Posted by Vanbasten > 2020-08-28 20:43 | Report Abuse

If Malaysia Announce Agreement To Buy Vaccine Even If Not Ready Price Will Be RM 7 If Vaccine N Announce To Be Approved N Flown To Country Price Will Be RM 10

Posted by Vanbasten > 2020-08-28 20:44 | Report Abuse

Trust my words -service to humanity -remember my get out call at RM 4

Posted by Vanbasten > 2020-08-28 20:45 | Report Abuse

September price range with sporadic excitement will be RM 3.3-6.6. No existence mass production of vaccine

Posted by Vanbasten > 2020-08-28 20:45 | Report Abuse

3.3-6.6 remember this

Posted by Vanbasten > 2020-08-28 20:51 | Report Abuse

present quarterly revenue n profits RM 140 ml n RM 14 ml if vaccine fully being distributed will be RM 600ml with RM 55 ml profits, with a PE of 40-50, price will be RM 10-13 .....

Posted by Vanbasten > 2020-08-28 20:52 | Report Abuse

That could be Q1 2021

Posted by Tanks2020 > 2020-08-28 20:55 | Report Abuse

don't push first...let me accumulate first...

Posted by Vanbasten > 2020-08-28 20:57 | Report Abuse

today T plus 3. Cheap sale over

Posted by thestockoracle > 2020-08-28 21:03 | Report Abuse

For the benefit of members, I have considered 2 hedging glove-related stocks which is still trading below 1 ringgit and has good potential upside due to the exponential profits growth:

DANONCE TECHNOLOGY (7114)
SAMCHEM (5147)

Both are suppliers to the glove and healthcare industry and they are now trading at a relatively low PE ratio and stock price. D'nonce is an especially good pick as its Q2 is coming out in 30 days time and for the last 3 quarters it has been recording profit growth. The recent corporate presentation and management mentioned they're currently experiencing very strong orders and are operating at maximum capacity, in tandem with the robust demand for gloves.

From its recent corporate presentation, and google map, we can guess with high accuracy that TOPGLOV Thailand and Sri Trang Glove are their clients.

Currently projecting a base case RM 15m of net profit for FY2021, which translate into 5.7c eps FY2021. Extrapolating that into 15x PE based on conservative valuation. TP by analyst: 0.8-1.0

Samchem is a chemicals company supplying chemicals to glove companies to manufacture gloves. Also a solid company with strong fundamentals and growing profits. TP by analyst: 1.23

This is not a buy call, just for the members hedging thoughts. Let me know if you agree after you read up more on these stocks and their business.

Posted by thestockoracle > 2020-08-28 21:04 | Report Abuse

Please note that the idea of hedging is meant to counter the turbulence of the pharma stocks. Duopharma may still hike up but with market sentiments swaying, it would be advisable to not put all your eggs in one basket. At the same time, I do not advocate speculating in penny stocks. My definition of penny stocks are stocks with no proven track record and are trading at ridiculous prices relative to their profits.

I only would advocate hedging stocks with the following criteria:

1. proven track record and profit growth.
2. strong management team and visible corporate earnings,
3. transparent management ideas such as presentations and press releases so we know what is going on with the company.
4. glove related preferably as glove demand will continue to be elevated.
5. strong fundamentals and relatively low PE ratio
6. current price still demonstrates an upside (massive upside 30% or more) and not over-priced so that there is still gain to be made without investors taking ridiculous risks.

Posted by sharewiz118 > 2020-08-28 21:15 | Report Abuse

Zzzzzzz... mode

Posted by bigtaiko111 > 2020-08-28 21:25 | Report Abuse

Will exceed Rm 5 next week

Posted by Vanbasten > 2020-08-28 21:38 | Report Abuse

let's go son (tank 2020)

Posted by Vanbasten > 2020-08-28 21:48 | Report Abuse

Truly you are a big taiko

Posted by Vanbasten > 2020-08-28 22:12 | Report Abuse

name n shame fake sifus who run down dpharma when dpharma has doubled in price... name n shame.....

Posted by Vanbasten > 2020-08-28 22:15 | Report Abuse

3.3 6.6

Posted by Alexander78 > 2020-08-28 22:22 | Report Abuse

https://www.theedgemarkets.com/article/moderna-talks-japan-supply-40-million-doses-covid19-vaccine

Posted by Win288288 > 2020-08-28 22:27 | Report Abuse

AA is going holland next week, run before it comes

Posted by Vanbasten > 2020-08-28 22:35 | Report Abuse

stop sleeping muhyddin yassin it's time to sign vaccine supply contract ...we need 60 ml doses worth Rm 6 billion

Posted by menort > 2020-08-29 00:03 | Report Abuse

bad news for Pharma and Dpharma if rmco extend.

Posted by Jackthejeep > 2020-08-29 00:27 | Report Abuse

today Friday, then long weekend, then force selling, still the price can stay in green, EPF backing, next week no more cheap tickets, those who talk crap and panic sell will regret

Posted by SEE_Research > 2020-08-29 00:38 |

Post removed.Why?

Posted by pineapple123 > 2020-08-29 00:41 | Report Abuse

It's a good news of RMCO is extended. Vaccine will get into Msia anytime from now. Just a matter of timing at the moment.

RMCO. not MCO. Today, if you go out, everywhere is like no MCO. No RMCO. Everyone is waiting to celebrate Merdeka.

Posted by vickvick > 2020-08-29 03:02 | Report Abuse

https://www.theedgemarkets.com/article/jj-start-midstage-coronavirus-vaccine-trials-three-european-countries-next-week

Posted by Hush77 > 2020-08-29 07:09 | Report Abuse

Sinovac vaccine has just been approved for use!!!


https://www.thejakartapost.com/news/2020/08/28/sinovacs-coronavirus-vaccine-candidate-approved-for-emergency-use-in-china-source.html

Posted by Hush77 > 2020-08-29 07:09 | Report Abuse

Limit up soon for dphama

Posted by moneypedia > 2020-08-29 07:47 | Report Abuse

just remember vaccine is a must nowadays, to celebrate a real merdeka....gogogo dpharma goo...Milla Jovovic will clearing the lane..

Posted by moneypedia > 2020-08-29 07:48 | Report Abuse

aiseyman movie influence again sorry2...

Posted by jiasyn > 2020-08-29 09:23 | Report Abuse

RMCO extended before din din still wait for vaccine.

Posted by gemfinder > 2020-08-29 09:54 | Report Abuse

Glove wil sufer bigest drop when trump aprove vacine in oct

Posted by Vanbasten > 2020-08-29 09:56 | Report Abuse

RM 3.3-6.6 price range even without vaccine breakthrough, if supply contract signed with vaccine producer will reach RM 12

Posted by henry888 > 2020-08-29 10:01 | Report Abuse

Whether RMCO extended or not would not affect vaccine counters. @ moneypedia. Agreed vaccine a must nowadays in order to lead a normal life. Just imagine human activities especially entertainments such as Genting, travelling, Mahjong, etc.. are hampered by the fears of covid-19. If this prolong by then instead of vaccine. medicines for brain sickness are in high demand,..hi..hi..hi....he..he...

Posted by Hush77 > 2020-08-29 10:33 | Report Abuse

Like ambank research says, the glove play and high profit margin will be over soon..
You can see big funds shifting to the vaccine leaders like dphama and phama.. while glove stocks will slowly go down..

Posted by mf > 2020-08-29 10:55 | Report Abuse

KUALA LUMPUR (Aug 28): The United States Food and Drug Administration (FDA) has responded to the second communication to Ho Wah Genting Bhd’s (HWGB) joint-venture, E-Mo Biology Inc (EBI), based in the US.

Posted by Ny036 > 2020-08-29 11:03 | Report Abuse

Now the doubt is what will happen if China vaccine is good n perfect and USA vaccine just so so and not effective.
USA will lose more face?

Posted by Hush77 > 2020-08-29 11:19 | Report Abuse

U can see the moment trump admin choose kodak as the vaccine distribution, kodak shares limit up for few days and go up 500%.. dphama and phama are the chosen one as its is GLC's owned by pnb & epf

Posted by Hush77 > 2020-08-29 11:31 | Report Abuse

U can see the moment trump admin choose kodak as the vaccine distribution, kodak shares limit up for few days and go up 500%.. dphama and phama are the chosen one as its is GLC's owned by pnb & epf

kodak shares goes from $2 to $60....upon trump admin announce kodak gets the vaccine deal..

So dphama and phama has got that same good potential !!

Posted by Peteryy > 2020-08-29 11:34 | Report Abuse

As of today, there're 7 companies from UK, USA, China & Germany in stage 3 already & recognised by WHO. What is next from here? think about it

Posted by chopstick > 2020-08-29 11:40 | Report Abuse

all vaccines ingredients extract from insect, animal, so no halal vaccines , so 1st round production goes to non halal population countries, the rest wait and die soon maybe.

Posted by Hafidz Pisex > 2020-08-29 12:05 | Report Abuse

In Islam halal is necessary when there is an option for it. For example if a person stuck in jungle and pork is the only option for them to survive, they are allowed to eat pork until they found other animals. Same thing with covid. If non halal vaccine is proven to save people from dying then it is necessary So until any halal vaccine developed, any vaccine should be fine provided vaccine halal is not available.

Posted by bigtaiko111 > 2020-08-29 12:35 | Report Abuse

Another round of limit up soon

Posted by Jeff5142 > 2020-08-29 13:34 | Report Abuse

As vaccine trials progressing around the world this stock is getting closer and closer to touch RM7 and more.

Posted by stockraider > 2020-08-29 13:40 | 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..!!

Posted by stockraider > 2020-08-29 13:41 | Report Abuse

U only need a real vaccine like cansino with Solution their distributor mah....!!

Not just talk cock like Dpharma & pharmaniaga...say got covid19 vaccine but when ask what type of covid19 vaccine they got ??

Answer ; Tak tahu loh...!!

Stupid con job this dpharma & pharmaniaga loh...!!

Everything say govt...govt....everytime say khairi...khairi loh..!!

Bila tanya what covid19 vaccine ia ada...TAK TAHU LOH...!!


Brady bullshitters these people mah...!!

Posted by stockraider > 2020-08-29 13:41 | Report Abuse

Shiok sendiri loh...!!

Say prepare prepare...tapi takala vaccine pun loh...!!

Just a dream...n cakap kosong...not like solution very real mah..!!

Not just talk cock like Dpharma & pharmaniaga...say got covid19 vaccine but when ask what type of covid19 vaccine they got ??

Answer ; Tak tahu loh...!!

Stupid con job this dpharma & pharmaniaga loh...!!

Everything say govt...govt....everytime say khairi...khairi loh..!!

Bila tanya what covid19 vaccine ia ada...TAK TAHU LOH...!!


Brady bullshitters these people mah...!!

Posted by stockwinner > Aug 28, 2020 1:57 PM | Report Abuse

Ignorance of ignorance. Dharma and Pharmaniaga are prepared for vaccine project anytime, that's the only info we need. Not those circus shows like Mou or shook sendiri announcement.

Posted by henry888 > 2020-08-29 13:57 | Report Abuse

@stockraider. Vaccine is country's affairs. In my opinion, the most lucky Solution can only lobby for JV/subcon with GLC companies. On the other hand, Gov't can also liase directly with China government on this vaccine.

Posted by ramunia > 2020-08-29 14:07 | Report Abuse

Becareful of solution.. It is not a stable company..

Posted by Ny036 > 2020-08-29 14:10 | Report Abuse

Dpharma n Pharma buy as investment
Solution buy in out in out.

Posted by spmtman > 2020-08-29 14:12 | Report Abuse

MOH will not easily give permit to other company to distrulibute vaccine.

Posted by SEE_Research > 2020-08-29 14:50 | Report Abuse

SEE_Research Bursa Stock Talk

Monday, 25 March 2013
Caring Pharmacy Group Berhad & Pharmacy Industry in Malaysia
In 2012, there were 2,095 community pharmacies in Malaysia.



As at 31 December 2012, Caring has a total number of 76 community pharmacies operating under the name of 'CARiNG". For FYE 31 May 2012, Caring achieved revenue of RM248.28m, or on average RM3.27m/ pharmacy.

RM[x]m, representing approximately 41.15% of the gross proceeds will be utilised towards expansion of new community pharmacy outlets, setting up 25 to 30 new community pharmacies in Peninsula Malaysia.

Major suppliers (supplies more than 10% of total products offering)
Zuellig Pharma Sdn Bhd
DKSH Malaysia Sdn Bhd




Average revenue per type of outlet

Shopping complex: RM3.86m/outlet
Street outlet: RMRM2.89m/outlet
Specialised retail centre: RM2.35m/outlet












Capital and Set-up Costs
The barriers to entry into the community pharmacy industry are relatively low based on capital requirements (excluding land and building)

The capital requirements of setting-up an independent community pharmacy would be between RM200,000 to RM400,000 which includes both renovation costs (
29/08/2020 2:26 PM
X
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BUSINESS
Pharmaniaga ready to back govt in Covid-19 vaccine supply
Ayisy Yusof
By Ayisy Yusof
August 24, 2020 @ 6:48pm

Pharmaniaga ready to back govt in Covid-19 vaccine supply
Pharmaniaga acting managing director Mohamed Iqbal Abdul Rahman said the G2G arrangements would be vital for Malaysia to procure the vaccine but currently the details had yet to be ironed out.
KUALA LUMPUR: Pharmaniaga Bhd is ready to support the government in supplying Covid-19 vaccine locally, which is expected to be commercially available as early as the first quarter (Q1) of 2021

However, the supply will be heavily dependent on the government-to-government (G2G) arrangements in procuring the vaccine from the potential producing countries (China and India).


Market observers said the Covid-19 vaccine was slated to be readily available by end of this year.

The vaccine was reportedly in various clinical trials in high-case countries such as China, India, the United States and Russia.

Pharmaniaga acting managing director Mohamed Iqbal Abdul Rahman said the G2G arrangements would be vital for Malaysia to procure the vaccine but currently the details had yet to be ironed out.

"We have the existing capability and infrastructure to repurpose our vaccine plant to facilitate the 'fill and finish' for the vaccine if the government secures the procurement from producers," he said at Pharmaniaga's second quarter result briefing today.

Mohamed Iqbal said Pharmaniaga was ready in terms of logistics and distribution.

"We will allocate about RM2 million investment to repurpose our existing small volume injectable plant. This is to cater for the Covid-19 fill and finish for the inactivated/killed vaccine.
29/08/2020 2:29 PM
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SEE_Research Mr Mohamed Iqbal/Acting Managing Director of Pharmaniaga will allocate about RM 2 million investment in our small volume injectable plant,
Is this investment, whether serious or a small joke to start with such a small sum,
RM 2 million, perhaps can only start 3 or 4 pharmacy outlets in Kuala Lumpur
(as one average outlet in Kuala Lumpur is about
RM 500,000.00, Pls note on the above report on start up of 1 pharmacy outlet)

Pls check out from the real giant of pharmaceutical establishments in the world, example
A. Bristol Myers Squibb
B. Novartis
C. Pfizer
D. Novartis
E. Sanofi

It is very capital intensive,
With such a paltry sum RM 2 millions equal to the USD 476,000.00
You can visual whether the
Principal inventor. at the origin country will select such a company as their refill of the Covid vaccine.
29/08/2020 2:47 PM