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

Mid West holds the key. Farm areas in the mid West { rural areas} have significant influence. New York { cities tradionally votes Democrat}

Macd is flat neither oversold. momentum volume also down.

Vaccine for all Malaysian. Selling point for Moohidyin. Expect bigger allocation for healthcare

Vaccine doses for all Malaysian. Selling point for Moohidyin. Expect bigger allocation for health care

Zafrul { FM } is a not a politician. He will favour a windfall tax to balanced his books.

DJ jump 1000+points the past 2 days { if Green packet} still sleeping & lifeless. If bad quarters, share dilution and no dividend forthcoming or key JV partners backtrack! what will be the consequences. TRADERS only look at the $$$ numbers { everything else is secondary}

DJ jumpup past 2 days q

MAH SING has plans in place to start their glove operations without the usual gestatation or factory hiccups. They have recruited few key guys who betw them 15 - 20 years hands on experience

Need to fine comb the nitty gritty details of the approval. The BOD have their valid reason for a y approval

WHO rushing to fast track vaccines. Anything that is workable and not have adverse side effects after clinical trials will be recommend for mass testing

Market mood dampen by covid 19 3th wave of infections. Countries announcing further lockdown. Worldwide covid hit 46 +million. Most businesses will delay/put on hold their expansion or any new IT development. Countries facing financial constrain. Even Japan have trouble financing pandemic recovery. 5G implementation will be delay and put on hold until a vaccine is develop. across the world people will shift to a new normal { working from home} big and pricey IT hardware { servers} will be a thing of the past. New Micro-processor and high speed smart chip { big GB data memory} will render most office servers redundant. Hp and laptop do not required any servers

Market down 2:1 need to wait after budget 2021 tabling

Trump playing his last card. Announcing vaccine???

Gloves under selling pressure presumably ahead of US presidential elections

bursa no news on private placement parties IID? Please share the source of your info

Today not a good day a sea of red

Will average it if the price drop below 1.80 { hold for 2 years}

Who is the PP buyer at 50 sen. Can the party rescind the PP placement { citing unfavourable development}

All counters got hit today. Bad Friday

Taiwan has been very innovative & forefront in developing & exploring new technology

Certain counters have turned negative for the past 1 year. Running losses can be as high as 40 % { paper losses} nonetheless the bigger Question have we seen the bottom? Nobody knows

Big Question? Why big shark operator aren't pumping up GP price after numerous announcement. Looking at the AGM price chart.... only sustain at lower end. This is worrying if market turns

Liquidity :nope not accurate but very happy green day despite plunge in DJ

Bot and stuck. Now waiting at 55 to cut loss

Expect more allocations and projects under budget 2021 to be given to Bumi companies to shore support for PN government.

Another round of Glic link companies reshuffle to shore up support for Moohidyin before Parliament sitting. Expect PN members & supporters appointed and supporters rewarded with plum postings

The Ministry of Science & Technology and Ministry of Health is task with the procurement and selection of the vaccine. An additional budget of 2 Billion allocation was targeted by MOF to be table in the Budget 2021 on 6 November.

KJ { Minister} was quoted in the various mainstream articles of press and in BFM interview that 8-10 vaccines is currently short listed { undergoing} their final trials} the vaccine's priority is for the frontliners, armed forces, PDRM and health workers. Its the government initiative to procure the vaccine or a Government to Gornment basis and WHO COVAX programme. Pharma and Dpharm { both Glic owned companies} have the logistics and resources for the bottling, process and filling of the vaccine doses

KJ announced that have short listed 8 - 10 vaccines in their final stages. Believed frontrunner are the China vaccines

DIY stores are located at unfavourable sites. Some less known Malls already have dead { only DIY still carries on}

If PM declared emergency rule and suspend Parliament { replaced Cabinet by a National operations council} how will investor react?

Mah Sing { Tan Sri Leong} is a well known business personality in corporate Malaysia. Ploughing 150 million into a new business is no chicken feed { funding from own internal reserve} is something other company pale in comparison. Others will go for bank borrowing's if they have the balanced sheet or share placement and private fundings { if their balanced sheet lacks the resources} just my own take

Eco World merged with UEM { follow the path of Sunrise} very obvious why tan Sri liew and his key people is selling