Posted by Godofgambler > 2021-11-22 00:01 | Report Abuse

Tired of this drmichael soya bean brain

Posted by fruitcake > 2021-11-22 09:27 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/11/20/feeling-the-heat

Posted by kfliau > 2021-11-22 12:56 | Report Abuse

Net profit margin is only 2.38%. Pathetic

Posted by Karma4444 > 2021-11-22 13:07 | Report Abuse

All glc company is tipu

Posted by Godofgambler > 2021-11-22 13:20 | Report Abuse

Tipu ur feelings?

Posted by kfliau > 2021-11-22 13:46 | Report Abuse

They are the cash cows of the government

Posted by Karma4444 > 2021-11-22 15:10 | Report Abuse

good earning up 1 day, the next day drop back again , klci cb stock

Posted by MK76 > 2021-11-22 15:33 | Report Abuse

BN is back and Pharma is back. relax je. Put long fishing line. mcm2 government kontrak will come.

Posted by Asia88 > 2021-11-22 15:39 | Report Abuse

Another company save by chinese.
1st: Proton
2nd: Pharma.

time to give back 49% of budget

Posted by Pasar_Pagi > 2021-11-22 16:14 | Report Abuse

Beware of those GLC with many warrants especially European style. Ask your friends, how manyl win money from the banker when the warrants expire.

Posted by Pasar_Pagi > 2021-11-22 17:32 | Report Abuse

Can not LU one la..If price rush higher than conversion price, banker will loose money. When you see banker lost in warrants? Avoid those GLC with warrants. Unless Malaysian retialers like Reddit user push to kill bankers, otherwise all are ikan bilis to tuna.

Posted by shiby > 2021-11-23 00:19 | Report Abuse

Sell on good news.can buy back latter below 0.80.i agree banker of warrant will push down price

Posted by miqie21 > 2021-11-23 00:19 | Report Abuse

kfliau Net profit margin is only 2.38%. Pathetic

Pharma business is like dksh. Dksh net profit is around 1.4%. Appears to be norm within same industry to have thin margin.

Posted by eCashBooster > 2021-11-23 13:48 | Report Abuse

Convincing

Posted by monsterhunter > 2021-11-23 20:37 | Report Abuse

https://www.chinapress.com.my/20211122/%E2%97%A4%E6%96%B0%E5%86%A0%E5%8F%88%E4%B8%80%E5%B9%B4%E2%97%A2-%E8%AF%8A%E6%89%80%E6%89%93%E7%A7%91%E5%85%B4%E5%8A%A0%E5%BC%BA%E5%89%82-%E6%94%B6%E8%B4%B9%E9%AB%98%E8%BE%BE190/

Posted by Godofgambler > 2021-11-23 23:15 | Report Abuse

Now wait pharma give free warrants..
The mother share will shoot up...
Warrants will fly

Posted by Cipta > 2021-11-24 06:37 | Report Abuse

Free warrant like bonus issue, it doesn't help to increase EPS. GAMEOVER shoot up all end up to shoot her own feet. Like all her betting in other counters all free fall like no tomorrow. Who want to listen advise from a looser who lost in whatever counter she call in. Gameover.

Posted by MK76 > 2021-11-24 16:28 | Report Abuse

Pharma gogogo? BN back Pharma back.

Posted by Godofgambler > 2021-11-25 01:13 | Report Abuse

https://m.malaysiakini.com/news/600530

Posted by Godofgambler > 2021-11-25 01:17 | Report Abuse

https://www.utusan.com.my/covid-19/2021/11/pfizer-sinovac-astrazeneca-diluluskan-sebagai-dos-penggalak/

Posted by Cipta > 2021-11-25 11:00 | Report Abuse

Yeah. Good news but price drop. How you explain?

Posted by DrMichael > 2021-11-25 17:21 | Report Abuse

Efficacy drops to only 28% after 3-5 months. How do you expect to be keep going back for jabs every 3 months...LOL


https://www.theedgemarkets.com/article/sinovac-vaccine-efficacy-drops-28-three-five-months-%E2%80%94-report

Posted by DrMichael > 2021-11-25 17:23 | Report Abuse

Can also please explain how Pharma's NOSH is only 38% higher and with Revenue of over 2 Billion, but price is only half of Dpharma....hehehehehehehehehehehehehehehehehehehe

Guess, it must be the profit margins.

Posted by DrMichael > 2021-11-25 18:06 | Report Abuse

Godofgambler works hard for the money, she works hard for the money....every day under hot sun and heavy rain, selling goreng pisang.

After 3 months (QR), she happily counted her cash and found to have collected over RM2,130......and after deducting all cost, rent and raw materials....she was seen clutching and clenching her fist with only RM50........and tears rolling down her cheeks....

Posted by Godofgambler > 2021-11-25 23:37 | Report Abuse

https://www.thestar.com.my/news/nation/2021/11/24/covid-19-citf-recommends-boosters-for-all-aged-18-and-above-sinovac-az-can-now-be-used?fbclid=IwAR0rjVx_g_WDO2PIxkaYmbwjRurwbo1aNDKL9rMg4vw4TKb7TSmPQXcL3Vk

Posted by Godofgambler > 2021-11-25 23:38 | Report Abuse

Drmichael..you write so long like grandma old love stories and no one goona read...
Wasting your energy only.

Posted by Cipta > 2021-11-26 06:18 | Report Abuse

Haha Gameover I doubt you can read. Really good news extract from your news link:

For recipients of CoronaVac, the booster dose would be given three months after the second dose. They are recommended to receive a Comirnaty (Pfizer) booster dose for all levels or the AstraZeneca vaccine for individuals aged 50 and above.

Posted by Godofgambler > 2021-11-27 18:43 | Report Abuse

https://m.malaysiakini.com/news/600811

Posted by miqie21 > 2021-11-28 07:21 | Report Abuse

https://www.aljazeera.com/news/2021/11/27/omicron-variant-covid-southern-africa-travel-restrictions

Race now for vaccine manufacturers to announce protection level of their boosters.

Posted by DrMichael > 2021-11-28 08:28 | Report Abuse

@miqie21,...thanks for the News update. Good piece.

Also note those words from CDC, Dr Fauci. Most are calming fear and not to panic, as more Data and testing within 2 weeks would reveal.

Sadly, a medical professional spoke to Press about "Preparing for the worst", as if your relative is in ICU and you need to prepare for the patient's final rites....hahahaha. The disparity of knowledge and mindset is obviously out of this world. Malaysia-ku is heading backwards instead of moving with the rest of civilization.

Posted by DrMichael > 2021-11-28 08:33 | Report Abuse

Better chosen words would be, to "stay vigilant, start acting and contain" as most countries are already executing SOPs ahead of WHO instructions. Malaysian mentality is to pray to God and just wait to follow the majority........so sad.

Posted by DrMichael > 2021-11-28 08:34 | Report Abuse

As for this Omicron Covid variant......presumably more infectious/contagious but how deadly/lethal is yet unknown. Basically more predominant in South African, with only 30% of population vaccinated. (Incidentally, those infect with Omi were not vaccinated)

The variant has a high number of mutations, about 50 overall, with more than 30 of the mutations were found in the spike protein -- the structure the virus uses to get into the cells they attack. Further to the receptor binding domain (that's the part of the virus that makes first contact with our body's cells), it has 10 mutations compared to just two for the Delta variant.

Remembering the initial Alpha variant that started the pandemic, then Beta, which was said to be more infectious, and went out like air from a balloon? Then Gamma and and now Delta, there are already thousands of variants but why wasn't things getting worse and yet more countries on Recovery mode? Right now, they need at least 2-3 weeks to evaluate how deadly is Omi but the Big Pharma are already on alert to manufacture an alternate vaccine within weeks should the need arises.

Posted by DrMichael > 2021-11-28 08:42 | Report Abuse

2 cases showed up in UK, and their PM has ordered border closures to certain countries, wear masks, social distancing and most importantly Booster. It's clear that Booster is required to increase efficacy, regardless of ones' immunity. USA is also closing borders to numerous countries, subject to more details on Omi.

Omi may be 10x more contagious than Delta, but the underlining advantage of vaccination (with good efficacy) would most likely stave off sever illness, even death.

Stay safe, and be well.....even stay home is better.

Cheers!

Posted by stockraider > 2021-11-28 12:25 | Report Abuse

GOOD FOR PHARMANIAGA VACCINE LOH!

Posted by Pasar_Pagi > 2021-11-28 13:00 | Report Abuse

https://www.omesti.com/interacts-omesti-signs-up-with-medivenmalaysia-for-prodetecttm-covid-19-self-test-kits/

Posted by Pasar_Pagi > 2021-11-28 13:04 | Report Abuse

https://www.hmetro.com.my/mutakhir/2021/08/742737/wajib-buat-ujian-rtk-antigen-setiap-2-minggu

Posted by monsterhunter > 2021-11-28 14:17 | Report Abuse

https://www.theedgemarkets.com/article/pharmaniaga-selgate-get-rm360-mil%C2%A0financing-bank-islam-procure-covid19-vaccines

Posted by monsterhunter > 2021-11-28 15:25 | Report Abuse

https://www.bharian.com.my/bisnes/korporat/2021/11/892837/bank-islam-lulus-pembiayaan-berkaitan-vaksin-rm360-juta

Posted by DrMichael > 2021-11-28 18:30 | Report Abuse

With super fine profit margins on Vaccines, yet there would be more bank interest to consider? Is this viable business module? Borrowing for trade churning less than 2.6%..?? And on top of that, the heavy gearing for high volume turnover to earn peanuts won't be placing on higher trading risks?

How much margin would be left after bank interest?

Posted by DrMichael > 2021-11-28 18:31 | Report Abuse

So, it's a hero to have approval for 360M loan?

Posted by Godofgambler > 2021-11-28 19:59 | Report Abuse

Omicron is growing...
Pharmaniaga need to do more works

Posted by miqie21 > 2021-11-28 20:07 | Report Abuse

DrMichael. How much margin would be left after bank interest?

Why do you think their profit margin will be low?

Posted by DrMichael > 2021-11-28 20:22 | Report Abuse

@21,...probably you've missed our earlier posts? Revenue in past QR over 2 Billion and PBT at 4.6%, NP at 2.35%......that's how fine.

Go try previous QR and see the margins to re-confirm...heheheheh

Posted by DrMichael > 2021-11-28 20:23 | Report Abuse

What do you think? IBs and big funds will be attracted or shunning this one?

And now taking on more Loans?

Posted by DrMichael > 2021-11-28 20:23 | Report Abuse

Of course, Godofgambler cannot do the maths. She's looking at probably cause, not considering VALUE derived from good Income......poor woman....3 months under hot sun and heavy rain, just to make $50....kesian...

Posted by DrMichael > 2021-11-28 20:24 | Report Abuse

Most businesses with razor fine margin on Sale of goods cannot withstand or afford to lose even 1 shipment, or else they need 42.55 future shipments just to cover their cost lost on 1 load, at this margin...(2.35 x 42.55 = 99.9925)

Posted by miqie21 > 2021-11-28 20:40 | Report Abuse

That razor thin profit i have compared to dksh. Both of the same nature of business. Dksh is thinner

Posted by DrMichael > 2021-11-28 21:28 | Report Abuse

Hahahaha....did you compare the EPS and NP to shareholders? What is the NOSH of DKSH....158 million? What is NOSH of Pharma....1,309 million? Isn't that 10x????

And what about their Balance Sheets? Gearing Ratios?

Did you also know the business module of DKSH? What is their line of business? Do they hold inventories with payments?

Posted by megat36 > 2021-11-28 23:07 | Report Abuse

dksh is mnc....way way bigger

Posted by DrMichael > 2021-11-29 08:51 | Report Abuse

Early Christmas presents to all delivered by Omicron, crashing markets and oil prices....


https://www.straitstimes.com/world/suspected-omicron-covid-19-cases-mild-leading-south-africa-doctor