Those who used China as example to proof sinovac is good previously, what say u now?

Mana ada tulis 2 year kontrack dalam Press statement. Jangan bohong wei!

This is Memo, not contract.

28/2 HLG calls BUY
2/3 LTAT sell
3/3 MERCURY calls BUY
3/3 LTAT sell

2022, Some retails calls BUY BUY BUY in the forum but major shareholder aka representative in BOD choose to SELL SELL SELL.

Hmm..Do you believe insider or outsider? Who you choose to follow?

PE is Price/EPS no need further explain.

My question is: for instance, Dutch Lady, as per @Goh said is PE=8, why investment bank think it is 4x worth more than Dutch Lady? How they come into conclusion in this valuation?

@goh yeah, i expect interest will go up in 1 or 2 years if no sudden drop of economy and it will eat into Farm Fresh profit. With the new facility as security, the management can renegotiate the loan interest may be.
From the PE alone, I would pick Dutch Lady from open market instead of locking my fund a few weeks for lucky draw. Moreover, Ductch lady is the no 1 in the fresh milk segment and declare dividend consistency.

I would like to listen MQ how PE36 arrived for Farm Fresh. Shall we?

hi Goh, Well i would like to see it positively that the company will immediately use the proceeding to build new plant and farm and it takes only 2 years. I hate those management hold the fund raised by depositing in bank for low interest income. From the GP, i see the revenue generated from the new investment are enough and sustainable for working capital therefore the co does not need to raise fund for working capital more than 2 years. Other words, the new plant n farm has positive cash flow.

Good in-deep study MQ. Well done.

I would like to add on a few risk factor:
1) with high gearing, future interest hike may affect the profit.
2) is the expansion plan in the IPO prospect factor in current inflation such as logistic, animal feed, stainless steel etc?
3) F&N has invested in milk cow farm land in Perlis, we can foresee the competition will be intense in next 2-3 years.

BTW, if you gonna publish 3rd report, could you include the PE comparison to peers, discount cash flow method, how PE36 concluded for FARM Fresh?
And the productivity year of milk cow as well as biological asset depreciation .

Again, looking forward to read your analysis. :)

MQTrader Jesse..I am waiting to read your analysis. If can include their profit margin as well as comparison of margin and PE to local peers such as F&N and Dutch Lady will be great.

so you say LTAT think it is better to keep cash than share during war time lo...

Good dividend yield why pension fund dispose share?

Wei..last few days who following the buy call? Today some1 so optimism calling 89 cents.
Now who become Chinese chives ? Ho Ho ho..

Privation is coming. 70 cents offer to you. ki ki ki

IRC release press statement quoting Pharma mis interpretation of its data in yesterday press statement . In other words, Pharma spin or twist MOH fact. How come the biggest Pharma co in the country miss read scientific study released by MOH?

https://www.thevibes.com/articles/news/53976/battle-of-vaccines-pharmaniaga-misrepresented-sinovac-pfizer-combo-says-moh

that was an old news in 2nd Jan 2022. You may read this news in:

https://www.nst.com.my/news/nation/2022/01/759752/two-doses-sinovac-and-pfizer-booster-effective-combo-against-covid-19

Oh Yeah, Pharma statement forget to include this statement which was reported in the same news as following:

According to a Chilean study, efficacy in preventing SARS-CoV-2 infection among Sinovac recipients stood at 93.18 per cent for a third dose with Pfizer, 90.53 per cent for AstraZeneca, and 70.89 per cent for Sinovac.

Johor election needs money for campaigning.. Ding ding dong dong...who wanna donate?

Oh yah..from 80cents to 72 cents, kancil can change sport car. Geleng kuat kuat. Siapa digoreng kaw kaw, dia sendiri rasa.

Why split to 3? Liihen wanna join the penny stocks?

Since the announcement, from the share price can see Market gives vote of no-confidence.

UMNO division head is the new Pharma chairman. Go go withdraw your EPF to buy Pharma share. It "will" up to RM2. HOLD it until your cucu give birth your cicit.

This is a Good company. Good products. Good Management. The most important question is: Is it GOOD to you?

Let's see who is the Tiger who is the Goat. Roar~~~~~~

https://www.freemalaysiatoday.com/category/nation/2022/01/27/pharmaniaga-chairman-shazalli-redesignated-as-non-independent-director/

Placebo = non protection. Which vaccine you guess most likely if it is true?

https://www.malaysiakini.com/news/608559

Zero Risk Management or Risk Management?

Which is suitable to Malaysia?

Is taking vaccine is a Zero Risk?
If NOT, why take risk to jap since the country is operating in Zero Risk Management.
If YES, And it is effective, and it covers 95% of your population, then the risk should be very low close to normal sickness like flu. Nothing to scare of.

Instead of milking the pharmaceutical companies in huge profit, why not finding the nature HOST ? China has every advantage to find the natural host. With China Speed, sure can find its natural antibody.

**Reminder: A Malaysian Doctor had found the Nipah natural host in only one month 24 years ago.

From recent development, do you still confident on Malaysia SC?

If you are not confident to market regulator on Insider Trading, fake account, misleading info & justly, will you believe Bursa, GLC will hold higher moral ground than SC?

Last week so optimism, shout confident, must trust, good will, reward on good fate; this week moan, shout run, pain, beg to the Croc to give a life line. So cheap a soul who emotion totally controlled by others. Wake up! Think independently!

wow! The new Bstead Chairman very powerful! Just One week appointment already win 10 years contract for its subsidiary. Who say flying car can not fly? ^_^ Wish Pharma fly high like Flying Car in year 2022!!!. Wish those bler & ei can win a lot money and need not holiday in KLSEi3 forum at year end but can have proper vocation in Dubai this year! Bravo New Year! Roar!!!!

One of the trick to privatizes at lower price is purposely fail the first attempt. Share price will drop after fail privatization. Then it will be easier for major shareholder to buy at a much cheaper price at a later time.

May God save the soul of Gambler and those fake God. Praise the Lord.

https://www.reuters.com/world/china/chinas-sinovac-covid-19-booster-weaker-against-omicron-hong-kong-study-2021-12-23/

No one question covid vaccine halal or not? Why? because it is halal if it intend to save lives. So question is why Pharma CEO wants to stereotype the medicine?

Ya ya ..Ah Beng co claim his co popcorn delicious. And his grandfather agree with him.

So Co made big money
CEO got big bonus
ONLY Gameover is losing....

How come? So pity of her and those selling their Time to banker.

Petronas or next Proton bhd some years ago?

https://www.thestar.com.my/aseanplus/aseanplus-news/2021/12/15/sinovac-shot-gives-no-shield-against-omicron-hk-study

Wow..when did Pharma become the level of Serbak to be taken as peer to compare..?

hmmm..good moment for TY to take private again at 70 cents perhaps this time..

https://www.newmalaysiaherald.com/2021/12/08/case-of-justice-ignored-is-justice-denied/

The judge comment is vigilant to Corporate Management and BOD.

RM0 Pakar Perubatan syorkan vaksin Pfizer atau AZ sebagai dos penggalak kerana kedua-duanya meningkatkan kembali imuniti lebih 90%.

Keep receiving this msg. Gameover did you received this msg from KKM ?

I feel her. Hope she not all-in her EPF and pencen to these counters.

@Trevor...Welcome back.

Gameover not brainless at all. Wind says she express love to Sinovac but diam diam went to get Free Pfzer booster.

KNM another Serba?

What? Gameover no more talking? Speechless to Trevor scold?

TY kena con???

Yesterday up 1.5 cents, today down 1.5cents. Really See-No-Way.

The problem is: Gameover unable to prove why Pharma worth RM2.00. All the "fact" she gave were negative. She only know ask hold .

Yeah..Hunter is happy to invest more fridges to store food and use drone to deliver food onto the table.

https://m.malaysiakini.com/news/602034

National service? Some1 said...

Finally the virus find a way to live harmony with human. End of pandemic. Gameover.

In terms of working capital, we talk about inventories, receivables, payables, and borrowings, this is quite alarming as you can see the amount, inventories is RM1.1 billion mainly because we have already mentioned to the public that we are readily available in terms of our Covid-19 stocks of about 10 million, which is why our inventories are higher,” she said.

Copied from Gameover link posted here on 1st Dec