Posted by James89 > 2020-08-08 11:24 | Report Abuse

Gloves demand will still be there even when vaccine is out but to maintain the current projection PE with same ASP till 2021 is something to ponder.

Posted by DrLimKH > 2020-08-08 11:33 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 11:40 | Report Abuse

on this pareto pH they see pH is best from 2.88

Posted by DrLimKH > 2020-08-08 11:41 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 11:43 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 11:47 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 11:48 | Report Abuse

Then escalation very fast

Posted by DrLimKH > 2020-08-08 11:50 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 12:31 | Report Abuse

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

Posted by DrLimKH > 2020-08-08 12:32 | Report Abuse

so we see this week if MM can sell down Dp from 2.88 to 2.2

Posted by DrLimKH > 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.

Posted by DrLimKH > 2020-08-08 15:01 | Report Abuse

they fried adventa then found no FF support as it's just agencies holder as wholesaler.

Posted by DrLimKH > 2020-08-08 15:02 | Report Abuse

so no fundamental support for sentiment so price keeps dropping

Posted by DrLimKH > 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

Posted by DrLimKH > 2020-08-08 15:19 | Report Abuse

Sry...Adv baseline is 3.2 if fall below...bad shape

Posted by James89 > 2020-08-08 15:19 | Report Abuse

https://www.facebook.com/nasdaily/videos/724444958344915/?vh=e&extid=RROF41HX4HMsfPyy

Posted by DrLimKH > 2020-08-08 15:38 | Report Abuse

ph pullback from next step of 5.76 to just 4.45 is comparatively mild

Posted by HLTGang > 2020-08-08 17:19 | Report Abuse

Monday is up....up maybe limit up to 6.00 good news vaccine otw...

Posted by AlexZai > 2020-08-08 17:20 | Report Abuse

Will fly again monday

Posted by brucechun > 2020-08-08 17:21 | Report Abuse

Vaccine is coming but for now Anthony Fauci, the top U.S. infectious diseases expert is pushing and testing the antibodies.

“Antibodies can block infectivity. That is a fact,” Regeneron Pharmaceuticals executive Christos Kyratsous told Reuters.

So pharma can benefit from the antibody and later on vaccine for indonesia and malaysia market. Those that have glove stock must have this stock to hedge the glove incase sudden drop due to vaccine news and this will rise and already slowly rising, IB wont let you buy cheap as we are closer to antibodies and vaccine.

https://www.theedgemarkets.com/article/next-big-covid19-treatment-may-be-manufactured-antibodies?fbclid=IwAR1rMkjTWjxCT58YitYLG27-XAjLBRVfsaxlmW1saEkBjaILOudTw_i-ljQ

Posted by HLTGang > 2020-08-08 17:27 | Report Abuse

hltgang is coming to support pharmaniaga.... target 25

Posted by HLTGang > 2020-08-08 17:39 | Report Abuse

Monday please sell to me 3.50

Posted by DrLimKH > 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 ...

Posted by AlexZai > 2020-08-08 19:32 | Report Abuse

Brother... i see people queueing to buy at 4.33?????

Posted by AlexZai > 2020-08-08 19:33 | Report Abuse

How to push up lea if ppl queue at low price

Posted by XiuyyXiong > 2020-08-08 19:57 | Report Abuse

https://www.nst.com.my/news/nation/2020/08/615009/pm-msia-ready-provide-support-covid-19-vaccine-development

PM: Msia ready to provide support for Covid-19 vaccine development [NSTTV]

i m ready to top up more if price drop .

Posted by HLTGang > 2020-08-08 20:28 | Report Abuse

Xiuyyxiong i fully support you....

Posted by winmal > 2020-08-08 21:38 | Report Abuse

last 2 days Pharma have flush weak holders & speculated. Indeed, share poised to trend up again as vaccine continue to issue good results.

Posted by supersinginvestor > 2020-08-08 22:19 | Report Abuse

Buy and hold sell.at rm20 only..

Posted by DrLimKH > 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.

Posted by DrLimKH > 2020-08-08 22:58 | Report Abuse

https://themalaysianreserve.com/2020/07/29/duopharma-expects-consumer-healthcare-segment-to-drive-growth/

Posted by DrLimKH > 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

Posted by yuesern > 2020-08-08 23:45 | Report Abuse

No one can tell. The only way believe what you believe.

Posted by Masila > 2020-08-09 00:01 | Report Abuse

A question to ask . Why would you prefer to buy Pharmaniaga when the price is much higher than others.

Posted by DrLimKH > 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

Posted by DrLimKH > 2020-08-09 02:05 | Report Abuse

https://codeblue.galencentre.org/2019/11/08/pharmaniaga-gets-two-years-to-procure-moh-drugs-five-years-for-distribution/

Exclusive concession: 2yrs

Posted by DrLimKH > 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.

Posted by DrLimKH > 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

Posted by DrLimKH > 2020-08-09 02:10 | Report Abuse

Also it's NTA will fast recover to 2x of DuoP

Posted by Hafidz Pisex > 2020-08-09 07:17 | Report Abuse

https://www.theedgemarkets.com/content/talking-edge-how-will-vaccine-change-duopharmas-fortunes

Posted by DrLimKH > 2020-08-09 08:07 | Report Abuse

the taste is tmr

Posted by AlexZai > 2020-08-09 10:55 | Report Abuse

How about pharma?? Thats dpharma

Posted by Eric1969 > 2020-08-09 11:04 | Report Abuse

Bought some on Friday... Good stock to invest while vaccine and distrutuon required.

Posted by nicholas99 > 2020-08-09 12:48 | Report Abuse

Pharma distribute to government hospitals.. not so much to private sector. Maybe thats why no such interview

Posted by DrLimKH > 2020-08-09 13:01 | Report Abuse

On 26 March bursa granted max one month delay in submission of qrt n annual reports

Posted by DrLimKH > 2020-08-09 13:02 | Report Abuse

2 wks back Pharma deleted all announcement in changes of shares (disposal and acquisition)

Posted by DrLimKH > 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.

Posted by DrLimKH > 2020-08-09 13:05 | Report Abuse

DPh has 3x more shares.

Posted by trylearn123 > 2020-08-09 13:11 | Report Abuse

@
DrLimKH 2 wks back Pharma deleted all announcement in changes of shares (disposal and acquisition)
09/08/2020 1:02 PM

what do you means?

Posted by DrLimKH > 2020-08-09 14:17 | Report Abuse

go check bursa if you can still find announcements on disposal and acquisition on Pharma page.