Posted by Investeye > 2014-04-10 09:19 | Report Abuse

This counter up or down easily due to about 15% of the share in the market. I will accumulate when the price is drop. With Pharma ventures into Indonesia and Arab will see the result started by coming year.

Posted by Investeye > 2014-04-12 06:59 | Report Abuse

As Dow and Nasdaq down again that may put the world ecomonic to some degree of uncertainty, will further accumulate Pharma at rm4.2x as business will still as usual for Pharma. This long term investment will provide me some return better than fd.

Posted by Investeye > 2014-04-12 11:54 | Report Abuse

Here are the top picks|tp from hleb workshop:
brahim |rm3.13
ioi prop |rm3.85
mahb |rm10.55
maybank |rm11.98
pharma |rm5.30
tenaga |rm13.50
rhb cap |rm9.59
sk petro |rm5.52
perdana |rm2.18
qct |rm1.28

This is just to share ..

Posted by Investeye > 2014-04-16 13:25 | Report Abuse

Accumulate 1 more lot at rm4.27

Posted by hiewan > 2014-04-21 19:04 | Report Abuse

maybe is overdue for upward movement.

Posted by Investeye > 2014-04-21 22:39 | Report Abuse

Present growth is driven by lical performance, only start next year will see Indonesia contribution and next 3~5 years from Arab. i expect Pharma price is able to reach tp of rm5.00 this year and next year is rm5.50 plus at least 4~6% dividend.

Posted by hiewan > 2014-04-22 20:30 | Report Abuse

already have 60k pharma. see can buy 100k

Posted by Investeye > 2014-04-23 09:14 | Report Abuse

Hiewan, you are better than me. So far, my investment (for long term) in this counter is about 30K+. It is good opportunity to accumulate below or at RM4.30 since not many people aware the potential of this counter.

Posted by li1552 > 2014-04-23 17:33 | Report Abuse

You both are rich I only manage to accumulate 15k , I bought few lots cmsb . no extra bullet liou!

Posted by Investeye > 2014-04-23 18:57 | Report Abuse

it is much better than fd and it business will consistant grow in whatever market situation.

Posted by Keng Tee Lim > 2014-04-24 10:02 | Report Abuse

What happen for this sudden big jump?

Posted by 2767max > 2014-04-24 10:39 | Report Abuse

CIMB starts coverage this counter n given target price at RM6.50,all the while this counter had been under price,so it is good sign CIMB start coverage n wish the price can move to higher level.

Posted by 2767max > 2014-04-24 11:33 | Report Abuse

this is a good counter,they supply 50% of the medicines to MOH,if not mistaken,every q they issue dividend,wish EPF fund manager can study this counter n buy in.Beside CIMB,HLG also given higher target price than the current market price,that is RM5.30.

Posted by yktay1 > 2014-04-24 13:05 | Report Abuse

CCMDBIO is better.

Posted by Investeye > 2014-04-24 13:24 | Report Abuse

Great is the share price is up but bad is less chance for me to accumulate at low.

Posted by jonatlau79 > 2014-04-24 14:07 | Report Abuse

LIKE & BEWARE CIMB...recently rise up few counter stocks

Posted by hw0706 > 2014-04-24 15:59 | Report Abuse

Edited CIMB Research
We begin coverage of the stock with an Add rating and target price of
RM6.50, based on 19.2x CY15 P/E, a 20% premium over its 3-year average
forward P/E in view of its strong EPS CAGR of 28.1% for FY13-16. We like
its strong market positioning and manufacturing growth potential.
Stronger earnings and higher dividends are potential catalysts, in
our view.

Under-researched stock with strong earnings growth Pharmaniaga is an under-researched stock, in our view, as it is covered by only one broker currently, according to Bloomberg. However, we think that
Pharmaniaga warrants a closer look by investors.
The group is the largest pharmaceutical stock in Malaysia by market cap. It is well positioned to tap the rising healthcare spending in Malaysia via its
Concession Agreement with MOH. The group’s manufacturing division could
also benefit from the patent cliff, which allows it to launch more products in the next few years. We expect the manufacturing division to be the main thrust of earnings growth as in-house products have much higher profit margins vis-à-vis distributing third-party products.

Posted by Investeye > 2014-04-24 16:27 | Report Abuse

Disposed some lots to lock in profit...will accumulate back when lower!
A surprised bonus.

Posted by hw0706 > 2014-04-24 16:52 | Report Abuse

Wait for announcement

Posted by kimnana > 2014-04-24 18:12 | Report Abuse

and i missed it...

Posted by LIAUSAN > 2014-04-24 21:42 | Report Abuse

nothing in today"s announcement !

Posted by Investeye > 2014-04-24 22:48 | Report Abuse

i don't think there is any latest news as they ventured in indonesia and setup a plant in Arab are already too busy for them (is i am not wrong, appeared in newspaper 2~3 wks ago)

Posted by madguy > 2014-04-24 23:49 | Report Abuse

i alert my fren since 4.18(date : 9th April 2014 )and say im going to buy .. but at the same time i bought karex make some profit then run, so this didnt buy this counter ... damn ....

but how come so quite coz no company announcement .......

if tmr this counter is fine then maybe
1st TP 4.90
2nd TP 5.00

Posted by nicole76 > 2014-04-25 09:16 | Report Abuse

Yes will go over RM5 and stay there this time. :) Good Luck everyone!

Posted by readingster > 2014-04-25 10:51 | Report Abuse

down today-adjustment for next week shooting up..ready2

Posted by hentaiboy > 2014-04-25 10:53 | Report Abuse

steady2. TP 5 today

Posted by klsefan > 2014-04-25 13:28 | Report Abuse

Whyb down today after such positivity yesterday ?

Posted by klsefan > 2014-04-25 13:30 | Report Abuse

It's getting up later . Target price is 6.50 , get in now b4 too late

Posted by sabmong > 2014-04-28 11:42 | Report Abuse

yes....that was CIMB TP which is possible...heard from the grapevine that some positive news will be out soon on the APPL results....then it will shoot....better don't lose this good opportunity now...

Posted by Investeye > 2014-04-28 13:45 | Report Abuse

will accumulate back if price get lower after disposed some at rm4.8

Posted by ykit89 > 2014-04-29 22:43 | Report Abuse

accumulation time

Posted by Investeye > 2014-04-30 06:25 | Report Abuse

If below rm4.60 is better, anyway it is up to individual and expectation of return, opportunity from other counter and risk.

Posted by hw0706 > 2014-04-30 08:11 | Report Abuse

for pharma one year down the road shall be higher price than current. at least 20 - 25%

Posted by Investeye > 2014-04-30 09:05 | Report Abuse

Yes, i expected will pass RM5.00 this year. I think it will consolidate at rm4.60 due to recent surge in price before pick up again.

Posted by Kitty Kitty > 2014-05-01 12:29 | Report Abuse

I'm expecting rm5.50 end of this year ..

Posted by Investeye > 2014-05-14 23:07 | Report Abuse

Result is ok and 4 cents declared.

Posted by wonglc > 2014-05-14 23:51 | Report Abuse

Wah everyone so positive i buy 476 wait lo.

Posted by Hk Wong > 2014-05-15 05:25 | Report Abuse

Wait for cimb to write

Posted by Kitty Kitty > 2014-05-15 09:41 | Report Abuse

positive outlook for quarter report .. should be able to gain a bit of momentum ..

Posted by hw0706 > 2014-05-15 10:44 | Report Abuse

need to wait after the football

Posted by Investeye > 2014-05-15 11:07 | Report Abuse

Valuation:
Reiterate BUY with unchanged fair value of RM5.30 based on FY15 P/E multiple of 14.5x, on par with US peers.

Source: Hong Leong Investment Bank Research - 15 May 2014

Posted by Investeye > 2014-05-15 11:19 | Report Abuse

Better rating from CIMB..Target RM6.50 (Stock Rating: ADD)
http://klse.i3investor.com/blogs/cimbresearchklse/52108.jsp

Posted by Investeye > 2014-05-15 16:16 | Report Abuse

Earlier morning bought at RM4.60, It is a suprise to me as i always feel confident of this counter even is not bought them in low price..may be it is a good deeds to invest in company that can serve people.

Posted by Kitty Kitty > 2014-05-15 17:14 | Report Abuse

Malaysia does not have any high profile pharmaceutical company such as Pfizer, Merck, Ely Lily, Astra Zeneca and many other top companies. There are only generic companies and the top notch which acquired government hospital procurement is Pharmaniaga. As long as the tender with government hospital never end, this company will constantly growing .. be it slow . it still grows .. Pharmaceutical sector is one that will keep on growing as long as people are becoming older with longer life span.

Posted by madguy > 2014-05-16 18:12 | Report Abuse

hope it goes up more .....

Posted by Hk Wong > 2014-05-20 18:17 | Report Abuse

Not hope. Must up. Slow and steady also never mine

Posted by klsefan > 2014-05-21 08:52 | Report Abuse

definitely up , just matter of time

Posted by Investeye > 2014-05-21 21:42 | Report Abuse

This counter is for long term investment especially we can see the contribution from Indonesia is at least end of next year and the jv plant in Saudi is 2~2 years time.

Posted by madguy > 2014-06-04 12:27 | Report Abuse

quite stable recently

Posted by jesper > 2014-06-04 12:40 | Report Abuse

just wait to shoot ...