Wait tonight? zzz

Gemfinder, if Ky.y force sell again, he will join us to become "ikan bilis". Keke.

Can always buy back after Ky.y's next complain passage.

I sold not because of the current situation (vaccination needs glove or not), but because I think Vaccine is the cure. Seems like no reason that antibody produced by mRNA can't cure the Kung Flu.

Look at U.K., yesterday figures came down remarkably. It shows my guess could be accurate after all. Inject vaccine into sick people can cure the patient.

In fact, Moderna's vision is to cure disease.

呵呵

Anyway.

I raise 2 key questions.

1. mRNA technology instruct antibody production. Could antibody cure already infected patients? Theoretically it must be able to. If we human as a race discover that it does (cure patients) in 2-3 weeks time, then glove story is actually ended.
By the way, Moderna founding vision is to replace drug using mRNA tech.

2. During vaccination, the team use 1 glove, 2 gloves, or 3 gloves to administer inoculation per person? Or it is like China where they use 1 glove per thousand?

Haricut, got JPM projected financials?

Haricut, I would think the real shaker comes from "vaccine=cure". (mRNA produces antibody which can instantly cure the COVID patient). I haven't seen anybody talks about this but I guess people will realise that in a few weeks.

Take Topglove as an example,

3 times PE? Dividend yield = 19%? Would really like that.

Anyone has JPM's valuation reports?

The 3% cancelled order was mainly due to delay of supply caused by temporary closure of factories.

I sold a few holdings while keeping EWINT.

QR coming out, BREXIT deadline, TRUMP/TEXAS lawsuit all my happen in the next few days.

I made quite a bit so I can hold, and I really like EWINT.

Good luck to all!

麦格理食x疴飯。

JuYeoh, yeah.

Market not yet realised. Hehe

RISK8888, wow, so nice. Thanks.

I will dig out more money to buy EWINT.

Soon Mr. Koon will hit the reset button again!

He will forget what he said and what he has done before and bring up his old story about his success in HK, Latitude, blah blah blah, and whamo! Another batch of newbie followers....

Well done, Dali.

Just because he is old doesn't mean we can't "DLLM Ky.Y". lol

This guy got some problem with maths, maybe he/she can't afford a calculator?

Thanks, appreciate that.

I wonder if FamilyMart is ran by franchise. I met one of the Chia cousin and he said its all wholly owned by QL.

Nice research.

EPF got margin call or what? lol

1. Pleased with the result, just be patient.

2. Next few days, research house will up target, just be patient.

3. HKSE will give 20 times PE, just be patient.

4. CBP will revoke soon (almost 6 months), just be patient.

5. Little bad news for cw holders, mother share -16.5c.

Oklah, 2.4b. Miss little bit.

I don’t know, lots of noob don’t like money. Like them though, contribute their hard earn money to feed us.

SafetyFirst, invest is a serious matter. Everything action we do must be based on information available. This is the first thing we must do.

Then, you can adjust based on your own belief and rumours.

Mobbs68, thanks for the info.

Today 100m volume, don't play play. Keke!

This round needs RM11.3 to beat Maybank. See how it goes.

Cheers, guys!

My guess is 2.6b NPAT. x4 will be easily more than PETRONAS.

QR tomorrow noon time or after hour?

I guess between 2.6b to 3.0b NPAT.

手慢，才撿到一點點。

Mabel, well said.

No, got fried chicken.

(hahahaha)

Hello guys,
Correct me if i am wrong.
Fully loaded with top glove now.

That is because I believe:
i. Based on management guideline, Sep/Oct/Nov ASP hike is 30/30/15%. That is 1.9435 times of past quarter revenue.
ii. Expenses goes up as well, look at worse case senario, let's say expenses go up 10% every month, -15m fine, -185m donation to government.
iii. Management indicates 3% annual revenue affected by factory closure. Let's make it -6% revenue (300m more or less) for coming QR.
iv. That makes NPAT of roughly 2.6b, still double from the last quarter.

Last QR, TG made 1.3b, enough to make it closest to Maybank, only 2c (9.78/9.80) shy from being no.1. Let's see this time can overtake Maybank or not.

If QR failed miserably, will need HK listing and CBP revoked to save the day.

Due to raw material shortage, Glove still looking at 10% ASP hike 2021.

Next QR will be the record profit of Bursa Malaysia in 2020.

Fauci is ebony max, a supervillain of dark order.

YNWALFC, thanks for the info.

I have some doubt also. Firstly, efficacy means efficiency of the vaccine, its a measure of effectiveness, (rather than effective or not). There seems to be confusing usage of the word in news report everywhere.

Secondly, the those enrolled are healthy people. And yet we have so many patient without symptom. How would that affect the receiver is another question.

Anyway, Pzifer enrolled 43,000 people. (Let's assume 50/50 placebo and vaccine) Out of 43,000 people, 170 contracted the virus. 162 from placebo and 8 from the vaccine group. So, 154/162 = 95%. Out of 10 people who are severely sick, 1 from placebo and 9 from vaccine group.

Moderna enrolled 30,000 people. (Let's assume 50/50 placebo and vaccine.) Out of 30,000 people, 90 people in placebo contracted the disease, 5 from vaccine group contracted the disease. So, (90-5)/90 = 94.5%. Moderna also claims none is severely sick after contracted the virus.

If you look at the data, sure its promising result. If humanity could somehow reduce mortality to near 0, then sure our life will be back to good old days.

Now worldwide mortality rate ranged from 0.1% to 2%. With the vaccine, I think mortality will drop to near 0 and yet there are still people getting sick (despite very low numbers).

I bought back some, will add more monday.

Briefly did some calculations, looks unbelievable but that's what the numbers tell.

This is no guarantee win, but that's what we do: to be greedy when others are fearful. In fact ASP still rising and share price is dropping, that's the happiest thing that could happen don't you think?

If HKSE gives 20 times PE, then it will make 5 times my money.

As I indicated earlier, quickest time for CBP to revoke detention is about 6 months. For TG, that will be mid January. Good luck to all!

(Aduh, sslee).

(zzz)

QL buys 4% from a partner at market price, and says intend to keep Boilermech listed. Not many will sell to QL and QL won't buy much. QL will end up with slightly more than 50%.

If BM shareholders believe in synergy will be created, they won't sell. If BM shareholders believe no synergy will be created, they will sell at market price. Either way QL won't get much. (That's the intention, otherwise QL will offer higher price).

廢話，假博士

Oh no, QL not in, Supermax in.

https://www.bursamalaysia.com/about_bursa/media_centre/ftse-bursa-malaysia-klci-december-2020-semi-annual-review

DannyArcher, totally agree.

Let's see if QL gets in.

1. Takeover offer at market price but intend to keep Boilermech listed, my best guess is to improve the chance of getting into KLCI.

2. QL has plenty of cash and plenty of growth, all segments will do really well CY2021. QL and Boilermech both run by the same group of people, except Managing director Mr. Chia Song Kooi not in Boilermech.

3. QL invested into solar panel installation in its Hutan Melintang, Endau and Tuaran bases, each with 8MW capacity. I guess making Boilermech a subsidiary creates some synergy: solar panels can be put on top of chicken sheds.

4. Really enjoy to read Managing Director's report, really pleased he admitted Raud has HPAI.

5. Buy as much as I can.

fake news

ok, buy little bit lah.

(Yesterday asked to quote corrugated boxes, didn't expect it to be such a high price. Minimum order costs RM13k, that's enough boxes for 6 years for me. )

oil prices shooting stars, I think OPEC + reached agreement.

sardin81, many things in business are important. One of the most important aspect of any business is cost control.

KNM just got too many factory covering too wide an area, some factories are simple waste of money.

Borsig is good. If you look at the annual reports, actually Borsig is making lots of money, just that KNM parent is wasting all that money.

爆seed其實挺牛的，二戰時做坦克炮台，戰後做火車頭，現在依然表現出色。但咱們李將軍到處開了廠然後就不管了，沒有生意依然幾年放著空蕩蕩的廠房，是一個母公司拖累子公司的案例。慢慢捱吧。

Aduh, whose fault?
傻傻分不清楚

Post removed.Why?

DreamC, Trump administration won the war against ISIS, peace improve a lot in middle east. Next term he will finish CCP once and for all, then North Korea will follow suit and going towards democracy (If fact Kim is already started to do so). Stock improves 35-50%. (if anyone can make KLCI 2500 points, sure will be reelected).

Trump administration is not making enemy to EU, Japan, etc, just renegotiate part of their deals. Now they have an enemy, CCP.

Some people thinks Trump is crazy, most likely he is misled by fake news. For example, Trump was suggesting to invent some product that can disinfect the nose and throat regularly (to replace the mask) but he was said to advice drinking bleach. Trump lead a group of reporters walked into a church nearby White House was said to be rude not to get in, but in fact the church was burned the night before and is still dangerous.

武漢肺炎真的老厲害的，不是那麼輕易就可以應付得了。

一方面，市售的口罩品質參差不齊，大部份根本防止不了病毒。再者，在接近一米的距離由病者吹一口氣，大概就已經傳染了。（其實兩米才是安全距離）

再者，免疫力過幾個月就逐步消失了，而下一次感染風險可能更高（因為人體適應病毒，病毒也更了解人體），群體免疫的可能性也沒有了。

來著砂勞越大選似乎無可避免，自求多福吧！

最近股價沒有什麼起色，主要還是經濟變壞，市場游資減少的原因，不必過慮，抓它三、四年，肯定賺很多。

Read the annual report, lovely, very lovely.

sslee, there is nothing mad about Trump. I guess if someone doesn't like Trump, don't vote. And I will bet Obama is corrupt too. Hunter feed Joe, Joe feed Obama.

Remember Ah Jib went to play golf with Obama? If it wasn't trump, our ah Jib still happy happy leh.

Choivo, must admit your mistake and adjust accordingly.