Dp baseline is 2.2 but it's chances to reach 22rgt is not as good as pH chance to reach 28rgt due to existing fundamental existg fundamental

All these just FE theory subject to sentiments of existing fundamentals and new fundamentals. but among the 2 pH is best position

Then escalation very fast

from 2.88 one step up is 5.76 so collection will start from recent low to 5.76

So peak about 30rgt but when? cuz very high chance for good bonus issue to increase float.

but no way MM can help sell down to 2.88 for accumulation cuz float is small and sentiments high

on this pareto pH they see pH is best from 2.88

FF always gradually rotate 20% to peak when emerging sustainable market arise

FF shifting some out of Gloves.

There will be 1 CKD 2 Semi CKD and few CBU (AV, YSP, AH)...the rest without licence willing burn speculators

cuz pH floats very small. dp float big so it's easy. looks like Monday selling down resumes. FF not interested in AH, YSP these are for ppl who don't understand this vaccine biz

just watch where FF moves. Right now MM are pressing down for collection and much harder to press down pH

it will be g2g matter and pH with gomen hospital supply contract higher chance to win full ckd then sub some to DP for semi ckd to private sector

my opinion to him is pH has to ram up their branding in Indonesia. PRC will nvr CKD in Indonesia cuz there no GMP for this

imo pH will do full CKD cuz it benefits the greater mass but both gets to do semi CKD cus Dp greater reach to private market.

The unsettling issue is how much each of the two gets to do CKD though both sure get to do semi CKD

Only 2 real ones in Msia and a few just major agencies holders like AH etc ie CBU.

A big member bird in a Big US fund tells me FFunds looking at real pharma stocks in all countries to park.

US market will not go down b4 Nov3. If Trump wins got Christmas rally celebrate vaccine curing nation. Big pharma stocks will fly cuz everyone needs this new flu shot yearly. Gloves demand will weaken but stable.

we know who

only 2 can fill-pack. only 1 has nation wide logistic infra contract till end 2021 with 5y more extension. I known who

the answer will be out b4 September then just 1-2 I have pharmacology manufacturers will be the stars taking over from gloves

don't be taken in by duopharma's sales pitch. sthg serious is brewing in pharmaniaga camp.... can't say much till it happens

Trump must have vaccine by Sept to start jabbing in October and anyone who gets the jab higher chance to vote him

looks too high for this Oct Nov

total eat 75sen EPS and at 25x PER would be 18.75rgt

the 25x pe is w/o vaccine. if no manufacture but just ckd it could increase EPS to 15s/q and with manufacture for asean it could increase 25%

US wants vaccine ready for jabbing by end Sept go election propaganda. likely Sept China race ahead and any news for Msia to manufacture would be in September

just 12.97x only. I expect q2 12sens then price is 6.22 but if PE raise to 25x and with 48sens, price 11.52 would ge

Wholesaler with Apex Pharmacy chain.... not manufacturer

sayonara....

4.45...bad shape ?

ttj...sell made in China ppe ...how much demand here lar when local ppe plenty

... only local mfr... others are JJ CCM

Pharma v.high chance mfg vaccine if agreeable cuz got GMP certification and possibly only one with pharmacology license

in China

plenty villagers on cottage industry doing PPE now...

ppe mask shield ... no need license or permit... just like making dress... can outsource. ..nthg doing with vaccine need pharmacology license

PPE negligible margin...waste time business

Ask covid what's there to invest?

Anything related to getting covid is no-no: leisure, hospitality, retail, cinema, mall operations, casino,

F

must close above 5.55 for 2 days then DT at 7.55 fast and easy ...if can close 2 days above 7.55 .
.then no man's land

buy hand over fist ..DP q2 out next week...pH out about 21st after market close... their eps wud b great.

The vaccine follows companies in its fundamental biz.
same as gloves...need history of pharmacological biz charter..Khairy not stupid

target.....yala.....make bra switch to make PPE. only real ones are pharma n Dp

this vaccine matter is G to G. .. what makes you think all must get from TJ that knows FO about pharmacology. ... maybe building hospital.

https://www.klsescreener.com/v2/announcements/view/3152797
That kind of agreement in China is like a paper mill. TJ is a property company so who would believe them so they put in sthg related to medical building to stay within their business charter. They got nthg in logistics infrastructure like Pharmaniaga, no labs and history in pharmacology or any team of pharmacologist.....this counter cannot goreng even... just want to pull a fast one for suckers.

https://www.klsescreener.com/v2/announcements/view/3152797
That kind of agreement in China is like a paper mill. TJ is a property company so who would believe them so they put in sthg related to medical building to stay within their business charter. They got nthg in logistics infrastructure like Pharmaniaga, no labs and history in pharmacology or any team of pharmacologist.....this counter cannot goreng even... just want to pull a fast one for suckers.

small floating ... can push easy if want

high chance for bonus issue increase share 3x

hold till dec per maybe 2