If the current gov collapses on 26 Jul parliment, then will be followed by Pharma BOD, is it the reason of price drop after the news???

i would prefer trevor to stay. He gives caution tone on the over optimistism. Aren't this is the reason we are here to hear pro n con ?

Lower ASP, lesser working days during EMCO, 60% working capacity this Q. You still believe profit will LU ?

biasa cirit birit waktu petang. ..

Agree. Python, one with Name Tag Share Analysist and One like us call uncles & aunties.
And the diffence between the Best and average is : The best earn huge fortune from trading themselves, the avarage makan gaji write report.

US ban TP shows that they have sufficient stock n sources now.

TP now is a financial counter instead of manufacturing. See how many resources used in SBB, BI to increase liquidity n then buy back to decrease liquidity, warran n option, secondary listing etc ...a lot of time n money used in monery market...at the end small investor don't know calculate its value..like Berjaya....

Malaysia is MCO but other countries no, China, Vietnam, Thailand even US is expending glove production. If Malaysia housing developer can make glove, do you think China manufacturers can't ?

supporting fact to gohuat8888: go check glove and vaccine counter, how many bank issued betting warran since 2020.

TP market in US is taking up by other suppliers. TP has to throw price in other market. The current contract price drop significantly and got Ex-stock!!!

Latex and polymer also count in USD.

bread, meat vege is essential you cant stock it for long. Glove can stock pile. Somemore one can buy glove from other states and China, oh ya, China is picking up production of glove and its price is cheaper than malaysia. Their sales personnel are more proactive and conquere many new customer last year.
Now, it is time to rethink what is ESSENTIAL?

I would like to see bank analysis on how the 2 weeks EMCO impact glove stock.

EMCO, TP has to close its 30 plants in klang for 2 weeks. or longer ?

Good morning EMCO, all glove factories in Klang Valley ordered to close. Finally....

Dr, do you know way to treat cirit birit ?

I saw many hastag #PMcirit in the net, is that PM means PharMa?

Pharma diarrhea...

We may facing another bacteria so strong that may causing another burden to our hospotals. Just wonder is Pharma producing diarrhoea medicine?

i just wonder, as a public listed co, the reasonable and obligation of MAA to change financial year end to suit its major shareholder since the major shareholding no more than half.

i-cCitra kick in, EPF need cash for the next few months.

DrLimKH M?

with MAA lift PN17 now, i think it gives TY more option. With listed status and cash pile, TY can do more with big picture in current low interest and some bargain out there.

Agree to ceasefire. Afterall i dont think Trevor is a bad guy.

Why so complicated kiddy, simple je...just say All private co want to distribute must get the nod by MOSTI and NPRA..tu je..politician pusing lidah, u pun pusing kepala...

first u said this is biz of gov 2 gov, when ppl show FACT, then you pusing words to public listed co is also gov. the fact is PFer is a public lited co so do Pharmaniaga, both r not gov.

Don't only read local paper filled with penny wise politicians and believe all wording from them. Expose yourself to international news.

https://www.thestar.com.my/business/business-news/2021/02/03/pharmaniaga-to-supply-vaccines-to-private-sector

Hahahahaha....a Government of a country anywhere in the world can't get their hands on these US/UK/Euro Vaccines....and a PLC on Bursa can buy them?????? can die laughing, such statements.......


Pharmaniaga is the example

one's too defensive mind that even a same thought from other can cause a Aiyo. Only he the only One who is absoulutely right.

Well describe "Pound foolish, penny wise" on the decision maker. Anyhow, did Muhiaddin say Malaysian First?

WHO approved like Moderna n JJ but NPRA not yet approve but allows vaccine co uses Malaysian as mice in clinical trial.

https://www.malaysianow.com/news/2021/06/23/vaccine-supplies-bought-and-paid-for-says-pm/

Read news but never think. Try to review the words "Paid for (sudah bayar) "

Insist believe of fact but accept all given by U turn king spin Master. Ah..Pharmaniaga also a private commercial co who hold the vaccine agency.

https://www.theedgemarkets.com/article/yong-tai-receives-first-batch-szkts-vaccine-paves-way-launch-phase-3-clinical-trial-malaysia

Deposit is understandable, but some one said PM said Rm3bil had been fully paid months before receive.

Many ppl think all vaccine is government to government but don't want to think that all vaccine co is a private co. In western especially, government no full control of who the pharmaceutical co want to sell to. After all, how do you know our government buy through gov to gov? You do not know any agent involved in between, otherwise no need to sign NDA la.

The report doesn't specific the type of loan, it may use as factoring facility/ LC to buy vaccine. The loan in USD, i speculate Pharma will buying Pfer/Moderna/AZ/JJ for private sector.

This is riducurious pay all, a total of RM3bil before goods delivered in months if not year.

PNB is Duopharma largest shareholder, LTAT is Pharmaniaga major holder. One Can not rule out M&A between these 2 co to form a larger medical consortium like Sime Darby merge with Goldern Hope and Guthrie.

A proforma gain of RM45mil with this entering price from MAA immediate if complete on the said date.

NA of Turiya RM120mil but last year net profit only RM400k. The co own Wisma Chase Perdana, a Freehold 12 story office in Damasara Height.

https://www.theedgemarkets.com/article/frances-axa-sell-malaysia-insurance-businesses-generali

Another round of insurance M&A in the region ?

the main reason TY given during the last SCR was hardly to meet Bursa unreasonale requirements to out of PN17, therefore better to privatized it instead of delisted and thus give a way out for shareholders. I think TY is a creative perosn. IF YOU CANT BEAT THEM, JOIN THEM. Is his motto perhaps. Although he fail the SCR, he successfully sent MAA COE to be BURSA CEO *jokinglah* ..Anyhow..At the end, MAA is out of PN17 too . If he cant beat the minority, hope he can join minorities too to build a bigger company from there. :)

When some ppl dont want you here to speak against their will, they will try to irritate, frustrate，humilate you until you anger, upset, loss patience and start thinking why i am wasting my valueable time to educate those who persist their mind.

But i would like to tell kind-heart and honour senior whom would like to share his experince and expertise, please carry on, there are many silent readers here, your words may save them from shark mouth. Let;s frustrate the shark!

All directors are appointed during PN, with the PN gov unstable , the BOD may shortlife , no one talk about LONg term.

Directors bagging huge sum of free share worth million from the happy fry.
Sharks killing small fish in the undulate wave repeat and repaet.
The fish crying in forum, tease pertinent advice and trying fishing another fish to eat their high price bait.

How you make decision is important.
At the Right Time. At the Right Price. To the Right People.

All resolution had passed by the happy shareholders yesterday with share price hike and illution, now the reality check...

Too bad the RM70mil vaccinations system not go to Pharmaniaga...

Price up, shareholders happy, all can pass. ...

One can ask Mr President why he dump Pharmaniaga share..