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Last Price Today's Change   Day's Range   Trading Volume
0.97   -0.01 (1.02%)  0.97 - 0.99  1,138,200
1,224 comment(s). Last comment by hksoon at Jan 22, 2020 2:07 PM
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Money122
800 posts

Posted by Money122 > Jun 4, 2018 11:00 AM | Report Abuse

Limit up


mustermind
30 posts

Posted by mustermind > Jun 4, 2018 4:33 PM | Report Abuse

Once break rm1.05,,,easy can go up more than rm1.08 n above...


Money122
800 posts

Posted by Money122 > Jun 4, 2018 5:15 PM | Report Abuse

Huge volume buy at 1.05...


Money122
800 posts

Posted by Money122 > Jun 4, 2018 5:34 PM | Report Abuse

Next tp may go to 1.50/2.00


Shinju_Nosuke
130 posts

Posted by Shinju_Nosuke > Jun 4, 2018 7:01 PM | Report Abuse

Gogogo KPJ


symbol
19 posts

Posted by symbol > Jun 4, 2018 10:06 PM | Report Abuse

Fly UP KPJ to RM1.38 .........perhaps RM2.00 .........


symbol
19 posts

Posted by symbol > Jun 4, 2018 10:11 PM | Report Abuse

If theres enough time just now .. Huge volume block at rm1.05 were slowly taken down from 10k lot to 2k lot only..hope n pray tomorow n the coming days rise to rm1.38 to rm2.00..


drleecm
3 posts

Posted by drleecm > Jun 5, 2018 4:00 AM | Report Abuse

Unlikely.. Volume too little to sustain a rapid increase


mustermind
30 posts

Posted by mustermind > Jun 5, 2018 3:05 PM | Report Abuse

Once break rm1.05,,...need to break this barrier....GO! GO! GO!!


vcheekeong
419 posts

Posted by vcheekeong > Jun 5, 2018 8:18 PM | Report Abuse

Hi incoming div is 5 ringgit per lot or 50 ringgit?


Christine Chen
51 posts

Posted by Christine Chen > Jun 5, 2018 9:39 PM | Report Abuse

Dividend 0.005 only. If 1000 shares, 0.005x1000=RM5. Please correct me if I’m wrong.


vcheekeong
419 posts

Posted by vcheekeong > Jun 5, 2018 11:06 PM | Report Abuse

Christine..u r right thx


Money122
800 posts

Posted by Money122 > Jun 6, 2018 7:40 AM | Report Abuse

High volume buy at 1.05 yesterday’s


Money122
800 posts

Posted by Money122 > Jun 6, 2018 7:41 AM | Report Abuse

Wow this sure will up exceed 1.05..


williamchuan
7 posts

Posted by williamchuan > Jun 6, 2018 11:48 AM | Report Abuse

Almost Same amount with Mahsing Share, but the dividend far different


i_investor
761 posts

Posted by i_investor > Jun 6, 2018 12:10 PM | Report Abuse

KPJ is in HEALTHCARE, but MAHSING is in PROPERTIES, different biz sector entirely . apple and orange, cannot compare.


pOdIuM
307 posts

Posted by pOdIuM > Jun 6, 2018 1:49 PM | Report Abuse

lol xD


Money122
800 posts

Posted by Money122 > Jun 6, 2018 4:37 PM | Report Abuse

Worth to buy now..


bowman
1489 posts

Posted by bowman > Jun 6, 2018 5:30 PM | Report Abuse

Company reduced share float, lots of buybacks. Now with fewer in the market and the potential of its expansive moves, we are looking at a higher valuation. RM1.50 is conservative for the largest healthcare chain in Malaysia


necro
4628 posts

Posted by necro > Jun 6, 2018 5:53 PM | Report Abuse

bongok mana lah compare healthcare company vs healthcare company...
dol...biz pon different lg valuation...
belajarlah doh...main tibai jer...dedak...
KPJ ada greenfield & brownfield hospital...if revenue & profit between this value if those hospital matured imagine how much valuation will be adjust...

Think aaa...dont eat too much dedak ok...


Money122
800 posts

Posted by Money122 > Jun 7, 2018 5:39 PM | Report Abuse

High volume buy in at 1.10...next will cross over 1.20;)


ribort_kok
54 posts

Posted by ribort_kok > Jun 7, 2018 10:45 PM | Report Abuse

Money122..KPJ need a little bit force factor to break at rm1.20 ..there's a chance to going up rm1.22 - rm1.38 ..


Wong Wei
671 posts

Posted by Wong Wei > Jun 9, 2018 10:08 AM | Report Abuse

I like the feeling above 1
If reach to 3 or more better ..


Money122
800 posts

Posted by Money122 > Jun 9, 2018 9:42 PM | Report Abuse

It some time to go up to RM 4.00 or even more


bowman
1489 posts

Posted by bowman > Jun 11, 2018 12:52 PM | Report Abuse

Read this to understand that with zero GST, this stock will benefit most
https://www.thestar.com.my/business/business-news/2017/07/12/three-greenfield-hospitals-to-be-shelved/


Money122
800 posts

Posted by Money122 > Jun 13, 2018 3:08 PM | Report Abuse

Now start to move up


Money122
800 posts

Posted by Money122 > Jun 13, 2018 5:41 PM | Report Abuse

High volume buy at 1.06..potential to go up higher


James Ng
1439 posts

Posted by James Ng > Jun 15, 2018 12:43 PM | Report Abuse

https://klse.i3investor.com/blogs/general/161419.jsp
[转贴] [KPJ HEALTHCARE BHD,改善其表现及业务策略以确保长期增长及盈利] - James的股票投资James Share Investing


Wong Wei
671 posts

Posted by Wong Wei > Jun 19, 2018 10:42 AM | Report Abuse

Kpj is better then ihh this coming months .. keep up the good work fighting .. slowly climb the mountain


azfar8
504 posts

Posted by azfar8 > Jun 19, 2018 5:13 PM | Report Abuse

hopefully can get at 1.01 or better


Neut_ron1
319 posts

Posted by Neut_ron1 > Jun 19, 2018 7:25 PM | Report Abuse

Kpj has a good future earning!


arieslcc
18 posts

Posted by arieslcc > Jun 21, 2018 11:40 AM | Report Abuse

the only sector free from disaster.. going to hit back at 1.1 soon..


Neut_ron1
319 posts

Posted by Neut_ron1 > Jun 22, 2018 7:19 PM | Report Abuse

Kpj hv stream of good income from local & international operation....counter price still reasonable.. waiting to xplode!


ribort_kok
54 posts

Posted by ribort_kok > Jun 23, 2018 12:38 AM | Report Abuse

Going steady above rm1.01..side ways but steady..hope KPJ to reach above rm1.18..


Neut_ron1
319 posts

Posted by Neut_ron1 > Jun 26, 2018 9:05 AM | Report Abuse

Steady co wth good future bcos of international exposure...


Money122
800 posts

Posted by Money122 > Jun 29, 2018 11:27 PM | Report Abuse

1.20 soon


Neut_ron1
319 posts

Posted by Neut_ron1 > Jun 30, 2018 8:34 PM | Report Abuse

Look at IHH... same industry!


Junqi
77 posts

Posted by Junqi > Jul 2, 2018 7:36 PM | Report Abuse

Kpj is more promising than IHH.(PE 25 VS PE 90).KPJ still has upside
I think IHH has very limited upside considering its unrealistic high PE


Neut_ron1
319 posts

Posted by Neut_ron1 > Jul 3, 2018 7:18 AM | Report Abuse

Kpj a counter to watch... insya Allah will go up soon like ihh ;)


Junqi
77 posts

Posted by Junqi > Jul 3, 2018 8:11 PM | Report Abuse

Hong Leong IB. Top pick healthcare KPJ. Target price 1.24


Neut_ron1
319 posts

Posted by Neut_ron1 > Jul 3, 2018 10:01 PM | Report Abuse

Owh that is a good news... every1 needs health services.. one way or another... bussiness that can never lose ::)))


Money122
800 posts

Posted by Money122 > Jul 4, 2018 3:22 AM | Report Abuse

Tmr fly up


Money122
800 posts

Posted by Money122 > Jul 4, 2018 3:56 PM | Report Abuse

Will further up


Neut_ron1
319 posts

Posted by Neut_ron1 > Jul 4, 2018 4:10 PM | Report Abuse

Slowly ... creeping up


Money122
800 posts

Posted by Money122 > Jul 4, 2018 5:05 PM | Report Abuse

Big volume buy at 1.04..next tp will be 1.16/1.24


arieslcc
18 posts

Posted by arieslcc > Jul 5, 2018 3:03 PM | Report Abuse

all in


kentrade888
820 posts

Posted by kentrade888 > Jul 5, 2018 3:15 PM | Report Abuse

Wednesday, July 4, 2018
卫生部拨款增‧医保前景稳健
2018-07-04 09:30

(吉隆坡3日讯)希盟政府承诺提供更廉宜的医疗保健服务及增加卫生部的拨款,同时检讨药物特许经营权,分析员认为医疗保健公司有望受惠,行业前景依然稳健,至于拥有政府药品特许权的发马(PHARMA,7081,主板贸服组)则面对风险。

希盟政府承诺,将增加卫生部的拨款,由目前占国内生产总值比重2%提高至4%。

丰隆研究正面看待此事,预计市场对于药品需求将增加,因为政府将是最大的采购者。

大华继显研究依据希盟政府的竞选宣言,探讨医疗保健领域的赢家和输家,潜在获益的有利直南控股(DKSH,5908,主板贸服组)、马化学药业(CCMDBIO,7148,主板消费品组)和艾柏士保健(AHEALTH,7090,主板消费品组);柔佛医药保健(KPJ,5878,主板贸服组)和IHH医保(IHH,5225,主板贸服组)前景综合,最大受害者为发马(PHARMA,7081,主板贸服组)。

实施销售税影响正面

大华继显认为,实施销售税(SST)对医疗保健领域影响正面,因业者不需再自行吸纳药品的6%消费税,最大赢家为柔佛医药保健和IHH医保,因公司可以从低成本和消耗品费用中扩张盈利赚幅。

丰隆指出,在实施消费税时,已有部份药物豁免消费税,惟医院服务则征收6%消费税。制药方面,25%纳入国家基本药物名单(NationalEssential Medicines List)的药品为零消费税。

该行补充,在实施消费税时,医院和制药业者已自行吸纳消费税,且没有上调价格。因此,预计在实施销售税后,药物价格保持不变将是合理的举动,料对赚幅将是正面的事情。

丰隆指出,发马为政府医院和诊所分销药品的特许经营权协议料保持不变至2019年11月届满为止。

不过,丰隆认为,发马的特许经营权条款和架构潜在出现变化的风险,因新政府承诺将检讨所以的合约及鼓励进行更多的公开竞标。

无论如何,丰隆预计发马2018年将因较低的成本和马币兑美元强势,录得更好的表现。

丰隆指出,政府承诺在全马进行的“健康关怀”(peduli sihat)计划以最低40%家庭收入群(B40)为目标,预计诊所通用药需求将增加,因为门诊病患将由政府医院转移至参与该计划的诊所和医院就诊。

检讨特许经营权
不利发马 利直南受惠

丰隆认为,对发马而言,这是负面影响,因其在私人领域的渗透率微乎其微。

大华继显指出,一旦发马的特许经营权作废,相信医院营运商包括柔佛医药保健和IHH医保的医药成本将降低。

该行也认为,利直南控股是潜在受惠者,因目前该公司是其中一家制药跨国公司的首选分销商,预计较低的费用、具有强大的能力和丰富的经验将能让该公司轻易的适应。

大华继显指出,政府潜在投入更多的预算增建医院,以提供可负担的医疗保健服务。对于柔佛医药保健和IHH医保是负面影响,因潜在增加竞争者。

该行假设政府医院价格廉宜和排队情况获得改善,病患预计将会选择在政府医院看诊。

大华继显指出,潜在的受惠者是马化学药业和艾柏士保健,因在更多政府医院开设的情况下,对于药物的需求将增加。

丰隆认为,今年下半年私人医院前景料维持稳健,预计营业额将由新医院带来更多住院病人和门诊病人及原有医院的内部增长所推动。

短期缺乏重估催化剂

大华继显则认为,医疗保健领域短期内缺乏正面的重估催化剂。

整体而言,丰隆维持医疗保健领域“中和”评级。

文章来源:星洲日报/财经·文:刘玉萍·2018.07.04
at 11:06 AM
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Labels: Bursa - Pharmaceutical


Valuespec
60 posts

Posted by Valuespec > Jul 5, 2018 3:21 PM | Report Abuse

@Kentrade888 - Say is easier than cheap talk. Let see whether the new government can rectify the old issue related to public healthcare sector since Mahathir as 4th PM.


Wong Wei
671 posts

Posted by Wong Wei > Jul 9, 2018 10:40 AM | Report Abuse

When you see whole year dividen kpj vs ihh
With the price for kpj now is cheap compare to ihh !!
Both dividen similar for 1 year but kpj price is so cheap


Money122
800 posts

Posted by Money122 > Jul 10, 2018 1:03 AM | Report Abuse

Worth to buy now n keep..

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