Tutuboi
2021-03-03

$TOP GLOVE CORPORATION BHD(BVA.SI)$Fellow friends, I’m not in any position for TGor any other medical related stocks nor I’m shorting them. The trend has changed with more and more vaccines being created, rolling out to many countries. 

No doubt the results are good, but has peaked and will not be better no growth or whatsoever. Don’t fight the trend, cut the loss andreinvest into post COVID plays such as SIA or SCI, or Fintech like Nanofilm or Ifast.

Hate to say this but it’s gonna take another huge pandemic for the gloves and medical supplies companies to hit new highs again, and it’s probably gonna take another 100 years. 

I know it’s painful for most holding at high, Idid once for medtecs too, but I sold and went into semiconductor, now semicon is pulling back, we shall see again.

$MEDTECS INTERNATIONAL CORP LTD(546.SI)$$RIVERSTONE HOLDINGS LIMITED(AP4.SI)$

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Comments

  • jervis43
    2021-03-03
    jervis43
    随着公众卫生意识的提高，手套的需求将保持稳定。毫无疑问，它不会再创新高，但肯定手套公司仍然能够创造持续的利润
    • jervis43ReplyTutuboi: 
      呃...我相信这种需求会比大流行前的bcoz时期有所提高。就我的两分钱。
    • TutuboiReplyjervis43: 
      当然，更多的自我意识和疫苗接种也将需要手套，但市场是前瞻性的。柜台将是一个很好的目标鲨鱼在外面的每一个弹跳?
    • Tutuboi: 
      如果你想一下，中远在十多年前的危机之前，曾经是8美元的柜台。每个人都以为会恢复，直到他们卖掉了他们的货运猫，现在它仍然是一便士分享?
    • Tutuboi: 
      你是对的！到处都需要手套。但回到大流行前的需求，可悲的是，价格也同样如此
  • 666huat666
    2021-03-03
    666huat666
    This is the Asia most shorted stock and im sure will rock the way to the moon again. [开心]
  • Tutuboi
    2021-03-03
    Tutuboi
    Yup SCI on potential clean energy play, market is forward looking for aviation industry. Once Singapore is fully vaccinated we should see near term boarders open starting with neighbourhood countries.
  • cocotrades
    2021-03-03
    cocotrades
    Did you hear Malaysian news? Where politicians are getting vaccinated first instead of frontliners? Their current infection rate is 2.4k now not including the unreported ones on the outskirt villages.
  • cocotrades
    2021-03-03
    cocotrades
    SCI has mid term potential playout, however SIA has very long effect for a proper rebound, they are so deep in debt @ an estimate over 13billion.
    Just my two cents, the market is always irrational.
  • Terry1989
    2021-03-03
    Terry1989
    There are more that 4,000 strains of corona virus worldwide. Vaccine  launch does not mean will protect against all strains
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