Cipta

Cipta | Joined since 2014-04-24

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

984

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
984
Past 30 days
13
Past 7 days
13
Today
0

User Comments
Stock

2021-08-02 08:51 | Report Abuse

Is Mysejahtera a gov own or a private own platform like Lazada? How many commissions need to pay the platform?

Stock

2021-08-02 08:36 | Report Abuse

Nah you see the price is transparent, why KJ misled Malaysian said need sign NDA?With whom he sign the NDA?

The new price for the Pfizer shot was €19.50 (US$23.15) against €15.50 previously, the newspaper said, citing portions of the contracts seen.

Stock

2021-07-30 16:38 | Report Abuse

https://www.freemalaysiatoday.com/category/nation/2021/07/30/1779539/

Dulu org mau derma vaksin, PN X benar!
Sinovac mau supply direct, xboleh ! Mesti dibotal di sini.
Sekarang company engineering bawa direct import, Boleh!

Stock

2021-07-30 11:57 | Report Abuse

https://www.economist.com/graphic-detail/2021/04/15/in-clinical-and-real-world-trials-chinas-sinovac-underperforms

Ya..the more covid the more biz for Pharma or the more sinovac the more covid?

which relationship do you think is the real case in Malaysia? would like to hear your thought before investment decision.

Stock

2021-07-30 09:09 | Report Abuse

Sinovac Sub to @Pharma,
Pharma sub to @Majuperak
Majuperak sub to @private hospital
Private hospital sell to @corporate

Multi level direct sales?

Well, RM350-400 reasonable is it?
Demi rakyat!

https://www.google.com/amp/s/www.nst.com.my/amp/business/2021/07/711835/majuperak-gets-nod-buy-distribute-sinovac-covid-19-vaccine-perak

Stock

2021-07-29 23:14 | Report Abuse

Pharma is UMNO gang, Anwar n PN both need UMNO. In this turbulence situation, Pharma is relatively safe.

Stock

2021-07-29 16:35 | Report Abuse

As the legal advisor to Agong and Government, Peguam Negara must hold the higest standard of moral. In this case, he keep mum since Monday and now Agong pinpoint him for dishonest his promise by constituition. How foreign investor confident of our law if PM and his ministers including Peguam Negara do not follow the law. Peguam Negara must resign immediately to restore our constituition and market confidence.

Stock

2021-07-29 16:10 | Report Abuse

PN might collapse this evening, stay tune...

Stock

2021-07-29 13:09 | Report Abuse

Trevor probably busy monitoring new development in Parliment observing whether PM8 cirit birit today or not as you know when PM8 cirit birit, Pharma pun cirit birit.

Stock

2021-07-29 11:55 | Report Abuse

So what is your purpose here if you don't want to see other opinions? Keep warm with LU gang in the penthouse? Everyday shout LU LU so the price will go up?

Stock

2021-07-29 09:41 | Report Abuse

Trevor..this smooth morning call..

**Good morning...oh, such news so early. Someone lurking around the breakfast table will choke on his croissant. Better call 911.

Stock

2021-07-28 17:29 | Report Abuse

let's me start with syiok sendiri:

If Pharma earn RM50/dose for 14mil vaccine, It equal to RM700mil. or EPS 53cents. PE only 1.55 for today closing price. To LU gang, it is still very very cheap even though tomorrow it LU. Come on, sell your penties all in tomorrow.

p/s: I am follower of LU but never follow. Above figure just for syiok sendiri. Follow your judgement. If you cant judge. Follow Buffet rule number 2.

Stock

2021-07-28 17:00 | Report Abuse

You are very humble master Trevor. Over the decades, i have seen many share sifu and property guru enable many positive thinking investors move-in penthouse. I hope you are immune to those SeeNoWay LU followers in forum.

As a layman who save every penny day & night, 14mil is a huge sum to me especially its retails price claimed by some at RM350-400. I make a wild guess if Pharma make a 100% profit margin, the cost would be RM350/2 x 14mil = RM2.45bil

For the return of unstatisfied goods i dont think imbrassing is an issue since our PM said he doesn't matter if ppl calls him bodoh. He doesn't feel the mock telling the world he was cirit birit. He wont feel guilty absent the closing speech in Parliament and the multiply death of rakyat. Gov can cancel the bullet train contract and don't know whereabout an aeroplane, so embarassing never in the book. Morever in biz contract always has clause of refund/compensate if product has defect or not meet the specifications.

Lastly, i agree with you that Pharma earn little as gov-sinovac repack and logistic. But if Pharma still make the same razor thin margin for the 14mil, i would say the management not wise in biz given the peril unporposional to profit.

My two cents. :)

Stock

2021-07-28 15:28 | Report Abuse

TQ Cikgu Trevor, for addressing certain issue. Can Pharma return the unsold vaccine to Sinovac if Pharma can proof Sinovac knew its vaccine is low efficacy before it land Bolehland?

please answer asap since it is related to P&L with time tickering. This will give me insight whether this counter will LU or cirit birit.

Stock

2021-07-28 14:12 | Report Abuse

some1 delete my post.

Stock

2021-07-28 13:30 | Report Abuse

Insulin and vaccine are diffrent thing, can pusing what..hi hi ..PLS is the first facility in Malaysia to do FnF for vaccine so you do not have reference for localisation cost. I guess PAC recall KJ because they feel con by his NDA claim earlier since the vaccine price is transparent now in the market.

Stock

2021-07-28 13:00 | Report Abuse

Because they cleverly add "FnF" in between the selling n buying price and it is first in kind in Malaysia, PAC who formed by politician may not know the actual price in details.

Stock

2021-07-28 12:34 | Report Abuse

I would like to add one more laughter:

4. 3rd jab is required for thise who took Sinovax, huree Pharma will supply 3rd Sinovax? Thai n Indo is planning to give Pfer and AZ as the booster on top of 2 sinovax to their front liner. What benefit Pharma will get from the 3rd jab except wrong bet?

Stock

2021-07-28 12:26 | Report Abuse

Europe donate their access to poor countries, Malaysia minister said them greedy stocking access.
AP co resell vaccine to Malaysian, Minister said this is market norm who want fast they must pay.

Stock

2021-07-28 11:40 | Report Abuse

What US and UK will think when seeing Malaysia buying excess vaccine for profiting resale ? (I remember one minister said Europe n US are greedy by stocking excess ) Will they speedy and supply more to Malaysia now?

Stock

2021-07-28 10:40 | Report Abuse

I guess now they reliase who is spreading fake news and who is straight arrow.

Stock

2021-07-28 10:22 | Report Abuse

Well Trevor, one thing i dont understand perhaps you may explain the mist:

some1 has bought somewhere near RM7 and award the CEO with fat bonus, share price start cirit birit since then and now seen it has wrong bet on vaccine and no promising business in making we can see, why these guys come to you asking explaination and forecast instead of pointing the question to the CEO?

Stock

2021-07-27 16:51 | Report Abuse

Those who is LU believer now is the time to BUY it is very cheap and you will gain huge success once Pharma LU. BUY BUY BUY LU LU LU OTW. If you believe it can hit RM5 buying at RM1.50 why not buy at RM0.80 now? Unless you are not die hard LU fan. Show me your courage. Don't like someone talked only, my 4 pcs face mask still not yet arrived.

Stock

2021-07-27 15:57 | Report Abuse

we have no statistic disclose how many death of covid after 2 jabs and from which vaccine.

Stock

2021-07-26 15:52 | Report Abuse

Even in PIKAS, a dose cost around RM80.

If you want fast, pay! (Can't gov speed up? )
If you want avoid cross containmination at PPV, pay! (Can't KKM make a better SOP? )

Why we need privatasion of vaccine since RM6bil had been allocated + donation from other countries and if not mistaken PM said already fully paid.

Stock

2021-07-26 11:37 | Report Abuse

wow! Today i first know Malaysia has more population than Indonesia.

On recorded Malaysia have 600M peoples, which is included all foreigner workers n this foreigner also need to inject the vaccines. So that no argument phama shall have to ready 300M more to sells.

Stock

2021-07-26 11:03 | Report Abuse

@startrade syiok sendiri and naive has blur boundry here.

Stock

2021-07-26 10:08 | Report Abuse

I remember some1 said China facing shortage even the rich need to buy for faster vaccination and they are under capacity hence needing Pharma to help repack. Perhaps Pharma can sell to China. The size of China market can generate huge profit for Pharma. 14mil just a rat shit in a soup.
I am a big fan of LU.

Stock

2021-07-26 09:07 | Report Abuse

Dichotomy is the most convenient way to use in debate. You can see most arguments in forum or by Malaysia politician. By labeling Lover vs Hater, one no need to present fact or logic in debate but can simply conveniently claim Nah, he say so because he is Hater.

Stock

2021-07-24 17:59 | Report Abuse

July Fest:
Selangor EMCO
Pharma bonus issue
Pharma complete delivered all 12mil in July
New infection rose passed 10k in July
Ketua U turn promoted.
Gov stop purchase Sinovac
Pharma cirit birit.

Stock

2021-07-24 17:08 | Report Abuse

If Ketua SOP intention is to promote Pharma vaccine by allowing ppl who completed 2 doses cross state, with the questionable efficacy, it may put the nation security in jeopardize.

Stock

2021-07-24 15:22 | Report Abuse

I agree with Thai ppl stand: This shouldn't be a factor!

Thai ppl make more sense compare to Malaysian who always say take la whatever given by gov, it is Free, apa u mau lagi? or China is the safest place in the world and this is propanda from Western . Or don't picky as virus is more dangerous.

**********

In Thailand, the outrage has been further fuelled by a leaked health ministry document quoting an official who opposed giving medical workers a Pfizer booster shot as it would be "an admission that Sinovac can't give protection".

"There is a lot of anger among the Thai public, they're saying 'why don't you care about healthcare workers', 'this should not be a factor'.

Stock

2021-07-24 14:09 | Report Abuse

This is Thai research that's why they suggest front liner to take booster like Pfzer or Moderna. No Sinovac counter fact is reported. Back at home, never see such research but only politician assurance.

Stock

2021-07-24 11:32 | Report Abuse

The rich in China buy pfzer or Modena because they don't trust China vaccine not because they can't get Sinovac or else sooner.

Stock

2021-07-23 23:59 | Report Abuse

@rise Your question should refer to Zul.

Stock

2021-07-23 23:30 | Report Abuse

Congratulations Pharma, rupanya Pharma dapat distributorship for seluruh ASEAN. Semua negara xboleh direct China, semua mesti beli drpd Pharma, sebab kerajaan PN dapat monopoli Sinovac..wakaka

Stock

2021-07-23 14:22 | Report Abuse

Ikenduit Hi my fellow countryman. Be careful in your hometown heard Roadside news Sungai Besar has foreign fisherman cluster.

Stock

2021-07-23 13:18 | Report Abuse

@ikenduit i just point out the contradictory of the Malaysia news report and Sinovac statement pasted here. Don't try to use dichotomy Western vs Asian to rationalization the unreasonable.
Btw, are you Malaysian?

Stock

2021-07-23 12:17 | Report Abuse

Sinovac Biotech Ltd, the developer of CoronaVac Covid-19 vaccine, has defended the efficacy of its two-dose vaccine including against the Delta variant ***although no data is available on its protective effect yet, studies have proven the vaccine’s efficacy.

Brazil, Indonesia, Chile and Turkey where the vaccine has been widely used. infection rate after vaccination has been very low in these countries, and the symptoms too very mild in most circumstances...

https://www.worldometers.info/coronavirus/country/indonesia/

Is it the quality of Malaysia reporter writing contradicting sentence and no fact finding ? Or is it Sinovac issuing contradicting statement or misleading fact?

Stock

2021-07-23 09:28 | Report Abuse

WHY ARE VACCINES UP FOR SALE ???

WHAT is the Government up to???

WHY is the Sinovac to be SOLD to " interested parties..States, Private Companies "...for onward sale to the People..For a markup/ profit ?

Is not the Vaccination of the entire Population already BUDGETTED FOR ? With all the money needed..even the 70 plus million Ringgit for the IT Infrastructure/ System ?
AND THE USING OF THE NATIONAL TRUST FUND ??

WHY must some members of Society be made to PAY for what should be FREE?
Is not Vaccinating of the Population a Healthcare Service to the Rakyat ?

Was not the TOTAL requirements all calculated, and planned for, to be delivered Free to the Rakyat ?

It is a very strange situation that there is different treatment amongst the Rakyat by the Government.
NOT EVERYONE can AFFORD to PAY to Vaccinate a Family, especially when those still unvaccinated, are those most affected by the various incoherent Lockdowns !
AND MAKING COMPANIES PAY to Vaccinate their Employees, is the SUREST WAY to encourage AVOIDANCE ( due to costs ..especially WHEN THE BUSINESSES HAVE UNDER LOCKDOWN !! And have NOT had any REVENUE coming in !)

The END result would be greater spread of Covid INFECTIONS...as many would NOT be Vaccinated !

Can the Chairman of the Vaccination Committee please Explain?

NO ONE should MAKE MONEY from the Vaccines!.
It is A BLATANT ABUSE OF MONOPOLY STATUS , when one COMPANY is GIVEN the RIGHT to " FILL and FINISH " the SINOVAC Vaccine...adding MORE COSTS ( in the name of " value add").

WOULD IT NOT BE CHEAPER to just IMPORT SINOVAC, FROM CHINA, in its ready- to - use state?
We could probably GET A DISCOUNT from CHINA !!!

I REPEAT...
NO ONE IN MALAYSIA SHOULD MAKE MONEY FROM THE VACCINES !

THIS is a PANDEMIC SITUATION.

VACCINES should be GIVEN FREE OF CHARGE
TO ALL !

Rafidah Aziz

Stock

2021-07-23 00:41 | Report Abuse

Gang LU kata counter ni is the best bet during pandemic, tp kes covid almost hari hari LU lately , harga Pharma cirit birit pula..

Stock

2021-07-23 00:30 | Report Abuse

Tulah, i pun ingat Pharma ada jual ubat cirit birit masa tu

Stock

2021-07-23 00:22 | Report Abuse

At least you sedar not only Sinovac low efficacy. BOD juga low efficacy. Tu mungkin gang LU upah CEO dari Power Station jaga vaksin.

Stock

2021-07-23 00:15 | Report Abuse

Since Sobri Jadi TPM, KJ tinggalkan Pharma. ...

Stock

2021-07-22 23:47 | Report Abuse

Pharma CEO should comes out clarify this14mil Sinovac is guaranteed buy by government if unsold or else sell at your own risk. If x laku, LU gang will see high inventory next Q. Hi hi siapa untung then?

Stock

2021-07-22 16:59 | Report Abuse

Same as the Call opinionist, never change. hi hi
When price goes north, Hold hold good thing will coming!
When price goes south, Hold hold good thing will coming!