Posted by DrLimKH > 2020-08-11 23:57 | Report Abuse

Of all in this sector only Pharma will do very well cuz gomen contract and heard demand up 20% revenue thn Q1 but margin small
Similarly, RHB Research expects Q2 to record a sharp contraction compared to the previous quarter, adding that production should improve further in Q3 as demand normalises which could translate to better GDP performance.

Posted by DrLimKH > 2020-08-12 00:19 | Report Abuse

just my estimate:
if Ph is first to announce Q2 its expected good result will lead all pharma rally then their Q2 worst than Q1 all collapse except pH.
if Ph report together with all then all collapse except pH rally
if pH report one day later than them all collapse then one day later only pH rally on good Q2.
so.... hope all be prepared

Posted by mamatede > 2020-08-12 00:21 | Report Abuse

Vaccine long way to ? With trump running for election in November and Putin announced their vaccine. I will not be surprise if suddenly Trump announced their vaccine is ready. Then gloves really have to bid bye bye

Posted by DrLimKH > 2020-08-12 00:51 | Report Abuse

possible all are Blufftons... haha...soon plenty fake vaccine.. placebo... Trump real bluffology king

Posted by DrLimKH > 2020-08-12 00:54 | Report Abuse

anyw...read yr banks q2 report ...bnm report out Friday...MBB report q2 svc -28%yoy...mfg -18%yoy

Posted by DrLimKH > 2020-08-12 00:54 | Report Abuse

however gomen xpenditure up

Posted by DrLimKH > 2020-08-12 02:15 | Report Abuse

still don't know how to post chart here

Posted by DrLimKH > 2020-08-12 02:18 | Report Abuse

brucechun...tq

Posted by DrLimKH > 2020-08-12 02:19 | Report Abuse

https://ibb.co/NVmKnhC

Posted by DrLimKH > 2020-08-12 02:27 | Report Abuse

Bruce... not working...chart not appear

Posted by sour_grape_so_sour > 2020-08-12 07:39 | Report Abuse

ubat-ubat-ubat

Posted by Virus t > 2020-08-12 07:43 | Report Abuse

Why KPJ is next gem for post covid-19?
Based on Fundamental analysis our current PE guideline is approx 57.14 (Based on 1.75% of BNM base rate) thus the actual price for KPJ should be RM2.71.
Covid-19 only good for medical sector (more clearly is protective medical equipment “glove, mask, face shield and etc” and diagnosis instrument “thermo scanners, PCR tester and etc” For Malaysia top glove, harta, kossan and supermx all are the first round winners.

For the last stage of vaccination development, now is the time to look for the next gem but unfortunately our country is impossible to produce these vaccine. The only vaccine we can get is import and we hv 20+mil ppl need to be vaccinated. Early stage of vaccine must be very expensive and gov won’t sponsor. We only can get vaccinated through private hospital no matter for travel or job requirement or just stay safe. Based on 2019, KPJ recorded 2,629,878 outpatients @ net profit 226.7mil with 28 hospitals overall the state. If half of 20mil ppl go KPJ for vaccination so approx net profit can reach up to 1bil. And u need to know tat those vaccine isn’t 1 injection for lifetime (like seasonally flu vaccine) and must get it semi or annually. RM200-300 per vaccine per yrs for everyone to stay safe is new normal of post covid-19. And it is long term investment value of KPJ.

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

Buyyy

Posted by Win288288 > 2020-08-12 09:23 | Report Abuse

break 5.00 today la kasi up up up~~~!!!

Posted by XiuyyXiong > 2020-08-12 09:42 | Report Abuse

arrrhhh... always sikit to break. i q some sell rm5 always stop there..lol..nvm . wait for explode

Posted by brucechun > 2020-08-12 10:01 | Report Abuse

DrLimKH,

Can see your chart. https://imgbb.com/NVmKnhC

Hmmm you using pitchfork for your chart.. interesting.

Btw when is the expected QR for pharma ?

Posted by trylearn123 > 2020-08-12 10:11 | Report Abuse

wow,professional chart ,thanks alot @DrLimKH & @brucechun. I also all in this pharma only,虽然那天和DrLimKH争论。我比较喜欢这里，dpharma是炒的股，这个股比较真实踏实。

Posted by brucechun > 2020-08-12 10:14 | Report Abuse

trylearn123,

Risk management la bro.. never all in..

Posted by trylearn123 > 2020-08-12 10:16 | Report Abuse

ok,thanks.

Posted by dollar83 > 2020-08-12 11:15 | Report Abuse

Tp ?

Posted by Cakes Moon > 2020-08-12 11:27 | Report Abuse

TP RM20!!! Now all glove counters punters come to Dpharma & Pharma.

Posted by edward96 > 2020-08-12 12:03 | Report Abuse

i got another good stock recommend u guys. Look for Appasia

Appasia is the ONLY e-bank confirmation system available in Malaysia. They are in a 12 year contract with Malaysia Institute of Accounting. They are cash rich, with no loan.

AND MOST IMPORTANTLY THIS STOCK HAS NO RELATION TO COVID, RELAX AND WAIT.

For a tech stock to be this cheap, its buy time.

Posted by Win288288 > 2020-08-12 12:21 | Report Abuse

market is unclear today, various type of share gain, common type of share loss. highly suspicious bunch of banker goreng kueh teow. b cautious.

Posted by JohnFarmer458 > 2020-08-12 15:02 | Report Abuse

Pharma no fundamental, gold counters like tomei and poh kong already got burned . Many lost thousands. Pharma is next. At the end of day pure speculation can go so far. You need to have actual profit earning . With strong fundamental u can sleep well. Pharma next tp is 3.50 will collapse anytime

Posted by trylearn123 > 2020-08-12 15:18 | Report Abuse

after glove，hot money go to alotcounter,
If you like AirAsia ,dun forgot SATS ,sgx s58 新翔集团有限公司,多国机场地勤。

Posted by James89 > 2020-08-12 15:58 | Report Abuse

JohnFarmer458 Pharma no fundamental, gold counters like tomei and poh kong already got burned . Many lost thousands. Pharma is next. At the end of day pure speculation can go so far. You need to have actual profit earning . With strong fundamental u can sleep well. Pharma next tp is 3.50 will collapse anytime
12/08/2020 3:02 PM

Waiting patiently with my underwear at tp 3.5

Posted by targetinvest > 2020-08-12 16:08 | Report Abuse

Today good day for Pharma.. not much time left to break about RM 5
Now 4.6x is good point to invest.. Not contra.. ask u all invest

Posted by James89 > 2020-08-12 17:19 | Report Abuse

Price was very much press down due to the bloodbath in whole KLCI. . We shall say good bye to RM4 very soon.

Posted by targetinvest > 2020-08-12 18:02 | Report Abuse

closing very nice

Posted by Cipta > 2020-08-12 18:25 | Report Abuse

US reportedly will give all their citizen vaccine.

Posted by stockwinner > 2020-08-12 20:07 | Report Abuse

Gloves players still in denial stage. Don't worry the will jump to Pharmaceutical like those katak in no time (After they overcome the grief cycle).

Posted by stockwinner > 2020-08-12 20:07 | Report Abuse

No easy to change Girl Friend you know, To break up with glovvy and go with pharmy

Posted by James89 > 2020-08-12 21:41 | Report Abuse

Russia says vaccine could be in use by November, developed over six years

https://www.google.com.my/amp/s/www.cnbc.com/amp/2020/08/12/russia-coronavirus-vaccine-has-been-researched-for-six-years.html

Posted by 11055011 > 2020-08-12 23:51 | Report Abuse

Wow. Send this link to Glove chat will get........

Posted by kentloh88 > 2020-08-13 08:31 | Report Abuse

https://www.thestar.com.my/news/world/2020/08/13/brazilian-state-agree...

Brazilian state agrees to produce Russian Covid-19 vaccine.

Posted by fullblack28 > 2020-08-13 08:54 | Report Abuse

alright, Russia vaccine turn out to have side effects.... so pharmaceutical retailers gotna jump ship and throw their stocks now? hmmmmm let see for today

1. https://www.dailymail.co.uk/news/article-8618707/Vladimir-Putins-coron...
2. https://www.sinchew.com.my/content/content_2324075.html

Posted by Win288288 > 2020-08-13 08:58 | Report Abuse

expect rocket to pharma shares today

Posted by Win288288 > 2020-08-13 09:26 | Report Abuse

https://www.bloomberg.com/news/videos/2020-08-11/trump-says-moderna-to-provide-100m-covid-19-vaccine-doses-video

Posted by stockintalk > 2020-08-13 09:39 |

Post removed.Why?

Posted by XiuyyXiong > 2020-08-13 09:44 | Report Abuse

Bro actually at last phase 3 clinical test. Almost approve. They spent so much money on the vaccine , u think they will let it to fail so easily ? After all. Vaccine is good to make our life go back to normal. I dun want to keep continue wear mask and glove whole day.

Posted by stocktrade101 > 2020-08-13 09:45 | Report Abuse

Market is always forward-looking. Vaccines (from China,US, EU) will be available for the general public and all pharma stocks will rise.

Posted by XiuyyXiong > 2020-08-13 10:57 | Report Abuse

https://www.kwongwah.com.my/20200813/%e3%80%90%e6%96%b0%e5%86%a0%e8%82%ba%e7%82%8e%e3%80%91%e4%bf%84%e7%bd%97%e6%96%af%e5%b7%b4%e8%a5%bf%e8%be%be%e6%88%90%e5%8d%8f%e8%ae%ae-%e7%94%9f%e4%ba%a7%e5%85%a8%e7%90%83%e9%a6%96%e6%ac%be%e7%96%ab/

Posted by trylearn123 > 2020-08-13 11:16 | Report Abuse

after glove，hot money go to alotcounter,
If you like AirAsia ,dun forgot SATS ,sgx s58 新翔集团有限公司,多国机场地勤。

https://www.youtube.com/watch?v=-0pEK6EAkTU

Posted by stocktrade101 > 2020-08-13 11:56 | Report Abuse

https://www.globaltimes.cn/Portals/0/attachment/2020/2020-08-12/99d7df38-7e21-4ce6-8889-415bcf5f8901.jpg

Posted by stocktrade101 > 2020-08-13 11:59 | Report Abuse

Vaccines are coming sooner than we think! Very positive for the whole world.

Posted by James89 > 2020-08-13 12:09 | Report Abuse

stocktrade101 Vaccines are coming sooner than we think! Very positive for the whole world

China is so gengg. They have undergo the mandatory phases. Cant wait!

Posted by XiuyyXiong > 2020-08-13 12:11 | Report Abuse

Huge buy volume 4.65 ! Explode soon. I cut q 4.66 XD

Posted by DrLimKH > 2020-08-13 12:39 | Report Abuse

mostly done 4.68

Posted by DrLimKH > 2020-08-13 12:41 | Report Abuse

gloves return faster and higher...

Posted by DrLimKH > 2020-08-13 12:41 | Report Abuse

gloves global demand. vaccine just local