SARS vs Coronavirus
*cause by same family of virus.
*SARS during 2003 cases reported higher in cold temperature countries compare hot temperature countries.
*Writer "guess" the virus might not easy spread in high temperature environment.
*SARS under-control after July 2003 (when the north site is in hot temperature season).
*Rebound after Jun 2003
*KLCI take 6 month to rebound on the SARS effect.
Opportunities
1. Insurance
*insurance like takaful (drop 30%) & Allianz (drop 18%)
*Market is worry on in case virus outbreak to Malaysia, number of insurance claim will increase that directly give impact to the insurance revenue.
2. Tourism
*Sunreit (Hotel, Shopping mall, Sunway Pyramid...), YTLREIT (hotels)
*Genm (drop 10%)
3. Not disease related by effect price drop (technology)
*Krono, GHLSYS, UWC
***China & HK having very bad experience on SARS outbreak during 2002-2003, they able to control the disease with in 10 months. With the hard & painful experience make them more effective in disease control. Thus, it will be under-control less then 10 month & market have opportunities to rebound.
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