Based on latest Quarterly report for Pharma: 1) Supplying 10mil shots of sinovac (we know govt of selangor selling at RM380 per shot to companies so imagine revenue for pharma will increase by RM3800mil (RM3.8billion) 2) Profit : Sinovac at most cost USD14/shot (RM120 for 2 shots) but Selangor sell for Rm380 for 2 shot and claim is their cost price? meaning pharmaniaga charge Rm380???? Like that profit is almost 68%. Say we take conservative profit estimate of 50% the initial 10 million shots of sinovac will boost profit of RM1.9billion? Dont you think will certainly boost share price so long as got demand on vaccine 3)Some more ramping up of 2mil to 4mil doses a month under National Pharmaceutical Regulation Agency 4) Potential new business in Halal Vaccine Project expected in 2024.
If back of envolope calculation of RM1.9billion/261million shares the NPV = +RM7.26
Wouldnt the share price increase by at least RM7? Please let me know if correct?
Pharmaniaga Bonus Issue : 4 shares for every share held. 7 May : Proposed 19 May : approved by Bursa Securities. 16 Jun 2021, 11 am : EGM
4 Bonus share for every share held, this is so so so Temptating!!!! it is not split, it is bonus share, company will use current reserve value that yet to reflect on share price to put into bonus share!!!!
National Vaccine program phase 2, Pharma will use it widest coverage of Pharmaceutical Logistic in Malaysia to distribute those needed medical instrument & vaccine to 900+ private clinic & hospital for u guys to cucuk! who gona pay for those fee, KJ said, Govt is paying for u! Govt wish to do it quick as M'sia is in dire situation, looks like a quarters of accelerated profit opportunity for Pharmaniaga.
Zulkarnain said that apart from the private sector, there are many states who have requested to purchase the vaccine, including Sarawak, Selangor, Sabah, Perak, Pahang and Johor.
“However, the quantity for sale will be more in July and August when the supply picks up. Details of purchase price and delivery can be discussed directly between Pharmaniaga and the state government,” he said.
Abba84, 4bonus share for every share, paper value will Not lost, the stock will be more affordable in price & better liquidity, you will have more unit in ur hand, those are ur bonus, u do whatever u want with the extra stock, whether u wana wait for future dividen or sell it later, u will get more dividen as u have more unit on hand. what do u think those board & insider wana do bonus share now? who are having more dividen if the company announce a big profit later? it is easy for them to goreng too because the price per lot is lower after the bonus share.
Why TP now? haiyaaa..volume come in some more you TP already...all genting taiko dump here lor...TP1 6.40 or break ema 10 and ema 5 then baru cabut la...
Malaysia government - 12mils doses pofits rm 12mils (estimated rm1 per dose) Malaysia private sector and state government - 10mils doses profits rm 50mils (estimated rm5 per doses)
2020 Pharma is in negative margin people chase the price to Mars, now the company start making solid money base on 7.94ROIC, & soon be repeated profit for years to come, as vaccine might b a new norma in future, pple dabau wana sell because being lock at top previously, stay cool laaa brother, u going to miss out the party soon, try remember what reason u buy previously, if the reason is still there, u r not too late for the party. Cheerlaaa bro!
Now the Turnover & Volume is only aprox 2.5% daily, still far from the heat, lastime when it top RM6.5, the Turnover & Volume is 17%, so expecting more volume up from tomoro onward as all the busy body lock in the house only to trade, few days later Pharma will be a little sugar of Ex-Dividen, later 16June the company will have EGM to approve the 4 bonus share for each share soon, the momentum will be keeping up for a little while..
Busy body still shopping last minute at supermarket before FMCO, when they login their RAKUTEN tomoro & find out all the stock is going down like Serbadinamik, they will eventually find out Pharma is trending stock now (Currently trend at rank-8), what do u think they will do?
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