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Technical Indicators
Simple Moving Average
Exponential Moving Average
Relative Strength Index
William %R
Money Flow Index
Rate of Change
Percentage Price Oscillator
Moving Average Convergence-Divergence
Stochastic Oscillator (Fast)
Stochastic Oscillator (Slow)
![]() 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 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 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 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 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 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 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 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 5:21 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 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 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 ![]() ![]() | |