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BREAKING NEWS

Health Ministry in talks with Pfizer on getting another 30pc of Covid-19 vaccine supply, says minister
Wednesday, 10 Feb 2021 06:16 PM MYT

PUTRAJAYA, Feb 10 — The Ministry of Health (MOH) is in talks with pharmaceutical company Pfizer to obtain another 30 per cent supply of Covid-19 vaccine, Comirnaty (Concentrate For Dispersion For Injection) produced by Pfizer-BioNTech.

Its minister Datuk Seri Dr Adham Baba said said the additional amount would cover 50 per cent of Malaysia’s population.

The National Covid-19 Immunisation Plan Programme would be implemented earlier after the country was expected to receive the Pfizer-BioNTech vaccine earlier, he said at press conference here today.

Dr Adham was previously reported to have said that Malaysia would receive the Pfizer-BioNTech vaccine a week earlier before the first phase of the national Covid-19 immunisation plan begins on February 26.

On January 11, the agreement for the delivery of the first phase of the Covid-19 Pfizer-BioNTech was signed between the Malaysian government, through the MOH with Pfizer (Malaysia) Sdn Bhd.

The agreement involves the procurement of 12,799,800 doses of vaccine that will be supplied from the end of February, covering 20 per cent of Malaysia’s population, with two doses per person.

Dr Adham said the supply would enable early shots to vaccinators who would be placed at 600 locations.

He said seven personnel would be stationed at each location adding that the ministry targeted that 120,000 people would receive the vaccine per day.

On measures taken by the MOH to ensure the smooth running of the National Covid-19 Immunisation Plan Programme, Dr Adham said it had conducted an online survey in December last year and found that 67 per cent of the 200,000 respondents agreed to take the vaccine.

He said that 17 per cent of the respondents said they were unsure and 16 per cent of them rejected the vaccine.

“The MOH has carried out several efforts to convince those who were unsure to take the vaccine,” he said. — Bernama

https://www.malaymail.com/news/malaysia/2021/02/10/health-ministry-in-talks-with-pfizer-on-getting-another-30pc-of-covid-19-va/1948722


Comments: Another 30% of Pfizer-BioNTech (efficacy 95%) for a total of 50% !

Lift MCO2.0 and allow interstate travel except KL, Johor, Selangor etc which will likely be neverending since gov don't want to lockdown the actual source ie Manufacturing and Construction then...

Genting to the Moon !

No new interstate clusters since Feb 1 — Dr Adham
Bernama
February 10, 2021 17:42 pm +08

PUTRAJAYA (Feb 10): No new clusters linked to interstate travel have been recorded since Feb 1 until yesterday (Feb 9) as a result of the implementation of the Movement Control Order 2.0 (MCO 2.0) which started on Jan 16, said Health Minister Datuk Seri Dr Adham Baba.

From Dec 16 to Jan 30, he said the Ministry of Health (MoH) had detected 31 interstate clusters involving a total of 4,376 positive Covid-19 cases.

These cases occurred in eight states, namely Pahang, Terengganu, Kelantan, Kedah, Perak, Negeri Sembilan, Sarawak and the Federal Territory of Labuan, he said.

Dr Adham said the cases of infection were from six initial states, namely the Federal Territory of Kuala Lumpur, Selangor, Penang, Johor, Melaka and Sabah.
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Dr Adham said the Bera and Lipis districts in Pahang had changed to green zones for the past two days.

"Therefore, my advice to the residents of Lipis and Bera is that they can implement the District Risk Reduction Programme (DRRP) in order to maintain the green zone status and prevent new Covid-19 infections.

"With no interstate clusters and no new cases, we expect about seven or eight more districts will turn to green soon," he said.

https://www.theedgemarkets.com/article/no-new-interstate-clusters-feb-1-%E2%80%94-dr-adham

Nice closing ! Uptrend is intact and unstoppable

Let's see if the KLCI index can break 1600 and go on a run

Hoot9e !!!

Our recovery peers Airasia broke 80c liao...Genting 4.50 laiii

Kok Thay finish changing money already now handing out ha ha ha

Dong dong dong chiang !

Genting shareholders are the real Diamond Hands ha ha ha

Those that bought know what they are getting into. All been through hell and back and to hell again ha ha ha

And still we remain

GenS $87.5c (-1.69%). Markets are looking forward already

Note: Las Vegas Sands (LVS - operator of MBS) reported results on Wed, 27 Jan 2021 (US)
4Q20: Net loss $376 million
On Thu, 28 Jan 2021, LVS share price Opened $49.60 and Closed $49.08
On Tue, 9 Feb 2021, LVS share price Closed $54.40

The numbers to look at is MY Covid-19 cases and lifting of MCO2.0

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If one looks at the price action today by GenT(3.29%) and GenM(3.50%) and GenS(+0.56%) it suggests that the rise is due to the drop in new Covid-19 cases to below 3000 (2764)

UK and US cases are seeing massive drops

UK is reopening from lockdowns on March 8

The recovery is well underway

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If you look at the figures, I've included 4Q19 Adjusted EBITDA for a reason

One cannot expect a 100% QoQ (4Q (211m) vs 3Q (149m)) increase in Adjusted EBITDA (like MBS) because it will mean that 4Q20 figures are higher even than 4Q19 (288m) pre-pandemic levels ha ha ha

Most importantly for a holding co, it is the value (ie share price) of the listed entities that is important. If tomorrow the ultrarich Chinese decide to buyout Genting SG for SGD $1.80 per share or ~SGD20bil, does it matter how much it makes

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Adjusted EBITDA
4Q20 vs 4Q19 down 27%
4Q20 vs 3Q20 up 42%

Considering international borders were closed/restricted to business and visitors/gamblers consisted of Singaporeans who are kiasu ha ha ha, peak recession, lockdowns etc

Adjusted EBITDA (SGD)
4Q20: +211m
3Q20: +149m
2Q20: -85m
1Q20: +152m (*there is adjustment so 2Q20 report is used)
4Q19: +288m

4Q19 - https://links.sgx.com/FileOpen/1Q2020%20GENS%20Quarterly%20Business%20Overview.ashx?App=Announcement&FileID=610533

1Q20 & 2Q20 - https://links.sgx.com/FileOpen/2Q2020%20GENS%20Quarterly%20Busines%20Overview.ashx?App=Announcement&FileID=626580

3Q20 - https://links.sgx.com/FileOpen/Q3%202020%20QUARTERLY%20BUSINESS%20OVERVIEW.ashx?App=Announcement&FileID=639318

4Q20 - https://links.sgx.com/FileOpen/GENS%20SGX%20announcement%20FY2020.ashx?App=Announcement&FileID=647761

Malaysia Covid-19 cases 2764

Wait Kok Thay say Hong Piow declare bonus issue I also declare...to the Mooooon !!!

Covid-19 cases should be coming down...coincide with the vaccinations...likely live on TV from arrival by plane to to PM jab jab jab

Genting Market Cap > Supermax Market Cap

The stars truly are aligned. Once every 10 years

This is just the beginning. The best is yet to come

Hoot9e !!!

All are welcome to join Genting the numbawan top pick sure win recovery stock of 2021 the Year of the Ox

Big Sell Que got swallowed :) ho ho ho

Share price > MA50 - check
CNY rally - check
March vaccinations rally - TBD
Then.....Genting Supercycle Superbull Run in 2021 the Year of the Ox

Feb 5, 2021 7:21 AM | Report Abuse

1) The CNY rally will coincide nicely with the March vaccinations

2) Genting usually rallies and makes highs in Feb-Apr of every year (which starts from the 4th quarter of previous year). Since 2007 (based on Google share price chart) this has occurred in years:

2007 (Apr high)
2009 (super rally started in March)
2010 (super rally started in March and hit all time highs...)
2011
2012
2013 (May high)
2015 (Apr high)
2017
2019

February rally ! March rally ! Then.....

Genting Super Cycle Super Bull Run

2009 Global Financial Crisis (GFC)
2020 Covid-19 Pandemic

2009 Year of the Ox
2021 Year of the Ox

2009 Mar RM3.08 (low) to 2011 Nov RM11.98 (high)
2020 Nov RM2.95 (low) to 2021 RM ????

Genting share price was RM 6.0x pre-pandemic

Genting Malaysia does not require international travelers: -

3Q20 Malaysia EBITDA only dropped 23% vs 3Q19 - operating at only 50% capacity, at the deepest recession, and still under RMCO

All domestic visitors

It was announced when markets were how shall we put it...crap ha ha ha likely not factored in, at least not by retailers ha ha ha

Should be 2Q21. The post-transaction equity value has already been determined at USD $1.7 billion

Pre-pandemic share price:
GenM: RM3.3x
GenT: RM6.0x

Malaysia National Covid-19 Immunisation Programme starts in March 2021 and completed Feb 2022. Full vaccinations are not required to see the effects of cases and deaths coming down (see Israel). Hence, by 4Q21 you should be able to see the full effects. Markets are 6-12 months forward looking (see Gloves). Therefore, by 2Q21 we should see share prices pop back to pre-pandemic levels

Note: this has not take into account re-rating catalysts:

a) Pent-up demand from revenge travel and gaming
b) Skyworlds (2Q) and Resorts World Las Vegas (summer)
c) Celularity Inc listing (2Q21; assume 10% holding only)
d) Plantation - CPO record high
e) Energy - Brent crude oil above USD 60
f) Property - Cyclical sector in an upcycle
g) Life Sciences - Huge potential (see US biotech and genomics co's)

Now you understand why Genting RM6 is nothing

Everytime the big Sell Que is seen...its a signal big jump is coming ho ho ho

Also note that South Africa will continue with the J&J and Pfizer vaccines

Johnson & Johnson Announces Single-Shot Janssen COVID-19 Vaccine Candidate Met Primary Endpoints in Interim Analysis of its Phase 3 ENSEMBLE Trial

NEW BRUNSWICK, N.J., January 29, 2021 – Johnson & Johnson (NYSE: JNJ) (the Company) today announced topline efficacy and safety data from the Phase 3 ENSEMBLE clinical trial, demonstrating that the investigational single-dose COVID-19 vaccine in development at its Janssen Pharmaceutical Companies met all primary and key secondary endpoints. The topline safety and efficacy data are based on 43,783 participants accruing 468 symptomatic cases of COVID-19.
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The level of protection against moderate to severe COVID-19 infection was 72% in the United States, 66% in Latin America and 57% in South Africa, 28 days post-vaccination.
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Prevention of severe disease; protection against COVID-related hospitalization and death
The vaccine candidate was 85 percent effective in preventing severe disease across all regions studied,[i] 28 days after vaccination in all adults 18 years and older. Efficacy against severe disease increased over time with no cases in vaccinated participants reported after day 49.

The Janssen COVID-19 vaccine candidate demonstrated complete protection against COVID-related hospitalization and death, 28 days post-vaccination. There was a clear effect of the vaccine on COVID-19 cases requiring medical intervention (hospitalization, ICU admission, mechanical ventilation, extracorporeal membrane oxygenation (ECMO), with no reported cases among participants who had received the Janssen COVID-19 vaccine, 28 days post-vaccination.
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In the study, the definition of severe COVID-19 disease included laboratory-confirmed SARS-CoV-2 and one or more of the following: signs consistent with severe systemic illness, admission to an intensive care unit, respiratory failure, shock, organ failure or death, among other factors. Moderate COVID-19 disease was defined as laboratory-confirmed SARS-CoV-2 and one or more of the following: evidence of pneumonia, deep vein thrombosis, shortness of breath or abnormal blood oxygen saturation above 93%, abnormal respiratory rate (≥20); or two or more systemic symptoms suggestive of COVID-19.

Protection was generally consistent across race, age groups, including adults over 60 years of age (N= 13,610), and across all variants and regions studied, including South Africa where nearly all cases of COVID-19 (95%) were due to infection with a SARS-CoV-2 variant from the B.1.351 lineage[ii].

https://www.jnj.com/johnson-johnson-announces-single-shot-janssen-covid-19-vaccine-candidate-met-primary-endpoints-in-interim-analysis-of-its-phase-3-ensemble-trial#_ftn1

Summary:
J&J vaccines were tested in South Africa where 95% of cases were due to the B.1.351 lineage
Vaccine was 85% effective in preventing severe Covid-19 disease
Vaccine was 100% effective for protection against Covid-19 death

Note: AstraZeneca uses the same technology/method as the J&J vaccine

DIAMOND HANDS. HOLD THE LINE. NEVER SELL

STOP TANKING THE KLCI INDEX

GENTING IS WITH YOU

2021

The Year of the Ox

The Year of the Super Bull

Hoot9e !!!

MGM Resorts International closed up 3.97%
NYSE: MGM
35.60 USD +1.36 (3.97%)
Closed: 8 Feb, 7:45 pm GMT-5

Walt Disney Co closed up 4.86%
NYSE: DIS
190.00 USD +8.81 (4.86%)
Closed: 8 Feb, 7:56 pm GMT-5

Third time is the charm. At RM4.99 I will hoot RM5

Hoot9e !!!

From my understanding, vaccinations will start in early March and 26 Feb is the date of arrival as referred to by the 'one week earlier' in the news

Dear Mr Koon Yew Yin

Supermax latest 2nd Qtr ending Dec 20 has already shown increasing EPS and yet share price has dropped

The QoQ profit growth is getting lower and lower - Dec 20 vs Sep 20 only increased 34%

Qtr Ending - PAT ('000) - QoQ growth (%)
Dec 20 - 1,059,63 +34%
Sep 20 - 789,516 +98%
Jun 20 - 399,618

What makes you think coming better EPS with lower QoQ growth will make the share price move higher..?

That is the logic

And it is crystal clear

Sincerely,
EMSVSI

If cases drop to manageable levels and MCO is lifted share price will pop back to RM6. Remember this time, vaccines are here and cases will stay down

This has not yet included the pent up demand or revenge travel and gaming, Skyworlds, RWLV, Celularity Inc, Plantation, Energy, Property etc

So you see RM6 is nothing and will be broken like a hot knife through butter

RM12 is a much more oh so satisfying target :)

Ha ha ha Genting shareholders are the best

Its like even if I don't have Genting also I will buy just to stick it to glove lovers ha ha ha

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Nice closing ! My crystal ball good quality ! ha ha ha ha ha

If you bought gloves at or near the height you would be sitting on 30% losses

Hoping to breakeven means a 50% increase from current levels

Doesn't take a chartist to tell you that it is near impossible with cases dropping and vaccinations well underway

But Genting at these levels and back to mere RM6 is like a walk in the park, a minimum level

All are welcome to join Genting the numbawan top pick recovery stock as it goes on its supercycle superbull run in 2021 the Year of the Ox

In today's age information moves at the speed of light and markets react immediately. Waiting for when the profit rumours become fact will be too late and likely means you are left bagholding (like gloves).Hence markets are forward looking 6 to 12 months. The biggest profits are made when you buy on (worst) rumours and sell on (best) news

Markets have changed and different from 20even 10 years ago. Either adapt or be taken out

Seeing the profits itself is not required and will be too late (see gloves and peak share price in Aug 20 when profits were NOWHERE near current levels). Of course you may, like the glove retailers who bought recently, enter when the glove co's finally show billions in profits, but look where they are now...

Knowing that it will be there is enough (that the pandemic will be over and that profits will revert back) is enough as 3Q20 results have proven (Malaysia EBITDA only dropped 23% vs 3Q19 - operating at only 50% capacity, at the deepest recession, and still under RMCO) that Genting will have a V-shaped rebound to pre-pandemic levels, and then to record highs after every recession (also powered by (RWLV, Skyworlds, Plantatiin, Energy, Life Sciences etc), as history has shown countless times...

The world moves in cycles - the seasons, economic cycle and recession (10 years), stock market cycle, commodities cycle...

2009 Global Financial Crisis (GFC)
2020 Covid-19 Pandemic

2009 Year of the Ox
2021 Year of the Ox

2009 Mar RM3.08 (low) to 2011 Nov RM11.98 (high)
2020 Nov RM2.95 (low) to 2021 RM ????

History always repeats itself


Years of downtrend will be replaced with years of uptrend

Once again Genting will go on the supercycle superbull run in 2021 the Year of the Ox

Nevermind hopefully Genting will make it up ha ha ha

The global economy is driven by the large(st) economies. And they are all well and truly on their way

China the 2nd largest economy has contained the pandemic

Singapore is Covid-19 free

The US and UK are seeing massive drops in new cases and record vaccinations per day and still rising (06/02/21 - US: 2.1 mil and UK: 549k)

Country - Time for 75% Vaccination - Avg vaccinations per day
UK - 6 mths - 434k
US - 10mths - 1.5mil (latest updated estimates)

We are on track for a global synchronized recovery in 2021


The world over recovery stocks are leading the way

All are welcome in Genting the numbawan top pick sure win recovery stock of 2021

Gent GenM GenS

Some more diversified, some Malaysia (US, UK), some Singapore

All built by Uncle Lim

All rise together

Hoot9e !!!