2017 : Rubber price ลงอย่างแรง
NER ยังกำไร // STA and Trubb loss
2018 : Rubber price ลง แต่ไม่แรงมาก
NER กำไรโตมาก // STA กลับมากำไร // Trubb still loss
2019 : Rubber price Sideway
NER ทรงตัว // STA and Trubb loss
2020 : Rubber price ลงอย่างแรงช่วง Covid ต้นปี หลังจากนั้น ขึ้นแรงจากความต้องการใช้ยาง จากการ lock down
NER and STA กำไรโตเยอะมาก // Trubb nearly loss
2021 til May2021 : Rubber price Sideway
As of Q1'2021 --> all กำไรโตเยอะมาก
https://th.investing.com/indices/nk-tce-rb
Unit = JPY / lbs
As of May 2021
1 JPY = 0.29 baht
1 lbs = 0.4536 kg
95 JPY/lbs = 59.5 baht/kg
Pfizer stock as of May2021
Let say already using 200 M doses (from Jan-Apr = 4 months)
EPS Q1'2021 = 0.93
EPS Q4'2020 = 0.4 (may be in Reserah duration)
World Pupulation = 7800 M pp
60% Vaccine for Herd Immunity = 4600 M pp
Pfizer Mkt share say = 30% = 1500 M doses x 2 doses/pp = 3000 M doses
Used each quarter = 200 M doses (Total = 15 Quarter)
Not include 3rd shot cover
EPS2021 to EPS2024 ==> 4 per year
PE 20 x 4 = 80 usd
as of May2021 = 40 usd
Set status as of May 05, 2021
SET Index = 1549 PE = 40.11 (Thai Government 10 year Bond = 1.93% as per Mar2021)
Yield Gap = 0.56%
Billy B. = BULL but nearly Sick bull
