good news...wave4/3/1 completed abc correction to about 4.4
Now consolidate and go to wave5/3/1 min 7.2

All except two are cheap MOU blufology. Only 2 have all real certification for GMP in existing plant

https://www.klsescreener.com/v2/news/view/725277

All except two are cheap MOU blufology. Only 2 have all real certification for GMP in existing plant

https://www.klsescreener.com/v2/news/view/725277

CDC timeline

June 11, 2009: WHO officially declares the new 2009 H1N1 outbreak a pandemic.

October 5, 2009: The first doses of monovalent H1N1 pandemic vaccine are administered.

August 10, 2010: WHO declares an end to 2009 H1N1 influenza pandemic

That implies 1y DCF factor into stock price of big pharmas and those downstream like here FF and LD

So that's could be why LKL Supermax Comfort owners sold off into recovery stocks.

CDC timeline

June 11, 2009: WHO officially declares the new 2009 H1N1 outbreak a pandemic.

October 5, 2009: The first doses of monovalent H1N1 pandemic vaccine are administered.

August 10, 2010: WHO declares an end to 2009 H1N1 influenza pandemic

That implies 1y DCF factor into stock price of big pharmas and those downstream like here FF and LD

So that's could be why LKL Supermax Comfort owners sold off into recovery stocks.

CDC timeline

June 11, 2009: WHO officially declares the new 2009 H1N1 outbreak a pandemic.

October 5, 2009: The first doses of monovalent H1N1 pandemic vaccine are administered.

August 10, 2010: WHO declares an end to 2009 H1N1 influenza pandemic

That implies 1y DCF factor into stock price of big pharmas and those downstream like here FF and LD

So that's could be why LKL Supermax Comfort owners sold off into recovery stocks.

CDC timeline

June 11, 2009: WHO officially declares the new 2009 H1N1 outbreak a pandemic.

October 5, 2009: The first doses of monovalent H1N1 pandemic vaccine are administered.

August 10, 2010: WHO declares an end to 2009 H1N1 influenza pandemic

That implies 1y DCF factor into stock price of big pharmas and those downstream like here FF and LD

So that's could be why LKL Supermax Comfort owners sold off into recovery stocks.

xxkings.... spot on same page....

We need to let spammers et al continue their nonsense so that MACC big data can journal their abuse and list out when they are hauled up when time is right to handcuff them...do don't worry.

For national security reasons, two competent glc will undertake g2g arrangements on covid-19 vaccine. Anyone desiring to believe MOU it's their perils.

if anyone can read properly, the companies are already decided

. just waiting for govt to buy bulk

Kementerian Luar buka jalan rundingan dengan negara pengeluar vaksin - Hishammuddin | Astro Awani
https://www.astroawani.com/berita-malaysia/kementerian-luar-buka-jalan-rundingan-dengan-negara-pengeluar-vaksin-hishammuddin-257936

DuoPharma has only much smaller FF facility that is unused so no need to repurpose

The meaning of repurpose is to 100% close by up current non-covid vaccine FF, ...get ready the syringed and label etc...Pharma manufacture syringes for all govt

Pharma announcing completing repurpose exist FF facility then ready to FF new vaccine cuz they know they will get the contract.

This 4Q2020 EPS will replace 4Q2019 then suddenly rolling EPS becomes min 24 max 36. So PE suddenly just 20

Ph PAT Q3 and Q4 haven't priced in vaccine contract. Only the 2y medical supply and 5y LD are considered.

when ppl margin dried, they can't contra then pharma will rise by eating all sellers.

He who laugh last laugh best at all those who don't have Ph and Dp. today is still flushing out margin and contra ppl

kossan family had been disposing...see bursa filing

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