Just a note. The estimated R0 for Covid is between 2 and 3. This means that to achieve herd immunity, just 50%-67% needs to be immune. So with regards to vaccine with low efficacy of say 65%-75%, such low efficacy is actually quite sufficient to do the job.
for some reasons i feel that you are so scary, are you even an human? lol.... at least you can quietly sell all your glove stocks and still pretent you are a long term investor but you didn't do that? i wonder what is your intention?
Posted by EngineeringProfit > Jun 10, 2020 9:13 PM | Report Abuse
How much different in payment you got for this write-up ....
covid 19 changed standard operating procedures (SOP) of healthcare and uplifted global hygiene awareness permanently
just like 9/11 attack permanently change SOP of screening at the airports
the potential implication is reflected by the enormous difference in per capita consumption of the developed nation vs developing countries like China, India, Brazil and Indonesia
this is the fundamentals that is driving glove players to invest heavily on new capacity
ya i still remember his previous write up on Hengyuan setting skyhigh TP which was never materialise....
Anyway if u followed his recent few buy calls such as Tguan, Notion n Dayang still can make good profit lah...as long as u do not intend to hold these stocks for 10 years like Philip...
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
VincentTang
1,228 posts
Posted by VincentTang > 2020-06-10 17:52 | Report Abuse
Sell Supermx, glove stock overheat and stock price start soften already.