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2021-06-08 13:15 | Report Abuse
It won't go down like last week because all the culling has already been done. Nobody will be letting go their tickets now. Let the sharks buy at higher prices
2021-06-08 10:39 | Report Abuse
After ex date it will keep running because of bombastic Q2 results in August
2021-06-08 10:29 | Report Abuse
Keep for bonus issue. Already said it will run up
2021-06-07 21:25 | Report Abuse
Egm to approve the bonus issue is on 16 June which is a formality. Based on previous timelines for bonus issue, ex date should be mid to late July.
2021-06-07 19:43 | Report Abuse
Interesting clue to note that receivables as of Q1 stood at 544 million. We also know that the vaccine business took off from March onwards so the added revenue generated in Q2 will be quite significant on top of the outstanding receivables. Receivables are basically incoming revenue that will be recognised in Q2 once delivered and invoiced to the customer. Based on the above information, its reasonable to expect revenue for Q2 to exceed well over 1billion (it was 793 million in Q1). Earnings should hit around 35 plus million or thereabouts (compared to 23 million in Q1). So on top of the huge receivables of 544 million which will translate into revenue in Q2, we expect pharma to do another 600 million plus in business to hit the 1b revenue mark. Earnings of 35 million will translate into around 13 sen eps, compared to the Q1 eps of 8 sen. This is a conservative estimate because I am just basing on vaccine additional business and not assuming the non vaccine business growth.
Biggest clue to knowing if a company's revenue will grow qoq is to compare the company's receivables qoq to see if its growing or decreasing. In Pharma case, receivables have shot up (320mill in q4 vs 544 million in Q1).
We can look forward to an excellent Q2 and even better q3. Not to mention the bonus issue 4 for 1 which will goreng the share price in the run up to ex date.
My sifu has predicted pre adjusted price of rm11 to 12 by ex date.
At current prices, its considered a bargain after the heavy retracement. Let's not forget only 4% of Malaysians have been vaccinated thus far!
2021-06-07 12:21 | Report Abuse
When the 3rd booster jab gets Who approval, this counter will LU again kow kow. This will mean recurring income for the company through to 2023. FYI, Who has just approved sinovac jab for children 2 days ago.
2021-06-07 10:09 | Report Abuse
Ny036.. Bonus issue of 4 for 1 means the nosh now considered extremely illiquid and expanding the nosh will make the price more affordable (price will divide by 5 post ex) and allow more investors to buy in the future at affordable price. History in bursa has shown huge price uptrend in the run up to ex date
2021-06-07 09:52 | Report Abuse
Kfliau.. If Q2 increasing profits, confirmed q3 will be even more bombastic
2021-06-06 18:13 | Report Abuse
Kfliau.. I expect your high price will be reached again by second half of June. Stay invested
2021-06-06 12:50 | Report Abuse
For me, I bought pharma for the 4 for 1 bonus issue primarily. The q2 to q4 expected greater earnings is also a secondary reason. I have profited from bonus announcements from the last several months namely supermax (rm12 to 24), topglove (rm18 to 27), scib (1.30 to 3) all as a result of bonus issue pump up. I expect post ex date price of around 2 to 2.50 which means the pre adjusted price should reach 10 to 12.
2021-06-06 11:39 | Report Abuse
For me I rather have taukeh inside the counter to goreng the price than no operator behind the wheel. I always know the price can climb back up. In addition, this company has FA too and bonus issue coming. The vaccine story has lots of legs left. Only 4% population vaccinated so far. Stay tuned!
2021-06-06 10:41 | Report Abuse
The share is cornered. 75% of nosh is tied up. Easy to push up again when the time comes. I believe there will be more positive news on pharma in the coming weeks to boost the price again. Everything operates in cycles
2021-06-06 10:27 | Report Abuse
Kfliau.. Combination of retracement after such a steep rise and also sharks collecting now for the bonus issue pump up.
2021-06-05 22:31 | Report Abuse
kfliau.. We will know by Q2. Hlg is just assuming. They don't have the figures either but Pharma in their Q1 reporting, the cfo is bullish about rest of the year performance
2021-06-05 19:12 | Report Abuse
Hold until Aug after bonus issue and Q2 results. But if you ask me, q3 and q4 will be explosive too because of the accelerated vaccine push which is anticipated to happen in second half. Don't forget, less than 4% Malaysians have been fully vaccinated as of today. Who's handling the logistics, distribution and fill and finish? Not to mention the margin from the vaccine itself. Pharma.. This vaccination push will continue well into 2023
2021-06-05 13:42 | Report Abuse
Will be worth collecting only after Q2 results because Q2 expected to be slow and will affect the price. After Q2 collect kow kow on second half explosion of business. I am looking at 1.80 to collect. Depends how strong the rm2 support holds
2021-06-04 18:04 | Report Abuse
https://choivocapital.com/2019/12/21/something-is-weird-in-the-state-of-serba-dinamik-holdings-berhad-serbadk-5279/#comments
Choivo smelt something fishy 2 years ago d
2021-06-04 17:41 | Report Abuse
I'm holding on now at 5.20 after average down. Not sweating because I know the bonus issue goreng will bring it back to over 10 by July.
2021-06-04 17:38 | Report Abuse
Additional share issue only 286 lots la. Won't make a ripple of difference
2021-06-04 17:32 | Report Abuse
I went through the past qr results for all 3 Karim companies. The revenue earnings growth for them is like a step ladder growth. Almost too good to be true. My question is why all the doubts being raised now. Why didn't someone ask before all the hard questions? Easy to poke holes now that the company is under investigation. Anyway there are too many fishy doubts for me to buy even at this price.
2021-06-04 17:01 | Report Abuse
Upwards from next week. It's already in the oversold territory. Those who bought at rm5 congrats
2021-06-04 13:28 | Report Abuse
By this year, easily 2.50. Next year with the second plant in production, it will keep shooting higher. Good price now to accumulate
2021-06-04 12:44 | Report Abuse
Contra players will die here. Invest in the mid term. You only need to wait until next month to see at least double your return once they goreng for the bonus issue . Not to mention Q2 and q3 earnings will be phenomenal. We haven't taken into account the annual booster vaccine shots that will spur recurring income. Once the government has announced required annual shots, this share will be already in orbit. One well known sifu predicted over rm20 pre adjusted price once this goes ex date
2021-06-03 21:22 | Report Abuse
https://www.google.com/amp/s/www.wsj.com/amp/articles/annual-covid-19-vaccine-booster-shots-likely-needed-pfizer-ceo-says-11618520527
Annual shots will be needed. Imagine the recurring profits to pharma
2021-06-03 19:59 | Report Abuse
Doesn't make any difference whether states can procure vaccine because the order book for pharma is already over 40 million doses and the gomen will keep adding because not enough. Some more got the bonus issue coming
2021-06-03 18:32 | Report Abuse
What an outstanding qr performance from SKP! Hold on tight to your ticket!
2021-06-03 18:28 | Report Abuse
Pharma is not just a middle man in this case. Their fill and finish facility will be charged out to the gomen at a considerable price. Earnings will be in the hundreds of millions
2021-06-03 18:09 | Report Abuse
Most who are still holding will be waiting for the bonus shares
2021-06-03 18:09 | Report Abuse
Dividend is peanut 4sen. Won't make any difference to most retailers who are holding few lots each
2021-06-03 17:37 | Report Abuse
If you must sell your tickets, just wait until next month and see what the price is then. If its not at least over rm8, you won't see me post here again. I'm very sure about it. From my experience dealing in bonus issue especially when 3 for 1 or 4 for 1. The sharks will whack it up to double. Supermax was at rm12 when they announced 3 for 1 and the price ended up at rm24 just before ex date.
2021-06-03 17:18 | Report Abuse
By the time bonus is approved on June 16, this price will be over rm7
2021-06-03 13:36 | Report Abuse
Waynelzy.. Warrant is not the issue. The volume on some of the warrants are zero for some days. Its not the block. They are just flushing out the weak holders now before it can climb again.
2021-06-03 13:17 | Report Abuse
Stay long on this counter. By next month it will be double. Huge Q2 and q3 earnings coming and also bonus issue will be the trigger
2021-06-02 22:19 | Report Abuse
I also ep supermax, public bank when they announced the bonus. Both prices shot up like mad until ex date.
2021-06-02 22:17 | Report Abuse
I'm also at borderline ep of 5.54 but I'm not worried. Because I know the price will be double or more come ex date.
2021-06-02 22:07 | Report Abuse
Egm to approve the bonus issue is set for 15 June. So I estimate ex date will be mid to late July. Collect now and wait for the pump till ex date
2021-06-02 21:57 | Report Abuse
Bgt9963.. Look at all the past trends of stocks offering 4 for 1 bonus issue in the past.. Public Bank, Supermax, Scib etc. All whacked up until ex date. Pharma definitely going to follow the same trend. My sifu also believes that.
2021-06-02 20:47 | Report Abuse
If you guys are caught high, just pick up the share and wait. Bonus issue coming in July. Definitely will be whacked up over rm10 before ex date
2021-06-02 19:18 | Report Abuse
Inverted hammer in downtrend today. Could be a bullish reversal tomorrow
2021-06-02 17:05 | Report Abuse
4 for 1 bonus issue. Confirmed rm12 by mid July
2021-06-02 12:36 | Report Abuse
If mother hits rm2 this month, any idea what price the son? Been holding since last week
2021-06-01 11:02 | Report Abuse
Ppmaster.. With all due respect, your reading of the situation is flawed. The price is still good for the next few days
2021-06-01 10:29 | Report Abuse
Ppmaster.. Just watch. Still safe to play until next week
2021-06-01 10:22 | Report Abuse
Usual operator mo to collect low. Later close at 28 sen
2021-05-31 19:54 | Report Abuse
Better don't limit up. Let the price climb steadily. Too fast and the price might drop fast too
2021-05-31 18:14 | Report Abuse
2021-05-31 17:05 | Report Abuse
Time for vaccine to show hand tomorrow
Stock: [PHARMA]: PHARMANIAGA BHD
2021-06-08 17:30 | Report Abuse
Hold on to August for a great Q2 result!