Followers
0
Following
0
Blog Posts
0
Threads
407
Blogs
Threads
Portfolio
Follower
Following
2020-08-09 15:24 | Report Abuse
PM: Msia ready to provide support for Covid-19 vaccine development https://klse.i3investor.com/blogs/savemalaysia/366036.jsp
make in Msia .... want to inject or not.
2020-08-09 14:36 | Report Abuse
Also Pharma has 1/3 shares than Dpha..
yet only 30 m free float. Recent trade volume 1/7 of DPharma
2020-08-09 14:33 | Report Abuse
Bruce: tQ for this chart ... hope it repeats
2020-08-09 14:18 | Report Abuse
this why I prefer Pharma, lower risk higher reward
2020-08-09 14:18 | Report Abuse
Boustead report stated Pharma had Q1 surplus 29.4m due to accelerated amortization of 247.3m from rights to supply, sales demand increase in Indonesia and our MoH concession due to covid, and cost cutting measures.
we can expect similar or better Q2 surplus from no more need to amortized rights to supply and higher demand in Indonesia than more demand here due to covid situation even before vaccine.
We don't know when pharma will start fill and pack covid vaccine as it already doing that since 2011 while Duopharma (and seems APexH also) will start end 2021. So looks like only Pharma can do this now.
https://www.pharmaceutical-technology.com/projects/pharmaniaga-small-volume-injectables-svi-facility/
2020-08-09 14:17 | Report Abuse
go check bursa if you can still find announcements on disposal and acquisition on Pharma page.
2020-08-09 13:15 | Report Abuse
Not necessary PNB means good. PNB invest in Boustead and Sime
2020-08-09 13:12 | Report Abuse
Pharma has 700 products in exclusive concession to gomen (32 GH, 100s KKM, military and police). Their sales less affected by MCO than others private pharmacies and clinics and hospital
2020-08-09 13:05 | Report Abuse
Dpharma still announced like others so ppl saw epf selling. Recently DPh daily turnover 7x Ph. used to be 4x.
2020-08-09 13:02 | Report Abuse
2 wks back Pharma deleted all announcement in changes of shares (disposal and acquisition)
2020-08-09 13:01 | Report Abuse
On 26 March bursa granted max one month delay in submission of qrt n annual reports
2020-08-09 08:06 | Report Abuse
we will soon know when q2 is out
2020-08-09 02:10 | Report Abuse
Also it's NTA will fast recover to 2x of DuoP
2020-08-09 02:09 | Report Abuse
it's NOT the stock price but the financial and fundamental. Pharmaniaga PE is 13 vs 36 in DuoPharma
2020-08-09 02:06 | Report Abuse
Pharmaniaga, which has warehousing and logistics facilities, is the biggest Bumiputera tender agent in the country with exclusive concession to supply 700 items in the Approved Product Purchase List (APPL) comprising medicines and other medical items, determined by MOH, to government hospitals, institutions, and clinics. This comprises over a third of the government’s drug supply.
2020-08-09 02:05 | Report Abuse
2020-08-09 02:03 | Report Abuse
One can never be sure but I would expect the FBM KLCI to regain the 1,600-level next week on a favourable trade talk outcome between the two economic powerhouses,” Innes said, adding the stable and stronger ringgit would appeal to foreign investors to invest especially in health-related stocks
2020-08-09 00:33 | Report Abuse
People will learn after losses else after more losses. The market takes no prisoners. Pharmaceutical is definitely next industry to invest. Market entrance is hard; need license and track record. The supply chain here are mainly wholesalers of agencies. Only two can CKD and one has ready manufacturing facility for more medicine and therefore had the government contract which in our analysis is part of nta cost those contract are income generating assets. Many don't know yet the EPS of all pharmaceutical will disappoint cuz during MCO sales have suffered except for Pharmaniaga that just had to supply more to gomen hospitals and KKM.
2020-08-08 22:59 | Report Abuse
be a contrarian...good thing no need talk on media cuz keep secret so pharma silent means something is smelling great
2020-08-08 22:54 | Report Abuse
Why Duopharma price dropped?
Dp sales is mostly to public and less to gomen.
It mfg facility only ready by end 2021 so how to do covid medicine?
Possible news leaked that revenue from medicine suffered while supplement for immunization improved but how much margin can vitamin C compensate for poor medicine sales.
EPF selling alot last few days so possibly EPF knows the Q2 report.
Monday not going to be good.
The MD interview and on this link said medicine revenue suffered during MCO.
Otoh... Pharmaniaga has been quiet. It had taken down all share disposal and acquisition filing on Bursa since last two Fridays..and why no new filing on disposal and acquisition as that is mandatory. So it's either institutional funds haven't been selling or private funds have been collecting since the turnover is about 1/8 of Duopharma due to smaller shares issued and even much smaller free float.
Pharmaniaga supplies mainly to gomen hospitals and got at least 32 and hundreds of KKM.
During MCO, public hospitals and KKM busy with covid so medicine revenue was very good. Excellent EPS can be expected for Q2 by Pharmaniaga.
2020-08-08 22:54 | Report Abuse
Why Duopharma price dropped?
Dp sales is mostly to public and less to gomen.
It mfg facility only ready by end 2021 so how to do covid medicine?
Possible news leaked that revenue from medicine suffered while supplement for immunization improved but how much margin can vitamin C compensate for poor medicine sales.
EPF selling alot last few days so possibly EPF knows the Q2 report.
Monday not going to be good.
The MD interview and on this link said medicine revenue suffered during MCO.
Otoh... Pharmaniaga has been quiet. It had taken down all share disposal and acquisition filing on Bursa since last two Fridays..and why no new filing on disposal and acquisition as that is mandatory. So it's either institutional funds haven't been selling or private funds have been collecting since the turnover is about 1/8 of Duopharma due to smaller shares issued and even much smaller free float.
Pharmaniaga supplies mainly to gomen hospitals and got at least 32 and hundreds of KKM.
During MCO, public hospitals and KKM busy with covid so medicine revenue was very good. Excellent EPS can be expected for Q2 by Pharmaniaga.
2020-08-08 22:12 | Report Abuse
Half Dp revenue from private sector so you are right q2 revenue will drop
2020-08-08 22:10 | Report Abuse
Takers:. haha so you noticed..the MD said biz slowed during MCO cuz private sector can't buy so no order
2020-08-08 19:26 | Report Abuse
don't count jiken... some don't hatch.
2020-08-08 19:22 | Report Abuse
Baseline from
6-12m back 3.45
3m back 3.75
1m back 3.90
Next step 6.9 - 7.5 (old high 2015) - 7.8 - 10.35 - 11.15 - 11.70 - 13.90 - 15.00 - 15.60 ...
2020-08-08 16:39 | Report Abuse
I waited at 3.4 then didn't reach so start collecting next to 6.8....if sentiment strong 10.2
2020-08-08 16:36 | Report Abuse
pH...new baseline 3.4 but looks like can't push that far down....tried earlier almost success then collected
2020-08-08 16:32 | Report Abuse
Sry...2.32 new baseline to push down
2020-08-08 16:19 | Report Abuse
collection not complete. testing as far down to 2.2 baseline
2020-08-08 15:38 | Report Abuse
ph pullback from next step of 5.76 to just 4.45 is comparatively mild
2020-08-08 15:19 | Report Abuse
Sry...Adv baseline is 3.2 if fall below...bad shape
2020-08-08 15:10 | Report Abuse
Adv baseline is 2.75, next level 5.5 but retraced 62% break 3.0 go to sleep
2020-08-08 15:02 | Report Abuse
so no fundamental support for sentiment so price keeps dropping
2020-08-08 15:01 | Report Abuse
they fried adventa then found no FF support as it's just agencies holder as wholesaler.
2020-08-08 14:59 | Report Abuse
when escalation comes...will be so volatile that ppl will be disbelieve to enter at high price cuz no seller.
2020-08-08 14:53 | Report Abuse
want to goreng just need bandar raya petty trader permit
2020-08-08 14:52 | Report Abuse
want to open a bank need BNM
2020-08-08 14:51 | Report Abuse
just like gloves, market entrance into vaccine needs license that is awarded by relevant bodies eg moh
2020-08-08 14:49 | Report Abuse
Heng.... gud luck 2 u. those who know the real action already know what to do. those who don't never will
2020-08-08 13:44 | Report Abuse
only pH has the experience for mass fill distribute logistics
2020-08-08 13:42 | Report Abuse
James...u did much homework. Dp tried small scale but no gomen contract so facility idle so no history
distribute but late so facility idle..
2020-08-08 12:32 | Report Abuse
so we see this week if MM can sell down Dp from 2.88 to 2.2
Stock: [PHARMA]: PHARMANIAGA BHD
2020-08-09 15:27 | Report Abuse
tryto... plz check announcement page ....all disposal and acquisition deleted.....I update earlier that is why I know