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KLSE: YSPSAH       Y.S.P. SOUTHEAST ASIA HOLDING BHD
Last Price Avg Target Price   Upside/Downside Price Call
2.37 3.18     +0.81 (34.18%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
30/08/2019 2.30 3.00 +0.70 (30.43%) BUY AffinHwang Price Target News
24/07/2019 2.48 3.00 +0.52 (20.97%) BUY AffinHwang Price Target News
21/06/2019 2.59 3.00 +0.41 (15.83%) BUY AffinHwang Price Target News
29/05/2019 2.41 3.35 +0.94 (39.00%) BUY AffinHwang Price Target News
28/05/2019 2.42 3.35 +0.93 (38.43%) BUY AffinHwang Price Target News


Price Target Research Article/News (past 6 months)
30/08/2019  AffinHwang YSP Southeast Asia - Weak 2Q19 as Expected Due to Higher Costs
24/07/2019  AffinHwang YSP Southeast Asia - Gearing Up for Future Growth
21/06/2019  AffinHwang YSP Southeast Asia - African Swine Fever Blues
29/05/2019  AffinHwang YSP Southeast Asia - Hit by Higher Cost of Sales
28/05/2019  AffinHwang YSP Southeast Asia - Hit by Higher Cost of Sales



  4 people like this.
 
shawn88 strong company.. can keep
09/07/2019 3:18 PM
RainT This is need keep very long

be prepare for your capital to stuck in very long

but is stable and good company, share price will not roller coaster
13/07/2019 12:27 PM
ValueMe Defensive..
20/07/2019 12:01 AM
RainT director buying

maybe good indication
26/07/2019 2:57 PM
Vincent_8316 better buy Pharma.....6% DY....
Back to RM 4 these year end.
01/08/2019 3:58 PM
RainT PHARMA expose to government risk as most of the sales is from government hospital

and with this PH government many uncertainty can happen
02/08/2019 6:07 PM
RainT main thing is PHARMA margin is very low

means PHARMA don't have say in their pricing plus with pressure from government

even PHARMA supply medicine for hospital but their margin is very low only
02/08/2019 6:09 PM
RainT DY 6% got what use if biz prospect is not good

if u want 6% DY go buy REITs
02/08/2019 6:09 PM
RainT YSPSAH gross margin is very high and their net margin also is not bad

this shows that YSPSAH have some sort of competitive advantage

bad things about YSPSAH is their number of shares very low, low liquidity
02/08/2019 6:10 PM
kalofarmako hello
22/08/2019 3:44 PM
kalofarmako It's going up time to buy ! Come on gaiss.

https://klse.i3investor.com/blogs/MYpharmaceuticalnews/221505.jsp
26/08/2019 10:55 AM
mindshare Pharmaniaga not YSP.
26/08/2019 11:11 AM
mindshare so many generic players in the market
26/08/2019 11:12 AM
RainT PHARMA is mainly sell medicine to government

so you can see their margin is so thin

even PAHRMA have some sort of monopoly but PHARMA is not so profitable, their profit margin is thin
26/08/2019 11:14 AM
RainT whereas for YSPSAH, is different

their margin quite high

bad about YSPSAH is the number of shares is low and trading volume is so thin
26/08/2019 11:15 AM
gongkia just the roe a bit low, no mood buying yet.
26/08/2019 6:44 PM
ValueMe Quality of pharmeceutical products by YSP is much better as compared to other manufacturer especially their injections.Only thing is if they can supply their products at a more competative price.GPs do always compare the price weather with bonus lots or not.
27/08/2019 11:43 AM
kalofarmako Maintain buy with a higher target price (TP) of RM2.95:

https://www.klsescreener.com/v2/news/view/572140
28/08/2019 9:22 AM
kalofarmako WOW!!

The positive long-term outlook for Pharmaniaga

Read more: https://klse.i3investor.com/blogs/MYpharmaceuticalnews/223457.jsp
05/09/2019 1:10 PM
RainT aiyo

PHARMA pleas go PHARMA forum

here is YSPSAH la
06/09/2019 4:32 PM
kalofarmako DHM explained that Pharmaniaga is only responsible for the logistics of supplying drugs to government health facilities, rather than the supply itself.

Check out here: https://klse.i3investor.com/blogs/MYpharmaceuticalnews/224313.jsp
11/09/2019 10:57 AM
stockraider The look at how the logistic structured ? It still point to monopoly loh.....!!

Why must u restrict the monopoly of govt drug logistic to only 3 provider leh ??

Why not allow up to 20 to 30 suppliers leh ??
11/09/2019 11:08 AM
kalofarmako “The big problem is price control, not Pharmaniaga,” says MyCC

Social activist Lim Mah Hui, one of the conductors of the MyCC study, said Pharmaniaga did not have a monopoly over supply but a virtual monopoly over logistics.

Check out: https://klse.i3investor.com/blogs/MYpharmaceuticalnews/224759.jsp
13/09/2019 9:53 AM
stockraider Sohai loh....price control is beneficial to consumer mah...what is the problem leh....!!

The gang of 3 (pharmaniaga inside} monopolise the logistic is artificially jacking up and controlling the drug price mah....!!
13/09/2019 10:17 AM
stockraider The govt give very stupid excuse loh....if u do not let suppliers sell direct and also distribute competitively to the govt, how the hell u can ensure the drug price...is bought competitively leh ??
13/09/2019 10:22 AM
ValueMe Collected few lots today :)Not many YSP shares on sale.
27/09/2019 1:26 PM
RainT @valueme

YSPSAH liquidity is very low

very hard to trade

the buy and sell price also gap very big

its good company , just the numbre of shares is very low

why the company dont do bonus or split so the number of shares can be more and improve trading liquidity
27/09/2019 7:37 PM
RainT Lee Fang Shin buy more shares

good ...
27/09/2019 7:43 PM
ValueMe @RainT

If liquidity is increased,it will become a speculative stock..I reckon its better if the company doesn't issue shares...Bonus or split wont happen now as PE ratio is low :)
27/09/2019 9:02 PM
Up_down No catalyst yet but it's still a good bargain at this price level.
30/09/2019 2:17 PM
RainT grab more at 2.28 today

hope 2.28 is strong support

dont break it, if not really no eyes see lo
03/10/2019 3:40 PM
RainT @valueMe

yes, you have your points

but if no split or bonus, YSPSAH shares is too low, very low volume

if you want sell or buy, the gap price very big

and due to small quantity of shares, just a small buy or sell will fluctuate the share price a lot

Have good and bad sides also, but i hope YSPSAH shares can be more liquid
03/10/2019 3:43 PM
RainT lee fang shin buy at 25/09/2019

price range is 2.35 - 2.30

any price below this is good buy

especially if can get 2.28 is good
03/10/2019 3:44 PM
RainT @up_down

if you read more , catalyst for YSPSAH is

expan to Indonesia at end 2019

new R&D to open

capacity to increase 30%

invest new equipment in 2nd half 2019
03/10/2019 3:46 PM
Up_down RainT. No exciting now but it's OK since the prices have been staying ut quite low in comparing with peers. Expecting YSPSAH to deliver better QR in next few quarters after taking into account contributions from expansion.
03/10/2019 3:59 PM
ValueMe @ Rain T.
2.28 is a good price to collect. Good luck with your purchase.

Those who can't keep long term have to let go.

African swine fever worsening and is affecting YSP veterinary drugs sales for hogs. Its a temporary reduction for sales in this segment. Drug sales for humans and other poultry animals should be intact.
03/10/2019 10:38 PM
kalofarmako The public need to understand that Pharmaniaga's role as a concessionaire and not immediately liken it to a monopoly. Shared some thoughts in this article (https://klse.i3investor.com/blogs/MYpharmaceuticalnews/228733.jsp). Though it could use a bit more context but hope this can get the conversation going.

Source: http://read.focusmalaysia.my/ePaper/xml_epaper/Focus/05_10_2019/pla_1_Standard/xml_arts/art_52429.htm
07/10/2019 4:24 PM
RainT Pharmaniaga is the source medicine from supplier and then supply to government hospital & clinic so u can see their margin is very thin only

YSPSAH is they produce the medicine &do R&D and manufacture the medicine , so the gross margin and net margin of YSPSAH is much higher than PHARMANIAGA

both in same industry but biz style is totally different , cannot compare
09/10/2019 4:49 PM
mindshare bila mahu naik?
24/10/2019 4:33 PM
ValueMe YSP, Doupharma and Kotra medications are more effective compared to Pharmaniaga medications. Most General Practitioners in the private sector know that. Government had to decide at the end if patient's satisfaction is more important compared to cronism.
31/10/2019 3:24 PM
bunuhsateman susah la macam nie... tak gerak langsung
06/11/2019 9:53 AM
kalofarmako Pharmaniaga's services would be extended until the Cabinet decides on the mechanism to manage the open tender.

source link: https://klse.i3investor.com/blogs/MYpharmaceuticalnews/234024.jsp
https://klse.i3investor.com/blogs/MYpharmaceuticalnews/234024.jsp
06/11/2019 2:58 PM
RainT YSPSAH volume so low

cannot move
08/11/2019 12:49 AM
kalofarmako Pharmaniaga Bhd witnessed a 300% spike in orders, largely from hospitals and government clinics after the government announced the firm’s drugs and medical supply concession would end on Nov 30.

Check this out!!! https://klse.i3investor.com/blogs/MYpharmaceuticalnews/234455.jsp
08/11/2019 10:53 AM
kalofarmako POSITIVE REACTION ON PHARMANIAGA EXTENSION

Sources Link:https://klse.i3investor.com/blogs/MYpharmaceuticalnews/234829.jsp
11/11/2019 4:44 PM
kalofarmako Check this out!!!

Sources Link:https://klse.i3investor.com/blogs/MYpharmaceuticalnews/234991.jsp
12/11/2019 11:13 AM
mindshare ada movement....ada news?
12/11/2019 4:40 PM
kalofarmako PHARMANIAGA STOCK RECORD YEAR’S STRONGEST JUMP

Check this out!!!

https://klse.i3investor.com/blogs/MYpharmaceuticalnews/235081.jsp
12/11/2019 5:21 PM
Fabien "The Efficient Capital Allocater" heath care is resilient. it's less impacted by trade war or economic cylicality and more influenced by secular growth
13/11/2019 11:04 AM
shawn88 should be up .. due to pharma
13/11/2019 11:24 AM


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