snapshot of the report:
Slowly piecing together new lines amidst border closuresWhile much of Thong Guan’s expansionary plans hasbeenhalted by the movement restrictions and border closureswhile Covid-19 rages on, the group managed to squeeze in some new production lines to meetEurope’sgrowing demand for its stretch films. The group said that it just installed two new lines –one for stretch films and another for premium packaging films dedicated to food-and-beverage clients –sometime earlier in 4Q20. Also in this quarter, the group’s messenger bag production was running at north of 90% capacity to cater to the year-end online shopping craze. It is also looking to add another production line for messenger bags by Apr 2021, andshould have no problem filling capacity as data research firm eMarketer forecastsUS e-commerce sales to grow by 7.8-18% yoy in 2020-22F.Reiterate AddThong Guanis experiencing a renewed sense of vigour with its pivot to higher-value and higher-margin plastic products. We recommend investors to accumulate the stock to ride its growth story. Our unchanged TPof RM3.61 values the stock at 14x CY22F P/E (2 s.d. above its 5-year mean). Downside risk: rising raw material prices

cgscimb give target price RM3.61 not bad..

use isaham.my lag 2min..

i wish your word come true my dear lowprofile..huat2

hlt follow big boys..hope the big 4 never exhausted to make us prosperous today

finally..become champion of the day after beating careplus..

To cheer you up..i give one scenario..
IB staff and his boss had small chit-chat in starbuck this morning:
Staff: Boss, I heard a lot people cry over TG selldown..
Boss: why la?
Staff: They want us to go buy in to help the price move up..what do you think boss? Can we go
Boss: let them cry..beside the report card just came out yesterday why the rush..definitely we will buy some TG..otherwise where do you want to park our money..no other industry can give super yield like TG..i’m not going to let go the golden goose right..
Staff: That’s the spirit boss..we are also desperate to show KPI to the investment committee in just couple of months..only 3 months left before we wrap up 2020 boss..
Boss: I can read your mind la haha..u want some big bonus right..ok then..just give me your proposal and I bring it up to the bosses..we will make sure TG will bring us more prosperous haha…
Staff: do you think we can get faster approval for this timely..i afraid TG will not wait for us and the engine started before we enter boss..
Boss: don’t panic la..sure we will got it thru next week..we can use special approval for this to convince the investment committee..TG no problem coz this company is so profitable..this one I can assure you…
Staff: can’t wait to draft the proposal at once..don’t lie to me boss..
Boss: I can assure you..I will talk to the big boss once we come back to office..oo I forgot today the big boss is on leave..no worry then..i’ll talk to him next Monday..
- End story – enjoy..

go and see krono..report low profit also in uptrend mode now..this can be good indicator market knows the current environment and look forward for future company prospect..

henry..u are smart person..to be fair with masterpack we cannot expect big profit in time of pandamic..with current price of RM2.05 is already price in all the bad quarter..total cumulative EPS now is 31 sen and the new PE is 6.65x..really undervalue..if PE goes to 7.5x will translate into market price of RM2.33..an upside of 13.6% profit..better than 5% ASB dividend..maybe some correction next monday..but will fast recover..no worry..even tong portfolio also recognise the good prospect of masterpack..we will never lose if we have patient..

https://www.fool.com/investing/2020/08/10/gilead-sciences-submits-new-drug-application-for-r.aspx?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article&yptr=yahoo

Remdesivir, the only antiviral drug authorized to treat COVID-19 could become far more accessible soon. On Monday, Gilead Sciences (NASDAQ:GILD) finished submitting a new drug application (NDA) to the FDA that could lead to full approval of the broad-spectrum antiviral, to be marketed as a treatment for COVID-19 under the brand name Veklury

i wish ur prediction come through wantousek..i can collect more..i little bit disappointed..only drop a few cents today wakaka

just enjoy the show..all fantastic four will win big..no need to speak bad here and there..covid rise everywhere which means high demand for glove still intact
https://www.thestar.com.my/aseanplus/aseanplus-news/2020/08/04/philippines-millions-ordered-to-stay-home-daily-cases-soar-to-record-high-6352--as-total-hits-112593

now harta fiercely shows her true color..never disappoint believer..gogo my champ..

yeahh...20 is my lucky number..come on harta..u can fly...

make sense apple391..just ride without thinking..harta will take us to the moon..

kudos to all investors keeping harta in good faith..it will rise over time..no worry..just slight correction only..

drop 3% from dip bottom..not bad..harta is my darling..

hope can limit up today

can u pls share the link pls

its not about selling vaccine..its about bottling charges that generate revenue..u misunderstood brader..although vaccine is free also can generate income to pharma..

In a bullish market, it would appear that the uncontrollable strong appetite for stocks tends to over-rule the usual tools that one would use to analyse or gauge share prices and market movements.
Nice remark..really console me

kudos for sharing techno...this is truly useful info

u r true indeed..but the target price is without vaccine bottling revenue..its 2quarter will be improve due to higher demand in medicine during covid..

cgs-cimb new TP is rm3.40..the current price is stabilised already if it is not rising up next monday..this company market cap is huge..small traders not able to play around with it..but the last 2 days seem profit taking activities took place..lets see the direction next mon..hopefully will rebound slightly..and further up the day onwards..

We make no changes to our earnings estimates as we have not factored in the potential
contribution from the fill-and-finish works for the Covid-19 vaccine, pending further
details.

last quarter profit 22.4mil..saya target profit 2Q 30mil..upside profit by 33%..mesti ramai yg nk ride

cgs-cimb new TP is rm3.40..this without factor in vaccine bottling revenue...
after superb result in 2Q..most analyst will revise upside target price..mark my words..

"As the Covid-19 outbreak is resulting in an influx of treatment activities at government medical facilities, we expect Pharmaniaga's L&D activities, and consequently sales, to pick up in 2QFY20F, which represents the peak period of domestic Covid-19 infections,"
this upcoming result on 23 aug is 2Q2020...yehaa..
last quarter profit 22.4mil..saya target profit 2Q 30mil..upside profit by 33%..mesti ramai yg nk ride

nice sharing stakeback..

wow..what a blow..26 times worth now

where did u see the rm250 mil pang72..

when the time come..those who are sitting outside will get excited to jump in..

We make no changes to our earnings estimates as we have not factored in the potential
contribution from the fill-and-finish works for the Covid-19 vaccine, pending further
details..

its clearly in the cgs-cimb report..they trying to give insight to us..means the bottling vaccine revenue could be generate higher income to duopharma and pharma hence increase TP..

lets pray for it..

Ahealth has distribution partnership with those vaccine manufacturer for more than 20 years. They might not be able to get it for Malaysia, but Apex has big exposure to Indonesia and Singapore.

" Apex Pharmacy Marketing Sdn Bhd (APM) and Apex Pharma
Marketing Pte Ltd (APS) undertake the Group’s wholesale and
distribution activities. Having 8 warehouses in Malaysia and 1
warehouse in Singapore, Apex Healthcare distributes over 5,000 of
its in-house and third parties’ pharmaceuticals and consumer
healthcare products to hospitals, clinics, pharmacies, supermarkets,
and health stores throughout Malaysia and Singapore. Some of its
third-party clients include multinational pharmaceutical companies
such as GlaxoSmithKline, Ranbaxy, Pfizer, Novartis, AstraZeneca,
and Roche.

Malaysia accounts for 70% of Apex Healthcare’s revenue currently, followed by Singapore, Myanmar and Hong Kong. In addition, the group also exports to 12 other countries

worst case ble generate additional profit 200k....best case rm15.7 mil
utk botlling vaksin

sorry..wrong house..im referring to Pharmaniaga..

this upcoming result on 23 aug is 2Q2020...yehaa.
last quarter profit 22.4mil..saya target profit 2Q 30mil..upside profit by 33%..mesti ramai yg nk ride

"As the Covid-19 outbreak is resulting in an influx of treatment activities at government medical facilities, we expect Pharmaniaga's L&D activities, and consequently sales, to pick up in 2QFY20F, which represents the peak period of domestic Covid-19 infections,"

cgs-cimb TP 3.40 dated 22 Jul 2020

We assumed that the vaccines will be packaged in single-dose glass
vials, which we gather is one of the most commonly used vials for
parenteral (injection, infusion or implantation) vaccines. Based on a
research paper by Jeff Sedita, Stefanie Perrella, et al published in 2018
on the costs of various vaccine packaging formats, the fill-finish costs for
each single-dose glass vial is c.US$0.59. Assuming an exchange rate
for RM/US$ of RM4.3/US$1, the estimated fill-finish costs per singledose glass vial is c.RM2.53. We have assumed RM2.50 for fill-finish
costs in our base case scenario.
 For our conservative case, we assumed 10m vials to be produced, or
approximately one dose for every three people in Malaysia (2018
Malaysian population of 31.5m based on World Bank statistics). For our
base case, we have assumed 30m doses, implying close to one dose
per capita. For our blue-sky case, we have assumed production of close
to 4 doses per capita, implying 120m vials or a run-rate of 10m doses
per month.
 We have assumed net margins in the range of 2-8% for our three
scenarios. Our base case scenario net margin of 5% is lower than our
estimated manufacturing net margin for Duopharma Bhd of 9-11%. We
think this is fair as the fill-and-finish process does not involve the bulk
manufacturing of the vaccine.
 We have also assumed that fill-and-finish works will be shared equally
(50/50) between Duopharma and Pharmaniaga

While the commercial terms are unknown, we conducted a rough scenario analysis on
potential earnings contributions from the fill-and-finish arrangement based on data from
vaccine packaging research. Assuming fill-and-finish works start by FY21F and total
production is shared equally with Duopharma Bhd, potential earnings accretion to FY21F
earnings for our conservative, base-case and blue-sky scenario is +0.4%, +3.5%, and
+27.9%, respectively

https://docs.google.com/document/d/16bbhKwzmvMGWdB9Oeo-JXsaEgakFLuKGo_L52dXh8OE/edit?usp=sharing

pls add me..tq

please do not condemn other race..we are civilised people here tend to live in unity..corporate figure is also human..sometime they are delivered good result and sometime they dont..POS is GLC and bound to social responsibility i.e. over-recruiting manpower..but POS cannot simply lay off its staff because overpowered by union..we all know the rootcause..if you think POS is not meet ur desire..please go to other prospect..there are 960 listed companies in KLSE..why bother with one rotten company..and please dont simply condemn other race becoz we are one nation..tq

slowly crawl is better than 1 night show..from 46 sen now become 48.5 sen..up 1 sen everyday..hope the upward will sustain for 1 month..will become 70 sen end of july

its a matter of time..without CCM product all glove company will halt production..in other word CCM is the key supplier to glove..CCM will rocket in no time..still warm up to allow others to join the ride..so dont wait and grab the ticket..

https://www.thestar.com.my/business/business-news/2020/07/03/mypay-integrates-over-300-govt-services-digitally

time to fly..htpadu is major shareholder of Dapat Vista..