Posted by 007007 > 2020-11-20 13:53 | Report Abuse

Also......there will be multiple types of vaccines, not just confined to Pfizer. There will be enough business for everyone to share. No single company can monopolise the distribution business.

Posted by 007007 > 2020-11-20 13:55 | Report Abuse

DKSH, Zuellig, Tasco, Tnlogis, Dpharma, Pharma, etc....all will benefit to some extent.

Posted by 007007 > 2020-11-20 13:59 | Report Abuse

Khairy Jamaludin "already informed the Dewan Rakyat that the government was in direct contacts with eight vaccine producers and two via the Covax plan.".......Star newspaper today.

Posted by 007007 > 2020-11-20 14:01 | Report Abuse

The real issue is whether the company is qualified to handle the vaccines.

Posted by NPRA1985 > 2020-11-20 14:44 | Report Abuse

EU says 2 Covid-19 vaccines could be approved this year

https://www.freemalaysiatoday.com/category/world/2020/11/20/eu-says-2-covid-19-vaccines-could-be-approved-this-year/

Posted by NPRA1985 > 2020-11-22 23:59 | Report Abuse

Regardless, the budget for Covid-19 Vaccines is secure. Hence, nothing to worry for Covid-19 vaccine related counters.

---------------

The MPs told Malaysiakini that in the event Budget 2021 was not passed, ARTICLE 102 of the FEDERAL CONSTITUTION could be invoked to table a separate bill to authorise essential spending.

Essential spending could include civil servant emoluments and HEALTHCARE EXPENSES needed to battle the Covid-19 pandemic.

https://www.malaysiakini.com/news/551768

Posted by sapurakencana > 2020-11-25 18:37 | Report Abuse

Bclim : see the DKSH flying colour result without Vaccine, Please focus on their current business model,otherwise you will loss this opportunity.I invest in this counter due to it solid distribution & marketing business. Please read their report carefully.

Posted by investorking2020 > 2020-11-26 09:28 | Report Abuse

sapurakencana, are we reading the same report? I think you may be misled by the comparison to previous year, which was a total mess with lots of restructuring costs. Compared to that, figures look okay. But what is interesting is not, whether DKSH is just doing as good as in a very bad year but whether it develops reasonably compared to the past. I suggest you compare to 2018 or 2017.

Q3, 2020: Net profit: 31m, total borrowings: 728m; Q3, 2018: Net profit: 34m, total borrowings: 190m

What happened is that DKSH acquired Auric to polish revenue numbers at no incremental profit, but accumulating significant debt. At least it is deflecting attention from the fact that the rest of the company is not doing well.

In summary, if I read the report carefully what it tells me is that operating cash flow is miserable, revenue is relatively bad considering the Auric full year contribution, profitability is way below past years (ignoring a disastrous 2019), huge investments made to plug the sales declines which barely pay back, working capital management is a disaster and the liquidity situation becoming a huge problem. You may call that a solid distribution and marketing business, I do not. But for sure, that is nothing close to a "flying color result".

Posted by lbkeat > 2020-11-26 10:49 | Report Abuse

the price now is fair. Q3 FY20 31M VS Q3 FY18 34M. remember dksh 2018 price is more than rm4. dksh using loan to acquire auric but not cash so it cant reflected to its group earning immediately (buying at high primuim for a market leader and growth com is a long term strategy ). this q its marketing and distribution segment drag down a bit compare to previous q due to hygiene costs, lets see in next q.

Posted by sapurakencana > 2020-11-26 10:49 | Report Abuse

Investorking,Even we have different point of view,but i still like it solid distribution & marketing business. Now is the time you decide whether to buy or not, nobody will know what will happen coming 2 years time.

Posted by lbkeat > 2020-11-26 11:20 | Report Abuse

dksh now not just a trading but combination of both manufacturing com(with reputable brand )and trading taiko in malaysia and singapore. so, it depends on how much pe u willing to give. If its transportation segment can back to precovid level , im looking eps more than 10 sen per q in fy21.

Posted by mrmeow > 2020-11-26 23:31 | Report Abuse

AHEALTH has the cold storage facility and has expanded by acquiring more cold facility and prepared for the covid19 vaccines. Don't foget this real making money one, supplying Msia and Singapore, stable & growing business even before covid, always on an uptrend

Posted by super_newbie > 2020-11-27 17:00 | Report Abuse

Gov't inks deal with Pfizer to vaccinate 6.4 million Malaysians

https://www.nst.com.my/news/nation/2020/11/644852/govt-inks-deal-pfizer-vaccinate-64-million-malaysians

While the world is holding its breath awaiting the release of the first COVID-19 vaccine, DKSH is already looking at how we can ensure that a vaccine can reach people in all corners of Asia. As one of Asia’s biggest vaccine distributors, it’s our mission to help Asian patients.

https://www.dksh.com/global-en/insights/opportunities-and-challenges-to-bringing-a-covid-19-vaccine-to-asian-citizens

Posted by Humble_Investor > 2020-11-28 01:46 | Report Abuse

https://www.theedgemarkets.com/article/malaysia-has-signed-initial-agreement-pfizer-procure-128-million-doses-covid19-vaccine

Posted by NPRA1985 > 2020-11-29 03:15 | Report Abuse

UK set to approve Pfizer-BioNTech Covid vaccine within days

https://www.ft.com/content/ebd9ca50-c2d7-4b0e-afd5-e90e93c0c495

Posted by mrmeow > 2020-11-29 12:16 | Report Abuse

APEX HEALTH (AHEALTH) has been approached by several manufacturers to be the authorised distributor for their upcoming Covid-19 vaccines (work-in-progress). There are many considerations in evaluating these proposals (ie. whether the products will be approved, pricings, efficiencies, requirements, etc) and hence, Apex has not committed to any manufacturer. Instead, the group will likely start off as a wholesaler, where Apex will distribute the Covid-19 vaccines from various manufacturers''

AffinHWang

Posted by NPRA1985 > 2020-11-29 21:23 | Report Abuse

PM: No call to reject 2021 Budget just to bring about polls

"There is no need to do that (reject the 2021 Budget). If you ask me, I could have yesterday advised the Yang di-Pertuan Agong Al-Sultan Abdullah Ri'ayatuddin Al-Mustafa Billah Shah, to dissolve Parliament so that a general election can be held.

"But we all know that the problem is Covid-19. InsyaAllah, if He allows it, when the pandemic is over, we can hold a general election.

Muhyiddin added that the 2021 Budget, worth RM322.5 billion which was passed at the policy level in Parliament on Thursday, is aimed at easing the burden of the people and restoring the country's economy.

"I hope the 2021 Budget will be approved at the Dewan Rakyat and subsequently at the Dewan Negara. This is to ensure that the people will receive the assistance that they need during this tough time."

https://www.nst.com.my/news/politics/2020/11/645117/pm-no-call-reject-2021-budget-just-bring-about-polls

Posted by NPRA1985 > 2020-11-29 21:35 | Report Abuse

No significant change to reject budget at committee level: Dr M

FORMER Prime Minister (PM) Tun Dr Mahathir Mohamad said no significant change can be achieved if the proposed Budget 2021 is rejected at the committee level debate session.

“Rejecting the budget at the committee level, as it is said to be done, will not bring any significant impact on the government nor the proposed budget.

“It is just an attempt to divert the criticisms of the people who are disappointed with the attitude of the Opposition,” Dr Mahathir said in a statement today.

https://themalaysianreserve.com/2020/11/27/no-significant-change-to-reject-budget-at-committee-level-dr-m/

Posted by super_newbie > 2020-11-30 09:50 | Report Abuse

Telstar Lifesciences-General Lab Equipment-Ultra Low Temperature freezers (-86°C & -45°C)

https://www.dksh.com/global-en/products/ins/telstar-ultra-low-temperature-freezers

Posted by tuapuikia > 2020-11-30 11:05 | Report Abuse

Come on !!!

Posted by NPRA1985 > 2020-12-02 18:29 | Report Abuse

U.K. Approves Pfizer Coronavirus Vaccine, a First in the West
The emergency approval, ahead of the United States and the European Union, clears the way for Britain to begin mass inoculations. “Help is on its way,” one official said.

https://www.nytimes.com/2020/12/02/world/europe/pfizer-coronavirus-vaccine-approved-uk.html

Posted by investorking2020 > 2020-12-02 19:31 | Report Abuse

Congratulations to Pfizer! But Pfizer is not distributed by DKSH in Malaysia.

Posted by Sean Eng Kwong Howe > 2020-12-02 19:34 | Report Abuse

Lmost all pfizr product are by dksh

Posted by stan888 > 2020-12-03 08:21 | Report Abuse

With pfizer approved in UK...it will be widely distribute in other countries...whether Dksh will be the main distributor is still a question...BUT...they are the biggest pharmaceutical/medical distributor in Malaysia..so ..wait and see

Posted by NPRA1985 > 2020-12-03 11:30 | Report Abuse

Forwarders see their cargo bumped as vaccine shipments take off

https://theloadstar.com/forwarders-see-their-cargo-bumped-as-vaccine-shipments-take-off/

Posted by investorking2020 > 2020-12-03 12:31 | Report Abuse

In the interest of facts versus fiction, suggest to check MIMS who is the main distributor for Pfizer Rx products in Malaysia. It is not DKSH. At the same time, DKSH is also by far NOT the biggest pharma distributor in Malaysia.

Posted by huat8787 > 2020-12-03 13:33 | Report Abuse

https://www.dksh.com/hea/dkshpro/home

Posted by investorking2020 > 2020-12-03 14:40 | Report Abuse

There is a difference between a marketing pamphlet declaring something the "leading growth partner" (God knows what that is) and being the biggest pharma distributor. But believe what you want if it makes you feel better.

Posted by super_newbie > 2020-12-03 15:28 | Report Abuse

US dollar weakening favor distributor or importer as cost of good sold is cheaper?

Posted by NPRA1985 > 2020-12-05 01:36 | Report Abuse

DUBAI: Bahrain said on Friday it has granted emergency use authorization for the Pfizer/BioNTech COVID-19 vaccine, becoming the second country after Britain to approve it.

The kingdom had also approved Sinopharm’s COVID-19 vaccine in November for use by frontline workers.

https://www.arabnews.com/node/1772516/middle-east

Posted by NPRA1985 > 2020-12-05 01:48 | Report Abuse

South Korea reaches deal to buy AstraZeneca's Covid-19 vaccine candidate

https://www.straitstimes.com/asia/east-asia/south-korea-reaches-deal-to-buy-astrazenecas-covid-19-vaccine-candidate

Posted by NPRA1985 > 2020-12-05 14:34 | Report Abuse

500 million vaccine doses in Q1 2021 closer to reality, says WHO

https://www.freemalaysiatoday.com/category/world/2020/12/05/500-million-vaccine-doses-in-q1-2021-closer-to-reality-says-who/

Posted by tuapuikia > 2020-12-08 13:35 | Report Abuse

please wake up

Posted by Chong1116 > 2020-12-08 18:09 | Report Abuse

Maybe this time coming true....

Posted by NPRA1985 > 2020-12-09 15:27 | Report Abuse

UAE says Sinopharm vaccine has 86% efficacy against COVID-19

DUBAI (Reuters) - An experimental coronavirus vaccine developed by China’s Sinopharm has 86% efficacy against the virus, the United Arab Emirates health ministry said on Wednesday, citing an interim analysis of a human trial underway there.

The Gulf Arab state in July started Phase 3 clinical trials of the vaccine, developed by Beijing Institute of Biological Product, a unit of Sinopharm’s China National Biotec Group (CNBG). In September, the UAE approved its emergency use for certain groups.

The analysis also shows “99% seroconversion rate of neutralizing antibody and 100% effectiveness in preventing moderate and severe cases of the disease”, the ministry said in a statement carried by the state news agency.

“The analysis shows no serious safety concerns,” it said.

It also said it had officially registered the vaccine, without elaborating, and that 31,000 volunteers across 125 nationalities participated in the UAE trial.

https://www.reuters.com/article/health-coronavirus-emirates/update-1-uae-says-sinopharm-vaccine-has-86-efficacy-against-covid-19-idUSL1N2IP09V

Posted by NPRA1985 > 2020-12-09 22:24 | Report Abuse

United Arab Emirates Claims China’s Sinopharm Vaccine Is 100% Effective At Preventing Moderate And Severe Covid-19

TOPLINE The experimental vaccine developed by China National Pharmaceutical Group, also known as Sinopharm, is 86% effective at preventing Covid-19 infection and 100% effective at preventing severe and moderate disease, health officials from the United Arab Emirates announced Wednesday, although with scarce detail provided about the trial.

The UAE health ministry cited an interim analysis of a late-stage clinical trial involving 31,000 volunteers as the source of its information, though neither they nor Sinopharm provided any data from the trial to validate the claims such as how many participants were infected or how many actually received the vaccine.

The ministry said “no serious safety concerns” were observed, though, again, no information on side effects was provided.

The ministry said the announcement is a “significant vote of confidence by the UAE’s health authorities in the safety and efficacy of this vaccine.”

The ministry added that it had officially registered the vaccine at the request of the manufacturer, which it says could eventually lead to the shot’s widespread authorization.

https://www.forbes.com/sites/roberthart/2020/12/09/united-arab-emirates-claims-chinas-sinopharm-vaccine-is-100-effective-at-preventing-moderate-and-severe-covid-19/?sh=2a60fb42595c

Posted by NPRA1985 > 2020-12-09 23:14 | Report Abuse

Kanger International Bhd has roped in Zuellig Pharma Sdn Bhd and K-Star Sport Ltd to collaborate on the distribution of Covid-19 vaccines in Malaysia.

The vaccine and other products are developed by state-owned China National Pharmaceutical Group Corp (Sinopharm).

In a filing with Bursa Malaysia today, Kanger said it has entered into a memorandum of understanding (MoU) with Zuellig Pharma, the largest vaccine distributor in Malaysia and in Asia, to facilitate the import, warehousing and distribution of Covid-19 vaccines in Malaysia.

Separately, Kanger announced that it has also entered into an MoU with K-Star to appoint the latter as the sales agent of Covid-19 vaccines for private clinics in Malaysia.

Kanger said both MoUs will add value to the group as it is now focused on expanding its business into the healthcare industry, which includes the distribution of Covid-19 vaccines, and is looking for a well-established logistics and distribution provider.

https://www.theedgemarkets.com/article/kanger-ropes-more-collaborators-help-distribute-covid19-vaccines

Posted by edwinnnnn > 2020-12-10 13:13 | Report Abuse

https://youtu.be/8sT0dmoYqgE

Posted by MK76 > 2020-12-10 16:21 | Report Abuse

Ada positif dan negatif komen. Seimbang. Beli 1000 unit join korang

Posted by NPRA1985 > 2020-12-10 23:50 | Report Abuse

Hong Kong’s Ming Pao daily said in its editorial that there were grounds to believe that the UAE must have been stringent with the review and registration of the Chinese vaccine, given the country’s record of being transparent in its anti-virus policymaking and mass testing.

“The UAE also maintains sound ties with the West so sourcing vaccines from the United States or elsewhere should not be a grave challenge. If the Chinese vaccine is not safe or effective, there is no reason for the UAE to endorse Beijing’s vaccine propaganda and risk its own image and the health of its own people.

“Thus the UAE’s approval and its top leader’s injection of the SinoPharm vaccine have come as a much-needed vote of confidence that will help convince more countries. Diversified supply of vaccines, with viable alternatives from China, is key to ensuring fair and equitable access by poor countries,” said the op-ed.

SinoPharm revealed that senior officials in Egypt and Bahrain also took part in trials held there.

https://asiatimes.com/2020/12/uae-gives-chinese-vaccines-a-shot-in-the-arm/

Posted by MK76 > 2020-12-12 15:13 | Report Abuse

Vaksin sudah approve. ayuh dksh!

Posted by NPRA1985 > 2020-12-12 18:00 | Report Abuse

Bursa Malaysia is expected to trend higher next week

https://www.malaymail.com/news/money/2020/12/12/bursa-malaysia-is-expected-to-trend-higher-next-week/1931258

----------------

Bursa Malaysia expected to break 1,700 psychological level

Bursa Malaysia is expected to trend higher next week, with the key FTSE Bursa Malaysia KLCI (FBM KLCI) breaking the psychological level of 1,700, and poised to march into the new year with a big bang.

https://themalaysianreserve.com/2020/12/12/bursa-malaysia-expected-to-break-1700-psychological-level/

Posted by NPRA1985 > 2020-12-13 17:20 | Report Abuse

Bahrain Approves China’s Sinopharm Covid-19 Vaccine

Bahrain approved the registration of the Sinopharm Group Co Ltd. vaccine against the coronavirus, about a week after the United Arab Emirates registered the Chinese-made vaccine.

“Results from Phase III clinical trials showed an 86% efficacy rate, a 99% seroconversion rate of neutralizing antibody and 100% effectiveness in preventing moderate and severe cases of Covid-19,” the National Health Regulatory Authority said in a statement Sunday.

Bahrain has participated in phase III clinical trials, in which more than 7,700 volunteers signed up. Bahrain had previously authorized the emergency use of the vaccine, which was provided to frontline workers in contact with coronavirus patients.

The UAE registered the Sinopharm vaccine after finding it had a 86% efficacy rate, paving the way for a full public use and allowing for a re-opening of the Gulf nation’s economy.

Egypt plans to start the process of inoculation against the coronavirus after receiving the first shipments of Sinopharm vaccine.

https://www.bloomberg.com/news/articles/2020-12-13/bahrain-approves-china-s-sinopharm-covid-19-vaccine

https://abcnews.go.com/Health/wireStory/bahrain-approves-chinese-covid-19-vaccine-74699175

Posted by MK76 > 2020-12-14 06:16 | Report Abuse

Pfizer sign agreement ngan dksh taiwan.

https://www.dksh.com/tw-en/home/media/news?id=tag:xml.newsbox.ch,2020-12-10:1101.2844.digest

Posted by tuapuikia > 2020-12-19 19:34 | Report Abuse

https://www.thestar.com.my/news/nation/2020/12/19/govt-to-seal-covid-19-vaccine-purchase-deal-with-astrazeneca-on-monday-dec-21-says-health-minister

Posted by tuapuikia > 2020-12-19 19:35 | Report Abuse

https://www.theedgemarkets.com/article/publicinvest-upgrades-dksh-raises-target-price-rm380

Posted by tuapuikia > 2020-12-19 19:35 | Report Abuse

Can checkout dksh, In a note today, the research house said this may well be linked to its long-term relationship with AstraZeneca and Pfizer, one of the many frontrunners in the development of a Covid-19 vaccine, and the possibilities of it being a distribution arm should either one be commercially viable.

Posted by tuapuikia > 2020-12-19 19:36 | Report Abuse

Monday, gov buy from Astrazeneca. It is time to goreng

Posted by MK76 > 2020-12-21 13:44 | Report Abuse

Nak kebaboom? Dua minggu je tu.

When asked for comment on the specifics of the storage and distribution of Pfizer’s Covid-19 vaccine, Pfizer Malaysia declined to speak, telling CodeBlue that it would make an announcement in two weeks.

https://codeblue.galencentre.org/2020/12/14/malaysias-biggest-logistical-challenge-in-history-covid-19-vaccination/

Posted by edwinnnnn > 2020-12-28 12:02 | Report Abuse

https://www.dksh.com/global-en/home/healthcare/covid19-vaccine-distribution?utm_campaign=Oktopost-4_Group_HEC