Posted by thomaszum > 2021-06-05 21:24 | Report Abuse

https://klse.i3investor.com/blogs/thomaszum/535341.jsp

YongTai Berhad (7066) vs Foresight of the vaccine market - Part 4

Posted by thomaszum > 2021-06-05 22:36 | Report Abuse

按照分析, 永大集團獨家代理的 KCONVAC 在馬來西亞投入使用幾乎是 "板上钉钉" 的事, 那剩下來的就是最快什麼時候能夠投入市場.

如果 (1)
一切按照標準作業程序, 需要耗時 15-19個月. 但基於這規則較適用於太平時期, 且按照 YongTai Berhad (7066) vs Foresight of the vaccine market - Part 4 的時間表分析, 這機率較低.

如果 (2)
政府相關單位基於疫苗的優越性以及疫情的嚴峻情況權衡, 成功申請到緊急使用授權 (EUA):
快 - 那可能 6月底就可以看見這壯舉了.
慢 - 預計兩個月左右

假設結果如預期是如果 (2), 那可以預期未來數年內永大集團的營收是穩定且可觀的. 也隨著黃金礦山開發項目以及疫情後期房地產的復甦, 永大的股價是否能夠邁入強勁的上升通道?

相關投資機構的分析人員或決策者是否會輕易錯過這可能生金蛋的鵝呢? 那我們作為散戶投資者, 是已經買好車票搭上這趟的順風車? 還是繼續觀望, 期待可以買到更便宜的票價?

這都是我們自己的選擇. 我是個自由投資者. 在0.14左右就已經陸續收集車票, 而當時永大還沒有發布將進軍疫苗產業. 那時候稍有前瞻性的企業或領袖在疫情萌發期間就已經著手規劃企業艱難期即將到來前的轉型與變革, 有進軍 Reusable Fabric Mask 並結合 Anti-Viral Function 的, 也有進軍手套產業的, 更甚的是進軍疫苗領域. 這相對就更不容易了, 因為要成功落實是有著核心與關鍵要素方能達成的.

我不是內部人員, 更不認識永大集團的任何人員. 但我相信, 相同的高度與戰略眼光可以幫助我們去預測與推演局勢的發展. 發展與領導企業前進需要前瞻性的戰略眼光, 作為投資者, 我們也需要建立相對高度的營運者眼光與胸懷, 這樣能夠幫助我們看的更遠更清晰. 一旦我們能俯視劇情的可能性發展, 即使你不是該劇情的操盤者, 你也將成為該劇情的隨行者或參與者. 共勉之.

Posted by richardcslim > 2021-06-06 08:22 | Report Abuse

Tuesday sell, wait for another announcement only enter.

Posted by Petronas > 2021-06-06 08:45 | Report Abuse

Up a lot.

Posted by ventlim > 2021-06-06 10:59 | Report Abuse

The Government of China had recently granted the "Emergency Use Authorisation" (EUA) for the Covid-19 vaccine developed by YTBH's strategic partner, Shenzhen Kangtai Biological Products Co., Ltd. (“SZKT”)

SZKT has also commenced its vaccination programme in China, with its first batch of vaccination programme of more than 500,000 doses, on 1st June 2021. To date, SZKT's vaccines have been used on millions of China citizen.

With the EUA granted in China, this will pave the way for Malaysia and other countries to start using SZKT vaccines. As soon as some interim results can be gathered within 2 months after the phase 3 trial commenced, accelerated data can be obtained to substantiate the application for EUA in Malaysia & roll out for use thereafter.

Coming back to Yong Tai , the Phase III clinical trial involves 3,000 participants and could last several months or years, as Health director-general Tan Sri Dr Noor Hisham Abdullah mentioned. Prior to COVID-19 pandemic, a vaccine for infectious disease has never been produced in less than several years.

However, there has been an escalation in the approval of vaccines for emergency usage during this pandemic because no country can wait that long.

For example, Pfizer-BioNTech COVID-19 vaccine’s phase III clinical trial began on 27 July 2020 and received approval for emergency usage in November last year.

It will be interesting to see if SZKT's vaccine being granted an approval for emergency usage given the urgent needs for supply of vaccines as well as the earlier emergency usage approval granted by the Chinese government in May.

Posted by bbc99 > 2021-06-06 14:22 | Report Abuse

if they can escalate the approval then u will laugh all the way to the bank, if take a year a more then u will take some risks. let see. time can tell

Posted by James Ng > 2021-06-06 19:37 | Report Abuse

https://klse.i3investor.com/blogs/general/2021-06-06-story-h1566077896.jsp
[转贴] [Video:浅谈YONG TAI BHD, YONGTAI, 7066] - James的股票投资James Share Investing

Posted by insiderYT > 2021-06-07 00:40 | Report Abuse

NTA RM0.44. :) with gold mine and vaccine, and recovery of property sector.. RM0.60 all the way! hip hip hurrey

Posted by richardcslim > 2021-06-07 11:32 | Report Abuse

No more news on gold mine,stop dreaming,sell before bck to 0.24.

Posted by richardcslim > 2021-06-07 11:40 | Report Abuse

0.06s ada lah.

Posted by Tokong99 > 2021-06-07 11:50 | Report Abuse

RM0.60..all r dreaming la….Faster sell..with this management or CEO,Soon will become 0.006cents lo…still want enter? trap u all also dunno…

Posted by CubaSaham > 2021-06-07 21:58 | Report Abuse

Terjemahan

Thomaszum terutamanya mengusahakan indeks dolar AS dan baru bangun sekitar tengah hari hari ini. Rakan-rakan saya tahu bahawa saya telah membeli stok ini dan bertanya kepada saya, adakah anda tidak gementar dengan apa yang akan berlaku apabila pasaran dibuka hari ini? Saya berkongsi dengannya bahawa sama ada saham atau indeks, ia bergantung terutamanya pada Apa yang "berpotensi", ikuti trendnya. Pedagang perlu membina momentum, dan kita pelabur kecil, hanya mengikuti trend.

Mengenai waktu membeli atau menjual, itu bergantung pada berapa lama atau pendek kitaran yang anda lihat. Dengan Daytrade, dia sudah melompat setinggi tiga kaki dengan sedikit kekacauan. Bukannya dia tidak dapat menahan nafas, tetapi gaya perdagangan. Untuk perubahan atau trend, satu atau dua minggu atau beberapa bulan sudah dianggap panjang. Tetapi jika corak anda adalah arah aliran keseluruhan, melihat susun atur dan pergerakan keseluruhan permainan dari perspektif pemain catur, bahawa adalah perkara lain.

Sudah tentu, kerana keperibadian setiap orang, mod perdagangan, jumlah modal dan faktor lain berbeza, sudut dan corak orang itu secara semula jadi berbeza, jadi tidak ada yang betul atau salah. Selagi kaedah perdagangan anda sesuai dengan anda, anda boleh mencapai matlamat mengumpul modal.boleh.

Oleh itu, pada tahap ini, saya berpendapat bahawa YongTai menjual baru, atau vaksin Malaysia sudah mencukupi, dan tidak ada permintaan, maka anda boleh meletakkan tiket di tangan, yang mungkin tepat dari sudut pandangan anda. , ekuiti persendirian atau perbankan Dari perspektif yang berbeza, kerana visi strategik yang berbeza, kitaran tontonan lebih panjang. Bagi mereka, tahap ini mungkin masih dalam tahap mengumpulkan suara.

Berbanding dengan model Hong Kong, syarikat tersenarai di Malaysia umumnya tidak mempunyai pasukan pelaburan profesional untuk mengintegrasikan sumber dan bekerjasama dengan institusi yang relevan untuk pembangunan yang dirancang. Sebaliknya, mereka hanya bergantung pada operasi membuat keputusan peribadi MD, CEO atau CFO., Itu tidak dapat dielakkan untuk melewatkan penerapan pemaksimalan modal.

Mari lihat bagaimana Yong Tai akan bermain pada akhirnya ...

Posted by CubaSaham > 2021-06-07 22:00 | Report Abuse

Terjemahan

thomaszum @Trust, saya tidak begitu kenal dengan Kanger, jadi saya hanya boleh membagikannya dengan vaksin.

Terdapat kaedah penyatuan cerdik yang menggunakan antibodi peneutralan orang yang pulih sebagai penanda aras 1. Berbanding dengan antibodi peneutralan yang dihasilkan oleh vaksin, nisbahnya lebih tinggi daripada 1, menunjukkan bahawa kesan yang dihasilkan lebih baik daripada jangkitan semula jadi, iaitu , kesan imun Semakin baik, kesan perlindungan kemungkinan lebih baik.

Berdasarkan pengiraan ini, nisbah antibodi peneutralan Kangtai Bio-KCONVAC adalah 2.7, kedua setelah vaksin Moderna luar negara (4.1), vaksin Pfizer (3.8) dan vaksin Novavax (4.0), dan juga yang terbaik di antara vaksin domestik. Ini bermaksud bahawa sebagai vaksin yang tidak aktif, data KCONVAC sangat menonjol, dan keberkesanannya mungkin lebih tinggi daripada vaksin yang tidak aktif. Saya yakin inilah sebabnya vaksin Kangtai diluluskan untuk penggunaan kecemasan dan menjadi vaksin mahkota baru pertama yang diluluskan untuk penggunaan kecemasan di Guangdong.

Untuk perkara di atas, sila rujuk "YongTai Berhad (7066) vs Ramalan pasaran vaksin-Bahagian 1"


Kedua-dua vaksin sinofarm dan vaksin sinovac termasuk dalam jenis virus yang tidak aktif. Menurut data penyelidikan semasa, nisbah antibodi peneutralan Kangtai Bio-KCONVAC adalah 2.7, yang kini merupakan produk terbaik di antara vaksin yang tidak aktif di China. Mengapa demikian? Kangtai vaksin diluluskan untuk penggunaan kecemasan, menjadi vaksin mahkota baru pertama yang diluluskan untuk penggunaan kecemasan di Guangdong.

Posted by kiaralim19 > 2021-06-07 22:41 | Report Abuse

Yong Tai’s transformation into a robust cash-flow generation company

*Exclusive distributor for Malaysia, ASEAN and Indian Continental countries

*Committed capacity from Shenzhen Kangtai Biological Products Co. Ltd is 10 million doses per year, with another option of 10 million doses, for a period of 5 + 5 years. If Malaysia faces an oversupply situation, they can sell to other ASEAN countries such as Indonesia, Philippines, Sri Lanka. 20 million doses are insignificant as compared to their respective population

*Vaccines obtained NPRA approval to conduct Phase III Clinical Trial, with the arrival of vaccines expected within the next week

*Currently, all approved vaccines in Malaysia have not completed their Phase III trial. All are under Conditional Market Authorisation (CMA). This includes Pfizer, AstraZeneca and Sinovac.

*Tiong Nam will provide the total logistical services, which include transportation, warehouse space and distribution of the vaccine

*Assuming RM5 GP per dose, it will be RM100 million GP to Yong Tai per annum (20 million doses per year).

*Assuming 24% tax rate and net profits of RM76 million. Based on PE of 10x, company is worth RM760 million market cap or RM0.53/share. This is excluding the profits from its gold venture that is kicking off in July 2021.

*Sources are the Encore Melaka which has been a bleed to the company, will see a restructuring to happen very soon, setting the path for Yong Tai to unlock the value. If this happens, Yong Tai will transform into a company with cash cow businesses (vaccine + gold).

Posted by DKNY99 > 2021-06-07 23:13 | Report Abuse

Yongtai operating cash flow negative 40mil. Talk so much also no use. Facts is this company coming to right issue again in very verynear time. Whoever trap inside need to donate some money to spend the management gaji buta

Posted by insiderYT > 2021-06-07 23:30 | Report Abuse

the previous series of PP must have give them tons of cash to kick start all these projects. don't worry how the boss will run his business.

Posted by ceelo87 > 2021-06-08 09:03 | Report Abuse

hahaha...drop today. :) pity YT supports

Posted by richardcslim > 2021-06-08 09:11 | Report Abuse

One day show

Posted by ceelo87 > 2021-06-08 09:14 | Report Abuse

so quiet already...supporters not yet wake up ? your boss bring you to holland now, faster grab a seat

Posted by ceelo87 > 2021-06-08 09:17 | Report Abuse

as usual. this is dog Boo style.

Posted by BeeBearBear > 2021-06-08 09:19 | Report Abuse

when the price goes up later, then the cunts will go missing, i ponder how much these cunts were paid to make noise here, or so bitter because these cunts didn't collect months earlier when the price was lingering around 0.21 to 0.22, or the cunts were so "smart" to panic sell because these cunts have no holding power, isn't it obvious enough ? i have already told earlier many times, private investors aren't fools, the director that collected earlier aren't fools, the cunts here on the other hand, so obvious *eye rolling*

Posted by 24HoursProducing > 2021-06-08 09:19 | Report Abuse

又下了，上上下下。

Posted by 24HoursProducing > 2021-06-08 09:19 | Report Abuse

I think maybe close and return back capital to shareholders is the best option.

Posted by 24HoursProducing > 2021-06-08 09:19 | Report Abuse

Haha

Posted by ceelo87 > 2021-06-08 09:24 | Report Abuse

Private investors sudah cash out la, jangan buat bodoh.. PP harga baru 20sen lebih... no need pump, dumped all on friday siap dah. ni support buat buta je.

Posted by BeeBearBear > 2021-06-08 09:28 | Report Abuse

well, everyone will know who's the bodoh here soon, and since you claim private investors have dumped, how you know ? mind showing the proof here to everyone instead of claiming bullshit ? it's so easy to spread fake news, and it's so obvious with your case here

Posted by ceelo87 > 2021-06-08 11:04 | Report Abuse

HA HA HA HA....

Posted by A867986 > 2021-06-08 11:50 | Report Abuse

for me i doing 2 step 30% keep on hand,60% sell on last week,because this 4 month moving pattern totally understanding,so last week RUN 60% have taken RM 1K profit,and this week waiting add in again...

Posted by thomaszum > 2021-06-08 13:53 | Report Abuse

YongTai Berhad (7066)'s Values vs YongTai Capital Partners

https://klse.i3investor.com/blogs/thomaszum/536636.jsp

Posted by thomaszum > 2021-06-08 13:54 | Report Abuse

@CubaSaham Thanks for your "Terjemahan"

Introduce this article to you - YongTai Berhad (7066)'s Values vs YongTai Capital Partners

Posted by insiderYT > 2021-06-08 14:56 | Report Abuse

When the Vaccine reach malaysia, which is very soon; i think will have wave 2 push up

Posted by thomaszum > 2021-06-08 15:22 | Report Abuse

朋友問:
你手上還有票嗎?

我說:
有啊! 好些呢! 都還沒有賣…

朋友繼續問:
那你還發那樣的文章! 你不是倒自己米嗎? 兄弟, 別害我! 我還有很多票啊!

我說:
我只是陳述事實, 幫助大家透過不同的角度去看待自己所投資的公司或股票. 永大手上有沒有卓越, 有發展前景同時又迎合市場需求的短中長期商品.

有的, 尤其是 KCONVAC 疫苗. 透過此產品的獲利再投入到馬六甲印象城裡, 確確實實的把這印象城發展起來, 而不僅僅是一般的房地產投資. 概念很好, 但需要落實. 而黃金礦項目則努力創造短期營收, 創造現金流.

但如果經營者鼠目寸光, 僅顧及個人口袋, 總以割菲菜的方式經營資本市場, 那無形中就自己給自己做了品牌的定位, 想穩定成為 RM1 以上的企業就難了. 這就有如一個新創品牌如果在品牌定位期間一開始就將自己設定為中低端品牌, 那極大機率有生之年都無法攀升成為高端品牌了.

Serbradk什麼狀況相信大家都知道, 今天 Serbradk 中午閉市掉差不多16%, 而 YongTai 卻敢敢掉約8%, 差不多是人家的一半. 我含蓄地說, 你也太不客氣了吧!

朋友咬牙切齒的繼續問我 (還好MCO, 不在一個城市):
那會不會繼續掉下去, 不上來啊?

我說:
如果市場散戶都團結起來, 不買也不賣, 你看看會怎樣? 或者說就掛賣單, 等人主動買. 已經有主力在場了, 疫苗目前為止都還算順利, 在計劃的進展中. 那就看彼此的耐心了. 因為錯過了操作的時間節點, 自己做爛了盤棋, 那樣會少賺很多的, 錘心肝啊!

就交給市場吧……

Posted by thomaszum > 2021-06-08 15:31 | Report Abuse

@insiderYT 疫苗抵達馬來西亞, 並投入試驗, 更甚快速獲得 EUA, 這些都能有助於提升股價, 畢竟可以預期未來的潛在收益以及未來企業的新估值. 但如果缺乏誠意且進行有效的資本市場管理, 那就將失去投資者們的信心. 可能就此認定, YongTai 的誠信度以及 Yong Tai 股價未來高企的信心. 畢竟有了亞洲電視透過全資附屬公司豐捷發展脫售永大7.03%股權, 套現馬幣2900萬這割菲菜事件的發生.

Posted by Jacky_87 > 2021-06-08 16:35 | Report Abuse

Gogo Ewint. Uptrending stock. Tomorrow cont uptrend momentum

Posted by thomaszum > 2021-06-08 16:38 | Report Abuse

有興趣的朋友可以進一步搜尋 "亞洲電視" 做進一步的深入了解. 你會發現, 亞洲電視 ATV Holdings - HKEX - 707, 在2016年一度面臨清盤的危機, 現在的股價也僅有港幣 0.047 而已.

不知道這麼多次的 PP 0.20 究竟將貨賣給了誰呢? 請高手們幫忙挖掘一下資料. 看看究竟有哪些鱷魚持有 YongTai 的票, 隨時打算割菲菜的.

朋友快恨死我了. 我告訴他說, 打開天窗看看劇情後續會怎樣發展不也是一個很有趣的事嗎? 期待 YongTai 團隊們的操作. 加油.....

Posted by thomaszum > 2021-06-08 17:18 | Report Abuse

閉市了, 僅僅落得 0.27.

我們一起設定個目標. 如果本周沒有突破並站穩在 0.35之上, 我們不妨繼續挖掘與分析更深入的黑材料, 並找出其中的關聯. 這將是個很有趣的投資作業, 不是嗎?

要麻煩網友們幫助挖掘出 PP 的合作對象有哪些了.

這些人鱷魚不僅貪心, 目光也太短淺了. ^^.


The market was closed, and it was only 0.27.

Let's set a goal together. If this week does not break through and stand above 0.35, let us continue to dig and analyze more in-depth black materials as well, then find out the connections. This will be a very interesting investment activity, isn't it?

Netizens, please help to dig out the partners of their PP cooperation.

These crocodiles are not only greedy, but their eyes are too short and shallow. ^^.

Posted by thomaszum > 2021-06-08 18:53 | Report Abuse

YONG TAI BERHAD (“YTB” OR THE “COMPANY”)

SHARE ACQUISITION AGREEMENT BETWEEN YTB AND TAN YEN YEN FOR THE
PROPOSED ACQUISITION OF 70% EQUITY INTEREST OF HUOBI LABUAN LIMITED
(“PROPOSED ACQUISITION”);

https://www.klsescreener.com/v2/announcements/view/3373473

Posted by thomaszum > 2021-06-08 18:55 | Report Abuse

加密貨幣也打算插足一份了 https://www.huobilbn.com/zh-cn/

Posted by ceelo87 > 2021-06-08 19:34 | Report Abuse

HAHAHA.. good luck to all who got trapped.

Posted by ceelo87 > 2021-06-08 20:16 | Report Abuse

FAKE HUOBI

Posted by thomaszum > 2021-06-08 20:17 | Report Abuse

永大計劃進軍加密貨幣, 實現Fintech與實業的關聯 ? 究竟是格局的晉級還是最後不小心玩死自己呢?

YongTai (7066) plans to enter the Cryptocurrency - Escalation or Dying
https://klse.i3investor.com/blogs/thomaszum/536899.jsp

Posted by Tokong99 > 2021-06-08 20:36 | Report Abuse

From vaccine to gold then now is cryptocurrency???yongtai Waiting to die soon ….this CEO really have to find a way out for himself..good luck all..

Posted by Happy8 > 2021-06-08 20:43 | Report Abuse

sold this morning at 29c, can't take the stress

Posted by vadaiISback > 2021-06-08 21:01 |

Post removed.Why?

Posted by ceelo87 > 2021-06-08 21:11 | Report Abuse

HA HA HA...setan dah kembali.

Posted by thomaszum > 2021-06-08 21:58 | Report Abuse

監管是很重要的! 股票市場如此, 貨幣市場如此, 加密貨幣市場亦如此, 因為加密貨幣對於很多國家來說太新了. 監管的力度與機制還無法承擔它的健全發展, 加密貨幣即使到現在依然是洗黑錢的重要途徑之一.

市場上有正規的交易平台, 更充斥著許多黑平台. 下次有機會再和大家分享黑平台是如何操作的.


希望 YongTai 能夠專注於正當的本業上, 印象城, 疫苗項目, 以及黃金礦如果發展的好就已經能夠幫助集團升好幾個 level 了. 一心多用, 非專業路線, 合作對象又讓人不安心. 這樣摔倒的機率是很高的喔!

既然這是場大製作, 那就應該有大製作的格局. 這樣的大製作, 怎麼樣也值 0.60 吧? 是否應該直接 limit up 或者呈現有持久力的穩定上升呢? 別漲一天, 跌三個星期; 漲三天, 掉4個月的.


咱們就事論事, 讓股價來說話! 期待明天繼續下跌? 或 limit up?

Posted by thomaszum > 2021-06-08 22:02 | Report Abuse

如果明天 YongTai 股價連 0.32 都站不穩, 那就不是我們不相信你, 或者不支持你了. 那是因為你真的有點不爭氣啊!

Posted by ceelo87 > 2021-06-08 22:28 | Report Abuse

tak senang je bagi Boo fokus proper bisnes. dia sudah untung lama dari selok belok smua... tentu la kawan kawan ponzi semua tuh..

Posted by DKNY99 > 2021-06-08 23:05 | Report Abuse

Are u kidding? YTB only spend usd 200k to buy one lost making business and you said tomorrow YTB want to goreng above rm0.32.

Posted by DKNY99 > 2021-06-08 23:08 | Report Abuse

Talking like childish. Tomorrow YTB price will drop 1 cent more because the CEO BOO using company money to buy rubbish asset.