Pharmaniaga successful foray into Myanmar with it Sinovac Covid-19 vaccine bodes well for its strategy to expand its vaccine distribution business beyond the local sector Very good done for PHARMANIAGA
with 3.5m doses fully delivered, plus other businesses, 0093 is expected to achieve not less than RM25mil nat for fy2021. they may reward the shareholders half of their earnings. this is extremely good. but the biggest challenge is: sustainability.
aiyo, if gv 20 sen fattatt liao... rm25mil translates to eps of only RM0.057/share. oh betul.... they may issue more esos to increase the major shareholders' %
They have not only obtained approval from the Ministry of Health (MoH) to begin private sales of CanSino vaccine in the country. Next they gonna apply for Convidecia to be used as a booster shot. Hopefully will get approval soon.
95.4% of our adult population are fully vaccinated. the primary vaccine market here is getting smaller. missed a few times on GMP target dates, it shows their inexperience in F&F. the approved combinations now are SSP, SSS, PPP, AAA. CanSino still not in booster dose list and not for adolescents too. after the introduction of SSP, locals seem prefer homologous. Without WHO granting the emergency use (and you hv yet to obtain GMP), overseas market expect to be challenging. further, Cansino is less known in the market too. 0093 started this vaccine venture one of the earliest last year but now they are behind everyone. many of us follow from day one, was excited and bought this counter last year and had high hope but the reality is they fail to deliver and compete. Now, how do they move forward? to achieve financial sustainability in years ahead, perhaps they may have to think beyond covid vaccine.
why say so much, sweetpotato? Confirm you buy at high price and sell at lower price because you are scared. Don't regret there and say so much lah. U thought Covid will end straight away with 100% of adult population vaccinated?
Coming quarter will make one off gain profits of 30 to 40 million and may pay out 0.30 cents of special dividend to reward shareholders The vaccines business cannot be sustainable
A huge numbers of insiders have already known the excellent quarter report to be announced this week and start to promote in today Sin Chew Weekly business time today The insiders will pump up and up before the coming quarter report and later on will punish the retail to dump down the share price later This stock is a good insider trading stock ,definitely not a fundamental stock NTA worth 0.192 only
The facility they just built for solution biologics can be used on other type of vaccines in the future. Currently all vaccine are imported and Msia government plan to make malaysia a vaccine manufacturing country, with the facility solution will be one of the very few player in msia in the future
Be alert and cautious about abcb also. How come know so much or you are the insider or you also sell at lower price and blah here? Don't regret there if you sold the stock and say so much lah. Which stock no need to be alert and cautious?
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
YOLOorLOL
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Posted by YOLOorLOL > 2021-11-16 17:39 | Report Abuse
Don't bu** s**** again laa..sweetpotato
More u blow more I earn ..
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