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DIPD/HAYC/HAYL

+147
lakymahesh
desilva
Antonym
KingMaker2020
El Patron
DOCSAGENCY
Harry82
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176DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 10:48 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

geesura wrote:once the vaccine is released dipd will grow further.cuz when vaccinating people they won't do it in bare hands they need to wear gloves. until now only patients were treated but after the vaccine release medical authorities will vaccinate a significant portion of the population..THEY WON'T DO IT IN BARE HANDS.so the gloves demand will increase. 

THIS IS JUST A PRACTICAL POINT THAT CAME INTO MY MIND..

comments please?


no its not a big effect.

the key point is. how much able to drag from the world market at the moment. highly chance to continue with the new demand.

bcz supply in a difficult environment so then has a good advantage in a normal environment.

think normal environment how is their portion in world market now what the portion i mean %, not quantity.

Win Win likes this post

177DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 10:49 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

sri lankan manufacture companies got advantage,

US and China Trade war.

I think is the key point.

any ideas...

Win Win likes this post

178DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:02 pm

Win Win


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

RCL already got this advantage from US vs China !! Under development stage, most one saw RCL is in cash flow issue , bcz capitalizing huge opportunity. But, will have to wait more time 1 to 2 yrs to see the full benefit with less construction and buting interest for tiles & bath-ware items with COVID.

DIPD is capitalizing this opportunity derived the idea from Mr.D Perera !!


DIPD has good immediate opportunity with USA tariffs and ban for China gloves. DIPD will do this very well than others, bcz market is waiting for them..

179DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:12 pm

Equityinvestor


Manager - Equity Analytics
Manager - Equity Analytics

https://www.cnbc.com/2020/11/09/covid-vaccine-pfizer-drug-is-more-than-90percent-effective-in-preventing-infection.html

"the vaccine could be available in limited use as early as late December and widely available by the third quarter of 2021". - Vaccine will only be widely available by 3rd Q 2021.


Based on current projections, Pfizer and BioNTech expect to produce up to 50 million vaccine doses in 2020, and up to 1.3 billion doses in 2021.The vaccine requires two doses per person.


1.3 Bil Vaccine doses can vaccinate 650 million (1300 Mil / 2 doses) people in 2021. US + Europe alone population is 900 million.

I really hope the vaccine can be introduced faster, but as i see, DIPD should perform similar to last quarter for the next two quarters.

180DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:18 pm

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

As highlighted by members here, so many positives for DIPD even if vaccine produce, delivered within next 5/6 month, which is highly unlikely 

As per news success rate is around 90%, who knows they may go for further tests

We are hearing over 150 vaccine news even from March, but nothin materialize yet

As a minimum, next 1 year there shouldn't be any issues with DIPD earning

Asia Security report issued with the target price of Rs 560 (this is minimum)

I noted peoples are gearing to buy hotel shares from tomorrow, how foolish
Hotel  loss for at least next 5/6 months but manipulation of share can happen and this could drag even DIPD price temporarily down

judecroos and geesura like this post

181DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:23 pm

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Equityinvestor wrote:https://www.cnbc.com/2020/11/09/covid-vaccine-pfizer-drug-is-more-than-90percent-effective-in-preventing-infection.html

"the vaccine could be available in limited use as early as late December and widely available by the third quarter of 2021". - Vaccine will only be widely available by 3rd Q 2021.


Based on current projections, Pfizer and BioNTech expect to produce up to 50 million vaccine doses in 2020, and up to 1.3 billion doses in 2021.The vaccine requires two doses per person.


1.3 Bil Vaccine doses can vaccinate 650 million (1300 Mil / 2 doses) people in 2021. US + Europe alone population is 900 million.

I really hope the vaccine can be introduced faster, but as i see, DIPD should perform similar to last quarter for the next two quarters.


Good point, this is what I said, it is not an easy task to produce and deliver vaccine for whole world within short (5-6 months) period

judecroos likes this post

182DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:30 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Equityinvestor wrote:https://www.cnbc.com/2020/11/09/covid-vaccine-pfizer-drug-is-more-than-90percent-effective-in-preventing-infection.html

"the vaccine could be available in limited use as early as late December and widely available by the third quarter of 2021". - Vaccine will only be widely available by 3rd Q 2021.


Based on current projections, Pfizer and BioNTech expect to produce up to 50 million vaccine doses in 2020, and up to 1.3 billion doses in 2021.The vaccine requires two doses per person.


1.3 Bil Vaccine doses can vaccinate 650 million (1300 Mil / 2 doses) people in 2021. US + Europe alone population is 900 million.

I really hope the vaccine can be introduced faster, but as i see, DIPD should perform similar to last quarter for the next two quarters.


DP design this business for only the next two quarters?

answer no. Covid gives a good entry point for markets, china, and US trade war we got an advantage..

Think ....

Win Win and judecroos like this post

183DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:51 pm

jayantha245


Equity Analytic
Equity Analytic

https://www.bbc.com/news/health-54873105

Please read the article carefully, still lots of things to conclude whether this vaccine is effective. We are over optimistic about the vaccine looking at the headings but please read into detail.

184DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:55 pm

jayantha245


Equity Analytic
Equity Analytic

jayantha245 wrote:https://www.bbc.com/news/health-54873105

Please read the article carefully, still lots of things to conclude whether this vaccine is effective. We are over optimistic about the vaccine looking at the headings but please read into detail.

However, the data presented is not the final analysis as it is based on only the first 94 volunteers to develop Covid so the precise effectiveness of the vaccine may change when the full results are analysed.

185DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Mon Nov 09, 2020 11:57 pm

jayantha245


Equity Analytic
Equity Analytic

jayantha245 wrote:
jayantha245 wrote:https://www.bbc.com/news/health-54873105

Please read the article carefully, still lots of things to conclude whether this vaccine is effective. We are over optimistic about the vaccine looking at the headings but please read into detail.

However, the data presented is not the final analysis as it is based on only the first 94 volunteers to develop Covid so the precise effectiveness of the vaccine may change when the full results are analysed.

Are there any potential problems?


There are still many unanswered questions as this is only interim data.

judecroos likes this post

186DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 7:24 am

judecroos


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

jayantha245 wrote:
jayantha245 wrote:
jayantha245 wrote:https://www.bbc.com/news/health-54873105

Please read the article carefully, still lots of things to conclude whether this vaccine is effective. We are over optimistic about the vaccine looking at the headings but please read into detail.

However, the data presented is not the final analysis as it is based on only the first 94 volunteers to develop Covid so the precise effectiveness of the vaccine may change when the full results are analysed.


Are there any potential problems?



There are still many unanswered questions as this is only interim data.
This information originally posted by PAT in another forum, so I would share this information here for our members to get an idea about the VACCINE.
If anyone have doubt on DIPD future due to vaccine, please read the full article


How effective could it be?


A vaccine - alongside better treatments - is seen as the best way of getting out of the restrictions that have been imposed on all our lives.

The data shows that two doses, three weeks apart, are needed. The trials - in US, Germany, Brazil, Argentina, South Africa and Turkey - show 90% protection is achieved seven days after the second dose.

However, the data presented is not the final analysis as it is based on only the first 94 volunteers to develop Covid so the precise effectiveness of the vaccine may change when the full results are analysed.




When will the vaccine be available?


A limited number of people may get the vaccine this year.

Pfizer and BioNTech say they will have enough safety data by the third week of November to take their vaccine to regulators.

Until it has been approved it will not be possible for countries to begin their vaccination campaigns.
The two companies say they will be able to supply 50 million doses by the end of this year and around 1.3 billion by the end of 2021. Each person needs two doses.



https://www.bbc.com/news/health-54873105

Mithooshan likes this post

187DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 8:39 am

arun.cse


Manager - Equity Analytics
Manager - Equity Analytics

If you wish to hold more than 3 months keep DIPP. This will stabilize around 400 level & within 3 months 550+

HAYL rally not yet finished, within two weeks 550+

Haycarb ???? Have a boubt

188DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 9:08 am

samaritan


Moderator
Moderator

cseguide wrote:
subash81 wrote:[size=32]Activated Carbon Market Projected To $14.66 Billion by 2025 | It is Utilized in Metropolitan Water Treatment Plants as an Application of Water Treatment: Grand View Research, Inc.[/size]

By ABNewswire
- November 5, 2020


According to a new report by Grand View Research, Inc. the global activated carbon market size was estimated at USD 4.72 billion in 2018. It is expected to expand at a CAGR of 17.5% during the forecast period. Increasing demand for water treatment and sewage treatment applications is expected to be a key growth driver.

As per the report by Grand View Research Inc., the global Activated Carbon Market is estimated at USD 14.66 billion by 2025. It is expected to develop by a 17.5% CAGR in the period of the forecast.

Activated carbon is some of the important adsorbents with the high capability of adsorption covering a big part of the surface. Lignite, wood, coconut shells, and coal are the mostly used  raw materials for the manufacturing of activated carbon. It is classified in to three categories, granular, powdered and extruded.

Activated charcoal is broadly utilized in gas stage and liquid stage. Medicinal and pharmaceutical manufacturing, automobile plus food & beverages manufacturing are the sectors wherein activated charcoal is used. Normally it is utilized for deodorization and decolorization properties. Growing alertness regarding fitness and rising toxic waste are the factors leading to slow enlargement of the market.

Increasing requirement for the refinement of the air and water in coal fired cement manufacturing units is expected to impel the requirement for the granular and powdered variety of the activated carbon.

Activated carbon contains excessive porous construction and the capability of adsorption. Therefore it is particularly utilized in the purification procedure of air and water in several end users industries. Utilization of the product in elimination of the mercury, acids, metallic particles, and the toxic gases, from oil and coal powered factories is estimated to stimulate the market growth. Rising alertness about the fitness and altering standards of living is projected to additionally propel the market in the near future.

Activated carbon is utilized in metropolitan water treatment plants as an application of water treatment. It is also consumed for water purification of the water required for domestic use, and the ground water. It is used as a solution for poison sourced by the intake of toxins in the pharmaceutical manufacturing.

In the food & beverages manufacturing sector activated charcoal eliminates the surplus color and the smell from the fresh food. Growing ecological contamination driven by the discharge of industrial gases and the release of automobiles is expected to power the demand for the product from the air cleansing sector.

Diverse controlling organizations have laid strict rules for the controlling of ecological pollution. They have endorsed activated carbon in the treatment plants of air and water. Sequentially, it is anticipated to boost the market, during the period of the forecast.

The environment rules according to U.S. Environmental Protection Agency (EPA) controls the discharges of mercury from coal power plants. The European commission standardizes the industrialized discharges of the waste water and the water contamination. They have suggested the usage of the product  to extract chemical adulteration during filtration. Execution of these policies is estimated to push the consumption of the activated carbon during the period of the forecast.

 DIPD/HAYC/HAYL - Page 8 Us-activated-carbon-market

Request For a Free Sample Copy of This Report, Click The Link:

https://www.grandviewresearch.com/industry-analysis/activated-carbon-market/request/rs1

Effect of Covid-19:

Owing to the occurrence of Covid-19 epidemic, the deliveries of the chemicals required for the water treatment, shall observe shortage. Owing to the specific guiding principles of public health and larger necessity for the hygienic surroundings the industrialized segment shall show an enlargement in the demand for the water treatment arrangements, membranes and dewatering apparatuses.

DIPD/HAYC/HAYL - Page 8 Global-activated-carbon-market 

Inquire Before Purchase: https://www.grandviewresearch.com/inquiry/220/ibb

Further findings from the report suggest:


  • Asia Pacific held more than 40% share in the global market for the activated carbon in 2018 and retained a dominant position. Growing consumption in water and air refinement plus the appearance of new functions such as food & beverages and pharmaceutical manufacturing within the regional market is likely to power the demand for end-use products.

  • In 2018, air purification sector retained a principal share of the market owing to increasing alertness about the fitness benefits of air filtration, together with the policies like Clean Air Act is additionally expected to impel the development of the market for the activated carbon.

  • The water and waste water treatment sector is projected to develop by a specified 17.6% CAGR from 2019 to 2025. The development can be credited to the growing usage of the activated carbon in beverages manufacturing, ground water treatment and in metropolitan plants.



Companies

Some of the companies for Activated Carbon Market are:


  • Calgon Carbon Corporation

  • Cabot Corporation

  • Carbotech

  • ADA-ES Inc.

  • Kureha Corporation

  • MeadWestvaco Corporation

  • Carbon Resources LLC

  • Haycarb PLC

  • Carbon Activated Corporation


HAYC's position is well secured in the world market with ample capacity to expand the capacity. It is very clear activated carbon demand is rapidly growing year by year.
Activated carbon is not Covid dependent, its predominant demand is spelt out in the above article. I am holding both DIPD & HAYC, lets see how market reacts today.

189DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 9:37 am

geesura

geesura
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Hayley's results out

Mithooshan, judecroos and harshalk333@gmail.com like this post

190DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 9:51 am

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

HAYL Rs 22 EPS for the Quarter mainly due to DIPD and HAYC and finance cost reduction

ALL 3 boom boom again

judecroos likes this post

191DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 10:47 am

thushyr17


Stock Trader

Dipped Products Plc's market prospects are quite attractive even if the pandemic ends. Just see the following link. Malaysia, the world's largest glove-producing country, has been slapped with trade restrictions due to labour issues. https://www.business-humanrights.org/en/latest-news/australia-rubber-gloves-imported-from-malaysia-could-be-linked-to-forced-labour/. Such developments augur well for DIPD.

thushyr17 and judecroos like this post

192DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 10:54 am

Equity Win


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Target price of HALY ?

judecroos likes this post

193DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 10:56 am

judecroos


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

geesura wrote:Hayley's results out
Here is the HAYL FR,
https://www.hayleys.com/wp-content/uploads/2020/07/Download-Hayleys-PLC-Annual-Report-2019-20.pdf

194DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 11:09 am

VS

VS
Equity Analytic
Equity Analytic

y dipd go down?

195DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 11:17 am

IDK


Senior Equity Analytic
Senior Equity Analytic

VS wrote:y dipd go down?
vaccine news

196DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 11:21 am

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Nice collection from panic sellers

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197DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 11:25 am

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

More than panic sellers it’s the sellers who are realizing their profits who don’t want to hang onto the shares for long term. Once this selling is over price will stabilize and move up. Good time for collection.

priyangatks and judecroos like this post

198DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 11:45 am

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

DIPD, KVAL, LWL, RCL, HAYL dropped,,, whole market temporary incidence only

abp1970 and judecroos like this post

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199DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:04 pm

roshan1039


Moderator
Moderator

People drop gold and chasing behind brass, they shown huge potential and go behind hotels and other loss making shares thinking they will get a good profit.

Do not get deceived by fake rallies 

This is a temporary drop due to a news on Vaccine which is not clear when it is even available.

Don't sell your golden shares

RJ1010, Mithooshan, Win Win, subash81 and skyrocket like this post

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200DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:04 pm

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Agreed

Win Win likes this post

201DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:07 pm

arun.cse


Manager - Equity Analytics
Manager - Equity Analytics

Dipp good level to collect

judecroos likes this post

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202DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:12 pm

arun.cse


Manager - Equity Analytics
Manager - Equity Analytics

end of the day Dipp will trade 360+

roshan1039 likes this post

203DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:17 pm

judecroos


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

arun.cse wrote:Dipp good level to collect
Very good level indeed.  Smile

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204DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:18 pm

kadik


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Fake sell orders to attract panic sells

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205DIPD/HAYC/HAYL - Page 8 Empty Re: DIPD/HAYC/HAYL Tue Nov 10, 2020 12:25 pm

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

This one I got from other forum

It clear vaccine will not be ready before end of 2021

DIPD/HAYC/HAYL - Page 8 Doc11

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