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Superfast Supreme	17-Nov-2020 15:14        Superfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	After dilution.... With the increase of demand... Personal think, it not too far away from the previous px..... zandlery      ( Date: 17-Nov-2020 15:10) Posted: Did u include the bonus dilution? Superfast      ( Date: 17-Nov-2020 14:52) Posted: Mon pandemic, oso 90c to $1..
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zandlery Supreme	17-Nov-2020 15:10        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Did u include the bonus dilution? Superfast      ( Date: 17-Nov-2020 14:52) Posted: Mon pandemic, oso 90c to $1... LeShramp      ( Date: 17-Nov-2020 14:44) Posted: Don' t worry about this counter. The world has fundamentally and permanently changed following COVID-19. In the future, forward looking countries would be looking to stockpile medical equipment even during normal peace time. At this juncture, supply is not even meeting immediate demand. Less so when the world will start to play catchup on ensuring a healthy stockpile of medical inventories. Moreover, the company' s production capacity has increased by many folds since pre-pandemic. It is no longer relevant to think the company is worth the same as pre-pandemic era. Market swings because of traders. If anything is certain, COVID-19 would not be the last pandemic. In the new normal, investing in medical counters would be like investing in gold which thrive in times of crisis, which serve as a good hedge in portfolio.
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Superfast Supreme	17-Nov-2020 14:52        Superfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mon pandemic, oso 90c to $1... LeShramp      ( Date: 17-Nov-2020 14:44) Posted: Don' t worry about this counter. The world has fundamentally and permanently changed following COVID-19. In the future, forward looking countries would be looking to stockpile medical equipment even during normal peace time. At this juncture, supply is not even meeting immediate demand. Less so when the world will start to play catchup on ensuring a healthy stockpile of medical inventories. Moreover, the company' s production capacity has increased by many folds since pre-pandemic. It is no longer relevant to think the company is worth the same as pre-pandemic era. Market swings because of traders. If anything is certain, COVID-19 would not be the last pandemic. In the new normal, investing in medical counters would be like investing in gold which thrive in times of crisis, which serve as a good hedge in portfolio.
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LeShramp Member	17-Nov-2020 14:44        LeShramp About Contact  Quote this Post! Style: Fundamental
x 1   x 0  Alert Admin	Don' t worry about this counter. The world has fundamentally and permanently changed following COVID-19. In the future, forward looking countries would be looking to stockpile medical equipment even during normal peace time. At this juncture, supply is not even meeting immediate demand. Less so when the world will start to play catchup on ensuring a healthy stockpile of medical inventories. Moreover, the company' s production capacity has increased by many folds since pre-pandemic. It is no longer relevant to think the company is worth the same as pre-pandemic era. Market swings because of traders. If anything is certain, COVID-19 would not be the last pandemic. In the new normal, investing in medical counters would be like investing in gold which thrive in times of crisis, which serve as a good hedge in portfolio.
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zandlery Supreme	17-Nov-2020 14:30        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I believe people not surprise vaccine will be ready within this period. There already estimation before. Just that the market go irrational at some point and ppl been greedy n chase. Med stock have it fair value. Previously overbought, now oversell. It just market react irrationally that's all. humblestudent666      ( Date: 17-Nov-2020 14:19) Posted: very sound response even the best investors make mistakes. Peter Lynch missed out on Toys R Us, Dell, Walmart in the past, Berkshire missed out on FAANG in the 2000s, Temasek investing in Bharti Airtel, making billions in losses in NOL. Even insiders can get screwed upside down inside out if they' re not careful. EPF or whatever fund made the right decision at that point of time. Fundamentally speaking they projected that the PPE requirement would extend far into 2021, and even 2022-2023.  Now, fundamentals have changed. Companies left right center announcing vaccines, one better than the other. Of course, you say, those are not confirmed. Maybe those are even fake news and fraudulent! But people want to believe what they want to believe. Analysts are also cutting forecasts to protect their backside. If the FDA approves the vaccine production in 2020 year end, and mass produce across the world at sub $100 for 2 dosages to cure, how many more gloves will the analysts be pricing in?  This boom was never sustainable from the start... lets keep an open mind and open heart, be willing to accept that perhaps these vaccines and the correction of glove stock is better for the rest of the world! Honestly, if the glove stock and PPE stocks sky rocket and continue to go up... it will be very terrifying. That means that covid has won. SGPhantom      ( Date: 17-Nov-2020 11:19) Posted: Everyone is prone to make " poor investment" , be it EPF or Berkshire. As long as their protfolios are diversified enough, it will be balanced out. I am not saying RS is a bad investment per se too, just that currently market sentiment is very poor towards med supplies, as vaccine development is in play. This is true across the board, worldwide - average drop % was in double digit for this sector last night. And we all know for a fact that any vaccine progression news will impact the med supply industry sentiment negatively. To make matter worse, there is not much catalysts supporting the med supply sector for the moment The rise in C19 cases / deaths worldwide seems to have been factored in / written off, as everyone is looking forward to vaccine' s arrival
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humblestudent666 Senior	17-Nov-2020 14:19        humblestudent666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	very sound response even the best investors make mistakes. Peter Lynch missed out on Toys R Us, Dell, Walmart in the past, Berkshire missed out on FAANG in the 2000s, Temasek investing in Bharti Airtel, making billions in losses in NOL. Even insiders can get screwed upside down inside out if they' re not careful. EPF or whatever fund made the right decision at that point of time. Fundamentally speaking they projected that the PPE requirement would extend far into 2021, and even 2022-2023.  Now, fundamentals have changed. Companies left right center announcing vaccines, one better than the other. Of course, you say, those are not confirmed. Maybe those are even fake news and fraudulent! But people want to believe what they want to believe. Analysts are also cutting forecasts to protect their backside. If the FDA approves the vaccine production in 2020 year end, and mass produce across the world at sub $100 for 2 dosages to cure, how many more gloves will the analysts be pricing in?  This boom was never sustainable from the start... lets keep an open mind and open heart, be willing to accept that perhaps these vaccines and the correction of glove stock is better for the rest of the world! Honestly, if the glove stock and PPE stocks sky rocket and continue to go up... it will be very terrifying. That means that covid has won. SGPhantom      ( Date: 17-Nov-2020 11:19) Posted: Everyone is prone to make " poor investment" , be it EPF or Berkshire. As long as their protfolios are diversified enough, it will be balanced out. I am not saying RS is a bad investment per se too, just that currently market sentiment is very poor towards med supplies, as vaccine development is in play. This is true across the board, worldwide - average drop % was in double digit for this sector last night. And we all know for a fact that any vaccine progression news will impact the med supply industry sentiment negatively. To make matter worse, there is not much catalysts supporting the med supply sector for the moment The rise in C19 cases / deaths worldwide seems to have been factored in / written off, as everyone is looking forward to vaccine' s arrival. Flyingtask      ( Date: 17-Nov-2020 10:48) Posted: He is saying EPF makes poor investment in this company. The projection of 0.5 is ridiculous. Till now, remember boss Wong is the biggest shareholder here
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investor999 Elite	17-Nov-2020 14:18        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dear fellow forumers. 1.32..that is the lowest I have bought and to support That is all. Pray to God redbull888      ( Date: 17-Nov-2020 14:11) Posted: buying not enough power, i will wait :(
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trademaster Supreme	17-Nov-2020 14:14        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	130 support break then next support will be 123
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investor999 Elite	17-Nov-2020 14:13        investor999 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dear fellow forumers. 1.32..that is the lowest I have bought and to support That is all. Pray to God redbull888      ( Date: 17-Nov-2020 14:11) Posted: buying not enough power, i will wait :(
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redbull888 Veteran	17-Nov-2020 14:11        redbull888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	buying not enough power, i will wait :(
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SGPhantom Master	17-Nov-2020 14:09        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	No chance when Buyers buy in small quantity, and Sellers sell in Bulks. Superfast      ( Date: 17-Nov-2020 11:44) Posted: Picking up, after lunch ? Let's see
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Superfast Supreme	17-Nov-2020 11:44        Superfast About Contact  Quote this Post!
x 0   x 0  Alert Admin	Picking up, after lunch ? Let's see
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SGPhantom Master	17-Nov-2020 11:19        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everyone is prone to make " poor investment" , be it EPF or Berkshire. As long as their protfolios are diversified enough, it will be balanced out. I am not saying RS is a bad investment per se too, just that currently market sentiment is very poor towards med supplies, as vaccine development is in play. This is true across the board, worldwide - average drop % was in double digit for this sector last night. And we all know for a fact that any vaccine progression news will impact the med supply industry sentiment negatively. To make matter worse, there is not much catalysts supporting the med supply sector for the moment The rise in C19 cases / deaths worldwide seems to have been factored in / written off, as everyone is looking forward to vaccine' s arrival. Flyingtask      ( Date: 17-Nov-2020 10:48) Posted: He is saying EPF makes poor investment in this company. The projection of 0.5 is ridiculous. Till now, remember boss Wong is the biggest shareholder here SGPhantom      ( Date: 17-Nov-2020 09:45) Posted: I seriously doubt that will ever happen. But then again, if we (or at least I) know the answer to everything, we probably will not be hanging out here anymore
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Flyingtask Supreme	17-Nov-2020 10:48        Flyingtask About Contact  Quote this Post!
x 0   x 0  Alert Admin	He is saying EPF makes poor investment in this company. The projection of 0.5 is ridiculous. Till now, remember boss Wong is the biggest shareholder here SGPhantom      ( Date: 17-Nov-2020 09:45) Posted: I seriously doubt that will ever happen. But then again, if we (or at least I) know the answer to everything, we probably will not be hanging out here anymore. humblestudent666      ( Date: 17-Nov-2020 09:42) Posted: currently 1.3x. this was trading at 0.5 before covid will it go back to that level?
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SGPhantom Master	17-Nov-2020 09:45        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	I seriously doubt that will ever happen. But then again, if we (or at least I) know the answer to everything, we probably will not be hanging out here anymore. humblestudent666      ( Date: 17-Nov-2020 09:42) Posted: currently 1.3x. this was trading at 0.5 before covid will it go back to that level?
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humblestudent666 Senior	17-Nov-2020 09:42        humblestudent666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	currently 1.3x. this was trading at 0.5 before covid will it go back to that level?
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SGPhantom Master	17-Nov-2020 09:42        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	In the meantime, panic selling, margin calls, will add fuel into fire to aid the Shortists, further depressing prices.   SGPhantom      ( Date: 17-Nov-2020 09:39) Posted: There' s no doubt that med supply companies are generating revenues and profits.  But they have also gone up multiple folds. And until the Vaccine " euphoria" has settled down, their prices will continue to be under pressure. There is always a good possibility to re-enter the market in the future, but I don' t see that happening soon. I hope I am wrong. justin79      ( Date: 17-Nov-2020 08:24) Posted: This is not a short term counter to look at. PPEs and Gloves are very much in need when administering vaccines. How to administer vaccine is another big challenge not just for US but the whole world. Its not like you pour this vaccine into the water supply and anyone that drinks the water automatically gets " vaccinated" . The vaccine has to be stored under extreme low temperature. Only hospitals may be able to house such refrigerating equipments. With this being said, we are not out to convince anyone. Only the quarter results will prove this point that this is still a worthy counter
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iPixel Member	17-Nov-2020 09:40        iPixel About Contact  Quote this Post!
x 0   x 0  Alert Admin	Expected the news of Moderna?s 95% effective vaccine this morning will have triggered more selling this week. More news like this may be released in coming days which will hit similar counters in short term. They sell I buy 😁 ?Moderna expects the vaccine to be stable at normal fridge temperatures of 2 to 8 degrees Celsius for 30 days and it can be stored for up to 6 months at -20 degrees Celsius.?
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SGPhantom Master	17-Nov-2020 09:39        SGPhantom About Contact  Quote this Post!
x 0   x 0  Alert Admin	There' s no doubt that med supply companies are generating revenues and profits.  But they have also gone up multiple folds. And until the Vaccine " euphoria" has settled down, their prices will continue to be under pressure. There is always a good possibility to re-enter the market in the future, but I don' t see that happening soon. I hope I am wrong. justin79      ( Date: 17-Nov-2020 08:24) Posted: This is not a short term counter to look at. PPEs and Gloves are very much in need when administering vaccines. How to administer vaccine is another big challenge not just for US but the whole world. Its not like you pour this vaccine into the water supply and anyone that drinks the water automatically gets " vaccinated" . The vaccine has to be stored under extreme low temperature. Only hospitals may be able to house such refrigerating equipments. With this being said, we are not out to convince anyone. Only the quarter results will prove this point that this is still a worthy counter. SGPhantom      ( Date: 16-Nov-2020 23:09) Posted: Just as C19 news hog headlight in the beginning, it is now Vaccine's turn. No doubt that its not a cure-all solution immediately, and PPEs and Gloves are still much required. But unless there is supernormal news, I'm afraid the road to recovery will be long and ardous. And it may not reach the anticipated target price anytime soon. With focus in cyclical stocks now, it will be an additional disadvantage at least in the short term. And by then, who knows which stage of the vaccine development we are at. Ultimately, the market sentiment has turned for the worse for med supplies. Its the same for other US / European players.
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mchua71 Senior	17-Nov-2020 09:20        mchua71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Countries will probably start to do their own production. Just like Singapore gov started to produce own mask. Heavily relying on importing such critical equipment is dangerous in the long run. Countries need to be prepared for next Virus after COVID-19. Such incident of supply cut off will make them more aware and not good for Top Gloves going forward. Flyingtask      ( Date: 16-Nov-2020 22:07) Posted: Malaysia's Top Glove workers put under tighter COVID-19 restrictions https://www.channelnewsasia.com/news/asia/malaysia-covid-19-top-glove-workers-movement-control-order-13570106 (( unclear if top gloves production will be impacted. If so, it will generate more gloves shortage for some time))
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