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Overview
Financial Highlight
Headlines
Business Background Kotra Industries Bhd is an investment holding company. Along with its subsidiaries, the company is engaged in research and development, manufacturing and trading of pharmaceutical and healthcare products. Its product range includes nutraceutical and pharmaceutical products. It offers tablets, capsules, creams, and ointments under the brand name Appeton, Axcel, and Vaxcel. It operates in Malaysia.
  YAPSS Day 78 of Fundamental Daily, YAPSS will be covering Kotra Industries Berhad's fundamental via a short animated video. I hope it helps and please enjoy the video, see ya! #YAPSS #FundamentalDaily #KotraIndustriesBerhad Click the on the link to find out more: https://youtu.be/onqLHbJJB_M 22/05/2019 12:13 AM  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 kalofarmako Maintain buy with a higher target price (TP) of RM2.95: https://www.klsescreener.com/v2/news/view/572140 28/08/2019 9:21 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 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 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 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 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 2:59 PM 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 kalofarmako PHARMANIAGA STOCK RECORD YEAR’S STRONGEST JUMP Check this out!!! https://klse.i3investor.com/blogs/MYpharmaceuticalnews/235081.jsp 12/11/2019 5:22 PM kalofarmako Pharmaniaga Bhd confirms today that it has secured a five-year extension for the provision of logistics and distribution services to the Ministry of Health, to end on Dec 31, 2024. Check this out: https://klse.i3investor.com/blogs/MYpharmaceuticalnews/237671.jsp 19/11/2019 11:41 AM kalofarmako https://klse.i3investor.com/blogs/MYpharmaceuticalnews/238123.jsp Govt extends Pharmaniaga services for medicines, medical supplies 20/11/2019 12:01 PM kalofarmako Now that govt is removing concession, its a smart move for Pharmaniaga to focus on diversifying 22/11/2019 11:11 AM kalofarmako https://klse.i3investor.com/blogs/MYpharmaceuticalnews/240245.jsp PHARMANIAGA MAY STILL HAVE THE UPPER HAND 26/11/2019 2:43 PM kalofarmako Pharmaniaga is contributing to non-profit research and development organization Drugs for Neglected Diseases initiative (DNDi) to support the registration of a new treatment for those with hepatitis C in Malaysia. https://klse.i3investor.com/blogs/MYpharmaceuticalnews/242914.jsp 03/12/2019 9:16 AM kalofarmako Good news from Pharmaniaga!!! https://klse.i3investor.com/blogs/MYpharmaceuticalnews/247439.jsp 13/12/2019 2:53 PM kalofarmako Lets take a look! https://klse.i3investor.com/blogs/MYpharmaceuticalnews/2019-12-31-story-h1481975295-PHARMANIAGA_READY_TO_FACE_2020.jsp 31/12/2019 9:33 AM Lantao333 becareful of this company, the capacity of production are not fully utilize up until now , the investment in upgrading plant many years ago are not yet realized, the advantages of having advance production line are diminishing year after year as other player slowly catch up. Summore the poison market are facing fierce competition from other generic maker, one thing good about is they having a very high margin consider they are selling at premium price. Just by checking thru retail outlet, Appeton ranges are more expensive than some famous international brand, sound crazy rite? However the market share is dropping due to high price. in short, the company trade market share for margin, in long run its not a good thing. 17/03/2020 9:53 PM mf Oil price slips as demand worries erase early bounce from Saudi price increase 08/05/2020 7:45 AM  Glaceau Wonderful company, many more opportunities are slowly emerging. Sold at 2.17 12/05/2020 7:21 PM Glaceau Too late now Booyeah. A point to note their current utilised manufacturing capacity is only at 40%. Another 60% can be utilised immediately. Meaning, if happen to receive an order from a Japanese company. Also, extremely low liquidity. 12/05/2020 9:42 PM jowong7 Kotra's factory is automated and their product margins are higher. R&D is important when investing with pharmaceutical company. Kotra's has strong tie-up with University of Wales whereas YSP strength is back to their parent co in Taiwan. FYI, Apexhealthcare tied-up with Australia co while Hovid with India. 29/05/2020 9:58 AM  | | ||||||||||||||||||||||||||||||||||||||||||||||||||||
