Vietnam factories planned to work, sleep and eat in factory. Workers will be locked in the factory compound and not allowed to leave factory compound as required by Vietnam authorities if intent to run production during lockdown period. 21/07/2021 5:06 PM
From history performance,If you are short term investor(2 to 3 months), run..., if you are plan for long terms(mean 2 to 3 years), maybe current price is good investment price. My long term view is based on current PE, history dividend. I hold because current portfolio still ok.
Factory start cucuk 02-Aug-2021, MFA soon will liaise with MITI when can be open , hope middle of Aug. For same industries, next qtr result, i will forecast, no eye see. For this industries , if buyer want to switch to another, it may take half year switch from one supplier to another supplier. I forecast if open , all factory need take extra effort to chase back their back order before buyer give new order. Better result must wait for next next qtr.
From what we see from the vietnam govt statement. Seems like it gonna be at least another ome two months... Disaster for pohuat. Fast run while you still can
Accoringly to Pikas progress, a lot of furniture manufacturer had been complete their second dose vaccine by end of Aug'21. Accordingly to MKN SOP, most of furniture manufacturer allow to operate before 10 Sept'2021.
Ooo…., you may later say bank is fake, then you better keep all your money in a milo tin, like that even cockroach also cannot touch your money, that’s safe.
sasword Malaijiya politic is a joke, economy is a fraud, management is a cock. 25/08/2021 4:51 PM
Pikas start 2 Aug and second dose at 23rd Aug and 23rd +14 days =5 Sept. Pikas first day was not LiiHen, therefore i not think production unable to operate unless there not register under Pikas.
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....
yfchong
5,879 posts
Posted by yfchong > 2021-07-14 18:34 | Report Abuse
1. 30 call to participate.......ok boh