Based on my remiser's calendar, GENM qr will be on 25 May.

joyvest, yesterday before noon you said sell. After that, evening you said buy when it is green. Now, you said sell again.

Actually, no need to say so many times. If you earn money, just donate to charity more. Thank you.

Hello Superbull168, so you are back? Still remember what you said on Jan? LOL.

I have profited well in Supermax and still have around 20% fund in Supermax.

Jan 23, 2020 10:39 AM | Report Abuse

Once virus under control , all glove stock will back to original price , supermx will back to RM 1.30 , ini Bukan SARS ,small virus ,China can control

Harta Friday -7% ma.

Call warrant need to see liquidity. I think C78 is ok, but I am holding C77 now. As long as the premium is not too high and plenty of time before expiry date, then it should be fine. Still, CW is risky. Be careful.

FYI, I got back my C69 money this morning.

Sad. My C69 money is not in yet. Will wait for next round.

Waiting for pandemic declaration by WHO?
My holding on C69 expired. Waiting for the money to be in my acc before buy again.
I do still hold C77.

Not stable gov also. Still need to fight vote of no confidence.

I think 1.67 is important to hold. There is still uncertainty in SUPERMX QR next week, while HARTA has published its QR with decent result.

Tentatively it is on Feb 25 based on my remisier's info.

I dont think the QR is out yet. Keep refreshing the page d..

Cancel my Q to sell 15%. Holding 95%.

Sold 5%. Q to sell another 15%. Will hold 80%.

It is call warrant, which usually increase your risk/reward in a share.

Closed at 1.68. Still looks ok to hold now, but volume is less than the other days.

Those numbers doesn't go up exponentially. So, China did a great job in containing it. The recovery rate is actually more than fatality rate. By having more beds with the new hospitals, they will be able to quarantine more patients and reduce the spreading.

Too early to say 2nd wave. Hope it close above 1.67-1.7 by the end of the day.

Bought another 10%. Back to 100% again.

The virus is never deadly with 2% mortality rate. Still, why China needs to shut down those cities?

Bought back 10% now. Holding 90% again.

Please come down more. Want to buy back in stages. Thank you. =)

EatCoconutCanWin, i can find it on weibo every morning around 8am. Else you can follow this site https://thewuhanvirus.com/

张文宏主任在1月29日的文章中谈到了疫情和病毒的几种结局：最顺利的情况是，2周内新病例数出现下降，2个月控制武汉疫情，再2个月全国基本再无散发病例，病毒退隐山林。而最差的情况是，新冠病毒毒力逐渐降低并成为人群中发现的4种冠状病毒(HCoV- NL63,HCoV-229E, HCoV- OC43和HKU1)外的第五种冠状病毒，成为每个冬春季的常客，被纳入日常疾病管理。

香港大学病毒学家金冬雁也谈到，历史上，冠状病毒随着传播力加强，毒性也会减弱，因为如果把人都杀光，对病毒自己也没有好处。

Maybe need around 3-4 more months.

Sold another 10%. Earning some money from the swing. =)

Bought 10% back yesterday. Sold 10% today. Holding 90%.

USD to MYR at 4.12. I sold 20% last Friday, but bought back 10% today.

Sold 20% of my holding. Will see what happen next.

Tomorrow is expiry date for C68.

Declare pandemic will cause trade and travel restrictions. So, as long as the cases are mostly contain in China, WHO will not declare pandemic. So far, we haven't seen many cases in other countries. I think WHO is making the right decision.

https://www.thestar.com.my/business/business-news/2009/05/30/rubber-gloves-industry-gains-in-times-of-global-infectious-disease-outbreak
This is 2009 news.
Top Glove executive director Lim Cheong Guan says the group experienced a 5%-7% (five billion to seven billion pieces of gloves) increase in demand for its medical gloves during the SARS outbreak.

https://s.weibo.com/weibo?q=%23%E6%AD%A6%E6%B1%89%E5%A4%9A%E5%AE%B6%E5...
I think I said some hospitals request on gloves. You can refer to the link above. Got 2 hospitals ask for gloves.

During SARS, glove demand increases. Besides, I checked weibo, some hospitals did request for help to get glove supplies.

It is a bit hard to contain now as it is hard to even detect the virus. Warmer weather will help, so the expectation is the outbreak will ease during May.

laychee, there is a 1:1 split in DEC 2018.

laychee, it is because the share is split.

Just a simple check will know that topglove quarter report is not in this month but next month. So, I am doubtful about your opinion.

From the InvestMalaysia slides, labour cost is around 10%. 20% cut on workers might affect on low wage workers, so it should translate to ~1% cost saving. However, automation will reduce the errors workers make, which will increase the profit margin to 20% according to Wee Chai.

Need to breakout from RM5.

The price is based on "supply and demand". It is about the market force and how the IB support the price. For us, we will pick the cheapest one.

At 4.65-4.7, the cw42 is around 0.06-0.065. At 4.95, it is at 0.075 now. CW is already 15%-25% up, compare to mother 6.4% up. I don't know why you are complaining.

http://www.theedgemarkets.com/article/chin-hin-collect-coal-ash-malakoffs-tanjung-bin-plant

Another initiative for Malakoff to improve its operation. It will not help much, but hopefully the company is on the right track.

C is not investing, it is called punting. And if you don't understand the risk, better don't touch CW.

Not sure how true is the statement below. Public bank didn't mention it but Kenanga did.

Furthermore, as per our understanding, Alam Flora is currently sitting on approximately RM400m in cash, and RM80m in borrowings, thus rendering MALAKOF’s net-cash outlay for the acquisition at only roughly RM545m, implying an EV/EBITDA of approximately c.7x.

First of all, the Alam Flora concession ends on 2033. So, Malakoff only get 15 years concession. The profit is 99mil for the years without tax. After tax, it is much lower. I do think Malakoff has cash and will likely not going for RI.

I am more worried about the solar/hydro projects. It will need another 1B.

Sorry, I make mistakes on the year. I have updated the table below. Most of the CW is going to expire soon. Please be careful when you buy them. When expired date is near, we don't usually pay high premium for the CW. Beware of the noises in the forum too.

Mother Price: 1.1 | 1.2
C7 : 0.167 | 0.233 Exp: 28 Sept 18
C8 : 0.1 | 0.2 Exp: 31 Oct 18
C9 : 0.05 | 0.1 Exp: 13 Aug 18
C10 : 0.065 | 0.115 Exp: 28 Sept 18
C11 : 0.11 | 0.16 Exp: 16 Jan 19

It is better dont hold the wa d. It is expiring in 6 months. It is only worth 10 cents now.

It is a trap today. It is always a high risk to buy on result day. Yesterday, those operators push down the wa price, today push up and earn 30-40%. VS-wa is top volume today.

Result out.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5838597

The SBB mechanism seems to change. It is like 1M lots every two days now. Let see how is it tomorrow.

Some updates on Malakoff news as below:
https://asia.nikkei.com/Markets/Nikkei-Markets/MARKET-BUZZ-RHB-Tips-Buy-On-Dip-For-Malaysia-s-Tenaga-Nasional-IHH-Healthcare
http://www.utilities-me.com/article-5258-nine-consortia-prequalified-for-saudis-rabigh-3-project/