2.1B contract sentiment already weakening day-by-day with significant further price drop and this is signalling continuing down side. Additionally, ESOS announcement is expected to contribute negatively even many regarded it as negligible.
@teeteetee IMHO, they're selling treasury share because the price now is lot higher than when it was acquired but if they confident the price will go even higher they wouldn't sell any now. So, selling Treasury share at this point is never going to instill investor's confidence at all. You can safely deduce that If the company itself already shown lack of confidence why any investor would? Nevertheless, I am now truly perplexed with current price movement and high hopes by many.
2.1bil is a lot of money. The only question is the 2 companies signing the contract is not well known. Otherwise, the chances for price to gap up is very high. Let's wait the agm to clarify. Now. it will wash away the contra player. I did a quick check on the fundamental and see that the company cash management is good too and 5 years continues sales growth with minor contraction last year. Maybe it's not over yet. hahaha.
Yes, goreng pretty much done last week with director's share disposal on 23rd when the price rocketed all-time high, twice treasury share disposal then latest ESOS announcement.
BIOHLDG] ESOS on 27-Jul-2020 Stock [BIOHLDG]: BIOALPHA HOLDINGS BHD Announcement Date 27-Jul-2020 Listing Date 28-Jul-2020 New type/class? No Type ESOS Details Exercise ESOS No. of shares issued 550,000 Issue Price Malaysian Ringgit (MYR) 0.105 Par Value - 0.000 Total NOSH 1,041,718,732 Latest Additional ListingBIOHLDG's
today the price will drop further if their employees exercise the ESOS which their cost is only 0.105 :-(, good for their employees but not good for investors like us
without 2.1b contracts, current price is overvalued if based on 2019 annualized result and further last Q1 they make 5M loss, coming Q2 expected loss as well due to MCO. So, price is in downward pressure. If price still shooting up, i know goreng2 is in the play.
Why KPJ is next gem for post covid-19? Based on Fundamental analysis our current PE guideline is approx 57.14 (Based on 1.75% of BNM base rate) thus the actual price for KPJ should be RM2.71. Covid-19 only good for medical sector (more clearly is protective medical equipment “glove, mask, face shield and etc” and diagnosis instrument “thermo scanners, PCR tester and etc” For Malaysia top glove, harta, kossan and supermx all are the first round winners.
For the last stage of vaccination development, now is the time to look for the next gem but unfortunately our country is impossible to produce these vaccine. The only vaccine we can get is import and we hv 20+mil ppl need to be vaccinated. Early stage of vaccine must be very expensive and gov won’t sponsor. We only can get vaccinated through private hospital no matter for travel or job requirement or just stay safe. Based on 2019, KPJ recorded 2,629,878 outpatients @ net profit 226.7mil with 28 hospitals overall the state. If half of 20mil ppl go KPJ for vaccination so approx net profit can reach up to 1bil. And u need to know tat those vaccine isn’t 1 injection for lifetime (like seasonally flu vaccine) and must get it semi or annually. RM1k-2k per vaccine per yrs for everyone to stay safe is new normal of post covid-19. And it is long term investment value of KPJ.
There are 23 potential vaccines developed and 3 candidates already passed the clinical trial and go for final stage of testing. 1. Moderna vaccine enter the final stage of human trials for its COVID-19 vaccine on July 27. 2. Oxford-AstraZeneca Covid-19 vaccine show good immune responses without side effect. 3. Chinese-made vaccine from Sinovac Biotech at final stage of testing in Brazil.
PATHOLOGY SERVICES - LABLINK (M) SDN BHD provide laboratory/pathology services to the KPJ Group. It manages the pathology laboratories in KPJ’s network of hospitals. Lablink also conducts clinical tests for more than 100 non-KPJ institutions (including hospitals under the Ministry of Health and University Hospitals) as wellas general practitioners’ clinics across Malaysia. Lablink is the first lab in Malaysia to be certified with Bio-Safety Level 3 (BSL3) facilities which allows testing of highly infectious diseases (according to World Health Organization (WHO) standards). In Mar 2020, Lablink was one of the private laboratories listed by the Ministry of Health (MOH) to perform COVID-19 rRT-PCR (i.e. real-time reverse transcription polymerase chain reaction) by testing specimens received from hospitals: both from walk-in members of the public as well as hospital inpatients. Lablink recorded revenue of RM102.2 million in 2019. The KPJ group of Hospitals classified Covid 19 rRT-PCR test according to urgent (result within 24 hours) and routine (beyond 24 hours). The COVID-19 testing capacity has been ramped up and Lablink has been able to test and report about 1,500-3,000 samples in a day in May 2020. The total number of samples, as at the end of May 2020 was in excess of 70,000; of which the KPJ-Group of Hospitals Nationwide contributed to almost 75% of the tests while the balance was from non-KPJ hospitals and the Ministry of Health.
PHARMASERV ALLIANCES SDN BHD (PASB) is KPJ’s centralized wholesaler and distributor of pharmaceutical, medical disposables and other hospital related products. Its clients are the KPJ network of hospitals and companies, as well as external clients within the government sector and other healthcare sector players. PASB is able to achieve profitable growth and retain a competitive edge by transferring cost savings to customers. In 2019, its revenue increased to RM451.1 million.
Regardless of Covid 19 outbreak, KPJ remain resilient of its business model. The group switches over to ramp up testing services and can generate augur profit to offset any downturn during outbreak.
2.1b contract is expected to commence next September on yearly renewal basis for 5 yrs. Only by next end of Feb 2021 when Q report released where we can really gauge how well the contract is going. Right now, is scary
Imagine u go do business Ppl gv u contract U sign U R bound by legal
Anything don't have can go to court And also I believe this is win win for both parties I believe bio sacrify margin to secure contract People choose the cheapest options
But for bio is also an oppurtunity Try understand business is not easy now
Any opportunity is a chance for business
Juz I'm not happy to sell shares when stock price up
However If not enough cash, then the go right issue, pp, I think sell share is better options
Maybe they really need cash to have a stronger cash flow to build the good image to china
Hopefully all my money won't go to drain
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ionlywanttoearn
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Posted by ionlywanttoearn > 2020-07-27 17:21 | Report Abuse
Esos good for company worker
Jiayou worker harder for me..
Ady consider hold long term... Kena haiz....