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.
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
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
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.
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.
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
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
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
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.
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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.