Must give a credit to Icon8888 for his write-up on Harbour & YSPSAH to attract our attention. Many thanks.

One day Uncle Koon may post an article 'Why I buy YSPSAH'. I'm so keen to read his comments on the growth story for this counter.

Pharmaceutical industry is generally relatively stable comparing with other industries. When the company has achieved a break through in its top and bottom lines, there must be some favorable changes in its operation or industry itself. This trend will normally continue in the next few quarters until the operation facing another setback or unfavourable market demand.

Uncle Koon, IB or OTB would probably accumulate the shares now. We then wait for OTB to dish out his analysis. After that, we look forward IB to issue a good write-ups and follow by medias start the promotion activities.

It's still traded at PER 15x. When the price enter 3.00, PER would remain lower than Hovid by 20%.

Gap up today. It's on the right track moving to 3.00 soon.

I think it has just entered 3rd gear.

雙喜臨門. haha

It's peanut to Uncle Koon. 1 million shares barely costs 2.3 million. Now, sifu OTB, Icon, Stockraider are also keen on this growth story counter.

Price keeps breaking new high. Go Go GO

Icon8888. The amount RM 1.75m (negative amount) could be an under-absorbed overhead costs in this quarter due to factory operating below the standard capacity. On the other hand, If the actual operation is higher than standard capacity, the P/L may show the difference of over-absorbed overhead costs or positive amount.

There are many accountants here. hahaha

Research house won't come out the write-ups so fast one. They want to accumulate until the price fly to at least 2.8.

I also suspect Uncle joining into the bandwagon since OTB looks interested in YSP. Not easy to find high growth cheap stock nowadays. Uncle buy cheap and then advise the management to go for Bonus issue and warrant to enhance the liquidity. wakaka

The show is coming after the peaceful morning.

It's a profit taking activities while price is riding high from the sellers point of view. It depends where you stand. I don't care whether it's profit taking or cutting loss. I only care its hidden value which has influence on my investment decision.

The trick of syndicate in collecting shares ma.

Many punters would join the bandwagon soon. Stay still for the exotic ride.

Promotional activities is almost in full swing recently. wakaka

http://www.thestar.com.my/Business/Business-News/2015/06/17/Harbour-Link-may-resume-rally-soon/?style=biz

Final wave in the making and may trade above 3.00. Go go go

It seems final wave on the stage now. I thought it might fall into consolidation for the next few days.

Joel. You goreng the stock? I didn't expect it to reach 2.28 today.

Manage to collect some. yummy.

YSP is rather illiquid with 79% of shares being controlled by 30 largest shareholders as shown in AR 2014. It's similar with Harbour tightly held by largest shareholders. Syndicate can manipulate the price easily.

Joel. Good to see you and Duit here. Lucky stars from Harbour.

We take risks now but punters prefer to risk themselves for fast money only after reading fantastic research report. Kikiki.

Icon8888. It's very likely they would dish out a write-up after announcing another good QR. Harbour is a good example in the rally recently. Many funds companies started including Harbour in their portfolio in year 2014 during the growth stage.

LTH disposal would enhance liquidity. LTH was the only funds company invested in YSH according to the AR 2014. The improvement in top and bottom line may attract some interest from funds management companies. I believe that some growth funds involved in the rally recently.

Weak market sentiments offer an opportunity to top up. YSP's Vietnam operation has plenty of capacity to facilitate future growth. We would see top and bottom line to improve further in coming months.

I hope LTH would keep firing until no more bullets.

YSPSAH is still considered relatively low price in the industry with PER of 13x.

Here are the PER of pharmaceutical companies:

Ahealth - 14x
Biohdg - 17x
Caring - 20x
CCMdbio - 14x
Hovid - 24x
Kotra - 39x
Pharma - 18x

Why LTH doesn't dump the shares anymore? I want to top up more at cheap price.

The research report would probably come out after YSP has announced good 2qtr results. By that time, the share is unlikely traded at cheap anymore. I prefer to accumulate slowly now despite facing higher risks.

Prices remain in a consolidation mood. I'm waiting below 2.00 too.

bukithot. Good one. Turnover has been increasing even without contribution from Indon plant.

Icon8888. The growth story is quite reliable since revenue has been increasing for the past few years. It had never achieved turnover of 60m except last quarter. Apparently, additional contribution is derived from new facility in Indonesia.

Here's the comments extracted from AR 2013 "

For our operations abroad, the new manufacturing plant
in Lippo Cikarang, Jawa Barat, Indonesia is on schedule to
commence operation to produce oral solid dosage products
and cream and suppository products in the new financial
year. Approval of the HVAC (heating, ventilation, and air
conditioning) System has been received from Indonesia’s
Food and Drugs Monitoring Agency (BPOM). Interior
renovation work in the production area is in progress and
is expected to be completed by mid-2014.

Securities frims are busy accumulating the shares. They dare not dish out a research report for YSPSAH. It's good to see LTH keep reducing its stakes. Time to collect more.

Squeeze the price to 2.00 please...

Price has been all the way up like nobody business from 1.7 since one month ago. It's still traded at lowest multiple PER of 9.3x in logistic sector.

Better stay at this price level for consolidation. I'm not ready to shift more funds to top up now.

Need to see what would happen to its profitability in the coming QR.

Solution... Tortoise moving.

Solution has probably entering the high growth period since 2 quarters. Turnover achieved is more than double comparing with last year. At this price, Solution is only traded at PER 14x. Quite a good deal against other education related stocks .

PER of other education related counters:
- Eduspec 50X
- Sasbadi 20x
- SEG 35x
- SMRT 17x


PER: 14x
DY: 3%
Borrowing: Nil ( Net cash 8 cents/ share)

Turnover
31 Mar 15 - 9.0m ( + 125% )
31 Dec 14 - 16.0m ( + 240% )
30 Sep 14 - 8.1m ( + 119% )
30 Jun 14 - 7.7m ( + 235% )
31 Mar 14 - 4.0m (+ 100% )
31 Dec 13 - 4.7m

Profit (EPS)
31 Mar 15 - 0.60 cents ( + 66% )
31 Dec 14 - 0.79 cents ( + 19% )
30 Sep 14 - 0.36 cents
30 Jun 14 - 0.56 cents
31 Mar 14 - 0.23 cents
31 Dec 13 - 0.36 cents

It's a very healthy moving upward by taking a break in between. No need to be too exciting.

Solution is moving like a snail. I like it so long as trending upward.

Why you promote so hard? I prefer the price keep rising at a slower pace. Anyway, it would catch up with its peers soon.

Majority are trained to listen to expert views. They refuse to understand those experts can twist the facts especially in the financial world.

LTH was the only institutional investor as shown in AR 2014. The remaining held by LTH stands at 7.8 million shares after the disposal recently. It's a small value for syndicates or other institutional investors to absorb the shares even though LTH intends to sell it all.

Promotional activities has not been carried out by the medias. I hardly read any recommendation or buy call from the securities firm. Wait them to do the job la. hahaha