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2015-06-24 15:21 | Report Abuse
Faye Tan. We don't have to wait until year end. No more 3.00 when it repeats EPS 7 cents in coming Qtr.
2015-06-24 15:10 | Report Abuse
Go4Share. Uncle loves growth stock. OTB has implied his interest in this counter. Sifu Icon, Duit, stockraider all join the party.
2015-06-24 15:05 | Report Abuse
uncle koon eat eat eat non stop.
2015-06-24 12:36 | Report Abuse
Icon8888. Let's see who can guess correctly. wakakka
Target Price
Icon8888 - RM 3.00 ( If coming Qtr EPS 7 cents )
Up_down - RM 3.50 ( If coming Qtr EPS 7 cents )
Icon8888 - RM 4.00 ( If coming Qtr EPS 7 & EPS 7 cents )
Pingdan - RM 5.04 ( If coming Qtr EPS 7 & EPS 7 cents )
2015-06-24 12:24 | Report Abuse
Your TP is too low. If EPS repeat 7 cents in coming Qtr, share price would fly above 3.5.
2015-06-24 12:17 | Report Abuse
Base on the historical data, YSP's top and bottom line have grown relatively stable over the past few years. PBT was rather stagnant from year 2011 to 2013. Things change when it started entering 4Qtr 2014. PBT jumped more than 70% for the last two quarters.
Turnover
2014 - 202m
2013 - 191m
2012 - 181m
2011 - 157m
2010 - 138m
Profit Before Tax (PBT)
2014 - 25m
2013 - 22m
2012 - 20m
2011 - 19m
2010 - 12m
Turnover
31 Mar 15 - 59.3m ( + 15% )
31 Dec 14 - 54.9m ( + 13% )
30 Sep 14 - 49.8m ( + 7% )
30 Jun 14 - 46.1m
31 Mar 14 - 51.4m
31 Dec 13 - 48.8m
Profit (EPS)
31 Mar 15 - 6.98 cents ( PBT 13.2m) ( + 70% )
31 Dec 14 - 5.27 cents ) PBT 10m ) ( + 72% )
30 Sep 14 - 2.30 cents ( -27% )
30 Jun 14 - 0.72 cents
31 Mar 14 - 4.10 cents
31 Dec 13 - 3.06 cents
2015-06-24 09:26 | Report Abuse
Fox. This figure is adjusted due to dilution in EPS after right issue 1 for 1.
2015-06-23 15:23 | Report Abuse
YSPSAH trades at PER 15.5x which is relatively cheap price comparing with its peers.
PER
Ahealth - 15x ( profit declining )
Biohdg - 19x
Caring - 20x
CCMdbio - 20x
Hovid - 24x
Kotra - 39x
Pharma - 18x
2015-06-23 15:13 | Report Abuse
Engine has just started to catch up its peers. Go Go GO
2015-06-21 11:58 | Report Abuse
It would drop below 1.5 when KLCI crash to 1200 points. Just a feel and no need supporting facts . wakaka.
2015-06-19 17:54 | Report Abuse
Share prices remain trending upward after the correction recently. Not bad.
2015-06-19 17:29 | Report Abuse
Consolidation. pick up some today.
2015-06-19 10:11 | Report Abuse
PER 10.5x only. It's still lower than Century, Complet,Freight, Tasco & POS
2015-06-18 21:54 | Report Abuse
It's so great to have a good client like Duit. Yummy. Wakaka
2015-06-18 21:39 | Report Abuse
Must give a credit to Icon8888 for his write-up on Harbour & YSPSAH to attract our attention. Many thanks.
2015-06-18 20:28 | Report Abuse
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.
2015-06-18 19:23 | Report Abuse
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.
2015-06-18 18:23 | Report Abuse
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.
2015-06-18 18:09 | Report Abuse
It's still traded at PER 15x. When the price enter 3.00, PER would remain lower than Hovid by 20%.
2015-06-18 18:02 | Report Abuse
Gap up today. It's on the right track moving to 3.00 soon.
2015-06-18 17:41 | Report Abuse
I think it has just entered 3rd gear.
2015-06-18 15:22 | Report Abuse
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.
2015-06-18 15:02 | Report Abuse
Price keeps breaking new high. Go Go GO
2015-06-18 12:52 | Report Abuse
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.
2015-06-18 12:03 | Report Abuse
There are many accountants here. hahaha
2015-06-18 12:00 | Report Abuse
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.
2015-06-18 11:45 | Report Abuse
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
2015-06-18 11:32 | Report Abuse
The show is coming after the peaceful morning.
2015-06-17 15:31 | Report Abuse
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.
2015-06-17 13:36 | Report Abuse
The trick of syndicate in collecting shares ma.
2015-06-17 13:24 | Report Abuse
Many punters would join the bandwagon soon. Stay still for the exotic ride.
2015-06-17 13:18 | Report Abuse
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
2015-06-17 12:19 | Report Abuse
Final wave in the making and may trade above 3.00. Go go go
2015-06-16 21:22 | Report Abuse
It seems final wave on the stage now. I thought it might fall into consolidation for the next few days.
2015-06-16 16:28 | Report Abuse
Joel. You goreng the stock? I didn't expect it to reach 2.28 today.
2015-06-16 09:46 | Report Abuse
Manage to collect some. yummy.
2015-06-16 00:10 | Report Abuse
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.
2015-06-15 22:34 | Report Abuse
Joel. Good to see you and Duit here. Lucky stars from Harbour.
2015-06-15 20:14 | Report Abuse
We take risks now but punters prefer to risk themselves for fast money only after reading fantastic research report. Kikiki.
2015-06-15 19:56 | Report Abuse
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.
2015-06-15 19:41 | Report Abuse
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.
2015-06-15 19:21 | Report Abuse
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.
2015-06-12 17:15 | Report Abuse
I hope LTH would keep firing until no more bullets.
2015-06-12 11:32 | Report Abuse
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
2015-06-12 11:26 | Report Abuse
Why LTH doesn't dump the shares anymore? I want to top up more at cheap price.
2015-06-11 17:15 | Report Abuse
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.
2015-06-11 12:00 | Report Abuse
Prices remain in a consolidation mood. I'm waiting below 2.00 too.
Stock: [YSPSAH]: Y.S.P.SOUTHEAST ASIA HOLDING
2015-06-25 10:30 | Report Abuse
Big players keep accumulating. It's still much cheaper than Hovid.