Posted by Damiel > 2021-04-16 17:31 | Report Abuse

Keyasic
Revenue per region 2019
Taiwan 63.4%
Malaysia 15.1%
Russia 20.5%
Others Others

Revenue per region 2020
Taiwan 92%
Malaysia 5.4%
Others 2.5%

Posted by Damiel > 2021-04-16 17:31 | Report Abuse

Ucrest
Revenue per region 2020
Russia 98.5%
Malaysia 1.5%

Posted by 156563 > 2021-04-16 17:54 | Report Abuse

今天星期五散戶卖出太多票，但是一宝後悔，下星期一会上升更高

Posted by lms95555 > 2021-04-16 18:22 | Report Abuse

Interesting....stocks of South Korean company that scored the same deal limit up. When is it UCREST turn?

Posted by powerup89 > 2021-04-16 18:47 | Report Abuse

Hope Next week limit up ....woohoo

Posted by Powerplay666 > 2021-04-16 18:51 | Report Abuse

Lms95555.. Not all investors here have digested the information fully yet. Wasn't helped by the fact that Ucrest removed the zoom video after the live briefing. If everyone watched the md talking conservatively about the hundreds of millions profit forecast, this counter will limit up few times over

Posted by Cikam > 2021-04-16 19:47 | Report Abuse

https://www.theedgemarkets.com/article/ucrest-inks-mou-find-and-manage-sputnik-v-manufacturers

Posted by Alfonso > 2021-04-16 19:53 | Report Abuse

If next week limit up again so scary, can't ucrest just rest for while

Posted by Jilohhuat > 2021-04-16 19:53 | Report Abuse

@Powerplay666

I believe that his profit forecast slide might be screenshot and circulated around. In his slide, he forecast over rm100 share price in best case scenario of Ucrest selling 1b doses per annum.

Rm100 or rm1.00 share price , which is correct ? Tq

Posted by Michael Kwok > 2021-04-16 19:56 |

Post removed.Why?

Posted by Powerplay666 > 2021-04-16 20:17 | Report Abuse

Jiloh.. He presented worst case scenario (using 100 million doses a year using pe ratio of 10) where the share price was calculated around rm4. In best case scenario (1b doses a year using pe ratio of 20), based on the earnings projection he calculated share price of nearly rm200 lol. Not kidding. He was dead serious about it too.

Posted by Powerplay666 > 2021-04-16 20:18 | Report Abuse

And he said the earnings will start to kick in second half of the year.

Posted by Jilohhuat > 2021-04-16 20:25 | Report Abuse

Powerplay666, that’s very optimistic projection. Too bad I missed the zoom . What is your advice powerplay after hearing the ceo spoke?

Posted by Powerplay666 > 2021-04-16 20:33 | Report Abuse

Jilohhuat..i think can realistically easily reach 5 within a year based on how solution and bintai went up x 10 times and their vaccine deal is small peanuts compared to Ucrest. Ucrest actually contract manufactures the Sputnik vaccine and sells back to the Russians who then sell to the global distributors. Likes of solution are only channels of sorts.

Posted by kytan > 2021-04-16 21:15 | Report Abuse

The point is during briefing, only max 150 people join. So this 150 people get first hand info directly from Managing Director on the Deal.

All retailer not really know what going on. So they buy and sell and think they earn big. In actual fact, they miss the biggest jackpot

Posted by kytan > 2021-04-16 21:17 | Report Abuse

I park 40% capital in this Ucrest. My 2nd black horse after PA.

Posted by Powerplay666 > 2021-04-16 21:29 | Report Abuse

kytan.. Couldn't agree more with you. The md himself said that when they announced the deal on 9th April, a lot of people didn't really understand the deal properly and took it as another local vaccine deal. Being appointed actual contract manufacturer for the Russians themselves is a mega deal of the century for ucrest. 1billion doses a year. Mind boggling profits.

Posted by fengpinglangjin > 2021-04-16 21:47 | Report Abuse

Said many time.this stock is 10 bagger for 2021 like super max and others 10 bagger for 2020.
Mr eg also said they r in early phase of medical treagment drug .They will not be only doing vaccine.
Jus for those who miss .
So dun think they do only vaccine.
Plenty of news coming.
What about china collaboration? Many many project coming for ucrest n keyasic.
Dun jus fifo. Few days 1 news..u cannot time.
Me Eg also joked dun fifo be investor and dun miss the boat!!!

Posted by joyvest > 2021-04-17 06:25 | Report Abuse

Loss making co trying to revive the situation desperately. Your ignorance is bigger than your loss of fortune...

Posted by fengpinglangjin > 2021-04-17 07:04 | Report Abuse

There are many glove companies in bursa totalling 100b market caps producing for whole world.
There is only 1 oem contractor manager vaccine company in bursa producing for whole world and sell direct to vaccine owner.
All big and small fund are already parking their fund here.
Super rose 12 x from 30 mil to billion profit.
Ucrest will rise the same way and more than that becoz its starting caps is small.
From 160 m to 10 billion market caps.

Dun underestimate russian fund .

Posted by fengpinglangjin > 2021-04-17 07:54 | Report Abuse

Let u hav a taste what is putin iron man style...

Posted by fengpinglangjin > 2021-04-17 07:56 | Report Abuse

ucrest is Putin..keyasic is Emperor Xi....

Posted by fengpinglangjin > 2021-04-17 07:59 | Report Abuse

From the live stream of 150 ppl..there is really low public interest in this company.
When all sifu start buy call when this stock above rm1 when things is confirmed.
U will c ucrest on no.1 trending on i3 like last year supermax.

Posted by Alfonso > 2021-04-17 08:10 | Report Abuse

Sure, Ucrest will soon becoming the no1 hot trending. All looking down on this penny stock at the moment including expert shifus in the market, soon it will left penny as well. Why dont buy now?

Posted by Alfonso > 2021-04-17 08:12 | Report Abuse

Let u have the taste of limit up, nice delicious and unbelievable. All bluechip stocks i have invested most in my portfolio like CIMB, Genting, tenaga also cant fight with this little unpolished gem.

Posted by Alfonso > 2021-04-17 08:16 | Report Abuse

will next week limit up again? let's see

Posted by fms016 > 2021-04-17 08:34 | Report Abuse

I believe stock will always increase in this month but cannot reach LU..maybe trader don't want this stock price increase too high because they want to play intraday..1 day 1-3 cents increase already good..

Posted by chief999 > 2021-04-17 08:40 | Report Abuse

Mr Feng, now im in dilemma.. Do i allocate somemore from keyasic to ucrest? Im thinking of doing so.. Coz on chart ucrest has bigger potential...

Posted by kytan > 2021-04-17 09:29 | Report Abuse

My view is Ucrest is better than keyasic, keyasic is like a IT support on Ucrest. Major beneficiary is Ucrest.

Posted by Powerplay666 > 2021-04-17 09:35 | Report Abuse

chief 999.. If you are riding on the vaccine play then Ucrest is the 100 % bet. Keyasic is involved in chip design and the md said that the company was not involved in any part of the contract manufacturing for the Russian vaccine. Ucrest has other gems like the i medic etc but the x5 to 10 times share price growth you will witness in the next 3 months will be mostly because of its mega vaccine deal.

Posted by fengpinglangjin > 2021-04-17 10:17 | Report Abuse

Ucrest stock is more or less cornered.
Every tickets now is precious.
Keyasic still not time but will rise as well due to spillover effect as too much fund interest in ucrest.
Probably higher ratio to ucrest is better choicenow.
Hold key as well for another possible turn of event albeit smaller ratio.

Mth end profit result for key and will spark rally for keyasic jus like the initial stage of ucrest.
So probably a multiyr reversal as well for key.

Dun forget, Mr Eg said keyasic is not involved in vaccine for NOW.
If theres anything down the road he will make neccessary annoucement.
So doesnt rule out future involvement.

For the vaccine new ventures. Theres 4 pt to note.
Pt 1 is oem managment profit. 100m to 1bil x rm1 to rm 4 profit margin.
Pt 2 Sputnik efficacy track and trace service for many yrs to come.how many years? May be forever need monitor. Imedic huge penetration and permanent overhaul to revenue base. Millions user on imedic will make more n more healthcare join and adopt the imedic system. Snowball rolling effect will create millions of profit.
These part will allow keyasic huge involvement.
Billion user on imedic require billion chips and sd card and dongers.
Huge investmrnt in technology upgrade and service is needed. Vaccine and technology works hand in hand.

Pt 3. Future covid treatment drugs oem management for rdif.
Another billion profit on track. This one comeout...crazy movement again.

Pt 4. Other vaccine manufactuer had approached ucrest to distribute their vaccine.
Ucrest doesnt rule out become own distributors if they on firm note on oem manufacturing management.
So for now kiv.

Posted by probability > 2021-04-17 15:32 | Report Abuse

Sputnik V's approval came as India overtook Brazil to become the country with the second-highest number of cases globally.

https://www.bbc.com/news/world-asia-india-55748124

Posted by Ohseng > 2021-04-17 16:54 | Report Abuse

@fengpinglangjing . i missed out the investor briefing , Sad !. just would like to confirm that The profit margin of rm1 - rm4 as oem managment was mentioned in the briefing ? if yes, really very good news and huat ar.

Posted by Ohseng > 2021-04-17 17:02 | Report Abuse

South Korean consortium to produce 100 million doses of Russia's Sputnik V vaccine per month . that means ard 1.2b per year . and noticed South Korea's Huons Global that it will lead a consortium to produce the spuntik vaccin share price up in the 16 morning ard 29.8% but close up 16% on 16 apr

Posted by fengpinglangjin > 2021-04-17 17:06 | Report Abuse

Yes.its stated in briefing. Thats an estimate only. But believe rm 1 to 4 per dose over a rm120 priced vaccine is pretty reasonable.

Posted by Ohseng > 2021-04-17 17:14 | Report Abuse

from the article , Huons estimated manufacturing of the said vaccin is quite huge which is ard 1.2b per year. Does ucrest also included in the supervising and managing south korea and india manufacturing ?

Posted by Ohseng > 2021-04-17 17:15 | Report Abuse

Russia has signed several major vaccine production deals with Indian manufacturers, and India is expected to become a hub for production of the shot. This is expected to begin in May.
https://www.reuters.com/business/healthcare-pharmaceuticals/india-receive-sputnik-v-vaccine-doses-this-month-tass-cites-ambassador-2021-04-15/

Posted by Ohseng > 2021-04-17 17:20 | Report Abuse

a bit disappointed when noticed that south korea 's huons only up 16% on 16 apr after announced the news. is probably the manufacturer profit margin lower than the co that identify and manage contract manufacturer.

Posted by kytan > 2021-04-17 17:24 | Report Abuse

Russia try to have more vaccine. RDIF looking more partner to do it. Current vaccine in the world is too less to cover 80% of popolation. And only rich, selfish countries can have it.

Posted by Ohseng > 2021-04-17 17:26 | Report Abuse

India: Apart from partnership with Dr Reddy’s Labs that is conducting Sputnik V clinical trials locally, and have the distribution rights for the Russian vaccine, RDIF has entered manufacturing partnership with five other local companies for production https://www.hindustantimes.com/india-news/india-may-begin-sputnik-vaccine-import-by-may-start-production-around-july-101618461897427.html

Posted by Powerplay666 > 2021-04-17 17:37 | Report Abuse

During the live zoom, the md mentioned that the contract manufacturing facilities for ucrest will be in China, India and one other country I can't recall. He said China is the fastest to set up and will be ready in 2 months and ship out 2 weeks after. So we estimate the first shipment of vaccine should be earliest in end June.

Posted by Ohseng > 2021-04-17 17:38 | Report Abuse

from the articles related to spuntik v in india and south korea, seem like india n south korea already have their own manufacturers. very high chance ucrest is not involved in it. correct me if i m wrongly read.

Posted by Powerplay666 > 2021-04-17 17:43 | Report Abuse

Ohseng, the Russians have appointed a few oem manufacturers, Korea (huon global) being one of them and Ucrest is the other. Each one of them given around 1 b doses a year to manufacture. Still won't be enough to cover the global shortfall of vaccine but a good problem to have for ucrest.

Posted by Ohseng > 2021-04-17 17:51 | Report Abuse

powerplay666, if contract manufacturing facilities for ucrest also in india then very good. but logically think if they already has their local manufacturers. why still need contract manufacturer . Probably need ucrest imedic ?

Posted by chief999 > 2021-04-17 18:10 | Report Abuse

thanks for the advise, Mr Feng and Powerplay.... :)

Posted by 156563 > 2021-04-17 18:10 | Report Abuse

期待星期一开市会怎样，不知道会上升还是下降呢。

Posted by Powerplay666 > 2021-04-17 18:20 | Report Abuse

Ohseng.. It's all about the relationship. Russia has a long term relationship with Ucrest for the last 12 years. In fact over 90 %of Ucrest revenue is derived from Russia. Mr Eg mentioned in the zoom that they personally deal with Putin's no 2 man directly with photo to prove. Which is why the Russians entrusted ucrest with setting up few contract manufacturing facilities in China and India too.

Posted by fengpinglangjin > 2021-04-17 18:38 | Report Abuse

The mou had ddfine the responsibility clearly.
Ucrest jus need worry manage the manufacturer and get the production out to rdif. As long as ucrest can produce the 1billion dose.rdif will eat.

Whether india ,sk or other manufacturer production how much is not of ucrest concern.
Remeber the risk of the mou stated is the risk of not gtting the capacity required.
Ucrest had no risk on sales side.

Posted by fengpinglangjin > 2021-04-17 18:41 | Report Abuse

Russia now adopts a mass flood market strategy and aims to grab largest market share by having the vaccine produced and ready for market as soon as possible.

Now the world problem is not enuff low risk minimal side effect vaccine.
Qty is of utmost importance now.

Posted by Ohseng > 2021-04-17 19:57 | Report Abuse

powerplay666, agree with ur view ( it's all about the relationship) South korea's houns global is a company specialized in the provision of pharmaceutical products. if it also playing the same role as ucrest ( as oem with higher production volume) looks fit to them as they should be more familiar to this industry. moreover it lead a consortium to produce the said vaccine by themself. Is that advisable to take this co share price movement ( listed in south korea) as guideline ??? Hopefully it share price keep on moving higher