Half Dp revenue from private sector so you are right q2 revenue will drop

Takers:. haha so you noticed..the MD said biz slowed during MCO cuz private sector can't buy so no order

don't count jiken... some don't hatch.

Baseline from
6-12m back 3.45
3m back 3.75
1m back 3.90

Next step 6.9 - 7.5 (old high 2015) - 7.8 - 10.35 - 11.15 - 11.70 - 13.90 - 15.00 - 15.60 ...

next tp

I waited at 3.4 then didn't reach so start collecting next to 6.8....if sentiment strong 10.2

pH...new baseline 3.4 but looks like can't push that far down....tried earlier almost success then collected

can or not we see

Sry...2.32 new baseline to push down

collection not complete. testing as far down to 2.2 baseline

ph pullback from next step of 5.76 to just 4.45 is comparatively mild

Sry...Adv baseline is 3.2 if fall below...bad shape

Adv baseline is 2.75, next level 5.5 but retraced 62% break 3.0 go to sleep

so no fundamental support for sentiment so price keeps dropping

they fried adventa then found no FF support as it's just agencies holder as wholesaler.

when escalation comes...will be so volatile that ppl will be disbelieve to enter at high price cuz no seller.

want to goreng just need bandar raya petty trader permit

want to open a bank need BNM

just like gloves, market entrance into vaccine needs license that is awarded by relevant bodies eg moh

Heng.... gud luck 2 u. those who know the real action already know what to do. those who don't never will

only pH has the experience for mass fill distribute logistics

James...u did much homework. Dp tried small scale but no gomen contract so facility idle so no history


distribute but late so facility idle..

so we see this week if MM can sell down Dp from 2.88 to 2.2

Dp baseline is 2.2 but it's chances to reach 22rgt is not as good as pH chance to reach 28rgt due to existing fundamental existg fundamental

All these just FE theory subject to sentiments of existing fundamentals and new fundamentals. but among the 2 pH is best position

Then escalation very fast

from 2.88 one step up is 5.76 so collection will start from recent low to 5.76

So peak about 30rgt but when? cuz very high chance for good bonus issue to increase float.

but no way MM can help sell down to 2.88 for accumulation cuz float is small and sentiments high

on this pareto pH they see pH is best from 2.88

FF always gradually rotate 20% to peak when emerging sustainable market arise

FF shifting some out of Gloves.

There will be 1 CKD 2 Semi CKD and few CBU (AV, YSP, AH)...the rest without licence willing burn speculators

cuz pH floats very small. dp float big so it's easy. looks like Monday selling down resumes. FF not interested in AH, YSP these are for ppl who don't understand this vaccine biz

just watch where FF moves. Right now MM are pressing down for collection and much harder to press down pH

it will be g2g matter and pH with gomen hospital supply contract higher chance to win full ckd then sub some to DP for semi ckd to private sector

my opinion to him is pH has to ram up their branding in Indonesia. PRC will nvr CKD in Indonesia cuz there no GMP for this

imo pH will do full CKD cuz it benefits the greater mass but both gets to do semi CKD cus Dp greater reach to private market.

The unsettling issue is how much each of the two gets to do CKD though both sure get to do semi CKD

Only 2 real ones in Msia and a few just major agencies holders like AH etc ie CBU.

A big member bird in a Big US fund tells me FFunds looking at real pharma stocks in all countries to park.

US market will not go down b4 Nov3. If Trump wins got Christmas rally celebrate vaccine curing nation. Big pharma stocks will fly cuz everyone needs this new flu shot yearly. Gloves demand will weaken but stable.

we know who

only 2 can fill-pack. only 1 has nation wide logistic infra contract till end 2021 with 5y more extension. I known who

the answer will be out b4 September then just 1-2 I have pharmacology manufacturers will be the stars taking over from gloves

don't be taken in by duopharma's sales pitch. sthg serious is brewing in pharmaniaga camp.... can't say much till it happens

Trump must have vaccine by Sept to start jabbing in October and anyone who gets the jab higher chance to vote him

looks too high for this Oct Nov

total eat 75sen EPS and at 25x PER would be 18.75rgt

the 25x pe is w/o vaccine. if no manufacture but just ckd it could increase EPS to 15s/q and with manufacture for asean it could increase 25%