Yes, IBs now need us to move O&G and recovery stocks.

Without us, no one will help IBs to move.

The timing is a coincidence?

FDA approved Pfizer covid vaccine and JP Morgan downgraded Malaysian glove stocks on the same day.

To Americans, we are just whole bunch of monkeys living on trees who don't deserve to buy Tesla to drive girls to motels.

I think JP wants to move money from gloves to recovery stocks... I think JP is coming to Bursa soon.

Insas also very extremely overvalued

Google: largest investment bank in the world

I think JP will start another music chair in recovery stocks.

I think JP theory is based on Trump's operation warp speed. It is expected covid to go away in 6 months in the US. Thanks to Trump. USA will recover soon.

Now we witness the power of foreign IB.

Last time Citigroup said Supermx can go up to RM42 (or RM21 after split).

Obviously someone is playing tricks with Bursa.

JP wants to push it down to make way for recovery stocks.

Nasi Lemak Cheap Buy!

Now all money are being sucked into the public bank buy 1 free 4 gimmicks.

Today money goes to bank stocks.

EPF needs to prepare a lots of cash for I-sinar withdrawals.

The public bank stock bonus is a gimmick. The bank did not make more money. It is actually a stock split. That gave newbies a wrong impression that banks are doing well even better than before covid.

TG makes more money, government also makes more money. Companies need to pay corporate tax to the government.

Only Paktua knows. Ask him.

伪君子

It depends on HengYuan.

All who missed HengYuan (if there is spike), will come over here to take back what they missed.

I am already a good man. Thanks for your reminder. Tut tut.

If you watched the edge daily yesterday, analice were mentioning about 2022 for Topglove. They don't really care about what's in for 2021.

Warren Buffet is planning 6 months ahead as he just jumped into vaccine grabs.

This explained why Warren Buffet missed so many opportunities lately.

EngineeringProfit, finished donating your profits from glove stocks?

Yes, tut tut followers please don't sell your solution. Wait for Apek to tell you so. Good boy.

I believe the PN gov will allocate some biz to Solution as Solution suddenly become Syariah compliant.

PN gov already ordered 12.8 million doses from Pfizer cutting off all middle man. Gov may skip fill and finish in Malaysia policy as this is a special occasion when pandemic spreads in rampant.

I think don't put all eggs in one basket.

Average up recovery stocks.
Keep glove stocks, get dividends for 6 months.
Sell vaccine stocks, hype will be over soon.

Can I fxxk myself? I want to fxxk myself?

Burger King

Thieves always like to condemn others stealing as disguise.

Played too much Among Us? Tut Tut?

Ask everyone to buy + hoot9e = speculator + con artist

Gov afraid TG moves out of Malaysia... haha

Post removed.Why?

US now 16 states delay vote for presidential elect. Avoid solar or green energy stocks... face masks also...

Vaccine has to be approved by MOH or it is an offence. You can take a plane to fly oversea to receive vaccination.

70% vaccination is required to achieve herd immunity (theorectically).

35 million people in Malaysia.
70% of 35 million is 24.5 million people.

Malaysia ordered 12.8 million doses from Pfizer.

24.5 million - 12.8 million = 11.7 million doses.

Pharma and DPharma will get at least half of these 11.7 million. Especially Pharma which recently spent millions just to link to MOH system.

If 50% of 11.7 million doses go to (D)Pharma, around 5 million doses may be supplied through 7-8 companies.

Solution recent Syariah Compliance approval hinted that it may be getting a deal from government as Muslim funds can now buy Solution stocks. My guess is around 2.5 million doses will be supplied by Solution.

The rest of the 2.5 million doses? My guess is all Chinese related Bursa companies will rejected by MOH.

Gloves are to protect frontliners not those who are getting jabs.

Covid can also stick on gloves and pass to the next in line. But passing covid on the skin level is not an issue. You still need to take a bath after each jab.

US is also starting to produce their own gloves. I saw it in one news. But they are facing material sourcing issues. They need around 1 year to setup. Will be ready around mid 2021 like Mahsing.

Like I said it is not mandatory to wear gloves during vaccination.


Some frontliners may need a pair to make them to feel safe. That itself can boost the demand.

Vaccine has a very small cake in Malaysia (35 million people). Pfizer, Moderna, J&J... have a very big market (entire world).

This small cake has to be divided into so many China vaccine middle man and the government will give the biggest portion to Pharma and DPharma.

I like the company profit. I hope it will go to PE 10.

Hope those who gamble vaccine using whatever high or fibonacci or bottm/top come over here. Local vaccine middle man companies won't make much money. Only China and (D)Pharma can make money.

Timber related stocks stuck at PE 5 for years.

When IBs see this sector has no future, they will not push.

US is a vaccine producing country and many made a lots of money by buying vaccine related stocks.

Malaysia is not a vaccine producing country. The best we can do is to do fill and finish or become the middle man between China's vaccine and local government.

Gamblers expect those middle man companies can be as profitable as Pfizer and Moderna.

Malaysia is a superb glove producing country. But gamblers feel bored about it as it cannot give 30% surge a day any more.

Many people are betting a full recovery from covid mid-2021 due to vaccine.

It's better to treat PPE stocks as dividend stocks. 2.3% per quarter is quite good for Topglov.

Hope TG gives more special dividend. But stocks dividend like Public Bank type is not that good as TG had a bad experience with it.

Retail investors are now addicted 50-100% gain in a few days.

Local institutions and foreign IBs are selling Bursa stocks like no tomorrow.

With only gamblers, the rules have changed.

Around 2.3% only this round.

Now money seems flowing back to vaccine.

Dividend is good here compared to Supermax. Supermax very kedukut. All profit goes to employees and expansion.

Eventually PPE stocks will become dividend stocks until end of 2021.

2022 is still hard to predict. Definitely glove will not be in good shape in 2022.

Recovery = anything beside PPE and some O&G/tansportation

PPE -> O&G/Transportation -> Recovery -> PPE -> O&G/Transportation -> Recovery -> PPE -> O&G/Transportation -> Recovery -> PPE -> O&G/Transportation -> Recovery -> O&G/Transportation -> Recovery -> O&G/Transportation -> Recovery

Last night: https://www.foxnews.com/health/johnson-johnson-expects-coronavirus-vaccine-trial-results-by-january