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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » HHL VS EXPO who will be winner vaccine delivery match

HHL VS EXPO who will be winner vaccine delivery match

+7
Captain
kanishkaecomm
target1
Value Pick
High-flyer
RJ1010
wmsameera
11 posters

Go down  Message [Page 1 of 1]

wmsameera


Senior Equity Analytic
Senior Equity Analytic
Hhl and expo will hot 2021

Captain likes this post

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Both will likely have a super run if the proposal for Pfizer vaccine distribution gets approval from ministry of health

wmsameera and David VKMS like this post

High-flyer

High-flyer
Manager - Equity Analytics
Manager - Equity Analytics
Which Vaccine 


In My view, Logistic arrangement for Pfizer vaccine will be a nightmare for Developing Country like Sri Lanka. Even if GOSL chose that i don't think it will be a Mass Vaccination. May be a targeted, limited focus for VIPs and Medical Staff. 

However AstraZeneca one will be more easy to handle and less costly. 


Procurement

So next question will be GOSL going to procure the Vaccine through WHO / Covax Program / Direct or Partner with HHL & EXPO.

Probably we have to wait at least 2Q-2021 for the answers.    



My opinion is As Investor, we should not jump to conclusion overnight and start buying HHL & EXPO tomorrow. WAIT!  

Kipling, wmsameera and Bakkabwoi like this post

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics
The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results

target1


Senior Equity Analytic
Senior Equity Analytic
Hhl passed three figure 100.

kanishkaecomm

kanishkaecomm
Manager - Equity Analytics
Manager - Equity Analytics
It’s time to wake up and smell the rocket fuel. Launch into an extraordinary world where rockets rule everything.

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
PPP to be get approved soon

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Value Pick wrote:The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results
Yes correct 
HHL ran from 66 to 100

EXPO with exponential result, can reach 40+

abey likes this post

geesura

geesura
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@subash81 wrote:
@Value Pick wrote:The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results
Yes correct 
HHL ran from 66 to 100

EXPO with exponential result, can reach 40+
EXPO from 2.7😜

abey likes this post

kanishkaecomm

kanishkaecomm
Manager - Equity Analytics
Manager - Equity Analytics
Will this share be more than 100 in the future?bounce

Invest-Wise

Invest-Wise
Manager - Equity Analytics
Manager - Equity Analytics
@High-flyer wrote:Which Vaccine 


In My view, Logistic arrangement for Pfizer vaccine will be a nightmare for Developing Country like Sri Lanka. Even if GOSL chose that i don't think it will be a Mass Vaccination. May be a targeted, limited focus for VIPs and Medical Staff. 

However AstraZeneca one will be more easy to handle and less costly. 


Procurement

So next question will be GOSL going to procure the Vaccine through WHO / Covax Program / Direct or Partner with HHL & EXPO.

Probably we have to wait at least 2Q-2021 for the answers.    



My opinion is As Investor, we should not jump to conclusion overnight and start buying HHL & EXPO tomorrow. WAIT!  
Covax and WHO will not give the total requirement. So there will be additional purchasing needed of the vaccine which ever one it might be. These have to be procured immediately as there is a waiting line globally. SO the decisions will be made in the coming weeks. Expo will do well this quarter too. The price target 35 is justified with or without the vaccine delivery. The upsides are still there is a second wave in Europe so mask and PPE deliveries are happening. Plus freight rates are on the climb giving Expo even better margins. I am very bullish on Expo. Disclosure: I am holding Expo. Happy Trading.

abey and wmsameera like this post

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics
@Value Pick wrote:The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results

EXPO is so aggressive after breaking Rs30/ all important barrier. The next targets of Rs35/ & Rs40/ will achieve in a very short time period because EXPO was under collection more than 2 months between Rs25 - Rs27.50 range...

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Value Pick wrote:
@Value Pick wrote:The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results

EXPO is so aggressive after breaking Rs30/ all important barrier. The next targets of Rs35/ & Rs40/ will achieve in a very short time period because EXPO was under collection more than 2 months between Rs25 - Rs27.50 range...
Advice is not to sell next QTR results are out.

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Captain wrote:
@Value Pick wrote:
@Value Pick wrote:The best share to buy is EXPO now not the HHL. EXPO run is due for more than 2 months. After a very good consolidation EXPO is going to break Rs30/ & heading towards Rs35/ before Dec Q20 results

EXPO is so aggressive after breaking Rs30/ all important barrier. The next targets of Rs35/ & Rs40/ will achieve in a very short time period because EXPO was under collection more than 2 months between Rs25 - Rs27.50 range...
Advice is not to sell next QTR results are out.
Strategy is that I so far used for this

abey likes this post

dhanushkacse


Equity Analytic
Equity Analytic
Expo and HHL will gain full advantage of vaccine. HHL around 115 and Expo 40. 
They will busy with Q3 Financials and vaccine buying announcement from government

abey and wmsameera like this post

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