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Key Takeaways
  • Vaccine approval may trigger kneejerk selling
  • However, vaccine discovery unlikely to dent immediate glove demand
  • Profit taking or kneejerk selling on glove stocks (due to above) represent buying opportunity
Based on 27 July 2020 analyst report by UOB Kay Hian. 
Full report here: https://research.uobkayhian.com/content_download.jsp?id=57824&h=6fa2eb2210eaa75108e5ef257d4c69b

Highlights in yellow are my own.


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