Y.S.P.SOUTHEAST ASIA HOLDING

KLSE (MYR): YSPSAH (7178)

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Last Price

2.27

Today's Change

+0.01 (0.44%)

Day's Change

2.27 - 2.27

Trading Volume

34,200


6 people like this.

2,089 comment(s). Last comment by Likesung 2 days ago

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 12:47 | Report Abuse

So the utilisation rate in malaysia will decreased. Now they unable to do tis due to license problem. Vietnam and indonesia plant still suffering lose vietnam plant will breakeven in 2 years time

chiowmin

2,797 posts

Posted by chiowmin > 2015-06-29 12:48 | Report Abuse

still strong :)

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 12:49 | Report Abuse

The company do not planned for any expansion other than in vietnam and indonesia plant. For Malaysia, although the utilised rate stood at 80percent, management think that this is not a problem as they can change a more efficient machine to increase the production of the medicine

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 12:51 | Report Abuse

3. Last quarter profit margin improvement mainly due to gst effect.As the gst coming, the sales to clinic have been increased. As the sales to clinic generated the most profit margin to the company, hence the profit margin also increased

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 12:52 | Report Abuse

4. As per management the company gain the most profit margin mainly from sales to clinic while the lowest profit margin from government contract as they need to compete with other company to able to bid the contract. Hence they will lower down the profit margin

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 12:53 | Report Abuse

5. Indonesia plant will be opened on 3rd quarter of 2015. This might be good news to the company.

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:00 | Report Abuse

6. Obe of the shareholeer asked why yspsah choose to go in indonesia market. The management answered that the company go into indonesia market due to the indonesia market have opened their market 4years ago. The shareholder continue to ask do the management have any forecast on the sales in indonesia. The management said the company invest in indonesia for "test water". They will continue invest in indonesia anout 4 million for next few years

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:04 | Report Abuse

7. One of the shareholder have asked that the interest income gains from cash and cash equivalent is lesser than finance cost. Hence the company have any planned to better planning on the cash flow. The management said actually the company does not have as many cash as shown in balance sheet. Only because the timing differences as that time the money collect from debtor and the money which spend for working capital did not used at the moment

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:06 | Report Abuse

8. 71percent of the product for yspsah is charged gst while 29percent is zero rated product

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:09 | Report Abuse

9. The company did not planned to enter china market due to the sister company, yongshin china have been entered into china market for more than 20years.But they only able to get aingle digit of licenses. But the company have join ventures with other china company in china market

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:11 | Report Abuse

10. The company foresee a improvement in the sales to government project as the company started to supplier to government.

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:14 | Report Abuse

11. The other product such as cosmetic product only contribute less than 1percent to the company. One of the shareholder asked does the company have the intention to enter into cosmetic product. The management said the company are trying to enter the market but because of cosmetic product normally depends on branding. So the company unable to compete with others. The company is still in the learning progress for the particular industries

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:17 | Report Abuse

12. The management said that cost of material consist of 55percent consists of cost of material which 90percent imported from oversea. The next biggest cost is packaging cost. Electricity only consist 2percent of the cost of sales of the medicine

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:27 | Report Abuse

13. No bonus issue or any other corporate planning for yspsah for current moment. The shares in open market is about 60percent

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:36 | Report Abuse

I think that all i wan to share ba. Anyway make your owne decision from the information above. Cheers.

ykloh

518 posts

Posted by ykloh > 2015-06-29 13:48 | Report Abuse

The Indonesian market is 10 times larger then Malaysia's so it is logical to explore that market in a big way.

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 13:56 | Report Abuse

Ykloh: the problem now is from the audited report, the company only incurred only small portion of revenue from there. (In other coutries revenue) As shareholder we concern about whether the medicine can be sold.or not. Other than that from the reaction and respon from management i feel like they dont know and not very understand on this company.They might focus on the yong shin taiwan business more.

bukithot

457 posts

Posted by bukithot > 2015-06-29 14:23 | Report Abuse

Wow, owe you a meal for these previous info!
THANK YOU!

Since last qtr sales is partly due to pre- GST effect, means Q2 sales will drop back?
Looks like indonesia plant is not going to make money anytime soon?

bukithot

457 posts

Posted by bukithot > 2015-06-29 14:25 | Report Abuse

10. The company foresee a improvement in the sales to government project as the company started to supplier to government. << Is the surge in revenue in last two quarters also due to this?

Btw, pingdan mind to share why you have sold all?

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 14:37 | Report Abuse

I think abit from government project. Im not sure. Just that last quarter surged mainly due to increase in sales to clinic. I sold because because of the share price from 1.6 until 2.5 now. I didnt expect any huger profit improvement in the coming quarter. Maybe next quarter will improved but impossible to remain the same as current quarter

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 14:38 | Report Abuse

Indonesia plant did not contribute any revenue as of now.

bukithot

457 posts

Posted by bukithot > 2015-06-29 14:38 | Report Abuse

Noted with thanks. Congraz for the gain!

pingdan

1,549 posts

Posted by pingdan > 2015-06-29 14:50 | Report Abuse

Just to remind you that according to management government project provided the lowest profit margin among all of the sales. So i dont tink is a good thing for the company

Icon8888

18,659 posts

Posted by Icon8888 > 2015-06-29 15:22 | Report Abuse

Pingdan is right. Focus interviewed CCM Bio boss few weeks ago, he said competition cut throat

Joel

4,580 posts

Posted by Joel > 2015-06-29 17:24 | Report Abuse

Muscle, u r right.
Cash is King.

wil89

23 posts

Posted by wil89 > 2015-06-29 18:44 | Report Abuse

Joel, what's your insight of today's slump? Is it good to continue to hold?

soros228

2,039 posts

Posted by soros228 > 2015-06-29 20:21 | Report Abuse

Sold already.

Joel

4,580 posts

Posted by Joel > 2015-06-29 21:12 | Report Abuse

Wil 89, 我觉得你有赚到钱几百,几千就好放了。
我上个星期五,4:00pm 已经卖了。

现在是全球都红红的。

接下来几天,会有更便宜的股价@股项。

Cash Is King.

Joel

4,580 posts

Posted by Joel > 2015-06-29 21:13 | Report Abuse

先收好你的现金!

soros228

2,039 posts

Posted by soros228 > 2015-06-29 23:23 | Report Abuse

Agreed with Joel. Very good advice.

wil89

23 posts

Posted by wil89 > 2015-06-30 00:20 | Report Abuse

thank you!

bukithot

457 posts

Posted by bukithot > 2015-06-30 10:14 | Report Abuse

So fast rebound and resume uptrend!

Go4Share

108 posts

Posted by Go4Share > 2015-06-30 11:05 | Report Abuse

Market is very volatile and uncertain. Take profit first, cannot greedy ma.

traderman

7,854 posts

Posted by traderman > 2015-07-01 11:35 | Report Abuse

haha joel sorry ysp 2.68 not 2.48

joel

4,580 posts

Posted by joel > 2015-07-01 16:18 | Report Abuse

Agreed , go4share.

joel

4,580 posts

Posted by joel > 2015-07-01 17:50 | Report Abuse

Like or word muscle!

Traderi3

223 posts

Posted by Traderi3 > 2015-07-02 11:50 | Report Abuse

dividend coming, rm3 coming, patient if u would like to win big

bukithot

457 posts

Posted by bukithot > 2015-07-02 15:13 | Report Abuse

low power ady

moven00

728 posts

Posted by moven00 > 2015-07-02 21:42 | Report Abuse

Boleh lagi?

gnail

343 posts

Posted by gnail > 2015-07-06 17:38 | Report Abuse

TAK BOLEH LIAO, CABUT!!!!!!!!

wil89

23 posts

Posted by wil89 > 2015-07-07 10:25 | Report Abuse

Really? It's been coming up now

bukithot

457 posts

Posted by bukithot > 2015-07-07 12:22 | Report Abuse

selling pressure consider low despite weak broad market. Once broad market is stabilized + good coming qtr result, there is high chance for YSPSAH to break into uncharted territory!

Traderi3

223 posts

Posted by Traderi3 > 2015-07-07 16:01 | Report Abuse

Bullish.

bukithot

457 posts

Posted by bukithot > 2015-07-08 12:02 | Report Abuse

700mil issue. Panic sell.

wil89

23 posts

Posted by wil89 > 2015-07-08 12:27 | Report Abuse

Please panic more. Can bargain hunt haha

kkteng70

432 posts

Posted by kkteng70 > 2015-07-08 14:03 | Report Abuse

fall so much

moven00

728 posts

Posted by moven00 > 2015-07-08 21:49 | Report Abuse

Boleh lagi?

bukithot

457 posts

Posted by bukithot > 2015-07-10 23:17 | Report Abuse

off market! good~

moven00

728 posts

Posted by moven00 > 2015-07-12 22:57 | Report Abuse

Hopeful it can gain momentum to move above 2.69...
Where is our bank Analyst, Research House???
Yspsah didn't gain as much coverage as Pharmaniaga, CCMDBIO or even Hovid.

bukithot

457 posts

Posted by bukithot > 2015-07-14 15:47 | Report Abuse

RM 3 when?

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