated 13 November seen by HSJ,
...........................................................

https://www.newscientist.com/article/2237475-covid-19-news-nhs-drafts-plan-to-vaccinate-adults-in-england-by-april/


Most doses of the potential vaccine would be administered between early January and mid-March, at a rate of between 4 and 5 million each week.

The vaccinations would take place at thousands of “community mass vaccination sites” arranged by local GPs, with additional “large scale mass vaccination centres” in stadiums and conference centres.

Priority will be given to healthcare workers and care home residents who would start to be vaccinated in early December, followed by people aged 80 and above, those in their seventies and those in their late sixties.


......


4-5 million a week? by April looks like covid war is 100% over.

Five federal agencies have started telling employees they could receive Pfizer or Moderna’s Covid-19 vaccine in as little as eight weeks as the U.S. prepares to distribute the potentially life-saving doses across the country, according to a person with first-hand knowledge of the plan.

https://www.cnbc.com/2020/11/20/coronavirus-5-us-agencies-have-started-telling-employees-they-could-get-vaccine-shots-in-8-weeks.html

Five federal agencies have started telling employees they could receive Pfizer or Moderna’s Covid-19 vaccine in as little as eight weeks as the U.S. prepares to distribute the potentially life-saving doses across the country, according to a person with first-hand knowledge of the plan.

https://www.cnbc.com/2020/11/20/coronavirus-5-us-agencies-have-started-telling-employees-they-could-get-vaccine-shots-in-8-weeks.html

Five U.S. agencies have started telling employees they could get Covid vaccine shots in as little as 8 weeks

https://www.cnbc.com/2020/11/20/coronavirus-5-us-agencies-have-started-telling-employees-they-could-get-vaccine-shots-in-8-weeks.html

Five federal agencies have started telling employees they could receive Pfizer or Moderna’s Covid-19 vaccine in as little as eight weeks as the U.S. prepares to distribute the potentially life-saving doses across the country, according to a person with first-hand knowledge of the plan.

Essential federal workers would be among the first group of Americans to get inoculated against the coronavirus after the nation’s health-care workers, according to the Centers for Disease Control’s vaccination program “interim playbook.” The plan lists essential workers, along with the elderly and other highly vulnerable groups, in the first phase of its vaccine distribution plan,

Five U.S. agencies have started telling employees they could get Covid vaccine shots in as little as 8 weeks

https://www.cnbc.com/2020/11/20/coronavirus-5-us-agencies-have-started-telling-employees-they-could-get-vaccine-shots-in-8-weeks.html

Five federal agencies have started telling employees they could receive Pfizer or Moderna’s Covid-19 vaccine in as little as eight weeks as the U.S. prepares to distribute the potentially life-saving doses across the country, according to a person with first-hand knowledge of the plan.

Essential federal workers would be among the first group of Americans to get inoculated against the coronavirus after the nation’s health-care workers, according to the Centers for Disease Control’s vaccination program “interim playbook.” The plan lists essential workers, along with the elderly and other highly vulnerable groups, in the first phase of its vaccine distribution plan,

no , it may 3 weeks

https://www.nbcnews.com/health/health-news/will-covid-vaccine-be-safe-what-scientists-want-see-n1248466

Nov. 21, 2020

A Gallup poll in November found that 58 percent of Americans say they would get a Covid-19 vaccine, up from a low of 50 percent in September. But there are still worries that the speed of developing and testing the vaccines may have compromised their scientific integrity.

........

at 95% effectiveness and 58% willing to take vaccine now in U.S, you are almost there with the herd immunity requirement of 60%


as more and more convincing data surfaces with people living normal after vaccination...and imposition of travel restriction to those not vaccinated...the willingness to take vaccine can only become stronger day by day...

https://www.nbcnews.com/health/health-news/will-covid-vaccine-be-safe-what-scientists-want-see-n1248466

Nov. 21, 2020

A Gallup poll in November found that 58 percent of Americans say they would get a Covid-19 vaccine, up from a low of 50 percent in September. But there are still worries that the speed of developing and testing the vaccines may have compromised their scientific integrity.

........

at 95% effectiveness and 58% willing to take vaccine now in U.S, you are almost there with the herd immunity requirement of 60%


as more and more convincing data surfaces with people living normal after vaccination...and imposition of travel restriction to those not vaccinated...the willingness to take vaccine can only become stronger day by day...

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

Here's the Coronavirus Vaccine Maker That's Most Likely to Blow Past Pfizer and Moderna

https://www.fool.com/investing/2020/11/20/coronavirus-vaccine-maker-past-pfizer-moderna/

Nov 20, 2020

J&J's coronavirus vaccine candidate, though, requires only one dose.

This could give J&J a significant competitive advantage over its rivals. A single-dose vaccine would have a lower cost than a two-dose regimen. People would also be more likely to want to receive a vaccine that they only have to take once.

Johnson & Johnson also won't have the ultra-cold storage requirements that Pfizer's vaccine has. Its COVID-19 vaccine can remain stable for up to two years at around minus four degrees Fahrenheit and for up to three months at temperatures between around 35 degrees and 46 degrees Fahrenheit.

In addition, J&J beats Moderna when it comes to production capacity. Moderna has stated that it will be able to make around 500 million doses of mRNA-1273 next year, although the biotech says that it could "possibly" up that to 1 billion doses. J&J is on track to produce more than 1 billion doses per year.

many people still dont get the meaning of 95% effective vaccine.

with current desperation from all businesses worldwide, vaccination worldwide will be done within months

every single business - you name it...will want to help to get this done as quick as possible, people cant wait for travel and holidays for life to return to normal

its done deal - max 12 months and the economy will be booming with added boost from pent up demand

its not easy to find an investment that gives 10% return in a year

you need to see the future in advance and take a strong bet

many people still dont get the meaning of 95% effective vaccine.

with current desperation from all businesses worldwide, vaccination worldwide will be done within months

every single business - you name it...will want to help to get this done as quick as possible, people cant wait for travel and holidays for life to return to normal

its done deal - max 12 months and the economy will be booming with added boost from pent up demand

its not easy to find an investment that gives 10% return in a year

you need to see the future in advance and take a strong bet

many people still dont get the meaning of 95% effective vaccine.

with current desperation from all businesses worldwide, vaccination worldwide will be done within months

every single business - you name it...will want to help to get this done as quick as possible, people cant wait for travel and holidays for life to return to normal

its done deal - max 12 months and the economy will be booming with added boost from pent up demand

its not easy to find an investment that gives 10% return in a year

you need to see the future in advance and take a strong bet

many people still dont get the meaning of 95% effective vaccine.

with current desperation from all businesses worldwide, vaccination worldwide will be done within months

every single business - you name it...will want to help to get this done as quick as possible, people cant wait for travel and holidays for life to return to normal

its done deal - max 12 months and the economy will be booming with added boost from pent up demand

its not easy to find an investment that gives 10% return in a year

you need to see the future in advance and take a strong bet

many people still dont get the meaning of 95% effective vaccine.

with current desperation from all businesses worldwide, vaccination worldwide will be done within months

every single business - you name it...will want to help to get this done as quick as possible, people cant wait for travel and holidays for life to return to normal

its done deal - max 12 months and the economy will be booming with added boost from pent up demand

its not easy to find an investment that gives 10% return in a year

you need to see the future in advance and take a strong bet

yes Tkeng, lets see....

this is pandemic recovery stocks...market should realize anytime soon..

yup...plenty of oil supply will maintain oil price low..however with the vaccine, demand should pick up on lctitan products...increasing the margin

ironically O&G stocks already climbing up fast with vaccine news

and yet LC titan seems confused where to go

Posted by Tkeng > Nov 17, 2020 8:14 AM | Report Abuse

@probability... Margin squeeze,... 4.1% profit on sales qr3. Still had feedstock in their inventory when naptha was high... Oil prices going to remain low for a long time. Margins may improve even with lesser volume, no?
17/11/2020 7:53 AM

keyword - "will be dependent on the pandemic recovery trajectory"

prospects
..........

The results of our operations for the financial year ending 31 December 2020 are expected to be primarily influenced by the following factors

(a) The demand and supply balance of petrochemical products in the market;

(b) Our ability to maximise production outputs and operational efficiency;

(c) Petrochemical product demand moves in tandem with overall global GDP growth, driven by consumption and population growth; and

(d) Feedstock prices which is correlated to crude oil prices.


The International Monetary Fund in its latest report has noted a less severe economic contraction for 2020 than it initially expected. This is following the better-than-expected 2nd quarter economic recession in major developed and emerging economies, led by strong recovery in the Chinese economy. The softened impact was also supported by the massive fiscal countermeasures and accommodative monetary policies implemented by all major economies in the onset of the COVID-19 pandemic.

Nevertheless, the recovery outlook remains fragile with high degree of uncertainties for now, as it will be dependent on the pandemic recovery trajectory.

Group revenue decreased by 23% (or RM 1,485.4 million) from RM 6,464.1 million to RM 4,978.7 million due to decrease in average product selling price and sales volume. The COVID-19 pandemic have affected regional economy resulting in poor business sentiment and weakened demand. Regional businesses display sign of recovery with recent
improvement seen in average product selling price and sales volume. Apart from the virus outbreak, reduction in production quantity resulting from the major statutory plant turnaround conducted in 1H 2020 has also caused the decrease in sales volume.

OMG...kltower...very powerful image...
i can also see ah Thai sitting inside!

recent high in cases is 575 k per day worldwide....

vaccine to bring down the cases? Wait till 2024...



Posted by freetospeak > Nov 1, 2020 10:19 AM | Report Abuse

how about if asp not coming down when supermax got 48 bilcaps oledi...
4 bil pat per qtr...u scared or not...

What!!! haven consider 15 bil us caps...
If consider ...5 bil PAT per qtr???
Super max pe 1 at 2022 at current price ?

if gloves stock dips...the whole market will...no choice..best catalyst is interest rate reduction...and think its inevitable

plenty of money to take out from financial sector...it had barely dipped

hope for interest rate cut...and fund taking out money from other stocks and add more on gloves..

and the winter is just starting...all other economic activity is going for a halt...i expect oil price to crash below 30USD/brl again...

i think its consolidating...or more like digesting how far these pandemic will go before another breakout in the share price..

If you notice the ASP on latest month from Supermax analyst briefing..it had exceeded 220USD/k gloves

this i agree...ASP decline is the trigger point..

Posted by CharlesT > Oct 31, 2020 7:26 PM | Report Abuse

The peak of asp likely to be in next q i think..or at most one more q..

When u c profit stops to increase then u know what to do

may be at least till next winter ...these spot orders will be there looks like...

further since order already booked till end 2021...whatever they produce cannot increase the inventory of the gloves worlwide..and ots indeed depleting very fast

true also...but there is just no other place to park money feels like...unless you keep it as cash...

sifu charles...this time may be can really extend to 2022 look like...looking how they are investing on additional capacity...

any gut feeling..insight what could be the next theme play?

O&G seems too early to go in..

and 2021 too...

Wawasan 2020...1 Malaysia....duduk rumah main saham

https://www.google.com/search?q=riverstone+sgx&oq=river&aqs=chrome.1.69i57j69i59l2j0l2j46l3.5735j0j8&sourceid=chrome&ie=UTF-8