Highlights
KLSE: YSPSAH (7178)       Y.S.P. SOUTHEAST ASIA HOLDING BHD MAIN : Health Care
Last Price Today's Change   Day's Range   Trading Volume
2.34   +0.01 (0.43%)  2.34 - 2.40  34,800
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Financials


Market Cap: 327 Million

Market Cap 327 Million
NOSH 140 Million

Latest Audited Result:  31-Dec-2017

Latest Audited Result: 31-Dec-2017
Announcement Date 26-Apr-2018
Next Audited Result: 31-Dec-2018
Est. Ann. Date: 26-Apr-2019
Est. Ann. Due Date: 29-Jun-2019

Latest Quarter:  30-Sep-2019 [#3]

Latest Quarter: 30-Sep-2019 [#3]
Announcement Date 19-Nov-2019
Next Quarter: 31-Dec-2019
Est. Ann. Date: 26-Feb-2020
Est. Ann. Due Date: 29-Feb-2020
QoQ | YoY   26.38%  |    25.06%

Annual (Unaudited) ( EPS: 21.74, P/E: 10.76 )

Revenue | NP to SH 288,759  |  30,350
RPS | P/RPS 206.87 Cent  |  1.13
EPS | P/E | EY 21.74 Cent  |  10.76  |  9.29%
DPS | DY | Payout % 6.93 Cent  |  2.96%  |  31.89%
NAPS | P/NAPS 2.26  |  1.04
YoY   48.91%
NP Margin | ROE 10.44%  |  9.63%
F.Y. | Ann. Date 31-Dec-2018  |  26-Feb-2019

T4Q Result ( EPS: 18.68, P/E: 12.53 )

Revenue | NP to SH 294,544  |  26,068
RPS | P/RPS 211.02 Cent  |  1.11
EPS | P/E | EY 18.68 Cent  |  12.53  |  7.98%
DPS | DY | Payout % 8.46 Cent  |  3.62%  |  45.31%
NAPS | P/NAPS 2.34  |  1.00
QoQ | YoY   6.58%  |    -8.94%
NP Margin | ROE 8.67%  |  7.98%
F.Y. | Ann. Date 30-Sep-2019  |  19-Nov-2019

Annualized Result ( EPS: 18.36, P/E: 12.74 )

Revenue | NP to SH 291,337  |  25,633
RPS | P/RPS 208.72 Cent  |  1.12
EPS | P/E | EY 18.36 Cent  |  12.74  |  7.85%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   14.53%  |    -18.22%
NP Margin | ROE 8.63%  |  7.85%
F.Y. | Ann. Date 30-Sep-2019  |  19-Nov-2019


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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2019 19-Nov-2019 30-Sep-2019 3 294,544 34,460 25,542 26,068 11,811 326,624 45.31% 8.67% 7.98% 139,583 211.02 211.02 18.68 18.68 8.50 8.46 2.3400 2.34   6.58%   -8.94% 30-Sep-2019 2.32 1.10 12.42 0.99 8.05% 3.66% 19-Nov-2019 2.33 1.10 12.48 1.00 8.02% 3.65%
31-Dec-2019 29-Aug-2019 30-Jun-2019 2 293,651 33,800 24,150 24,458 11,811 314,056 48.29% 8.22% 7.79% 138,963 211.32 210.38 17.60 17.52 8.50 8.46 2.2600 2.25   -14.05%   -4.21% 28-Jun-2019 2.46 1.16 13.98 1.09 7.15% 3.46% 29-Aug-2019 2.30 1.09 13.07 1.02 7.65% 3.70%
31-Dec-2019 28-May-2019 31-Mar-2019 1 291,904 39,213 28,346 28,455 9,620 318,156 33.81% 9.71% 8.94% 138,329 211.02 209.12 20.57 20.39 7.00 6.89 2.3000 2.28   -6.24%   55.12% 29-Mar-2019 2.85 1.35 13.85 1.24 7.22% 2.46% 28-May-2019 2.49 1.18 12.10 1.08 8.26% 2.81%
31-Dec-2018 26-Feb-2019 31-Dec-2018 4 288,759 42,304 30,133 30,350 9,620 315,262 31.70% 10.44% 9.63% 138,273 208.83 206.87 21.95 21.74 7.00 6.89 2.2800 2.26   6.02%   48.91% 31-Dec-2018 2.75 1.32 12.53 1.21 7.98% 2.55% 26-Feb-2019 2.88 1.38 13.12 1.26 7.62% 2.43%
31-Dec-2018 21-Nov-2018 30-Sep-2018 3 280,735 40,985 28,529 28,628 9,620 306,437 33.61% 10.16% 9.34% 138,035 203.38 201.12 20.74 20.51 7.00 6.89 2.2200 2.20   12.12%   5.21% 28-Sep-2018 3.25 1.60 15.67 1.46 6.38% 2.15% 21-Nov-2018 3.01 1.48 14.51 1.36 6.89% 2.33%
31-Dec-2018 13-Aug-2018 30-Jun-2018 2 273,553 37,192 25,406 25,533 9,620 298,236 37.68% 9.29% 8.56% 137,436 199.04 195.98 18.58 18.29 7.00 6.89 2.1700 2.14   39.19%   -8.23% 29-Jun-2018 2.55 1.28 13.73 1.18 7.29% 2.75% 13-Aug-2018 2.80 1.41 15.07 1.29 6.64% 2.50%
31-Dec-2018 25-May-2018 31-Mar-2018 1 265,610 28,104 18,023 18,344 11,496 297,511 62.67% 6.79% 6.17% 137,102 193.73 190.29 13.38 13.14 8.50 8.24 2.1700 2.13   -10.00%   -41.72% 30-Mar-2018 2.50 1.29 18.68 1.15 5.35% 3.40% 25-May-2018 2.50 1.29 18.68 1.15 5.35% 3.40%
31-Dec-2017 28-Feb-2018 31-Dec-2017 4 261,556 29,688 20,064 20,382 11,496 289,871 56.41% 7.67% 7.03% 136,732 191.29 187.38 14.91 14.60 8.50 8.24 2.1200 2.08   -25.10%   -26.14% 29-Dec-2017 2.69 1.41 18.05 1.27 5.54% 3.16% 28-Feb-2018 2.52 1.32 16.91 1.19 5.92% 3.37%
31-Dec-2017 16-Nov-2017 30-Sep-2017 3 253,258 35,612 26,875 27,211 11,496 282,419 42.25% 10.61% 9.63% 136,434 185.63 181.44 19.94 19.49 8.50 8.24 2.0700 2.02   -2.20%   23.65% 29-Sep-2017 2.99 1.61 14.99 1.44 6.67% 2.84% 16-Nov-2017 2.86 1.54 14.34 1.38 6.97% 2.97%
31-Dec-2017 29-Aug-2017 30-Jun-2017 2 246,359 36,288 27,619 27,822 11,496 275,923 41.32% 11.21% 10.08% 135,256 182.14 176.50 20.57 19.93 8.50 8.24 2.0400 1.98   -11.61%   -0.29% 30-Jun-2017 2.92 1.60 14.20 1.43 7.04% 2.91% 29-Aug-2017 2.87 1.58 13.95 1.41 7.17% 2.96%
31-Dec-2017 23-May-2017 31-Mar-2017 1 238,300 40,382 31,603 31,475 10,779 282,806 34.25% 13.26% 11.13% 134,669 176.95 170.72 23.37 22.55 8.00 7.72 2.1000 2.03   14.06%   28.43% 31-Mar-2017 2.32 1.31 9.93 1.10 10.07% 3.45% 23-May-2017 2.30 1.30 9.84 1.10 10.16% 3.48%
31-Dec-2016 22-Feb-2017 31-Dec-2016 4 237,065 36,317 27,918 27,594 10,779 274,836 39.06% 11.78% 10.04% 134,723 175.96 169.84 20.48 19.77 8.00 7.72 2.0400 1.97   25.39%   -4.74% 30-Dec-2016 1.91 1.09 9.33 0.94 10.72% 4.19% 22-Feb-2017 2.09 1.19 10.20 1.02 9.80% 3.83%
31-Dec-2016 15-Nov-2016 30-Sep-2016 3 231,011 29,721 22,616 22,006 10,779 264,907 48.98% 9.79% 8.31% 134,470 171.79 165.50 16.36 15.77 8.00 7.72 1.9700 1.90   -21.14%   -25.72% 30-Sep-2016 2.24 1.30 13.69 1.14 7.31% 3.57% 15-Nov-2016 2.10 1.22 12.83 1.07 7.79% 3.81%
31-Dec-2016 15-Aug-2016 30-Jun-2016 2 231,136 37,154 28,481 27,904 10,779 260,054 38.63% 12.32% 10.73% 134,743 171.54 165.59 20.71 19.99 8.00 7.72 1.9300 1.86   13.86%   22.17% 30-Jun-2016 2.21 1.29 10.67 1.15 9.37% 3.62% 15-Aug-2016 2.14 1.25 10.33 1.11 9.68% 3.74%
31-Dec-2016 27-May-2016 31-Mar-2016 1 229,920 33,890 24,935 24,508 8,654 263,817 35.31% 10.85% 9.29% 134,600 170.82 164.72 18.21 17.56 6.50 6.20 1.9600 1.89   -15.40%   20.24% 31-Mar-2016 2.40 1.41 13.18 1.22 7.59% 2.71% 27-May-2016 2.31 1.35 12.69 1.18 7.88% 2.81%
31-Dec-2015 26-Feb-2016 31-Dec-2015 4 222,925 39,527 29,373 28,968 8,654 258,246 29.88% 13.18% 11.22% 134,503 165.74 159.71 21.54 20.75 6.50 6.20 1.9200 1.85   -2.21%   75.65% 31-Dec-2015 2.48 1.50 11.52 1.29 8.68% 2.62% 26-Feb-2016 2.61 1.57 12.12 1.36 8.25% 2.49%
31-Dec-2015 24-Nov-2015 30-Sep-2015 3 224,121 42,109 29,973 29,624 8,654 252,669 29.22% 13.37% 11.72% 134,398 166.76 160.56 22.04 21.22 6.50 6.20 1.8800 1.81   29.70%   118.69% 30-Sep-2015 2.32 1.39 10.53 1.23 9.50% 2.80% 24-Nov-2015 2.48 1.49 11.25 1.32 8.89% 2.62%
31-Dec-2015 18-Aug-2015 30-Jun-2015 2 214,623 33,619 23,232 22,841 8,654 239,673 37.89% 10.82% 9.53% 133,151 161.19 153.76 17.15 16.36 6.50 6.20 1.8000 1.72   12.06%   55.83% 30-Jun-2015 2.62 1.63 15.27 1.46 6.55% 2.48% 18-Aug-2015 2.33 1.45 13.58 1.29 7.36% 2.79%
31-Dec-2015 14-May-2015 31-Mar-2015 1 210,103 30,493 20,876 20,383 8,702 244,966 42.70% 9.94% 8.32% 133,133 157.81 150.52 15.31 14.60 6.50 6.23 1.8400 1.75   23.59%   18.45% 31-Mar-2015 1.60 1.01 10.45 0.87 9.57% 4.06% 14-May-2015 1.61 1.02 10.52 0.88 9.51% 4.04%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 202,226 25,230 17,091 16,492 8,702 235,708 52.77% 8.45% 7.00% 133,168 151.86 144.88 12.38 11.82 6.50 6.23 1.7700 1.69   21.75%   1.86% 31-Dec-2014 1.30 0.86 10.50 0.73 9.53% 5.00% 27-Feb-2015 1.50 0.99 12.11 0.85 8.26% 4.33%
31-Dec-2014 27-Nov-2014 30-Sep-2014 3 196,149 20,793 14,064 13,546 8,702 227,132 64.25% 7.17% 5.96% 132,826 147.67 140.52 10.20 9.70 6.50 6.23 1.7100 1.63   -7.59%   -7.97% 30-Sep-2014 1.55 1.05 15.20 0.91 6.58% 4.19% 27-Nov-2014 1.42 0.96 13.92 0.83 7.18% 4.58%
31-Dec-2014 29-Aug-2014 30-Jun-2014 2 192,966 21,153 15,224 14,658 8,702 224,933 59.37% 7.89% 6.52% 133,888 144.12 138.24 10.95 10.50 6.50 6.23 1.6800 1.61   -14.82%   11.42% 30-Jun-2014 1.70 1.18 15.53 1.01 6.44% 3.82% 29-Aug-2014 1.68 1.17 15.35 1.00 6.52% 3.87%
31-Dec-2014 20-May-2014 31-Mar-2014 1 193,476 23,905 17,696 17,208 0 231,504 - % 9.15% 7.43% 133,048 145.42 138.61 12.93 12.33 0.00 0.00 1.7400 1.66   6.28%   21.32% 31-Mar-2014 1.41 0.97 10.90 0.81 9.17% 0.00% 20-May-2014 1.70 1.17 13.14 0.98 7.61% 0.00%
31-Dec-2013 26-Feb-2014 31-Dec-2013 4 190,827 22,019 16,648 16,191 0 226,222 - % 8.72% 7.16% 133,071 143.40 136.71 12.17 11.60 0.00 0.00 1.7000 1.62   10.00%   18.81% 31-Dec-2013 1.34 0.93 11.01 0.79 9.08% 0.00% 26-Feb-2014 1.36 0.95 11.18 0.80 8.95% 0.00%
31-Dec-2013 12-Nov-2013 30-Sep-2013 3 188,519 20,370 15,014 14,719 0 222,328 - % 7.96% 6.62% 133,130 141.60 135.06 11.06 10.54 0.00 0.00 1.6700 1.59   11.88%   -3.69% 30-Sep-2013 1.26 0.89 11.40 0.75 8.77% 0.00% 12-Nov-2013 1.30 0.92 11.76 0.78 8.50% 0.00%
31-Dec-2013 20-Aug-2013 30-Jun-2013 2 187,432 19,703 13,338 13,156 0 218,293 - % 7.12% 6.03% 133,106 140.81 134.28 9.88 9.43 0.00 0.00 1.6400 1.56   -7.25%   -25.47% 28-Jun-2013 1.29 0.92 13.05 0.79 7.66% 0.00% 20-Aug-2013 1.38 0.98 13.96 0.84 7.16% 0.00%
31-Dec-2013 16-May-2013 31-Mar-2013 1 186,117 20,595 14,295 14,184 0 223,228 - % 7.68% 6.35% 132,874 140.07 133.34 10.67 10.16 0.00 0.00 1.6800 1.60   4.08%   -9.54% 29-Mar-2013 1.02 0.73 9.56 0.61 10.47% 0.00% 16-May-2013 1.10 0.79 10.30 0.65 9.70% 0.00%
31-Dec-2012 27-Feb-2013 31-Dec-2012 4 180,610 20,151 13,571 13,628 0 218,666 - % 7.51% 6.23% 133,333 135.46 129.39 10.22 9.76 0.00 0.00 1.6400 1.57   -10.83%   -11.39% 31-Dec-2012 1.04 0.77 10.18 0.63 9.83% 0.00% 27-Feb-2013 1.04 0.77 10.18 0.63 9.83% 0.00%
31-Dec-2012 14-Nov-2012 30-Sep-2012 3 176,370 21,488 15,386 15,283 0 215,228 - % 8.72% 7.10% 132,857 132.75 126.35 11.50 10.95 0.00 0.00 1.6200 1.54   -13.42%   2.48% 28-Sep-2012 1.06 0.80 9.21 0.65 10.85% 0.00% 14-Nov-2012 1.08 0.81 9.39 0.67 10.65% 0.00%
31-Dec-2012 15-Aug-2012 30-Jun-2012 2 170,392 22,717 17,746 17,651 0 214,446 - % 10.41% 8.23% 133,196 127.93 122.07 13.25 12.65 0.00 0.00 1.6100 1.54   12.58%   37.37% 29-Jun-2012 1.09 0.85 8.23 0.68 12.16% 0.00% 15-Aug-2012 1.03 0.81 7.77 0.64 12.87% 0.00%
31-Dec-2012 25-May-2012 31-Mar-2012 1 163,409 19,715 15,857 15,679 0 216,700 - % 9.70% 7.24% 132,945 122.91 117.07 11.79 11.23 0.00 0.00 1.6300 1.55   1.94%   18.57% 30-Mar-2012 1.02 0.83 8.65 0.63 11.56% 0.00% 25-May-2012 1.02 0.83 8.65 0.63 11.56% 0.00%
31-Dec-2011 27-Feb-2012 31-Dec-2011 4 156,773 18,666 15,727 15,380 0 212,749 - % 10.03% 7.23% 132,968 117.90 112.31 11.57 11.02 0.00 0.00 1.6000 1.52   3.13%   26.51% 30-Dec-2011 1.00 0.85 8.65 0.63 11.57% 0.00% 27-Feb-2012 1.03 0.87 8.90 0.64 11.23% 0.00%
31-Dec-2011 30-Nov-2011 30-Sep-2011 3 153,478 18,746 15,306 14,913 5,913 188,097 39.65% 9.97% 7.93% 119,807 128.10 109.95 12.45 10.68 4.94 4.24 1.5700 1.35   16.06%   35.09% 30-Sep-2011 0.94 0.73 7.55 0.60 13.24% 5.25% 30-Nov-2011 0.95 0.74 7.63 0.61 13.10% 5.20%
31-Dec-2011 22-Aug-2011 30-Jun-2011 2 150,044 16,847 13,245 12,849 5,913 169,026 46.02% 8.83% 7.60% 98,846 151.80 107.49 13.00 9.21 6.00 4.24 1.7100 1.21   -2.83%   11.58% 30-Jun-2011 1.11 0.73 8.54 0.65 11.71% 5.41% 22-Aug-2011 0.97 0.64 7.46 0.57 13.40% 6.19%
31-Dec-2011 25-May-2011 31-Mar-2011 1 144,899 18,059 13,549 13,223 0 172,734 - % 9.35% 7.66% 98,705 146.80 103.81 13.40 9.47 0.00 0.00 1.7500 1.24   8.77%   20.80% 31-Mar-2011 1.07 0.73 7.99 0.61 12.52% 0.00% 25-May-2011 1.11 0.76 8.29 0.63 12.07% 0.00%
31-Dec-2010 25-Feb-2011 31-Dec-2010 4 138,483 16,936 12,448 12,157 0 168,526 - % 8.99% 7.21% 98,553 140.52 99.21 12.34 8.71 0.00 0.00 1.7100 1.21   10.13%   0.80% 30-Dec-2010 1.09 0.78 8.84 0.64 11.32% 0.00% 25-Feb-2011 1.10 0.78 8.92 0.64 11.21% 0.00%
31-Dec-2010 22-Nov-2010 30-Sep-2010 3 132,742 15,004 11,217 11,039 5,802 154,764 52.57% 8.45% 7.13% 98,576 134.66 95.10 11.20 7.91 6.00 4.16 1.5700 1.11   -4.14%   -0.96% 30-Sep-2010 1.12 0.83 10.00 0.71 10.00% 5.36% 22-Nov-2010 1.14 0.85 10.18 0.73 9.82% 5.26%
31-Dec-2010 04-Aug-2010 30-Jun-2010 2 131,350 15,567 11,724 11,516 5,802 97,543 50.39% 8.93% 11.81% 97,543 134.66 94.10 11.81 8.25 6.00 4.16 1.0000 0.70   5.21%   2.84% 30-Jun-2010 1.21 0.90 10.25 1.21 9.76% 4.96% 04-Aug-2010 1.17 0.87 9.91 1.17 10.09% 5.13%
31-Dec-2010 14-May-2010 31-Mar-2010 1 129,860 14,710 11,199 10,946 5,802 153,546 53.01% 8.62% 7.13% 97,181 133.63 93.03 11.26 7.84 5.97 4.16 1.5800 1.10   -9.24%   -9.53% 31-Mar-2010 1.17 0.88 10.39 0.74 9.63% 5.10% 14-May-2010 1.19 0.89 10.57 0.75 9.47% 5.02%
31-Dec-2009 10-Feb-2010 31-Dec-2009 4 130,775 16,103 12,218 12,061 5,802 96,714 48.11% 9.34% 12.47% 96,714 135.22 93.69 12.47 8.64 6.00 4.16 1.0000 0.69   8.21%   -2.47% 31-Dec-2009 1.03 0.76 8.26 1.03 12.11% 5.83% 10-Feb-2010 1.04 0.77 8.34 1.04 11.99% 5.77%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  4 people like this.
 
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 Post removed. Why?
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
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
RainT wah

good result out also not people come huhahuha

this counter really thin trading volume & not popular

good fundamental company but nobody is interested
20/11/2019 9:39 AM
ValueMe YMCA..its fun to stay at YMCA..HUATAH!
20/11/2019 9:40 AM
RainT the quarter report review performance seem like dont write anything good information for minority shareholders

the management should disclose more
20/11/2019 9:46 AM
kalofarmako https://klse.i3investor.com/blogs/MYpharmaceuticalnews/238123.jsp

Govt extends Pharmaniaga services for medicines, medical supplies
20/11/2019 12:01 PM
ValueMe Pharmaniaga pi tidukla...go see your quarterly results. Next time do promote more of Pharmaniaga in Ysp forums.Kihkihkih.
20/11/2019 2:26 PM
Fabien "The Efficient Capital Allocater" It's good news for YSP too.

From CIMB report:
We expect YSP to record stronger 4Q19 results, in tandem with higher drug demand
from government medical facilities. This is premised on: i) 4Q being a seasonally stronger
period, and ii) government facilities increasing drug orders with its suppliers due to earlier
concerns of a disruption to medical supply on expectations that the government would
not renew Pharmaniaga’s concession agreement (CA) to provide logistics and distribution
services for drugs under approved product purchase list (APPL). It has since been
announced that Pharmaniaga has obtained two extensions for services under the CA
20/11/2019 3:10 PM
Fabien "The Efficient Capital Allocater" Next year EPS should normalise, back to growth trajectory.

CIMB TP 3.65:
We maintain our Add call with a higher TP of RM3.65 (12.3x CY21F P/E) as we roll over
our valuation year to end-2020F. We continue to like YSP for: i) its attractive valuation of
9.6x CY21 P/E (22% discount to its 5-year historical mean of 12.3x), ii) its net cash
position of RM47.7m (as at end-3Q19), and iii) the inelastic demand for drugs. Potential
re-rating catalysts are stronger-than-expected sales locally and regionally. Downside
risks to our call: decline in sales volume and continued losses in its Vietnam operations.
20/11/2019 3:12 PM
RainT 4Q is seasonally strong qtr??

if u see past sales and profit of Q4 it is not the stronger one lo
20/11/2019 11:36 PM
RainT also the PHARMA story not affect to YSPSAH lo

both is different biz even both also do medicine

so u can see the margin of YSPSAH is much higher than PHARMA lo
20/11/2019 11:37 PM
shawn88 YSP Southeast Asia Holding Bhd
(Nov 20, RM2.50)
Maintain buy with an unchanged target price (TP) of RM3: Despite recording a weaker third quarter of financial year 2019 (3QFY19) core net profit (CNP) (-9% year-on-year [y-o-y]), YSP Southeast Asia Holding Bhd’s y-o-y earnings contraction has narrowed, while earnings were actually stronger on a quarter-on-quarter (q-o-q) basis. This was despite 3Q typically being a seasonally weak quarter. This reaffirms our view that YSP is on the road to recovery as its new equipment is running at more efficient rates. We maintain our earnings forecasts and reiterate our “buy” call on YSP with an unchanged TP of RM3.


YSP reported a flattish revenue of RM74 million (+1% y-o-y) for 3QFY19 as the growth in domestic sales (+3% y-o-y) was offset by soft overseas sales (-4% y-o-y). While its CNP continued to decline by 9% y-o-y, we think the results are showing signs of recovery as the y-o-y earnings contraction narrowed to only -9% for 3QFY19 from an average -36% for the past three consecutive quarters, despite the unfavourable foreign exchange rate in 3Q19 (3Q18: RM4.09/US$ versus 3Q19: RM4.16/US$). We believe this was mainly due to an improvement in margins as its new equipment is running at more efficient rates. The results were in line with expectations.

Sequentially, YSP’s CNP recorded a significant 19% improvement for 3QFY19. Based on the historical three-year average data, 3Q is typically a seasonally weak quarter, making up only 18%-19% of its profit before tax and CNP.

With both the narrowed y-o-y decline in CNP and the q-o-q improvement in 3QFY19, we think that YSP is on the road to recovery following the initial start-up expenses for its new equipment which it incurred in the past few quarters. We continue to expect margins to improve gradually in the coming quarters.

We maintain our earnings forecasts, “buy” rating and TP of RM3, based on an unchanged target price-earnings ratio of 14 times. Downside risks include weakening of the ringgit against the US dollar, product recalls and regulatory risks. — Affin Hwang Capital, Nov 20
21/11/2019 1:24 PM
kalofarmako Now that govt is removing concession, its a smart move for Pharmaniaga to focus on diversifying
22/11/2019 11:10 AM
kalofarmako https://klse.i3investor.com/blogs/MYpharmaceuticalnews/240245.jsp

PHARMANIAGA MAY STILL HAVE THE UPPER HAND
26/11/2019 2:43 PM
RainT really kesian

after good quarter result out and 1 days show

and continue down until now
02/12/2019 4:50 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 9:15 AM
mindshare apasal tak habis habis Pharmaniaga kat sini...wrong thread la bro..
10/12/2019 4:17 PM
mindshare pi jauh jauh main la
10/12/2019 4:17 PM
mindshare Share YSP tak laku
11/12/2019 8:40 PM
kalofarmako Good news from Pharmaniaga!!!

https://klse.i3investor.com/blogs/MYpharmaceuticalnews/247439.jsp
13/12/2019 2:53 PM
shawn88 Next qr should be good.. get orders from big brand
24/12/2019 2:33 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