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2014-07-25 15:25 | Report Abuse
seph bro: good to know, the quarter result will be good too :) huat huat to you.
2014-07-25 15:12 | Report Abuse
good morning leng lui connie :)
speh: pjdev-wc, huat huat jor..kikiki
duit bro: wow, got public talk one loo..i shall go down to KL then..hehe
2014-07-25 01:05 | Report Abuse
directors bought a lot :)
2014-07-24 12:16 | Report Abuse
qwerty bro, seems like there are a lot of information for me to digest, thanks for your kind sharing.
2014-07-24 11:48 | Report Abuse
bro tewnama punya tak banyak mungkin sangat banyak bagi i
2014-07-24 11:42 | Report Abuse
Ya, thank you UncleZ. Chinesetea: I believe the young 'ah' boy is glad and feel appreciated to have you guys to share the knowledge. God bless you all :)
2014-07-23 18:29 | Report Abuse
limjunie749:
Actually there are a lot of good investors/traders that you can learn from i3 and provided you must choose the right one and judge by yourself. There a couple of them always post some good articles regarding the fundamental analysis, one good example is Kcchongnz - http://klse.i3investor.com/blogs/kcchongnz/blidx.jsp . There are some very good FA/TA guys also like sephiroth, chinestea, asamlaksa, unclez, bonescythe and many more. If you would like to learn TA, you can go for skyhawk, connie & chrissy, matrixcool, mikekong55, 1n1792, OTB, and "the so called newbie" & etc..
hope it helps and hope I do not offend anyone here too. Happy learning :)
2014-07-23 18:27 | Report Abuse
thanks for your kind word duit bro. I sudah habis sapu lantai today... ya tuan rumah not free I think.
2014-07-23 18:05 | Report Abuse
Saturny bro: Very details explanation and sharing, thank you very much.
2014-07-23 17:34 | Report Abuse
So enjoyable :)
http://unclezmalaysia.blogspot.com/2014/07/so-enjoyable.html
2014-07-23 17:22 | Report Abuse
duit bro, the art of sapu lantai is also a job that can make a living..probably can open one company to train more people :) hehe
2014-07-23 16:45 | Report Abuse
hehee..duitKWSPkita..i wanted to learn the proper technique, pray hard for me too..congrats TJ :)
2014-07-23 14:47 | Report Abuse
duit bro, you're here..very strong feeling huh :)
2014-07-23 13:47 | Report Abuse
tj & duit bro: Time engineering change to DNEX, someone is collecting for quite a while and I believe it will be time to run a bit :)
2014-07-23 11:33 | Report Abuse
ancomlb is pushing hard on 0.135. Someone keep throwing
2014-07-23 10:47 | Report Abuse
tj: your lorry loaded with lot of purple notes.
2014-07-23 10:09 | Report Abuse
welcome back the Newman ;)
2014-07-22 23:56 | Report Abuse
The dividend looks interesting :)
2014-07-22 23:42 | Report Abuse
finally connie appeared d, Hovid I beli sikit sikit and fitters no sell. I'm here to bising a bit too :) bro duit busy sapu lantai again XD
2014-07-22 23:31 | Report Abuse
Joyous: I do not know what is the something that you mentioned about but if you would like to know about Hovid. Below is some of the points that are highlighted previously
0. Hovid has done some significant restructuring measures. It has disposed it’s subsidiaries Carotech, and recently another subsidiary Biodeal in India. Hovid turned profitable in year 2012 with net profit of 15.68millions after two years of losses and one year of break even
1. Revenue grew at a compound annual growth rate (CAGR) of 11.8% between 2009 and 2013
2. Export sales contributed 52.9% or RM90.5 mil to its financial year 2013 ended June 30 (FY13).
3. Looking to export to emerging markets and the Middle East, which it has yet to tap. Estimated that its export contributions may increase to 56% in FY16
4. Set for a good FY15, its net profit may grow at a CAGR of 18.5% in FY14 to FY16 or RM20.7 mil to RM32.7 mil on the back of growing affluence, health awareness and healthcare expenditure in the markets in which it operates.
5. Frost & Sullivan sees local healthcare expenditure growing at an annual rate of 6.5% in 2012 to 2018 to RM68.4 bil. Private health expenditure to grow at a CAGR of 16.5% in 2010-2020. It is expected to generate revenue of RM13.8 billion in 2015
6. RHB likes HOVID for several reasons
- Robust revenue pipeline
- Strong and wide exposure to the export market (eyeing middle east too)
- Decent ROE of 12~13% onFY14 ~FY15
7. The previous issue on the machine downtime should be reflected in Q3.
8. The increased of the production should lower down the cost which produce better profit margins and typically Hovid revises its selling prices in 2H to account for operating cost inflaction. The higher of the selling prices should further boost its profit margin.
9.The CFO mentioned that HOVID remains confident of maintaining 10~15% revenue and earning growth annually.
10. The disposal of its 51% stake in Indian Pharmaceutical and consumer products company Biodeal Pharmaceuticals Pte Ltd for RM16.22 mil. Hovid would make RM986000 from the share sale. This should be reflected in the coming quarter result.
11. Patent cliff to drive future growth as the major lifestyle or innovator drugs will be going off-patent in the coming years between 2014 and 2016. There will be more than 20 lifestyle drugs are expected to go off -patent. These include: i) Micardis (hypertension), ii) Renegel (kidney), and iii) Advicor(cholesterol). These drugs, which are expected to go off-patent soon barring an extension of their patent protection period, are estimated to worth USD34bn-66bn in worldwide sales in FY14-15, according to industry estimates.
12. Robust backlog of existing drugs (approx 363 types) pending approval. Hovid is set for a good year ahead with many drugs pending approval in Malaysia and several other countries,which are expected to further drive growth in FY14-15.
13. Hovid is currently developing in-house lifestyle drugs targeted at liver and kidney patients. These drugs are currently undergoing intensive research and development (R&D) at Ohio State University, the company’s research partner in the US. The drugs, the first of their kind, will tap further into the potential of its proprietary TocovidSuprabio health supplement.
14. Recently Hovid is covered by The Edge, RHB and several research house and I believe this is part of the reason why more and more retailers exposed to Hovid. Somehow, Hovid is a turn around case and we should look for the future prospect.
Buy and sell at your own risk.
2014-07-22 23:09 | Report Abuse
kikiki... thanks for sharing this analysis Chriss... duit bro, i'm here to learn too and i think i will join GHL due to several reasons :)
2014-07-22 15:12 | Report Abuse
tj bro, your rex ark ark ark banyak cepat..i tak sempat this time..
2014-07-22 14:44 | Report Abuse
tj bro, can i sit at your aax and go together minum liang teh? kiki
2014-07-22 11:26 | Report Abuse
cuaca tak bagus, minum hovid herbal tea... :) duit, let's drink together
2014-07-22 09:57 | Report Abuse
seph: ya if cannot break then sell and switch to hovid tea :)
2014-07-22 00:11 | Report Abuse
Good work Chris and of course the guy that help.. :P
2014-07-22 00:05 | Report Abuse
Its as clear as daylight :)
http://unclezmalaysia.blogspot.com/2014/07/presbhd-its-as-clear-as-daylight.html
2014-07-21 16:11 | Report Abuse
sInvestor: i'm still holding the Ox.
2014-07-21 13:31 | Report Abuse
sInvestor: Definitely Hovid has room to grow.. sit tight :)
2014-07-21 09:43 | Report Abuse
tj bro, ancom is a zhun rasa, kutip saja.. eurosp gua tak tau :) mind to share?
CHRISSYCONN
2014-07-25 15:49 | Report Abuse
seph: besides that i'm also looking forward for the merger between oskprop and pjdev, i wish it happened and let the profit jalan..