seriously, mana ada rm1 nasi lemak kosong sekarang?

i paid rm3.00 yesterday!

ok, i will try to find rm2 ones tmr.

My area still got, but very small packet. Rice + 1 timun + sambal and 1/8 egg. Normally must buy 2 packet only full 

us/eu vaccines will be too costly for poor countries.

plus, the poor countries will get it last, too late, if they don't have an alternative.

russia/china ones to be made in india were supposed to be the savior but little data on them... and india will not want to do china!

best option may still be WHO's covax program in the end - likely aztrazeneca will be chosen.

Good morning.

spmx hitting 15mil volume early in the morning. This mean what? If only you can remember what I posted 2 days ago.

all the best. 

The first shipment of the vaccine arrived at a loading dock in Queens shortly after sunrise on Monday. The head pharmacist for one of Northwell Health’s hospitals, who had been tracking the package, opened the 63-pound box, packed in dry ice. He took out a single vial.

From that vial would come five doses.

After preparing the vial, staff members put it in a cooler, and drove it 25 minutes east to Long Island Jewish Medical Center, where a news conference had been hastily moved up. A nurse, Sandra Lindsay, was waiting to get the first shot.

https://www.nytimes.com/2020/12/15/nyregion...dule-first.html

Transport and storage of vaccine is not difficult as some described.

Most people only want to read/hear what ze likes to read/hear, and the rest is noise.

Well, look who made easy money on that PP.
https://www.bursamalaysia.com/market_inform...?ann_id=3114814

2 layers only

There's a saying ... don't go trade too  many same stocks in the same sector. Best is to just pay attention to the market leaders.

Hear of that b4?

So the market leader in the sector is Top Glove and Supermax. Without a doubt yes?

So this is the theory. The idea. To see if the idea is worth any salt, run a back test. Logical?

So using a comparison chart, first comparison is Kossan vs Top Glove. The data is based on most recent 510 records (or 510 trading days)



what do you see?


Here is Kossan vs Supermax..



Can you see that when the stocks are moving up, Kossan movement up not as strong?

But when it falls, both stocks also fall... except Kossan actually fall more....

What say you?

car manufacturers - no chips
amd - no stock
ps5 - no stock

the demand for chips is very fierce and intense in the market recently. any msia company involve business with the related issue?

while everyone just looking at the covid / glove sector, i'm looking for dark horse.

packaging & testing, EMS, test socket, ATE & equipment.

I'm totally new into semicon.
So chip testing and test socket manufacturers can earn higher profit margin than the others?

UWC has direct exposure to Intel

While MI has indirect exposure via ASE to TSMC. There was talk that MI might be selling direct to TSMC in future I'm not sure on this.

But if you follow their customer, i think long term TSMC might be the better bet. Even intel is considering using TSMC as their contract manufacturer in the foreseeable future due to their hiccup in their 7nm chip.