https://www.bursamalaysia.com/misc/missftp/sblnt/NetShortPositionEnd20201224.pdf

Supermx, harta and kossan, net short position all cleared.

Top glove still have 0.22%

Common questions of Vaccine Pfzier and others.

1. How long the immunity last? No answer. Study incomplete
2. Do the vaccine prevent transmission? no answer. Study incomplete
3. Do vaccine have immunity against new virus strain? Need further study.
4 Do vaccine need to inject regularly (every 6 months)? No answer yet.
5 Do peoples with existing sickness condition such as heart disease, diabetes, high blood pressure and etc allow to vaccinate? no detail information.
There is case of people after vaccination got heart attack.
6 Do vaccine need the booster injection after 1 or 2 injections? no answer.

These are few questions which present vaccination could not answer.

Malaysia will soon follow Singapore to award digital banking license to non banking companies. These companies can collect deposit, send and loan money such as normal bank. Foresee there is fierce competition between the normal banking and digital banking. Shares prices will definitely affected as future revenue and profit may decreases.
Gloves will may have ASP price reduction in the future but banking may having competition from digital banking players. In both cases share prices will drop.


https://www.theedgemarkets.com/article/after-singapore-awards-digital-bank-licences-all-eyes-now-malaysia

Someone wrote more than >150 negative comments and more 10 thousand words solely on supermax. Hired gloves killer. LOL

Posted by Geek2020 > Dec 23, 2020 11:00 PM | Report Abuse

Glove holders just stay calm. Most funds books are closed. They wont take any positions until January. Even funds like ASB/ASN dont accept any new deposit until
4/1/2021.. until then gloves will trade in range

Supermx will be back strongly after share dividend 5/1/2021

https://zdoggmd.com/covid-mutation-science/?fbclid=IwAR0P1n46n0lTVe0eS_eLA0FX2ea-ainTxSEgjAhju5IpmALmlNmdjx2KfTs
UK covid new mutant explained.

All gloves companies are in the IDSS, PSS and RSS list effective on 1-Jan-2021

https://www.bursamalaysia.com/trade/trading_resources/equities/regulated_short_selling

https://www.klsescreener.com/v2/announcements/view/3281251

SUPERMAX CORPORATION BERHAD (SCB OR THE COMPANY) -INCORPORATION OF A WHOLLY-OWNED SUBSIDIARY IN THE STATE OF DELAWARE IN THE UNITED STATES OF AMERICA (USA)

https://www.thesouthafrican.com/news/new-covid-19-variant-mutation-coronavirus-mkhize-friday-18-december-2020/

New covid 19 variant 501.V2.largely affecting young people

Bursa not smart move to resume RSS, retail investors are scared n run.

Previously net short for supermx is 33 million, now is the 18m shares, the reduction of net short mean someone (ib or shark) have bought 15m shares yesterday. Overall there is reduction in net short in gloves companies.

https://www.malaymail.com/news/money/2020/12/17/the-lifting-of-the-ban-on-short-selling-by-bursa-malaysia-is-seen-as-both-t/1932755

https://www.techarp.com/science/pfizer-covid-19-bells-palsy/

https://www.osha.gov/laws-regs/standardinterpretations/1992-09-01-0
In general, OSHA agrees with you that gloves are not necessary when giving routine injections as long as hand contact with blood or other potentially infectious material is not anticipated. If bleeding is anticipated and the employee is required to clean the site following injection, then gloves must be worn. Additionally, if the patient's skin is abraded, gloves would be required.
See this video glove is used in the vaccine injection.

https://twitter.com/i/status/1336232161746292738

hase JP Morgan had downgraded the gloves stock but their big brother Morgan Stanley thinks otherwise, they had strongly invested total 300 m shares in Supermx, Hartalega and Kossan.
Abang n adik pun gaduh.

https://www.msn.com/en-my/news/national/cap-calls-for-caution-transparency-over-covid-19-pfizer-vaccine/ar-BB1bO0Zl?fbclid=IwAR3cfUl-F_91K4ms4uttaRmhQQym7pb94AfdCEqTdJZ6a_h4yypbgAK242U

Supermax shares are oversold. Selling dwindling. Waiting to rebound.

Gloves will be shortage world wide in next 2 weeks as Health ministry is going to shutdown Top gloves factory in Selangor. Supermax which their factory are highly automated will have less impact on production capacity. Supermax might even gain more spot orders during this period.

https://www.klsescreener.com/v2/news/view/755389/covid-19-rhb-says-vaccine-deployment-could-generate-demand-for-up-to-18-billion-pieces-of-gloves-a-year.

As expected gloves usage increases 18b per year during vaccination period.

QR expects good profit due to covid19 screening.

So call more 90% efficacy Vaccine trial only involved on healthy person.
Those peoples with sickness like diabetes, high blood pressure, heart diseases are not in the vaccine trial according to Sinovac researcher.( 100% efficacy).
Also excludes are those senior citizen above age of 60.



Among the Phase II trials limitations, the researchers noted that only healthy adults were involved and that the study did not include individuals from groups known to be more susceptible to COVID-19 including people of 60 years of age or more, or with other underlying diseases.
https://www.aljazeera.com/news/2020/11/18/early-trial-results-show-sinovac-vaccine-triggers-immune-response

Many investors are too scared of vaccine news can affect the gloves demand and profit. In actual case, one vaccine injection need a pair of gloves. Moderna and Pfizer vaccine requires 2 doses. So two pair gloves usage per injection. This mean billion doses of vaccine injection will require billion usage gloves. With the introduction vaccine, I think the demand of gloves is even higher.

Sold all and IB have collected enough. Time to rebound.

Got vaccine or no vaccine, the disposable gloves market size is expected to grow at a CAGR of over 14% during the period 2019-2025.


The global disposable gloves market is highly competitive. Innovations, sustainability, and regulatory adherence constitute three pillars for the disposable gloves market success. Factors such as the growth in the aging population, awareness of infection prevention standards, and expansion of healthcare infrastructure are the major factors contributing to market growth. However, growth in medical tourism, advancement in surgical techniques and medical equipment, increase in public and private investments and government initiatives, the onset of pandemic diseases, and the rise in chronic diseases are other drivers stimulating the demand for disposable gloves.

https://news.yahoo.com/global-disposable-gloves-market-outlook-204500989.html

Exacerbating the problem is the lack of domestic manufacturers, as well as increasing pressure on our foreign providers: In July, the US banned two subsidiaries of the world’s largest glove manufacturer, citing “reasonable evidence of forced labor in the manufacturing process.”

Now US are facing acute shortage of nitrile gloves.

https://www.sfgate.com/shopping/article/what-do-do-about-upcoming-nitrile-glove-shortage-15557731.php

The supply shortage of gloves will continue to be acute in 2021, analysts project, noting that even assuming a 15 per cent demand growth in 2022, supply would be unable to meet demand.

https://www.theborneopost.com/2020/10/06/glove-supply-shortage-will-continue-to-be-acute-in-2021/

Another phase 3 Vaccine trial halted in Brazil. "Severe adverse" incidient
https://www.bbc.com/news/world-asia-china-54883383

The interim analysis looks at how many of those who got infected with Covid-19 had had the new vaccine and how many had the placebo. So far, 94 people have become infected with Covid-19 – this is three times more than the company originally planned, but since the analysis shows that 90% had not received the vaccine, it implies that no more than eight people had received it.

https://amp.theguardian.com/world/2020/nov/09/covid-19-vaccine-candidate-effective-pfizer-biontech

The Sinopharm vaccine must state the effectiveness against the covid-19. If it is just 50% effectiveness, only certain group of peoples are protected. They must publish the details of vaccine trial injected to peoples with covid-19 and those peoples without covid19 -eg. side effects, effectiveness and so forth. Otherwise it is too risky to get yourself injected.

More covid-9 screening during the 3rd waves will converted into more revenue and profit for coming quarter.

https://www.reuters.com/article/us-health-coronavirus-southkorea-flushot/deaths-after-flu-shots-in-s-korea-fan-fears-but-authorities-find-no-link-idUSKBN2760NA

Yesterday raised to 275k new cases. Up 75k cases from previous day. Vaccine still not working. Getting worse world wide..

https://www.bharian.com.my/berita/nasional/2020/08/718915/kerajaan-disaran-kuatkuasakan-semula-gst
Gst is back.

Seller moved most of money to glove stocks for quick profit. Volume transaction for past week is too small to be considered big fund selling.

.Date Price Open High Low Volume
2020-07-10 1.460 1.490 1.490 1.450 254,113
2020-07-09 1.500 1.500 1.510 1.480 190,852
2020-07-08 1.510 1.480 1.510 1.470 157,377
2020-07-07 1.480 1.540 1.540 1.470 360,194
2020-07-06 1.540 1.510 1.560 1.490 426,543
2020-07-03 1.510 1.530 1.540 1.480 252,088
2020-07-02 1.510 1.560 1.610 1.500 1,019,927
2020-07-01 1.520 1.430 1.520 1.390 588,465
2020-06-30 1.420 1.420 1.450 1.390 185,204
2020-06-29 1.400 1.410 1.420 1.380 213,929

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3066661

proposed final dividend of 2.0 sen

1. Covid19 worker screening service. Implemented last month.
2. Govt foreign worker renewal. (208M)
3 12.5M shares cancellation. (Less shares trading in market and Myeg
plans more shares buyback)
4 PN revival of GST. (Pending)
5 NIIS new contract. (Pending)

It seem Myeg have more good news than bad news.

https://www.klsescreener.com/v2/news/view/695499/omesti-unit-gets-credit-reporting-agency-licence-from-mof

Omesti has obtained a credit reporting agency (CRA) licence from the Ministry of Finance (MoF).

TM seeks 700MHz spectrum allocation to provide cheaper FWA broadband in rural areas

“Its main focus will be providing connectivity (mainly demand-based fibre roll-outs) and quality of service..

https://www.klsescreener.com/v2/news/view/693641/tm-seeks-700mhz-spectrum-allocation-to-provide-cheaper-fwa-broadband-in-rural-areas-hlib-research

More fibre needed. Opcom will benefits.

Singapore telecoms selects Ericsson and Nokia for 5g network.

https://focusmalaysia.my/others/singapore-telecoms-operators-select-nokia-ericsson-to-build-5g-networks/

Brent oil moving towards USD 45.

Quit MB Kedah and Bersatu. Mukhriz has more time now to manage Opcom.

Opcom cables major customers. Copyright issue, the picture is blur.

https://imgur.com/y08DWBz

https://www.soyacincau.com/2020/06/09/dr-fadhlullah-suhaimi-abdul-malek-appointed-as-new-mcmc-chairman/

new MCMC chairman and former TM CEO appointed as adviser to Saifuddin. Good news to Opcom.

Opec + agrees on extending oil production cuts after Saturday meeting. Oil price will be bullish next week.

Oil prices will rebound to over USD50/barrel pre-crisis level

Opcom expects FY2020 to be a challenging year. “Our export business will continue to maintain its momentum, and we expect the thixotropic gel manufacturing business in Malaysia to be healthy, and the business
performance of our UK associate company to be robust as in the preceding years.

Opcom winner of "The edge centurion club 2019 -Telecom sector"

.https://centurion.theedgemarkets.com/2019/flipbook/documents//pdf/full.pdf

It was reported that Ericsson has secured 79 5G commercial contracts at the end of 2019 versus 63 by Nokia and 50 by Huawei. In Malaysia, Ericsson is one of two key telecommunication partners for Celcom. In 2017, Celcom and Ericsson were the first to conduct 5G trials in Malaysia with speeds up to 18Gbps on the 28GHz band.

https://www.soyacincau.com/2020/02/15/ericsson-lead-5g-technology-not-huawei/

https://www.ericsson.com/en/news/2020/5/china-telecom-and-china-unicom-select-ericsson-5g

China Telecom and China Unicom have selected Ericsson as a 5G radio access network (RAN) vendor as part of the communication service providers’ (CSPs) joint nationwide 5G network. China Telecom has also selected Ericsson as a 5G Core vendor.

old news. The 5g spectrum already awarded.

https://www.klsescreener.com/v2/news/view/683991/govt-awards-700-mhz-band-to-tm-celcom-digi-maxis-and-altel

https://www.klsescreener.com/v2/news/view/683991/govt-awards-700-mhz-band-to-tm-celcom-digi-maxis-and-altel