We have to world's best team of salesmen for vaccine: Trump, Putin and XJP.
My money is safe with pharmaceutical counters.

Buy RM5, sell RM26. Harimau eagle singa.
Buy RM26, hope for RM30? Kambing, Arnab, Ayam.

People buy few Ringgit gloves, sell you RM26, you say cheap? Kepala Rosak ke apa?

People buy few Ringgit, sell you RM26, you say cheap? Kepala Rosak ke apa?

Gloves will possibly end up like mask, From RM80 per box dropped to RM6.99 per box of 50 in Shopee, once Made in China kicks in.

Tan Sri Dr Noor Hisham Abdullah said not yet "proven" vaccine in sight. Until it's proven, you better prepare RM10 to buy.

Top Glove is a great company, no doubt. But paying RM26 for a rubber glove maker? No please.
My father will beat me die with stick.

Gratitude post: I Sold all my gloves a month earlier ( Thank you for your contribution, without ppl like you buying my gloves shares at RM20++, i couldn't afford my new bungalow. I hope you find someone to take over you in the near Future. All the best to you.)

Supermax, annouced historical profit but share price crashed about -25% almost immediately from RM24.30 to RM16.xx in just a FEW Days after the latest QR announcement.
Fundamental eh?

Loyal Investors are already having trust issue with glove counters since. Making good profit but share price went south. Why? Because it's over-priced, market are in doubt.

Buy Pharmaceutical if you ever in doubt. Unlikely to go wrong in current development (35 vaccines in human trail currently). Buy on rumours, buy low sell high. NEVER buy high sell low.

RM10 not a dream. simply because the hot money has no where else better to go. If not Pharmaceutical counters, what else? Aviation? Retail? Manufacturing? Construction? O&G? FD?
Glove was good buy, too expensive now, risk of buy High sell Low, No please.

So, back to Pharmaceutical again.

Stick to the rule of thumb: Buy on Rumours (Vaccine-Pharmaceutical). NOT Buy high Sell LOW (Gloves).

Vaccine discovery means game over for gloves. See how the market responded negatively on every single vaccine news. Hot money from gloves will gradually outflow to Pharmaceutical counters in coming weeks. Simply because the hot money has no where else to go except the vaccine counters. BUY on rumours - rule of thumb.

Vaccine discovery means game over for gloves. See how the market responded negatively on every single vaccine news. Hot money from gloves will gradually outflow to Pharmaceutical counters in coming weeks. Simply because the hot money has no where else to go except the vaccine counters. BUY on rumours - rule of thumb.

Still better than buy gloves (gloves risk chase high, sell low - masuk penthouse). Pharmaceutical has limited downward risks and market worries compared to gloves (IB haircut, windfall tax, increasing competitions, vaccine news, FDA queries, unsustainable future earnings etc etc.

Still remember the next day market reaction on Putin's Russian Sputnik V announcement?

Waterfall on gloves.

What about announcement by US, China, Germany, Japan, France, UK, Singapore, India?

Still better than buy gloves (gloves risk chase high, sell low). Pharmaceutical has limited downward risks and market worries compared to gloves (IB haircut, windfall tax, increasing competitions, vaccine news, FDA queries, unsustainable future earnings etc etc.

Still remember the next day market reaction on Putin's Russian Sputnik V announcement?

Waterfall on gloves.

What about announcement by US, China, Germany, Japan, France, UK, Singapore, India?

@SEE_Research. The "former" board member la, dear researcher. Why you spreading fake news on current BOD?

What SEE_Research failed to SEE is the potential of Dharma & Pharmaniaga in securing government projects, and the readily available production capacity of vaccine. What he saw was the RM2m repurposing investment in current facilities.

What's wrong with a small investment to repurpose their existing facilities?

Can I repurpose my RM5m bungalow into kindergarten for RM0.2m?

That's the purpose of RE-Purpose.

Buy on Rumours (Vaccine).

@SEE_Reseach No body judge a potential partners by looking solely on a single business decision they made. Unless you are a Pasar Malam CEO.
You have to take into consideration of their profile or background e.g. track records, human capital, distribution network, production capacity, reputations, technologies, relationships etc etc - both dpharma and pharmaniaga have it.

Why most people buy Toyota and Honda? think of it.

What's the problem with spending small money on what I've already owned?

Spend RM2 million to repurpose existing plant sounds like

"I Spend RM20k to renovate my bungalow's maid toilet. my bungalow is worth 5.5 million with 6 toilets." Or

"I spend RM3k for one tyre of my Ferrari F8 Tributo"

Vaccine = Viagra for the entire market, and poison to gloves counters. With 35 potential vaccine candidates under human trail now, we need only 1 success before year end.
As Pharma/Dpharma already have the existing capacity to produce, don't think it will take more than a few months to kick start the project

Buy on RUMOURS (Vaccine), SELL on News (Bonus Issue for Gloves - risk of heavy profit taking next week). You don't need a PhD to understand that.

Long merdeka weekend ahead. Based on past trends, pharmaceutical counters are likely to enjoy heavy buy volume for next 1-2 working days after long weekend because of accumulated vaccine news. According to The New York Times, there are currently 35 vaccines under clinical trial on human, almost all showing positive results or minimal side effect thus far.
Glove counters, on the other hand, suffer downward pressure amid worries of news on vaccine, windfall tax, competitions, unsustainable future earning, over-priced shares, labor shortage, FDA queries, haircut by IB, and most importantly, investors' trust issue (e.g. share price slump 25% immediately after strong QR announcement).

Can't always let KJ steal the show ma. Why not let our PM do his job on important announcement?

Ignorance of ignorance. Dharma and Pharmaniaga are prepared for vaccine project anytime, that's the only info we need. Not those circus shows like Mou or shook sendiri announcement.

Aviation? No. Property developers? Not for now. Plantation? Not for now too. Oil & Gas? Too much uncertainties for now. Consumer products? People no enough money to spend la. Gold? You want to buy you buy la, i don't want. Gloves?? Too expensive la.

Pharmaceutical ? Why not???

Based on the earlier reported price, LTAT might take Bstead private at > 20% premium, one of the possible reason for the move is to acquire its cash cow, Pharmaniaga. Why they want pharmaniaga at this time? Think of it. Something is brewing here, hold tight and enjoy the ride.

Long merdeka weekend ahead. Based on past trends, pharmaceutical counters are likely to enjoy heavy buy volume for next 1-2 working days after long weekend because of accumulated vaccine news. According to The New York Times, there are currently 35 vaccines under clinical trial on human, almost all showing positive results or minimal side effect thus far.
Glove counters, on the other hand, suffer downward pressure amid worries of news on vaccine, windfall tax, competitions, unsustainable future earning, over-priced shares, labor shortage, FDA queries, haircut by IB, and most importantly, investors' trust issue (e.g. share price slump 25% immediately after strong QR announcement).

Long merdeka weekend ahead. Based on past trends, pharmaceutical counters are likely to enjoy heavy buy volume for next 1-2 working days after long weekend because of accumulated vaccine news. According to The New York Times, there are currently 35 vaccines under clinical trial on human, almost all showing positive results or minimal side effect thus far.
Glove counters, on the other hand, suffer downward pressure amid worries of news on vaccine, windfall tax, competitions, unsustainable future earning, over-priced shares, labor shortage, FDA queries, haircut by IB, and most importantly, investors' trust issue (e.g. share price slump 25% immediately after strong QR announcement).

Buy into long holiday! Various news about vaccine will probably be announce over long holiday, don't miss the chance lo. AZ, Pfizer, Moderna, Sinopharm, Cansino etc etc

Vaccine news will probably sticking around the market for quite sometime. Too much pressure on glove counters. Pharmaceutical counters, on the other hand, will only need a little announcement to see green. Think of it. Protect you capital.

Let's think out of the box. It will be Long weekend ahead. Based on past trend, more vaccine news will accumulate over long holiday. As a result, the share prices of pharmaceutical counters will probably enjoy another explosive rise on next trading day. Good luck traders.

Long weekend ahead. Based on past trend, more vaccine news will accumulate over long holiday. As a result, the share prices of pharmaceutical counters will probably enjoy another explosive rise on next trading day. Good luck traders.

Think of it. The world needs vaccine, not gloves for the long run. Vaccine is the only way to secure our future, not glove. Glove is more like a temporary fix for leaking roof.

"The Great Migration" seems imminent in near future, where the market will see more hot cash outflow from glove counters to pharmaceutical companies, on the bet of better future of mankind (Vaccine)

"The Great Depression" in Glove counters will encourage more cash outflow to pharmaceutical counters. This is justifiable with the phenomenon that see share prices of most glove counters suffered downward pressure with every vaccine news / raise in the share prices of pharmaceutical related counters.

The volume of the twin pharmas are back. Keep an eye. Don;t miss the opportunity.

Out of all Gloves and Pharmaceutical stars, Dpharma is the only one stubbornly Green today. It ain't about how hard you hit, it's about how hard you can get hit and keep moving forward.

The rally for pharmaceutical will probably resume by tomorrow, after minor correction today. Rule of thumb: Buy on RUMOURS (Vaccine).

Gloves, on the other hand, are suffering an expected downward pressure on both its share prices and ASP, due to increasing competitions from both local and international players, negative sentiments due to vaccine news / windfall tax /FDA queries, overweighted share prices, market saturations, labour shortage, maximised utilisation rate of it's current production facilitie (capped - can't produce more) and fear of unsustainable future earning.

The rally for pharmaceutical will probably resume tomorrow, after minor correction today. Buy on RUMOURS (Vaccine).

Gloves, on the other hand, will suffer a prolonged downward pressure on both its share prices and ASP, due to increasing competitions from both local and international players, negative sentiments due to vaccine news / windfall tax /FDA queries, overweighted share prices, market saturations, labour shortage, maximised utilisation rate of it's current production facilitie (capped) and fear of unsustainable future earning.

"The Great Migration" probably has just begun. It happens throughout history of mankind, where people move from one place to another to seek for peace, a safer place and shelter. Soon, we shall see more hot cash flowing out from over-priced counters to pharmaceutical - our hope for vaccine, our hope for better future. Let's embrace the challenges we have today.

Judging by recent spike in pharmaceutical counters, "The Great Migration" seems inevitable in near future, where people migrate their funds from over-priced shares to other more potential counters to protect their capital.

I will call this as "The Great Sputnik Effect".

The downward pressure on gloves' share price is high. Market is probably over-worried of another vaccine discovery.

Today Solution tiada api sudah. I think it will be Titijaya's turn soon.

Gloves are suffering too much internal and external pressure. Competitions, Supply shortage, labor shortage etc. Coupled with rumours on Vaccine as glove killer, windfall tax and over-weighted share prices.

On the other hand, investor's appetite for Pharmaceutical counters won't wear off easily like that happen in gloves. The problem with gloves are that higher than usual glove demands is not sustainable in the long run - same does the ASP - due to foreseeable downward pressure on ASP as a result of more and more competitors joining the bandwagon.

Glovers believe that healthcare is all about using Gloves ONLY. Therefore, they have a strong perception bias in believing that Pharmaniaga and Duopharma are all about Vaccine only, while ignoring the fact that the higher the anticipation of public/investors towards covid vaccine, the less interested they are in glove counters - which is justifiable by simultaneous downward trend for gloves and upward trend for pharmaceutical counters.

Beli Beli tomorrow, 15% discounts discount better than 400% premium in Tap Closed, Superman and Kossai.

Buy on RUMOURS(Vaccine), Sell on NEWS (Gloves RECORD QR PROFiT). Will Kossai suffers the same fate as Suparman? RM24.30 bungee jumping on first trading day after QR announcement

Buy on RUMOURS(Vaccine), Sell on NEWS (Gloves RECORD QR PROFiT). Will Kossai suffers the same fate as Suparman? RM24.30 bungee jumping on first trading day after QR announcement