keep dreaming

k

The taste of the cake is eating.....soon we all shall know.

The profit is in LD not FF

have explained before why only pharmaniaga will get the contract and not even Dpharma...Ph already had 5y LD contract and is the only one with LD infra

they just have different meaning of logic when it suits them

to them it's logical cuz they want ppl to sell so they can buy....lol

you are NOT in this pharmacology industry. get loss

see you first at 7.50 then 11.50

bye2 Dpharma...titij hwgb etc

https://www.klsescreener.com/v2/news/view/716085

KUALA LUMPUR (Aug 21): MIDF Amanah Investment Bank Bhd and Kenanga Investment Bank Bhd are among research firms which had today raised their share target prices (TPs) for Pharmaniaga Bhd in anticipation of earnings growth as the company is seen as the frontrunner to secure the Malaysian government's contract to repackage and distribute the Covid-19 vaccine.

MIDF said today it had revised its Pharmaniaga TP to RM4.74 from the previously-estimated RM3.15. Kenanga said its Pharmaniaga TP is raised to RM1.80 from RM1.35.

More to come

https://www.klsescreener.com/v2/news/view/716085

All may be shocked thinking got profit in vaccine. Govt giving free, many govts. So lowest bidder for FF gets the contract. LD contract already given

gloves c-wave already started by harta

There are 2 parts. FF and LD. LD contract already given. Only 2 plc can do FF. Few international PLC can also but they won't do other brands

All MOU suckers

gloves completed wave-b bounce. commencing wsve-c down tmr. watch

plus 1 more new FF plant.

Only pH has the LD contract cuz only it has the comprehensive infrastructure for LD and investing more in LD

pH has 5y LD contract

Affin bank:
LTAT owns 35.4%
Boustead Holdings owns 20.7%

Pharmaniaga:
Boustead Holdings owns 55.93%
LTAT owns 11.12%.

The major owner of Boustead Holdings is itself LTAT.

I think only Pharma gets the huge contract but small margin which Pharma is used to

Moh issue tender but how many PLC can show all required pharmacology license to qualify ? All the while just Pharma and sometimes Dpharma cuz Pharma knows govt margin small but huge contract means Affin bank provide low cost fund source from Savings accounts.
DPharma has no bank, just PNB who needs higher ROI to pay ASN dividend that can be derived from equity trading.

Khairy said will recommend govt give free vaccine (sg is giving I heard so is US)

Must lar..we pay personal income tax.

Means govt buy and appoint someone to do FF and LD. Only both Ph and Dp have FF facilities but Ph has LD that Dp lacks.

Who pays for vaccine?

Parliament has brought out Windfall tax. Unlike previous WTax, this one is CSR articulated. No covid gloves won't get windfall and gomen need not spend on MoH and MoD and Home Security. So Wtax won't excape. Quantum? Logical = Govt spending on Moh, MoD etc.

Of those 5 big pharmacy counters only 2 can do pharmacology. Need lots of licenses and established facilities.

If govt gives free vaccine then worthless for any plc to venture into vaccine then Dp might exclude itself cuz v.small margin due to CSR.

So who will risk getting private jabs unless hurry cuz govt gotta queue but genuine.

Ph is govt supplier means
Contract huge but having deal with govt b4, the price is dictated as cuz book value is assured and competition negligible so margin is small.

Collection period is std but assured so banks will lend readily (Affin bank is part of Boustead that owns 50% Ph).

Biz ethics are different means can't go around town bragging else get govt in trouble unlike Dp MD goes onair promo Dp but Ph can't do that.

Both are GLC but Ph board has more ex military cuz medicine is national security matter and that's why LTAT is a key stake holder for CSR reason.

Ph dividend is stable and predictable 2.5sen vs Dh 0.5sen

Because it's govt's mfr it has to ensure infrastructure for distribution so it had to invest more in L

When negotiate pricing with govt, hands are tied. margins are suppressed.

only 2 jalan

long ago TDM went China with 300 coy. All signed MOU include toto magnum..
only 3 jalan...lion group and 1 more

So how many can win tender criteria?

the fact remains only 2 can do FF and only 1 has comprehensive LD

looks like Friday some weak holders will exit this stock. it's margin as a govt supplier is capped

QoQ met analyst expectation....others (other than gloves) are teruk

Dph mgmt more commercialized. Ph govt supplier, hands tied in negotiation with govt.

All pharma counters can sleep first

on pharma few knows how to impute it's worth but it's not a popular counter

be patient but ya rite...go to gloves first exit to here later

ttj hwgb just speculating mou. this sort of seriousness always g2g arrangement.

yes... technical rebound or just dead cat bouncing

Pharma qr out soon. All expect EPS higher than last qr. Few in the known suspect shocking good. Let's see. MM have collected. Retailers however have piled into DuoP whose result last wk below par with just half sen div.

Same fund gang over all pharma esp duo n pH, playing leading and lagging.

halal? next time blood bank also got halal. Ah Bh Oh

...sue in US

this cv19 will be around longer..has mutated 6x then SKorea said another 3x... vaccine without disclaimer might get Sue in UD

hmmmm....

https://www.klsescreener.com/v2/new

CV19 has mutated 3x in SKorea.... so which vaccine to use? If use and then kena cv19 then hospital say what?.... sorry wrong vaccine? Got disclaimer or not.....

QR out 18 or 19... Sell or hold ... upside?

A pinch of salt

goreng country out of control

https://www.klsescreener.com/v2/news/view/714343

https://www.klsescreener.com/v2/news/view/714343

That year also due to difference vaccine I think....so it went LU few times then share split 1:2 1rgt became 50sens and 1/10 bonus..... This time good chance to repeat but when? maybe when Q3 result better than Q2 and vaccine new out around Oct.

Report dated 18 Feb 2013