Do u want to be pondan hide here, hide there for the rest of your life bcos of covid19 meh ??
CHINA MILITARY PEOPLE ARE HONEST, HONORABLE & LOYAL PEOPLE MAH..!!
THEY ARE VERY INTELLIGENT & BRIGHTEST PEOPLE U CAN TRUST MAH...!!
CANSINO VACCINE IS THE BEST & SOLUTION THEIR DISTRIBUTOR MAH..!!
Posted by 817065 > Aug 30, 2020 12:13 PM | Report Abuse
Let's be honest to ourselves. Say if a covid-19 vaccine is available in Malaysia today, will you want to be vaccinated since it's a new vaccine with unknown long term effects? Would you want to take the risk?
Posted by SUPERM > Aug 30, 2020 12:38 PM | Report Abuse
Stockraider.... stop the nonsense. Go other forum that u undoubtfully managed 2 con those ppl.
Test on superbly healthy ppl in military may be good, but there are children and old folks that are not at that level of fitness. Patient pool is different.
Of course u can twist this. I am very happy with progress of Cansino vaccine, but the real commercial benefit is far away from Msia companies. . Face the reality!
Pharmaniaga’s share price rocketed nearly 49% in August to RM5.70 last Friday from RM3.83 in end-July. Meanwhile, Duopharma soared 38% to RM3.64 from RM2.63 for the month. The spotlight turned to the duo on news that the two companies are gearing up to engage in packaging the Covid-19 vaccine when it is made available.
Full agreed on Your remarks (i) sales revenues, on refilling or repacking are very limited, as the Malaysian government are inclined to be affordable to the citizens, Anyway, it is just a projection with little or no concrete plans as without extensive logistics and storage facilities, CANNOT PERFORM THIS REFILLING, REPACKING, NOT THAT SIMPLE REFILLING ON BOTTLED DRINKS. (ii) no concrete vaccine name, no concrete official liaison with ANY PRINCIPALS OF VACCINE INVENTORS
IN SHORT, AS RHB Bank research, there is no significant revenues in the near future to substantiate the prices run, purely on SPECULATION and in fact downgrades D Pharma to sell with target price RM 1.95
RHB Bank further stated that this downgrade followed a media report which stated that the packaging of the PROSPECTIVE COVID 19 vaccine WILL NOT BE EXCLUSIVE TO DUOPHARMA AND PHARMANIAGA BHD. RHB RESEARCH EXPECT
NO POSITIVE SURPRISES FOR THE SECOND QUARTER AND FY20 EARNINGS.
THE FULL REPORT IS BY THE EDGE MARKETS ISSUED BY Areeshya Thevamanohar July 29, 2020 10.43am
Subject title : RHB downgrades Duopharma to "sell"
RHB downgrades Duopharma to 'sell' following overdose of vaccine hope Areeshya Thevamanohar / theedgemarkets.com
July 29, 2020 10:43 am +08
-A+A KUALA LUMPUR (July 29): RHB Investment Bank Research has downgraded its rating of Duopharma Biotech Bhd to “sell” at RM2.82, with an unchanged discounted cash flow (DCF)-derived target price (TP) of RM1.95 and 31% downside.
In a note today, RHB analyst Alan Lim said the downgrade followed a media report which stated that packaging of the prospective Covid-19 vaccine will not be exclusive to Duopharma and Pharmaniaga Bhd.
“We maintain our earnings estimates as we have not imputed any earnings contribution from the potential vaccine.
Sponsored Content
“Although the company is fundamentally strong, a valuation of +3.98SD (standard deviation) means its share price has run up purely on speculation. We expect no positive surprises for the second quarter ended on June 30, 2020 (2QFY20) and FY20F earnings,” he added.
Lim said the New Straits Times, quoting Science, Technology and Innovation Minister Khairy Jamaluddin, had reported that the selection of companies to package the Covid-19 vaccine (once it has been developed) will not be limited to Duopharma and Pharmaniaga.
He said this followed an initial report by theedgemarkets.com on July 14 that Duopharma and Pharmaniaga were selected to undertake the fill-and-finish processes of the Covid-19 vaccine.
Lim noted that Duopharma's share price had surged 76% in the past one month with no change in the company’s fundamentals.
“At RM2.82, Duopharma is trading at 30.5 times FY21F price-earnings ratio (PER). Although it is fundamentally strong, we believe that the huge premium is not justified in the absence of an immediate catalyst which would improve earnings significantly for the near term.
“We expect Duopharma to announce its 2QFY20 results in August. Earnings should match expectations with no major positive surprises."
Lim expects Vitamin C sales to be strong in 2QFY20.
However, he said sales of pharmaceutical products to private hospitals were likely to be weak due to a low occupancy rate.
With no surprises seen for 2QFY20, Lim said FY20F earnings growth is also limited at 6%.
At 9.42am, Duopharma had shed four sen or 1.42% to RM2.79, with a market capitalisation of RM1.93 billion. The stock saw some 4.7 million shares traded.
RHB downgrades Duopharma to 'sell' following overdose of vaccine hope Areeshya Thevamanohar / theedgemarkets.com
July 29, 2020 10:43 am +08
-A+A KUALA LUMPUR (July 29): RHB Investment Bank Research has downgraded its rating of Duopharma Biotech Bhd to “sell” at RM2.82, with an unchanged discounted cash flow (DCF)-derived target price (TP) of RM1.95 and 31% downside.
In a note today, RHB analyst Alan Lim said the downgrade followed a media report which stated that packaging of the prospective Covid-19 vaccine will not be exclusive to Duopharma and Pharmaniaga Bhd.
“We maintain our earnings estimates as we have not imputed any earnings contribution from the potential vaccine.
Sponsored Content
“Although the company is fundamentally strong, a valuation of +3.98SD (standard deviation) means its share price has run up purely on speculation. We expect no positive surprises for the second quarter ended on June 30, 2020 (2QFY20) and FY20F earnings,” he added.
REMEMBER
Just stay with solution...u will never go wrong mah...!!
For good/potential counters like this, IB say buy, you sell. If they say Sell, you buy. Unlikely to go wrong. No need PhD to understand that. See what happened to their call on Dpharma. If you listen to them earlier, your pocket will burn a hole. They ask you to sell to RM1.95 LoL the share price surge past RM4 a few times since then.
Later they will tell another story to cover the shame.
They will think of 101 reasons for you to sell. But I need only 1 reason to hold: VACCINE the glove killer.
You are fully right that, vaccines for storage purposes, requires hugh warehouse facilities with proper low temperature controlled, DEFINITELY, BY BUYING SOME FRIDGES AND STORE INSIDE THE DOMESTICS REFRIGERATORS, THE VACCINE IN COMMERCIAL QUANTITIES REALLY REQUIRE FULLY COMMERCIAL FACILITIES, BOTH THESE PHARMA OUTLETS DO NOT HAVE SUCH FACILITIES, EVEN THE HIGH GRADE PROFESSIONS IN THESE 2 PHARMA OUTLETS MAY ONLY CHEMIST'S, NOT LIKE INTERNATIONAL ADVANCED PHARMACEUTICAL COMPANIES EMPLOYING HIGH END SCIENTISTS, EVEN THE LOWEST OF THE TOP 8 PHARMACEUTICAL COMPANIES IN US, Abbott Laboratories in their employees list, have a great team of scientists.
@See_Research Where did u get info that pharma and duopharma don't have that facilities? Lol Pharma especially has been distributing vaccine and all other temp control drugs to KKM hospital and clinics all this while liao. For donkey years. You think they just got MOU like Bintai and Solutn for this business. Laugh me die. Do a proper research.
When the investors intend to issue buy orders, On vaccines, After weighing the pros /cons The selection whether preferences on these 2 pharmaceutical outlets, or Solution /Cansino, needless to say they will choose your recommendation
people will pay 10k for vaccine but not to Solution which doesn’t have the license and approval to pack and distribute. Did you see anybody pay high price for illegal medicine sellers at Pudu Jalan Pasar ?
If Umno & Pas try to be funny & want to dissolve Parliament...Muhiddin can always run to PH....with PKR, Amanah & Dap ever willing to support him to form new government mah...!!
Muhiddin is in a very sweet spot as it can play both side mah...!!
Posted by President > Sep 1, 2020 7:36 PM | Report Abuse
since yesterday bad news as edge reported, and now Politic uncertainty in malaysia as UMNO keep urging dissolve the parliament. ( umno might withdraw support to PN anytime as BN have confidence to win back putrajaya as Bn gain support back in recent polls. if the contract not awarded bf parliament dissolve,It will be a big headache. pharma counter might have big drop if this happen
some said big fund will out pharma/dphama counter temporary and will also dispose glove counter, so if pharma down, glove also will down..
Aiyo, you all dont have to worry gloves counter over price la. Most big gloves counters have order books close 18 months. So FY2021 &2022 figures are rather firm wif EPS (b4 ex bonus) of above RM1.50 per shares. So what over price crap that u are talking above.
U can everyday scream huat limit up of your counter that made RM10mil in Q2 (which TG &Supermax made in couple days) & continue to allude (akin con) that vaccine F&F biz potential is in billion (bigger con), hoping that uncles & aunties jump in.
Btw, one vial of vaccine is for how many doses ya? Msia got how many ppl ya, pls includer migrant lo.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
stockraider
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Posted by stockraider > 2020-09-01 08:29 | Report Abuse
If u want play covid19 vaccine, solution with cansino is the best loh..!!
Do not waste time with sohai dpharma & pharmaniaga brady waste of time & bullshitting loh...!!
Then people say titijaya, hwgb, bintai all these bullshitting or takes alot of time to arrive in msia mah...!!
Stick with the brightest prospect Solution with cansino team up loh...nothing can beat their quality & efficiency loh..!!