Y.S.P.SOUTHEAST ASIA HOLDING

KLSE (MYR): YSPSAH (7178)

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Last Price

2.24

Today's Change

0.00 (0.00%)

Day's Change

2.24 - 2.24

Trading Volume

1,200


6 people like this.

2,089 comment(s). Last comment by Likesung 5 days ago

Midas_max

129 posts

Posted by Midas_max > 2012-04-26 20:38 | Report Abuse

Any good new from this stock. Wait it for so long already. Price no much change.

tasoke

317 posts

Posted by tasoke > 2012-04-28 16:32 | Report Abuse

just get dividen ok lo

Midas_max

129 posts

Posted by Midas_max > 2012-04-30 01:43 | Report Abuse

bt if hold it warrant?

insider76

42 posts

Posted by insider76 > 2012-05-01 23:25 | Report Abuse

so many month liao, TA still support this counter, no lose, but no gain too...TA, pls give the best prediction..haha

lslim02

2 posts

Posted by lslim02 > 2012-07-16 09:54 | Report Abuse

BEST BUY for yspsah-wa. there is a big chance for yspsah to extend its performance for 5 years.

lslim02

2 posts

Posted by lslim02 > 2012-07-16 09:56 | Report Abuse

*big chance for yspsah to extend its warrant for another 5 years

Posted by gold_hunter > 2012-10-22 07:47 | Report Abuse

yspsah-wa, how big chance for extend?

Posted by gold_hunter > 2012-10-22 07:48 | Report Abuse

or juz throw $$ into river. ex date around corner liao.

tonylim

4,796 posts

Posted by tonylim > 2012-12-20 14:54 | Report Abuse

.

BC475654

605 posts

Posted by BC475654 > 2013-04-16 13:38 | Report Abuse

Proposed 6.5 sen dividend

dylontn

27 posts

Posted by dylontn > 2013-06-21 17:02 | Report Abuse

What happen suddenly shot up ? Any good news?

necro

4,726 posts

Posted by necro > 2013-07-05 10:30 | Report Abuse

YSPSAH RM1.22 to RM1.30

Posted by Rachel Lee Lingwooi > 2013-09-05 21:24 | Report Abuse

It has shot up from 1.17 to 1.33 for today:)

sephiroth

14,145 posts

Posted by sephiroth > 2013-09-05 22:05 | Report Abuse

so low volume, gain is fake and can easily reverse tomorrow

necro

4,726 posts

Posted by necro > 2013-09-09 17:59 | Report Abuse

Pharmaceutical will goreng when LISTING OF?...

necro

4,726 posts

Posted by necro > 2013-09-10 11:18 | Report Abuse

hahahaahahahaha

sabmong

59 posts

Posted by sabmong > 2013-09-23 13:46 | Report Abuse

something not right in this counter...making profit & yet share price cannot go up...guess somebody is pressing it down to flip later....for profit.

splaw

61 posts

Posted by splaw > 2013-12-07 22:38 | Report Abuse

Price up was a last minute thing.Probably come down again Monday.

dylontn

27 posts

Posted by dylontn > 2014-03-24 09:20 | Report Abuse

something on in this counter, potential given out bonus 2:1 or dividend 6.5 cts base on retained profit .

gohku

373 posts

Posted by gohku > 2014-04-14 21:30 | Report Abuse

This YSP is the cheapest pharmaceutical company with good steady earnings.
It got good dividend yield too about rm 0.065 per yr for the past few year.
Strong buy,

weijian

477 posts

Posted by weijian > 2014-04-23 12:24 | Report Abuse

going to 1.60 soon. Join the ride. Hehe

weijian

477 posts

Posted by weijian > 2014-05-09 10:40 | Report Abuse

1.55................. break it.

weijian

477 posts

Posted by weijian > 2014-05-13 23:54 | Report Abuse

http://klse.i3investor.com/blogs/rhb/51184.jsp TP 1.75, hurry up!
YSP may climb after the latest white candle. Traders may buy if it stays above MYR1.50 today, with a close below MYR1.45 as a stoploss. The price target is MYR1.75 if the MYR1.60 resistance is broken. However, note that the stock could trend sideways if it fails to stay above MYR1.50, while further support is at MYR1.35.

weijian

477 posts

Posted by weijian > 2014-05-14 10:04 | Report Abuse

flying

Posted by spaghetti932 > 2014-06-06 14:33 | Report Abuse

wow ... this counter so quite, just like its share price ... :P

JoeC

35 posts

Posted by JoeC > 2014-06-13 19:44 | Report Abuse

May shoot up next week

Posted by spaghetti932 > 2014-06-30 16:50 | Report Abuse

this counter is abit too quiet ... same with the share price

duitKWSPkita

26,756 posts

Posted by duitKWSPkita > 2014-07-24 10:47 | Report Abuse

......................duitKWSPkita fully supported YSPSAH...............


Dear Fighters,

strong feeling on this counter. ANyway, my kindergarten prediction only!!!!!!


Happy trading!

Posted by Chee Chong Liow > 2014-08-05 21:37 | Report Abuse

公司介绍:

永信东南亚(YSPSAH,7178,主板消费产品股)是一家具有创意和领导地位的大马制药公司,于2004年6月在第二交易板上市,
之后成功在2006年6月转到主要交易板。今日,其集团生产的药品多样化,包括柜台人用药品、动物用药品、水产养殖药品等;区域公司和商业联盟遍布新加坡、越南、菲律宾、缅甸、柬埔寨、泰国、印尼、汶莱、寮国,以至斯里兰卡、非洲和中东国家。
永信东南亚是一家有实力的药剂制造商,其背后支持者为台湾上市的母公司———永信药品工业(Yung ShinPharmaceutical Industry Co.Ltd.)。
药剂产品占了其70%收益,而兽医产品则贡献12%及中药达15%。其产品主要是透过私人诊所和医院分销。

买入原因:

1.股票高峰期正正是最抗跌股票之一。
尽管在2008/09年美国信贷危机高峰期,该仿制药制造商仍然有利可图。

2.股息随年增长。
永信东南亚每股净股息则达6.5仙,比较自2008年以来每年的一贯派发率是每年6仙
3.注册药品累积得越多,公司价值越高。
目前己注册药品,多达1000种,在新加坡有90多种,其他分布在东南亚和中东国家,
加拿大也有注册了数种。预估至2015年,公司可拿到30张针剂,及10张眼药水的许可证。

4. 马来西亚今年常年受到印尼烟雾及城市遭受严重空气污染。导致看病及进院人数猛增48%。
5. 还有庞大的商机。
永信东南亚平均80%的业务是供应大马本地市场,其余20%销售则由海外贡献。

国家可分为四个广泛的药品生产阶段,即从一个完全依赖进口晋身至第四阶段。据马来西亚药剂协会董事艾温纳斯称,大马要晋身第3阶段仍然有一段路要走,大马是在第二阶段,公司在本地生产仿制药,但部分的活效成分仍然是进口的。大马仍然极度依赖进口,有多达70%由进口来满足当地需求。
6. Chairman Statement 有提到会继续推介新产品和增加在出口市场的产品注册。相信生意额和净盈利会逐年增加。

7. 药品&保健品是现代人的必需品,人口越多,药品需要也越高。

8. 工厂扩建 (重点)

a. 马来西亚厂扩建

旗下马来西亚厂,原本只有2座工厂,但因产能不足,过去6、7年来,该厂被迫以24小时两班制生产因应,但仍无法满足客户的订单需求,而造成客户缺货现象。为了扩产,旗下马来西亚厂,共计扩建至5座工厂。

b. 新越南制药厂
至于永信投资约3亿元筹设越南制药厂,集团计画将马来西亚厂的动物用药,将陆续移转至旗下越南新厂生产,预计2015年可移转完成。越南制药厂今年已取得世界卫生组织标准(WHO Standard)并开始小量生产动物用药。
该集团已投资约2500万令吉于越南设备,而其产能达到马来西亚工厂的8倍。该越南工厂现在使用率只有约20%,而在马来西亚经营迁移后则将提高到40%至50%之间。而在国内,永信东南亚将专注于更‘困难’药剂产品,如注射、乳糖、眼药、药膏和固体产品。

c. 新印尼制药厂
公司投资约2亿元,包括买下印尼新建厂房及添购设备等费用,省了2年的建厂期间,预定2014年落成投产。

8. 现金充沛 & 净现金公司。(NET CASH : RM35,371,000 ; RM0.27 per share)
公司的赚副有8 - 10% Profit Margin,同行中算是标青的。

9. 大股东持股逾40%及30大股东已持有78.1%,市场流通量只有29132张。

10. "2014年首季赚创新高Revenue : 51m,Profit Before Tax : 7.9m,创下近年最高的整30%,EPS:4.1sen。怀疑新建印尼和越南厂房已经开始供应利润。"

"但是,TAX在偏高31.67%。希望下集能够保留平均27.5%,就能拉高EPS:-"

季度报告解释TAX :-
The group's effective tax rate for the current quarter was higher than the statutory tax rate principally due to certain expenses which were not deducitible for tax purposes and unavailable of group tax relief from overseas subsidiaries.

11.预测 (次季将在八月公布)

大胆预测,次季生意额增加10%,TAX保留在平均的27.53%,将会拿到EPS:4.7sen,比较去年次季EPS : 2.64sen,增加76%。 (目标价 : RM2.09 ; PE14)"

保守估计,如全年保持一样,EPS 4.1sen x 4quaters = 16.4sen。(目标价 : RM2.09 ; PE14)
11. 同行比较
药业企业都有较稳定的益处,同行股价通常都会在半倍或一倍的NTA之上游走,除了永信东南亚。(NTA : RM1.7, share price RM1.64)
"四间公司平均PE在16.93,如果YSPSAH PE在16.93股价会是在RM2.19。(还有33%增长空间)"
现RM1.64,股价几乎低估了。同行在PE14到PE22游走。


小弟觉得买股必须就选成长股和买入在调整期,恰恰的YSPSAH就是我的首选。次级成绩就将来临,是否会飞,期待着。。。

在这里只是顿时的‘分享’和‘吹水’, 不是叫买,不是叫卖,不买便赢,买卖自负,看看就好。。

albukhary

3,045 posts

Posted by albukhary > 2014-08-06 15:10 | Report Abuse

Chee Chong Liow, fully agreed with your analysis.

Now YSPSAH is under consolidating process, because Tabung Haji is in the midst to dispose their share.

Once Tabung Haji stop dispose, very fast YSP can shoot up above RM2.00.

Both Vietnam n Indonesia factory will contribute significant.

zhm540

2,491 posts

Posted by zhm540 > 2014-08-13 15:44 | Report Abuse

very long time already and not much activities!

Posted by i33investor > 2014-08-17 12:08 | Report Abuse

Good FA company..just waiting the vol coming come in

bracoli

2,579 posts

Posted by bracoli > 2014-09-24 22:18 | Report Abuse

So quiet since 3sept red candle

Diamond7

2,378 posts

Posted by Diamond7 > 2014-10-25 12:07 | Report Abuse

Must wait patiently....global crisis, ebola, IS, canada issue....
Just take dividend first.....

Icon8888

18,659 posts

Vic Lee

137 posts

Posted by Vic Lee > 2015-03-17 18:16 | Report Abuse

nice dividen...6.5 cents

zackyh

70 posts

Posted by zackyh > 2015-03-20 13:44 | Report Abuse

lai liao..slowly 1.8

Icon8888

18,659 posts

Posted by Icon8888 > 2015-03-20 17:01 | Report Abuse

Can or not ? Ha ha I hope so too

duitKWSPkita

26,756 posts

Posted by duitKWSPkita > 2015-03-22 21:54 | Report Abuse

Dear Fighters,

In 2015, acquire as many as you like. Just close eyes to invest in YSPSAH.

Happy trading!

Eelyn Soon

514 posts

Posted by Eelyn Soon > 2015-04-06 19:56 | Report Abuse

me too! acquired some for investment !

keyin

2,150 posts

Posted by keyin > 2015-04-06 21:32 | Report Abuse

Coming soon

BILLION_Q

235 posts

Posted by BILLION_Q > 2015-04-09 22:59 | Report Abuse

this is slow moving uptrend counter...patience needed.

redpeople

270 posts

Posted by redpeople > 2015-04-15 15:22 | Report Abuse

buy as many u can now !!

redpeople

270 posts

Posted by redpeople > 2015-04-16 10:00 | Report Abuse

after i throw 20lot 1.65 to u, u main macam perempuan, on n off 163 164 Q.. hahaha

Eelyn Soon

514 posts

Posted by Eelyn Soon > 2015-04-16 10:24 | Report Abuse

who ask u throw? u ask ppl buy then u throw apasal?

redpeople

270 posts

Posted by redpeople > 2015-04-16 10:43 | Report Abuse

making momentum, so nice open 165.. i still got lar.. go go go 170 !!

redpeople

270 posts

Posted by redpeople > 2015-04-16 10:49 | Report Abuse

ysp no nid volume, slowly up.. volume come, becareful lor..

redpeople

270 posts

Posted by redpeople > 2015-04-16 10:56 | Report Abuse

Yes, u r right.. hope this month full run to highest point.. haha.. Eelyn, any stock intro? dunno buy which..

redpeople

270 posts

Posted by redpeople > 2015-04-16 12:07 | Report Abuse

Today TP 170, go go go!!

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