Posted by alpacino > 2017-08-29 12:12 | Report Abuse

Those who are selling CCMDBIO

Posted by jibbie > 2017-08-29 19:11 | Report Abuse

what will happen to ccmdbio shares after ccm restructure? will the existing ccmdbio share holders also get extra ccmdbio shares?

Posted by alpacino > 2017-08-30 14:45 | Report Abuse

PNB will own 51% & public 49%. Am certain PNB has good plans.

Posted by necro > 2017-08-30 17:04 | Report Abuse

I dont know why ppl only look at 1 side which is CCM side...you buy CCM u got CCMDBIO,price of CCM will adjust to distributions in specie,but ppl forget to look at financial ratio & company biz...

CCM u buy a chemical company with deterioration in financial performance plus they distribute CCMDBIO which is cash cow,next FY19 will see CCM bleeding heavily.

while;

If you buy CCMDBIO you buy a pharmaceutical company with growth potential in biopharmaceutical leveraging from hi tech bioindustry in its subsidary,besides that CCMDBIO is among the largest pharma comp in Malaysia sits among Pharmaniaga,Ahealth,YSPSAH& AinMedicare...
Besides that prior to expiration of MOH contract to Pharmaniaga in 2019 CCMDBIO is the suitable candidate to replace Pharmaniaga bcoz currently most drug/medication in MOH facilities were from CCMDBIO...

Buy for the value not the price of the stock ;)

Posted by necro > 2017-08-30 17:29 | Report Abuse

After this corporate exercise PNB will have pharmaceutical division in its side which is a stable company that give average 7-10% growth potential,currently PNB have property(I&P),plantation(SIME DARBY PLANTATION),engineering(UMW),banking(MAYBANK).

Having pharmaceutical arm in its belt enabling PNB increase its vision to sweats its fund to RM260Billion in 5years or 2021 which is nearing Pharmaniaga-MOH contract expiry, as you know Pharmaniaga is under Boustead which is pharmaceutical arm of Lembaga Tabung Angkatan Tentera Malaysia which is the aggressive & prudent fund manager for arm force retirement fund.

Pharmaniaga have weakness in logistic & pharma production which they relly heavily on its subcon to deliver its contract while inability Pharmaniaga Manufacturing Berhad produce wide range of product is a burden to Pharmaniaga,because they have to outsourcing medication from other generic producer which is CCMDBIO(no.1),YSPSAH(no.2),AHEALTH via its Xepa-Soul(no.3) & etc(like Hovid,AinMedic,KCK,).

Time will tell ;)

Posted by jibbie > 2017-08-31 06:46 | Report Abuse

thanks for the explanation necro. But what I don't understand is price of CCM is RM1.43 currently, which is cheaper than CCMDBio RM2.03.

CCM shares will be consolidated on a three-to-one basis (that means buy 3 lots CCM, get 2 lots CCMDBio, 1 lot CCM rite).. wouldn't it make sense to buy 3 lots of CCM, then get 2 lots CCMDBio?

furthermore after all the share change, wont the EPS be diluted and valuations need to be readjusted? just trying to make sense why would people buy CCMDBio when buying CCM looks like more worth it

Posted by necro > 2017-09-06 19:52 | Report Abuse

again look at the biz....as I said before CCM biz is differ then CCMDBIO, company that effect the most is CCM because;

1.They(CCM BERHAD) lose cash cow via distributions in specie of CCMDBIO to their shareholder,they not have equity neither liability in CCMDBIO,thats mean CCMDBIO is not under CCM BERHAD anymore instead its public listed company helmed by Permodalan Nasional Berhad(PNB) with 51% stake after exercise.

2. Private placement is for CCM BERHAD not(i repeat) not fot CCMDBIO because CCM BERHAD is the one who dispose their land & put private placement to bring cash for them to lowering their gearing ratio(debts) which its interests is cost them RM7-8Million per annum, via cash call & sell property they(CCM BERHAD) can lowering their debts & interests...

3. But private placement have dilution effect to EPS of CCM & not CCMDBIO because CCM BERHAD is the one raising the cash not CCMBIO.

4. In the long run CCM BERHAD put themselves in dangerous foot via this exercise and only benefiting PNB, because CCMBERHAD must realise that chemical division contribute less margin to group, but one must realise that CCM BERHAD is only a tool for PNB to bring Wahid Omar as the great transformation biz mythr ever walk in Malaysia soil.

Posted by hng33 > 2017-09-08 17:00 | Report Abuse

sold back all CCM durp at 2.13, lock all paper profit, free up capital

Posted by Angel of KLSE 大马股仙 > 2017-09-08 18:20 | Report Abuse

faster go buy CCM !

Posted by U Tang Tang > 2017-09-09 20:26 | Report Abuse

仙家，你自己做仙就好，别（害）度别人成仙。。识少少扮代表

Posted by mancingbursa > 2017-10-25 19:40 | Report Abuse

Seem bottom liao?

Posted by Angel of KLSE 大马股仙 > 2017-10-26 13:19 | Report Abuse

don't look at CCMDBIO now. faster go buy CCM!

Posted by jibbie > 2017-11-12 16:20 | Report Abuse

Buy. TP RM2.45

Posted by crux_you88 > 2017-11-15 14:51 | Report Abuse

马化学将以“三合一”比例进行股票整合，在整合后，每持有1股马化学股权者，将获得1.29股马化学药业股权。

Posted by alpacino > 2017-11-18 18:44 | Report Abuse

Strong results.

Posted by jibbie > 2017-11-19 12:58 | Report Abuse

excellent results.. lotsa potential

Posted by ivan9511 > 2017-11-21 18:02 | Report Abuse

sure limit up
buy

Posted by necro > 2017-11-22 11:46 | Report Abuse

fuhhhh breakout

Posted by alpacino > 2017-11-22 15:49 | Report Abuse

On the way slowly to RM3 .....

Posted by ivan9511 > 2017-11-22 21:59 | Report Abuse

limit upmsoon
sure up

Posted by 128Huat > 2017-12-29 09:42 | Report Abuse

Buy Buy Buy... good news coming...

Posted by 128Huat > 2017-12-29 11:40 | Report Abuse

Buy before u regret..

Posted by AnonymousKLSE > 2017-12-29 15:26 | Report Abuse

Good year ahead for CCMDBIO

Posted by 128Huat > 2018-01-02 16:57 | Report Abuse

Climbing slowly and steadily.. RM3 soon..

Posted by necro > 2018-01-04 10:22 | Report Abuse

growth company with market cap below RM1Billion?...
stock market only full of ppl who play DUMMY ACCOUNT...
kikikiki

buybuy will replace PHARMANIAGA as top chain in pharma manufacturer & distributors

Posted by 128Huat > 2018-01-04 11:00 | Report Abuse

Yes. PNB targets to make CCMD a RM 1 billion company! Buy now.. 30% to go by May..

Posted by necro > 2018-01-04 11:14 | Report Abuse

whats more ANALysts want from CCMDBIO?...you got everything in CCMDBIO meh

1.You got PERMODALAN NASIONAL BERHAD as its parents/ strategic partnership/ substantial shareholder, this enable CCMDBIO being use as PNB as strategic proxy to acquire new contract/ health programs under Ministry of Health(KKM) to supply/ distribute /manufacture medication / drugs.

2. Above industry margin. Way above Pharmaniaga but slightly below AHEALTH. But, dont look at the number only. The lower margin is because margin compression come from new product produce/ launch which acquired cost. Cost come but profit will come much more later. =)

3. Benefit from e-hailing services as CCMDBIO under its wide range brand such as Proviton, Flavettes,Champs,Naturelle is preferably by retail pharmacy to be distribute to consumer as its had established name.You can check here -> https://www.lazada.com.my/proviton-10039s-3039s-exp-072018-122826080.html?spm=a2o4k.searchlist.list.19.667850eeICK2um

3. Ringgit Malaysia beneficial stocks/company as its cost to import the raw/medical product will come down when RM appreciate against US Dollar. Lower cost means high margin.

4. 2018 will set another growth record in revenue & profit. Its estimate that revenue will hit RM450-500Million while net profit hit RM40Million.

5. CCMDBIO gives you dividend man, although not mentioned dividend policy, CCMDBIO never miss its dividend payment since listed plus its rewards shareholder special dividend + dividend totalling RM0.82 back in 2007. You can check ->http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=7148

6. Enormous drug in its pipeline. Again & again mention by me. CCMDBIO will be bussy years come because the evolve & progressive not like another generic drug manufacturer like Pharmaniaga, Kotra & Hovid. CCMDBIO years ago were the first drug company who manufacture vial injectable solution for drug like Piriton, Heparin, Frusemide etc until now company like Pharmaniaga,YSPSAH,KOTRA wanna start produce.

High margin product which is insulin that start its contract worth RM300Million for MOH facillity under INSUGEN brands have 40-50% profit margin this contract is 3years. This bring additional RM10-12.5Million profit per quarter.

Oncolgy,renal & newly Hepatitis C drug will come under its belt, those drug if imported were not cheaper unless you were have MoU with manufacturer to manufacture + distributing the product. Then therea come CCMDBIO under Innovax, which specializes in R&D & CCM Pharmaceuticals as its distributions agents.

long talk already, see you at RM4.00++

Posted by AnonymousKLSE > 2018-01-04 14:10 | Report Abuse

Thanks for the insightful analysis necro, just bought more CCMDBIO shares!

Posted by alpacino > 2018-01-04 17:58 | Report Abuse

Thanks for the good summary Necro - bought more today.

Posted by 128Huat > 2018-01-05 17:08 | Report Abuse

Good ending for the week. Those who didn't manage to buy, start buying next week.

Posted by 128Huat > 2018-01-05 17:09 | Report Abuse

Fund managers are interested and starting to buy... Foreign funds buying too.

Posted by baccarat > 2018-01-08 10:02 | Report Abuse

Thanks for sharing necro.

Posted by Investeye > 2018-01-10 10:02 | Report Abuse

Total disposed more than half these few days after purchased started from 2 yrs ago and accumulated along 2016 & 2017..

Posted by jibbie > 2018-01-11 17:25 | Report Abuse

wow..looks like big funds buying in

Posted by baccarat > 2018-01-12 11:44 | Report Abuse

Just now though that can breaking RM3.00

Posted by necro > 2018-01-15 11:42 | Report Abuse

RM counter....RM will strengthen till RM3.85 & best case scenario RM3.6

Posted by baccarat > 2018-01-16 11:01 | Report Abuse

No matter how, CCMDBIO will show us its power of raise in the nearer period. Cheers......

Posted by AnonymousKLSE > 2018-01-23 11:27 | Report Abuse

Good morning. Today, we feature a note on CCM Duopharma Biotech Berhad in our FundTech Radar– 23rd Jan 2018. The company is Malaysia’s largest generic pharmaceutical manufacturer by volume and the first pharmaceutical company awarded the Halal Pharmaceuticals certification.

Fundamental Stance
• sales and PAT improved in 9MFY17 by 48.9% and 68.6% respectively, thanks to the increased demand from the public health sector via tenders and supply of traded specialty products
• expects a capex of RM306m for the manufacturing strategy
• net gearing is a comfortable 0.06x.
• paid dividend consistently since FY02 but both div. yield and payout have declined
• The completion of the state-of-the-art plant under its Manufacturing Optimisation Strategy will enable it to increase its production capacity by 50%
• expansion in high value niche therapeutic products
• Permodalan Nasional Bhd (PNB) has recently turned into the largest shareholder
• Other institutional shareholders (EPF, Pacific Mutual Fund & KAF Investment Funds) recently increased their stakes
• currently trading at 19.4x 12-month trailing P/E (7.8% discount to its domestic peers P/E of 21.1x)

Technical Front
Uptrend with rising trading volume.
Resistances: 3.03/3.25/3.35
Supports: 2.62/2.36/2.18

The above information is extracted from CIMB Research Report. For the full research reports, outlook and disclaimers, please logon to your account on www.itradecimb.com.my and click on <Research> Tab under Malaysia.

This FundTech Radar report is intended for educational purposes only. It represents a preliminary assessment of the subject company, and does not represent initiation into CIMB's coverage universe. It does not carry investment ratings and CIMB does not commit to regular updates on an ongoing basis.


23rd Jan 2018
Disclaimers: This distribution is by CIMB Investment Bank Berhad (“CIMB”) in Malaysia only. The views are our own as of this date and subject to change. No further distribution is allowed without our prior written consent. CIMB, its related corporations, affiliates and business partners make no recommendation, offer or invitation to transact in any securities, futures contracts or other instruments. Please make your independent evaluation, consider your own investment objectives and financial situation and consult your own professional advisers before participating in any transaction.

Posted by AnonymousKLSE > 2018-01-23 11:28 | Report Abuse

Still undervalued according to CIMB

Posted by alpacino > 2018-01-23 18:02 | Report Abuse

Thank you @Anonymous.

Posted by baccarat > 2018-01-24 14:51 | Report Abuse

Personally see that this is a four Ringgit stock in bursa klse.

Posted by baccarat > 2018-02-05 15:52 | Report Abuse

What's going on to this share?

Posted by jibbie > 2018-02-07 00:53 | Report Abuse

sell off and take profit first

Posted by necro > 2018-02-15 13:57 | Report Abuse

come on...sell off.?....weak mind

Posted by necro > 2018-02-15 13:58 | Report Abuse

whats going on?....come on bacarat....weak mind,jgn banyak melancap,nti weak mind...

Posted by trulyinvest > 2018-02-27 19:48 | Report Abuse

Huat ahhhhh.... bonus 4 for 3..' n dividen 6sen

Posted by alpacino > 2018-02-27 22:04 | Report Abuse

Good results. Well done.

Posted by FreedomStrike > 2018-02-27 23:09 | Report Abuse

Where to see the bonus ratio?

Posted by trulyinvest > 2018-02-27 23:22 | Report Abuse

Hold 3 shares dapat bonus 4 shares

Posted by jibbie > 2018-02-28 06:27 | Report Abuse

sold off too early. damn..