@freetospeak sifu, haha, everyday this vaccine, that vaccine, this hair cut, that hair cut, very boring life lah. Must be happy, enjoy while we can. 人生得意须尽欢，莫使金樽空对月。

Ai yoh, the PAS gang just mentioned all religion's follower must not drink alcohol, so how? Like this, Carlsberg and HEIM sure die lah. Where to get ample corporate tax to pay these MPs fat gaji and allowance? On top of that, almost all of them are appointed as GLC bosses.

Anyway, to be frank, I never have confidence putting my hard earned money in these public listed GLCs, with so many of these clowns sitting on the top. Pathetic.

This is not a suggestion to buy or to sell, trade carefully by seeking advice from the real sifus, decision is yours. 买卖盈亏自负。
________________
Posted by freetospeak > Aug 27, 2020 8:11 PM | Report Abuse

Vairocana...bikini index u also support? Very farsighted indeed..

@freetospeak, sifu, 好建议， 此即“手套股INDEX”也。

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Posted by freetospeak > Aug 27, 2020 2:30 PM | Report Abuse

我们会有 比基尼洋妞 index 吗?

@liewtze06, spot on, well said. Action equals to reaction. The invisible hands and the deep state cannot hold it for long.
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Posted by liewtz06 > Aug 27, 2020 6:29 PM | Report Abuse

Supermax is either seriously undervalued if compared to its peers or its peers is seriously overvalued.

Example by using current share price vs latest QR:
Kossan forward PE = 15.4/(0.1025x4)=37.56
Harta forward PE = 16.86/(0.0649x4)=64.85

What should be Supermax's share price if it were to use PE above,
compared to Kossan, it should be: (0.3058x4)x 37.56 = 45.95
compared to Harta, it should be: (0.3058x4)x 64.85 = 79.33

The gap between Supermax's PE with Harta and Kossan will be even wider if it gives another bombastic QR which is almost certain.
So is Kossan and Harta overpriced? Harta boss still actively acquiring his own company's shares. The message is very clear already.

There could be many invisible hands behind that manipulate all these. But I believe, the harder you press a spring, the higher it jumps when you released it

@PureBULL ...Good advice , sifu. 百忍成金。

看准了， 买对了， 忍一忍， 拿到红股和股息， 再几轮季度标青业绩，再继续拿股息或红股， 然后公司成了世界500强之一，那自然就成金了。

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Posted by PureBULL ... > Aug 27, 2020 11:16 AM | Report Abuse X

CONSOLIDATION period is tough.
But my guru said: tough times never last, tough pple do.
Tis now like a W. At times it can be triple bottom.
Endurance test needs a few more mkt days to make the mkt solid like a runway.
ROSY days r ahead .,.

Might have a preview of the Glove show in late afternoon session.

@shearer202, 说得好， 你的比喻妙极了。哈哈！其实他们这些家伙别有居心，他们想要趁低收票，然后收够了，又再把'NEUTRAL”唱成'OWERWEIGHT“，不是吗？

上个月才拼命唱好，现在马上变脸，罔顾全世界的新冠确诊病例，每天都还在以超过十万例的数目在增加的事实。而疫苗的出现，更是加大了手套的需求，反而应该继续'OVERWEIGHT‘才对。真是可笑和荒谬透顶。

他们至少也要等到世界新冠病毒确诊病例到了拐点，再来说'NEUTRAL’还不迟。可是这一天， 还远呢！

谁听信他们的，很快就去荷兰。
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Posted by shearer202 > Aug 27, 2020 2:10 PM | Report Abuse

大家必需团结一致在红股行使权后以更低的价格大量吸仓迎接更强劲的第三波手套股狂潮! 其他的废话大可不理! 只有当你可以看见大批比基尼洋妞在东南亚美丽海岛晒日光浴的时候那才是真正的手套股退潮期!至少这两年内是没机会看比基尼洋妞啰!

@kltower, this Covid-19 knock out every sector except the gloves and some other health-related companies.

The interest is so low, and many people have withdrawn their FDs in the banks to invest in the market. What if many of them also sell unit trusts? What are the consequences to these IBs?

The NORTHERN HEMISPHERE will soon face a TWINDEMIC, new waves of Covid are imminent. 'NEUTRAL" MY FOOT.

What shall we do here in KLSE, dear friends? Your answer is as good as mine.
____________________________
Posted by kltower > Aug 27, 2020 1:55 PM | Report Abuse

Maybank (1155) PAT drop -51.5%....no wonder shout windfall tax, if top glove take over No.1 seat Maybank really no face...

@JohnFarmer, exactly. They kalah to the retail investors, damn malu lah. Just check their portfolio of stocks and weightage, we know the answer.
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Posted by JohnFarmer458 > Aug 27, 2020 1:39 PM | Report Abuse

This small time broker too late into glove so they target to speculate in “vaccine” counters , but looking at how vaccine counter losing steam they getting more desperate. And the edge has no credibility just has their own agenda owner already sold all glove share long time ago now sour because glove keep going up

@freetospeak, haha, correct, which means nobody is interested anymore.

For these local analysts to label the term "NEUTRAL" instead of "OUTPERFORM" by foreign analysts, the disparity is indeed puzzling.

They can fool the people some of the time but they cannot fool the people all the time.

Some retail investors may listen to them but I believe there are many who are intelligent enough to identify between the fake and the truth. They will do their homework diligently, and are able to identify the real sector and companies as their choices of pick.
______________________________
Posted by freetospeak > Aug 27, 2020 11:01 AM | Report Abuse

u shld not fear bad news for gloves stock...u shld fear when theres no bad news for glove stock.

@candy0326, you are spot on. Good strategy and very smart to hold tight on Super. Never let go. Patience is the key for winning when the PAT of future qtrs can reach 1.0 bil each. This is still the best among all glove stocks.
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Posted by Candy0326 > Aug 27, 2020 10:27 AM | Report Abuse

Relax, I swap all my capital from loss counter, if not supermx i'm still losing money. Because of Supermx i bought from 7.50, when up sell little take profit, until now my average price is 11.10
We don't need to scare this counter performance, after buy just go sleep, next quarter the result will tell us, how high it will go :)

@Goldberg, indeed, the big 4 are still the safest bets in the current situation. Super is the most potential among the big 4. We have to be pragmatic if we want to invest with our hard-earned money and gain profit from the market.
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Posted by Goldberg > Aug 27, 2020 11:17 AM | Report Abuse

Let the skeptics/ gamblers /naysayers have their say. Nothing is gonna stop SUPER from FLYING .

The reasons are simple- Fantastic Fundamentals, Amazing business model & vaccines may be ineffective as virus keep mutating.

SUPER to the MAX.

@kltower,hehe, nice one. Blue sky is the limit. Let's fly across the Everest.
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Posted by kltower > Aug 27, 2020 11:19 AM | Report Abuse

▬▬▬▬.◙.▬▬▬▬
▂▄▄▓▄▄▂
◢◤ █▀▀████▄▄▄▄▄◢◤
█ SUPERMAX 要飞了█▀▀▀▀╬
◥███████◤
══╩══╩══ V shape rebound

@freetospeak sifu, 哈哈，说得好。黄沙百战穿金甲，不破楼兰终不还。嘿嘿！
________________________
freetospeak .两岸猿声啼不住，轻舟已过万重山
26/08/2020 3:37 PM

@Ntpboon, 希望下一个季度， 大老板再来一个买一送一， 一千张送一百张， 比较容易算。 哈哈。
_____________________________
Posted by Ntpboon > Aug 26, 2020 3:21 PM | Report Abuse


来来来......................

买一送一....................

一千张再送四十五张...................

https://www.bloomberg.com/news/articles/2020-08-24/coronavirus-vaccine...

Some key points:

Many of the 200-plus Covid-19 vaccine projects under way around the world are focused on new technologies—inoculations based on messenger RNA, for example, or genetically modified cold viruses. The company developing one of China’s leading vaccine candidates, by contrast, is betting that humanity’s best chance may lie with a shot not too different from the kind that’s been in use for hundreds of years.

Even if the Chinese companies succeed in getting their vaccines approved, they’ll face a formidable challenge: convincing people that their products are safe, especially after a drastically accelerated approval process. Ironically, that may be toughest in their home market, where many consumers prefer Western pharmaceuticals.

If Sinovac’s last phase of trials is successful, CoronaVac could be deployed at large scale next year. For health experts, any geopolitical consequences of the company finishing at or near the front of the pack are far less important than the medical benefits of having more options to protect against the coronavirus.

“If we have one vaccine that works, the world has failed,” says Mike Turner, head of major science investments at Wellcome, a London-based medical foundation. “We need to have several different vaccines. It’s not that we will have one miracle silver bullet.”

Comment: The more vaccines the better = the more silver bullets = more medical gloves to be stockpiled by every country's MOH = more demand for the malaysian gloves = more PAT for the big 4 and the second/third liners.

https://www.bloomberg.com/news/articles/2020-08-24/coronavirus-vaccine-china-s-covid-front-runner-uses-brute-force-approach?srnd=premium-asia

Some key points:

Many of the 200-plus Covid-19 vaccine projects under way around the world are focused on new technologies—inoculations based on messenger RNA, for example, or genetically modified cold viruses. The company developing one of China’s leading vaccine candidates, by contrast, is betting that humanity’s best chance may lie with a shot not too different from the kind that’s been in use for hundreds of years.

Even if the Chinese companies succeed in getting their vaccines approved, they’ll face a formidable challenge: convincing people that their products are safe, especially after a drastically accelerated approval process. Ironically, that may be toughest in their home market, where many consumers prefer Western pharmaceuticals.

If Sinovac’s last phase of trials is successful, CoronaVac could be deployed at large scale next year. For health experts, any geopolitical consequences of the company finishing at or near the front of the pack are far less important than the medical benefits of having more options to protect against the coronavirus.

“If we have one vaccine that works, the world has failed,” says Mike Turner, head of major science investments at Wellcome, a London-based medical foundation. “We need to have several different vaccines. It’s not that we will have one miracle silver bullet.”

Comment: The more vaccines the better = the more silver bullets = more medical gloves to be stockpiled by every country's MOH = more demand for the malaysian gloves = more PAT for the big 4 and the second/third liners.

@freetospeak sifu, yes, more gloves are needed when more vaccines are produced for mass vaccination next year, on condition that these vaccines pass the III Phase clinical trial and approved by WHO and FDA.
___________________________
Posted by freetospeak > Aug 24, 2020 8:28 PM | Report Abuse

APPEARANCE OF VACCINE = CRAZY STOCK UP FOR GLOVES.
All country will crazily stock up for gloves for vaccination worldwide.when thers a already a serious shortage now b4 vaccine appear. What will happen when the world need to cater for super demand when vaccine start to be rolled out massive worldwide.
There r already cases of covid spread due to recycle usage of gloves.
Warning. Do not poke holes on gloves so that u can use hp.

@kl tower, Ai yoh, naked and not wearing mask, no social distancing, sure kena Covid-19, cannot avoid lah.
___________________________________
Posted by kltower > Aug 24, 2020 9:19 PM | Report Abuse

French naturist camp hit by ‘very worrying’ Covid outbreak

https://www.google.com/amp/s/amp.theguardian.com/world/2020/aug/24/fre...

kekeke...naked also hit by covid...

@sifu PureBull, ha ha, I am still an apprentice, no sifu lah.

I am learning from Sifu freetospeak, OTB, PureBull and many others, who are kind enough to share their calculations and advice with us. Millions of thanks.

Regarding the covid-19 blood plasma therapy, it has been applied in Wuhan in Feb-Mac on some severe cases, however the result is not promising.

Hence, TCM formulae are being considered as the only efficacious treatment against Covid-19 in China.

It has been proven that TCM herbs are in fact in fact the most efficacious against the Covid-19 virus.
___________________________
Posted by PureBULL ... > Aug 24, 2020 9:44 AM | Report Abuse

wow sifu Vairocana9999, will take note .,.

@PureBull sifu, I believe the longer DT remains in the oval office, the more favourable condition for Covid-19 to befriend the people. It is unbelievable, thinking about those therapies proposed by DT: Chlorox,Chlroquine, and no need to worry because the virus will vanish by itself etc.

Hence, glove sector will grow faster, so are Super and TG.

I hope DT is there for another term. Ha ha.

@freetospeak sifu, the longer DT remains in the oval office, the more favourable condition for Covid-19 to befriend the people. Gloves sector will grow faster. I hope he is there for another term. Ha ha.
_________________________________
Posted by freetospeak > Aug 24, 2020 9:15 AM | Report Abuse

TRUMP is rite...Plasma therapy is a BREAKTHRU for SUPERMAX AND TG ...lol

Millions of thanks to Sifu PureBull. Take care across the Atlantic. Hope to see all the sifus one day in Bolehland and we shall rejoice.

https://hk.on.cc/hk/bkn/cnt/news/20200822/bkn-20200822110926233-0822_0...

料冬季爆發另一波新冠肺炎疫情　港府預留資金月底採購疫苗
08月22日(六) 11:09

陳肇始稱會先研究疫苗數據，視乎疫苗潛質再決定採購。（Getty Images圖片）
本港疫情反覆，專家指或要等待疫苗出現才能令疫情真正受控。食物及衞生局局長陳肇始指，肺炎疫苗價格有浮動，將預留資金於月底進行採購，並會研究如何為市民接種。

陳肇始今早(22日)出席電台節目時指，新冠肺炎疫苗價格出現浮動，但未有實際數字，當局會預留資金於月底進行採購。局方展開採購工作前，會先研究疫苗數據，視乎疫苗潛質再作決定，衞生署則會負責研究如何為市民接種。

此外，對於衞生署署長可擴大授權，容許執法人員進行追蹤患者的工作，陳指現時有紀律部隊人員協助工作，包括警方、海關、入境處等。陳解釋於疫情高峰期時，連續多日有過百名確診患者，增加追蹤工作的難度，同時亦有市民不願配合，故需要更多人員協助有關工作。陳又指冬天可能會爆發另一波疫情，估計屆時亦需要大量人手協助，修改法例可以及早作準備。

《香港疫慌》專頁: http://hk.on.cc/fea/hkdisease

Comment:

刚刚WHO总秘术根据1918西班牙大流感的经验，预测如果每个国家全力合作，新冠疫情也要至少两年才可结束，意思就是说要到2022年9月，疫情才有希望结束。

可是美国却退出WHO,第一个唱反调，小弟巴西是第二个，还有很多小弟跟随，那要多少年才能结束？之前的预测是2025年。我们拭目以待。

而上则新闻说：港府预留资金月底采购疫苗 = 那就需要马上采购更多手套 = 全世界其他国家的政府也都会作此预算，购买手套等PPE = 大马手套公司的ASP和销售量一再提高 = 大马手套股的赚利一再提升 = 身在大马，若是投资正确，即可获得巨大盈利。

周末祝大家身体健康，龙马精神，接下来的股市投资，大大收获。

@PureBull sifu, well said. I am waiting for my bonus shares.

__________________________________
Posted by PureBULL ... > Aug 22, 2020 9:41 AM | Report Abuse

Msian mkt is very extremely retail driven.
Low price stocks fly maximum max UP.

TOPGLOV n SUPERMX should do pretty WELL after ex BI date on Sep 3rd n 4th.

n this mkt has TONNES of big money for those who believe in HOLDING.
It's the sitting that makes us RICH.
tis still the time with pure GLOVES .,.

A GOOD strategy to invest in stocks anywhere in the world is:
Stocks that go Bonus Issue n or Split.
Price Action Theory said if the price is higher n stay steady eddy after ex date = BUY
It means that growth stock is under value n price will bull all the way up ...

https://hk.on.cc/hk/bkn/cnt/news/20200822/bkn-20200822110926233-0822_00822_001.html?refer=hn2

料冬季爆發另一波新冠肺炎疫情　港府預留資金月底採購疫苗
08月22日(六) 11:09
陳肇始稱會先研究疫苗數據，視乎疫苗潛質再決定採購。（Getty Images圖片）
本港疫情反覆，專家指或要等待疫苗出現才能令疫情真正受控。食物及衞生局局長陳肇始指，肺炎疫苗價格有浮動，將預留資金於月底進行採購，並會研究如何為市民接種。
陳肇始今早(22日)出席電台節目時指，新冠肺炎疫苗價格出現浮動，但未有實際數字，當局會預留資金於月底進行採購。局方展開採購工作前，會先研究疫苗數據，視乎疫苗潛質再作決定，衞生署則會負責研究如何為市民接種。
此外，對於衞生署署長可擴大授權，容許執法人員進行追蹤患者的工作，陳指現時有紀律部隊人員協助工作，包括警方、海關、入境處等。陳解釋於疫情高峰期時，連續多日有過百名確診患者，增加追蹤工作的難度，同時亦有市民不願配合，故需要更多人員協助有關工作。陳又指冬天可能會爆發另一波疫情，估計屆時亦需要大量人手協助，修改法例可以及早作準備。
《香港疫慌》專頁: http://hk.on.cc/fea/hkdisease

Comment:

刚刚WHO总秘术根据1918西班牙大流感的经验，预测如果每个国家全力合作，新冠疫情也要至少两年才可结束，意思就是说要到2022年9月，疫情才有希望结束。

可是美国却退出WHO,第一个唱反调，小弟巴西是第二个，还有很多小弟跟随，那要多少年才能结束？之前的预测是2025年。我们拭目以待。

而上则新闻说：港府预留资金月底采购疫苗 = 那就需要马上采购更多手套 = 全世界其他国家的政府也都会作此预算，购买手套等PPE = 大马手套公司的ASP和销售量一再提高 = 大马手套股的赚利一再提升 = 身在大马，若是投资正确，即可获得巨大盈利。

周末祝大家身体健康，龙马精神，接下来的股市投资，大大收获。

https://www.chinatimes.com/realtimenews/20200821005278-260410?chdtv

華爾街傳奇操盤手也曾警告 美股泡沫破滅引爆點浮現
22:252020/08/21 中時新聞網
呂承哲

在美國聯準會(Fed)與美國財政部聯手救市下，美股從今年低點觸底反彈，同時間，追蹤美股的指數股票型基金（ETF）也不斷高漲，對此，Nationwide投資研究部主管Mark Hackett認為，這將成為下一個泡沫的金融商品。

早在新冠肺炎疫情衝擊全球經濟前，華爾街傳奇操盤手、電影《大賣空》的真實主角Michael Burry，精準預測美國次貸風暴將引爆2008年金融危機，藉此出手並大賺一票，在2019年9月就提出警告，認為各種指數型基金和ETF，是下一個出現類似美國次貸危機泡沫的金融產品，投資人不可不慎。

投資者越來越傾向投資SPDR S＆P 500 （SPY）和Invesco QQQ （QQQ）這樣的ETF。據CNN引述投資專家報導，代表科技股的那斯達克指數，現在的本益比已經攀升至2000年網路泡沫破滅以來最高。科技股只要有風吹草動，就會引起劇烈波動，Mark Hackett表示，如果這些科技巨頭股價重挫，持股科技股的ETF將受到嚴重波及。

由巴菲特等專業投資經理人管理的主動型基金，其投資組合往往擁有更為多元化的公司組合。這有助於某一特定類股走跌時，避險全面下挫的風險。Mark Hackett指出，他親眼目睹那指在短短幾個月內崩跌50%的景象，他認為當時發生的情況將再次上演。

資金流動性過高也引發許多問題，這使得多餘的資金湧入追蹤黃金、債券的ETF。宏利投資管理公司資深投資組合經理人Daniel Janis表示，公司債風險高，主要是許多體質虛弱的公司一直仰賴Fed與各國央行壓低利率，所帶來高流動資金持續在市場上生存。

Daniel Janis警告，若有一波高風險債券出現風險，將出現骨牌效應，先是從價格崩盤，導致許多債券基金被迫拋售，引爆贖回潮，就此引發惡性循環，最後災情延燒至整個金融市場。

文章來源：CNN

Comment: 这则新闻里面的含义很深。我看到重点如下，并提出了一些问题，我自己在思考，也供大家思考，集思广益：

1.早在新冠肺炎疫情衝擊全球經濟前，華爾街傳奇操盤手、電影《大賣空》的真實主角Michael Burry，精準預測美國次貸風暴將引爆2008年金融危機，藉此出手並大賺一票，在2019年9月就提出警告，認為各種指數型基金和ETF，是下一個出現類似美國次貸危機泡沫的金融產品，投資人不可不慎。

2.據CNN引述投資專家報導，代表科技股的那斯達克指數，現在的本益比已經攀升至2000年網路泡沫破滅以來最高。科技股只要有風吹草動，就會引起劇烈波動，Mark Hackett表示，如果這些科技巨頭股價重挫，持股科技股的ETF將受到嚴重波及。

第一个问题： 各种指数型基金和ETF, 大马的IB拥有这类型的多吗？有多少项？购买基金的人数多少？总额多少？那么请问阁下是否也是购买者之一？

第二个问题：科技股的风险是否越来越高？新冠疫情冲击下，经济大受影响，NASDAQ指数却创新高？这种背离现象代表什么？如若NASDAQ崩盘，对全世界，包括大马的科技股，会有什么影响？

第三道问题：敢问整个大马股市，那一个行业是不受新冠疫情影响的？哪一些股项的赚利是最有看头的？

第四道问题：既然MICHAEL BURRY 判断那么准确,现在又提出预警，我是不是要立即卖掉我的指数型基金和科技股，把钱拿去买赚利最高，而且不受新冠疫情的股项？

敬请各位方家，股市基本面和技术面大师，给敝人一些意见，谢谢！

@freetospeak sifu, yes, well said. I am still holding tight all my Super.
_________________________________________
Posted by freetospeak > Aug 22, 2020 9:10 AM | Report Abuse

There may b price war at oem level when new supply comes online but i can tell u the big distributor will be happily selling at premium price to end user like hospital n retailer.jus look bak at precovid price of usd90 at distributer level while oem is only selling at usd20to23. Cheap labor for big distributor i can say. So what to worry for supermax ,they can still sell at usd 90 when the big distributer is caling the shot in distributor price.they will be the big beneficary when there is oem price war.coz they can earn big profit out of it.lucky supermax is one of them...lol

https://www.chinatimes.com/realtimenews/20200821005278-260410?chdtv

華爾街傳奇操盤手也曾警告 美股泡沫破滅引爆點浮現
22:252020/08/21 中時新聞網
呂承哲

在美國聯準會(Fed)與美國財政部聯手救市下，美股從今年低點觸底反彈，同時間，追蹤美股的指數股票型基金（ETF）也不斷高漲，對此，Nationwide投資研究部主管Mark Hackett認為，這將成為下一個泡沫的金融商品。

早在新冠肺炎疫情衝擊全球經濟前，華爾街傳奇操盤手、電影《大賣空》的真實主角Michael Burry，精準預測美國次貸風暴將引爆2008年金融危機，藉此出手並大賺一票，在2019年9月就提出警告，認為各種指數型基金和ETF，是下一個出現類似美國次貸危機泡沫的金融產品，投資人不可不慎。

投資者越來越傾向投資SPDR S＆P 500 （SPY）和Invesco QQQ （QQQ）這樣的ETF。據CNN引述投資專家報導，代表科技股的那斯達克指數，現在的本益比已經攀升至2000年網路泡沫破滅以來最高。科技股只要有風吹草動，就會引起劇烈波動，Mark Hackett表示，如果這些科技巨頭股價重挫，持股科技股的ETF將受到嚴重波及。

由巴菲特等專業投資經理人管理的主動型基金，其投資組合往往擁有更為多元化的公司組合。這有助於某一特定類股走跌時，避險全面下挫的風險。Mark Hackett指出，他親眼目睹那指在短短幾個月內崩跌50%的景象，他認為當時發生的情況將再次上演。

資金流動性過高也引發許多問題，這使得多餘的資金湧入追蹤黃金、債券的ETF。宏利投資管理公司資深投資組合經理人Daniel Janis表示，公司債風險高，主要是許多體質虛弱的公司一直仰賴Fed與各國央行壓低利率，所帶來高流動資金持續在市場上生存。

Daniel Janis警告，若有一波高風險債券出現風險，將出現骨牌效應，先是從價格崩盤，導致許多債券基金被迫拋售，引爆贖回潮，就此引發惡性循環，最後災情延燒至整個金融市場。

文章來源：CNN

Comment: 这则新闻里面的含义很深。我看到重点如下，并提出了一些问题，我自己在思考，也供大家思考，集思广益：

1.早在新冠肺炎疫情衝擊全球經濟前，華爾街傳奇操盤手、電影《大賣空》的真實主角Michael Burry，精準預測美國次貸風暴將引爆2008年金融危機，藉此出手並大賺一票，在2019年9月就提出警告，認為各種指數型基金和ETF，是下一個出現類似美國次貸危機泡沫的金融產品，投資人不可不慎。

2.據CNN引述投資專家報導，代表科技股的那斯達克指數，現在的本益比已經攀升至2000年網路泡沫破滅以來最高。科技股只要有風吹草動，就會引起劇烈波動，Mark Hackett表示，如果這些科技巨頭股價重挫，持股科技股的ETF將受到嚴重波及。

第一个问题： 各种指数型基金和ETF, 大马的IB拥有这类型的多吗？有多少项？购买基金的人数多少？总额多少？那么请问阁下是否也是购买者之一？

第二个问题：科技股的风险是否越来越高？新冠疫情冲击下，经济大受影响，NASDAQ指数却创新高？这种背离现象代表什么？如若NASDAQ崩盘，对全世界，包括大马的科技股，会有什么影响？

第三道问题：敢问整个大马股市，那一个行业是不受新冠疫情影响的？哪一些股项的赚利是最有看头的？

第四道问题：既然MICHAEL BURRY 判断那么准确,现在又提出预警，我是不是要立即卖掉我的指数型基金和科技股，把钱拿去买赚利最高，而且不受新冠疫情的股项？

敬请各位方家，股市基本面和技术面大师，给敝人一些意见，谢谢！

Sifu, a very comprehensive and excellent review. Thank you very much for compiling and sharing. 辛苦你和CiA成员了！

Germany, Spain record highest daily coronavirus infection rate since April as cases surge across Europe
Published Thu, Aug 20 20207:02 AM EDTUpdated 3 Hours Ago.

Key Points

The World Health Organization cited a relaxation of public health measures, in addition to people “dropping their guard,” as possible explanations for the resurgence in the number of new Covid-19 infections across the region.
Germany recorded 1,707 new cases of the coronavirus in the last 24 hours, reflecting its highest daily toll since April.
As in Germany, Spain’s daily infection rate has not been as high since late April.

To date, more than 22.4 million people have contracted the coronavirus worldwide, with 788,015 related deaths, according to data compiled by Johns Hopkins University.

“The risk of resurgence has never been far away. In the last two months, new cases have been steadily increasing every week in the region. There were 40,000 more cases in the first week of August, compared to the first week of June, when cases were at their lowest,” Kluge said during an online press briefing.

Earlier this week, the WHO’s regional director for the Western Pacific, Dr. Takeshi Kasai, warned that the pandemic was now being driven by people in their 20s, 30s and 40s who may be “unaware” they are infected.

“According to a recent study, globally among those aged 15 to 24, cases of Covid-19 have increased from a rate of 4.5% at the end of February to 15% in mid-July. Low risk does not mean no risk,” he continued. “No one is invincible and if you do not die from Covid, it may stick with your body like a tornado with a long tail.”

https://www.cnbc.com/2020/08/20/coronavirus-germany-spain-record-highe...

Comment: This stealth-like Covid-19 is so infectious and looks like new waves are coming to the northern hemisphere soon.

Germany, Spain record highest daily coronavirus infection rate since April as cases surge across Europe
Published Thu, Aug 20 20207:02 AM EDTUpdated 3 Hours Ago.

Key Points

The World Health Organization cited a relaxation of public health measures, in addition to people “dropping their guard,” as possible explanations for the resurgence in the number of new Covid-19 infections across the region.
Germany recorded 1,707 new cases of the coronavirus in the last 24 hours, reflecting its highest daily toll since April.
As in Germany, Spain’s daily infection rate has not been as high since late April.

To date, more than 22.4 million people have contracted the coronavirus worldwide, with 788,015 related deaths, according to data compiled by Johns Hopkins University.

“The risk of resurgence has never been far away. In the last two months, new cases have been steadily increasing every week in the region. There were 40,000 more cases in the first week of August, compared to the first week of June, when cases were at their lowest,” Kluge said during an online press briefing.

Earlier this week, the WHO’s regional director for the Western Pacific, Dr. Takeshi Kasai, warned that the pandemic was now being driven by people in their 20s, 30s and 40s who may be “unaware” they are infected.

“According to a recent study, globally among those aged 15 to 24, cases of Covid-19 have increased from a rate of 4.5% at the end of February to 15% in mid-July. Low risk does not mean no risk,” he continued. “No one is invincible and if you do not die from Covid, it may stick with your body like a tornado with a long tail.”

https://www.cnbc.com/2020/08/20/coronavirus-germany-spain-record-highest-daily-cases-since-april.html

Comment: This stealth-like Covid-19 is so infectious and looks like new waves are coming to the northern hemisphere soon.

@kltower, haha, green is enough, agreed. Yesterday took already, today must rest, cannot take everyday, side effect is bad.

No worry, tomorrow, freetospeak sifu will give some Cialis, because Cialis is more powerful than Viagra and the effect is much longer, less side effects also. (Kindly google Viagra and Cialis, you will know the difference)

Switch to Cialis if you want limit up.

————————————————————————
Posted by kltower > Aug 19, 2020 4:11 PM | Report Abuse

soft already no Viagra today... is ok just remain green green is enough~

@MonkeyFoo, 假设疫苗生产：德国一亿剂， 美国三亿剂， 苏俄3亿剂，英法5亿剂，印度5亿剂，中国10亿剂等， 结果为了注射疫苗所增加的手套需求量， 以及第二波、第三波、第四波所导致的需求， 全世界200多个国家的卫生部门， 都在忙着跟手套股的四大天王， 特别是SUPER 和TG, 大量预先购买手套， 最主要是担心不够用，也担心以后有钱都买不到。

要预购，当然要先付订金20%，30%，或40%。然后要等至少一年之后才有货。而订单依然源源不绝而来。所以TG 和Super 收订金，收到手软。

SUPER 正在日夜赶建几家新工厂和生产线， 就是为了应付2020-2022的订单。

也许老天特别眷顾SUPER, 就这么巧，新工厂和生产线在这个8月投入生产，12月还有另一些新的生产线投入生产。

你可以想象一下，SUPER 下一个季度 Qtr 1/21 （7,8,9三个月）的PAT 会有多少？

只是还未计算在刚刚发布业绩的Qtr 4 季度Super 所收到的订金， 就已经是892 mil, 再加上8月新生产线的增幅，以及逐月增加的ASP和OBM经销模式下的净利，Super 的下个季度PAT实在是无法估计。

所以， 全世界各国争相开发疫苗的消息越多， 就等于是告诉我们新冠病毒实在是令人难以招架， 人类目前还是束手无策， 而病毒还在不断的变异，传染力越来越强。

看来，人类还要跟新冠病毒斗争一段很长的时间，四大天王都在忙着买地建工厂， 因为他们知道订单太多，不建新厂，根本应付不来。

所以疫苗消息越多 = 新冠病毒越强悍 = 手套的需求量有增无减 = 大马最值得投资的板块 = 大户、鲨鱼、炒家、散户的最佳赚钱集焦。

不知各位方家看法如何？尚请多多赐教。

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Posted by MonkeyFoo > Aug 18, 2020 10:25 PM | Report Abuse

https://www.chinapress.com.my/20200818/◤全球大流行◢-德国疫苗效果好-明年要产1亿剂/

@ Fu Cn Yh, yes, spot on.

Among the big 4,
Super is the only one with a PE of 55.
TG is 112.
Kossan is 88.
Harta is 109.

Super is the lowest. For the second liners,

Careplus is 69.
Comfort is 69.
Rubberex is 87.

Super's PE of 55 is even lower than the above three.

For me, Super is undervalue, and this is definitely a good bargain.
____________________
Posted by Fu Cn Yh > Aug 19, 2020 10:33 AM | Report Abuse

who said supermax overvalue???? third quarter result will be better than 2nd quarter, then you will know it is under value

@freetospeak sifu, wow, looks like now you have discovered a panacea for Covid-19, no need vaccines anymore, I guess. The Nobel Prize of Medicine must be awarded to you. Haha.

____________________________________________
Posted by freetospeak > Aug 19, 2020 3:50 PM | Report Abuse

https://klse.i3investor.com/blogs/freetospeak/2020-08-18-story-h151239...

Dun worry about vaccine. Need to take 3 x per day this medicine.

@ kltower, haha.

EPF has been holding mostly Kossan, plus Harta and TG for many years. When the price of glove stocks soar, they will sell those shares to realise profit as they need to pay dividends to the EPF contributors.

They will adjust their portfolio again and buy back those shares. Since they are very familiar with Kossan and Harta, of course they will back these companies.

After all, Harta is one of the FBM KLCI index-linked company. And high chance Super and Kossan will be included at year end. So, no harm buying more Kossan now.

My two cents.
_________________________________________
Posted by kltower > Aug 19, 2020 3:39 PM | Report Abuse

re: vairocana9999 hehe later Supermax will include in msci index, is a shame that our EPF not buying, sitting there watching foreign institution grabbing...

the feeling is same like our A class student all given to Singapore UK US taiwan chn...only absorb B class C class student into local U...sor hai EPF

@ Zuliana, well, I remembered the great boxer Mohd Ali ove said that he dances like a butterfly and stings like a bee.

You must have learnt from him and applied the strategy in Bursa. Good one.
______________________________________
Posted by Zuliana > Aug 19, 2020 9:35 AM | Report Abuse

Am waiting for my personal loan from bank getting approved...
Esok hentam Speurmax all in again.
Harap can still enter tomorrow lah.
Happy like a butterfly.

@kltower, haha, it only proves that there are plenty of good staff and drama here.

假设还有很多人还在举棋不定， then I just hope that Super can set aside a big pile of cash to purchase Super's share before bonus issue, and distribute more treasury shares and generous dividends to the loyal supporters.

Then we shall see a limit up very soon. 是为盼。
___________________________
Posted by kltower > Aug 19, 2020 11:37 AM | Report Abuse

kekeke...LimWeeChai also come Supermax forum ah? tan sri pls buy some Supermax share support support ha..

@kltower, haha, brother, some people like vegetarian food, some people like to eat only meat, while some are omnivorous. No harm anyway, the real gem and diamond will shine.
____________________________________
Posted by kltower > Aug 19, 2020 11:34 AM | Report Abuse

EPF should buy both Supermax and top glove, throw away kossan.

@MonkeyFoo, 他早已经妥善安排接班人，目前只是在幕后，对整个黑豹手套公司的操作，没任何影响， 其实不露面，低调反而更好。

就像STEVE JOB 走了， 今天的苹果手机股价，依然不断创新高，是天价。

更何况，即使真的因为种种原因，进了监狱，我相信黑豹公司上下，反而敌忾同仇，更加发愤图强，形成极大的动力，业绩反而会屡创新高。

虎落平阳被犬欺，大丈夫能屈能伸，留得青山在不怕没柴烧，等他出狱，又是一条好汉。

我们这些支持黑豹公司的小股民，只希望黑豹公司在未来的季度，业绩大好的时候，不要忘记给以极大的奖励，不要输给TG才好，是为盼。

——————————————————————————————————————
Posted by MonkeyFoo > Aug 19, 2020 1:35 PM | Report Abuse

郑金昇上诉案下月9月29审理

前董事经理郑金昇与一名证券执业中介张强俊
3年前因涉及APL贸易公司内幕交易

会不会捉去关

If experimental Covid-19 vaccines fail, will we accept that outcome?

High hopes and large sums are invested in vaccines being approved and proving successful, but this is far from guaranteed
With several vaccine candidates in their final stage of human trials, there are several hurdles still to be negotiated

Comment: No wonder WHO is so pessimistic and skeptical about the successful outcome of the vaccines.

https://www.scmp.com/news/china/science/article/3097841/if-experimental-covid-19-vaccines-fail-will-we-accept-outcome

Coronavirus: world nowhere near herd immunity, says WHO as global cases hit 22 million

Most scientists estimate at least 70 per cent of population must have antibodies to prevent outbreak
Majority of studies suggest only about 10 to 20 per cent of people currently have immunity.

Comment: Looks like we still many more years to go. The big 4 are correct in their expansion plans.

https://www.scmp.com/news/world/europe/article/3097883/coronavirus-world-nowhere-near-herd-immunity-says-who-global

So, more medical gloves are needed. Vaccines = More gloves.

Coronavirus: developing a vaccine is one problem to solve, getting people to use it is another

Vaccination hesitancy may harm the chances of reopening communities
Medical experts say rapid vaccine development is causing public anxiety but wide-scale immunisation may be the only route back to a safe society.

https://www.scmp.com/coronavirus/article/3097824/coronavirus-developing-vaccine-one-problem-solve-getting-people-use-it

Thank you very much sifu and your CiA team for this exceptional report and valuable info. I am still with you, holding tight Super and TG.

@freetospeak sifu, exactly, almost limit up today.

What a good bargain for Super at this month.

I believe after Super bonus issue in 7th Sept, the price will shoot up again when next Qtr PAT is 1.0 bil-1.2 bil.

Hurry up, grab the golden opportunity.
_____________________________________
Posted by freetospeak > Aug 18, 2020 3:16 PM | Report Abuse

SUPER PE 50 LOWER THAN 2ND LINER...SECOND LINER ALSO CAN LIMIT UP...SUPER HOW CAN NO LIMIT UP...

@ KiwiKing, this is very normal, most people make these types of mistakes, including me.

After reading freetospeak and OTB sifu's advice, I am holding tight all my Super.

When another Qtr's PAT is out, I believe all of us will be rewarded again with handsome dividends and bonus shares as well.

_____________________________________________
Posted by KiwiKing > Aug 18, 2020 3:40 PM | Report Abuse

I have learnt from my past mistake, there is no need to react to every price movement, if the trend in the short to medium term is up. Then keep it that way. Dont need to look at it all the time.

Sudah tahu the fundamentals, so what else to scare. I am also skeptical myself before seeing the QR, now . I believe

@GoldBerg, well said.

In this highly volatile market where covid-19 is still the formidable opponent of all countries in the world, the best bet are the glove companies, and among them, the big 4 have the highest earning potentials and PAT in coming qtrs.

It is safest and most profitable to park your hard earn money here.

Among the 1000 odd listed companies in Bursa, I believe no other sector's PAT can beat the big 4 in the coming Qtrs.

Even the new age Tech sector is lagging far behind.

Oils and Gas sector, the demand is still slow and stagnant due to the impact of Covid-19 to the economy. You can check those reports from Bloomberg and CNBC.

As for Tourism sector, the recovery is still very weak, any newly diagnosed covid-19 cases will send everyone packing and new MCO will be enforced. The venture is simply too risky.

For the finance and banking sector, with the moratorium and economy slow down, their PAT will shrink and dividend payout may have to be stopped for the time being due to income shortage.

For now, if you are going to invest your hard earn money, you should know what to do.

It is just common sense and my two cents.
_________________________
Posted by Goldberg > Aug 18, 2020 4:42 PM | Report Abuse

The gamblers, trolls, naysayers and weak holders will always be slaughtered by the merciless market.

And serve them right.

BELIEVE in what you buy especially -Supermax and HOLD as the GLOVE play has legs to run further.

Threre is more money to be made.

@Miracles, yes indeed.

Those big guys who spread rumours of vaccines, hair cut, windfall tax etc, can fool people sometimes, but they cannot fool the people all the time. From now onward, the more rumour they spread, the more people distrust them.

____________________
Posted by Miracles > Aug 18, 2020 4:56 PM | Report Abuse

Vaccine cannot pull down supermx anymore. Alr immune to the vaccine

@JohnFarmer458, exactly, well said. The big 4 will be the one laughing until the end, with years of hard work,blood and sweat.
_______________________________________
Posted by JohnFarmer458 > Aug 18, 2020 4:50 PM | Report Abuse

Many believe that in another few years after all the new entry into glove industry completed their factory and begun production they will be oversupply and ASP will decrease and in turn which affect the profit that the current glove makers currently enjoy during the pandemic.

But let me share my experience as someone with over 20 years in manufacturing industry

What happens when all the new entry into glove industry begin rolling out their gloves into the market? most current glove makers have good relationship with raw material provider as they have been buying for many years, so the trust is there and with their economic of scale due to sheer huge volume they will enjoy much more competitive price and priority.

So new comer will have to pay more to purchase raw material ( which would impact their profit margin ) and due to lower economic of scale their production cost per glove will be much higher.

And secondly being new in order to penetrate into the market they will have to offer lower price to distributors so it cuts their margin even more.

So most of them will run at a loss, for how long? the established big players can control price at anytime to press them further .Most of them will be making losses for long time before they can see profit. So whats the play? Remember the current players already have HUGE CASH reserve that they earned.

out of all the new players most of them will eventually bought over by established player to further increase their capacity so in the end all these new players coming into the industry will turn out benefiting current established players

@2721, so do I. Still holding tight, looking for more bonus shares and generous dividend in the coming qtr.
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Posted by 2721 > Aug 18, 2020 5:02 PM | Report Abuse

Freetospeak, i am still with u fr rm1+ to rm24+, fr rm24+ to rm16+ & fr rm16+ to rm20+..hoseeeehhh liao