Y.S.P.SOUTHEAST ASIA HOLDING

KLSE (MYR): YSPSAH (7178)

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Last Price

2.46

Today's Change

-0.04 (1.60%)

Day's Change

2.46 - 2.55

Trading Volume

19,000


6 people like this.

2,085 comment(s). Last comment by Learner68 2 months ago

uptrending

1,852 posts

Posted by uptrending > 2019-05-28 19:04 | Report Abuse

QR results are released after approval in board meeting.

I noticed that for YSP, the 1Q results (to be released in May) are always released on the same day of the AGM. The board meet after the AGM. They can have 2 meetings in a day.

chun2

10 posts

Posted by chun2 > 2019-05-28 19:40 | Report Abuse

Oh no.... Profit attributable to equity shareholders fell from 6.7M to 4.8M compared to preceding year corresponding quarter (a drop of 28%) even though revenue up from 71.6M to 74.7M (up 4%)

chun2

10 posts

Posted by chun2 > 2019-05-28 19:42 | Report Abuse

Looks like FYE2019 is REALLY not going to be easy

Posted by Fabien Extraordinaire > 2019-05-28 20:09 | Report Abuse

one weak quarter results and you guys panic? first time investing ar..

uptrending

1,852 posts

Posted by uptrending > 2019-05-28 20:27 | Report Abuse

Yalor, Fabien, really agree with you. Invest in pharmaceutical company is a long term investment. If we have to react on every QR, it will be a misery..

There is also a change in product mix in the Bangi Plant and the capacity has gone up from what I understand reading the AR 2018.

Posted by WhereToInvest > 2019-05-28 21:26 | Report Abuse

"This was mainly due to higher cost of goods sold in the period under review." Any idea why the cost increasing?

swordwa2

77 posts

Posted by swordwa2 > 2019-05-28 22:51 | Report Abuse

One weak quarter result is fine but the group's prospect does bring some worries
"the Group is cautiously optimistic of maintaining its performance in the year AHEAD"
I read it as maintaining or could be slightly worse performance this year, without much expectation on growth. If this occurs, EPS would fall(lower performance and ESOS dilution)

swordwa2

77 posts

Posted by swordwa2 > 2019-05-28 22:55 | Report Abuse

Just voicing out my opinion :)
Anyway, PE of this company is still low comparing to others

uptrending

1,852 posts

Posted by uptrending > 2019-05-28 23:52 | Report Abuse

Ysp was granted a low PE by the market probably due to low growth. If it can show growth of 20%, at PEG of 1, its PE could shot to 20..

Anyway, its current year dividend, 8.5 cent and NTA, RM2.30 per share is very respectable. In term of Price to Book, it is the lowest among Bursa Pharma company..

It is risky to project full year earning just base on one quarter results..Prior to QR, Dr Neoh's Dynaquest database projected YSP FY19 EPS @23cents.. Now, not sure if it will be revised..

Jona0724

812 posts

Posted by Jona0724 > 2019-05-29 08:07 | Report Abuse

Overall still very confident to YSP. Will be top up more if price below NTA. It is very worth use lower cost(below NTA) to be shareholder of YSP.

Posted by InvestsucessTrader > 2019-05-29 08:43 | Report Abuse

Good or bad times everyone needs medication. nobody can run from it.Defensive stock.

uptrending

1,852 posts

Posted by uptrending > 2019-05-29 08:49 | Report Abuse

Director exercised 200,000 shares @rm2.55 on 22/04/2019. He must be confident also.

Posted by shareinvestor88 > 2019-06-10 02:49 | Report Abuse

Sell Sell.TP 1.00

RainT

8,448 posts

Posted by RainT > 2019-06-11 14:44 | Report Abuse

1 day up 1 sen

1 month will up 31 sen

mindshare

122 posts

Posted by mindshare > 2019-06-11 15:06 | Report Abuse

My cost is 3.00....bila mahu breakeven?

mindshare

122 posts

Posted by mindshare > 2019-06-11 15:07 | Report Abuse

1 day up 1 sen but 1 day can down 40 sen....matilah

Posted by Fabien "The Efficient Capital Allocater" > 2019-06-11 15:09 | Report Abuse

i prefer this way, slowly but surely. will entitled for 8.5sen end of this month.

RainT

8,448 posts

Posted by RainT > 2019-06-12 12:37 | Report Abuse

wah

really this YSPSAH only 1 way ticket only

up only

today up 4 sen

RainT

8,448 posts

Posted by RainT > 2019-06-12 12:38 | Report Abuse

@mindshare

buy more now to lower your cost

I have faith in YSPSAH business

Posted by Fabien "The Efficient Capital Allocater" > 2019-06-12 13:50 | Report Abuse

CIMB target price is 3.40

More runway to go.

mindshare

122 posts

Posted by mindshare > 2019-06-12 16:45 | Report Abuse

@ RainT

I have no more $$ to invest :(

RainT

8,448 posts

Posted by RainT > 2019-06-13 11:15 | Report Abuse

@fabien

IB TP cannot trust la

IB TP can trust, shit also can eat already

RainT

8,448 posts

Posted by RainT > 2019-06-13 11:15 | Report Abuse

@mindshare

sell underwear , sell house, sell car , sell wife/husband

all in YSPSAH

HAHA

RainT

8,448 posts

Posted by RainT > 2019-06-13 11:16 | Report Abuse

Today drop 4 sen after up up up few days

time to scoop some share ?

will queue to buy another batch

mindshare

122 posts

Posted by mindshare > 2019-06-13 11:48 | Report Abuse

@ RainT

Will ask Ah Long...:)

shawn88

238 posts

Posted by shawn88 > 2019-06-17 11:06 | Report Abuse

Still can buy ?

RainT

8,448 posts

Posted by RainT > 2019-06-17 15:55 | Report Abuse

this company trading volume is very low

need to be prepare if u invest in this stock

RainT

8,448 posts

Posted by RainT > 2019-06-17 16:02 | Report Abuse

@shawn88

go ask GOD or ask yourself, do your home work and understand more about this company
see the current chart trend now

Overall, YSPSAH biz prospect is quite good as they are in medicine biz
Medicine is quite defensive

if to say fundamental:
cash wise is good, net cash, operating cash flow also is positive
gross profit margin also high at around 40%, ne margin at 5-10%

sales is grow steady throughout the years, profit also steady no big drop or up

at current share price it is not at the peak yet , also not at the lowest point, can say at middle like that

PROBLEM : low trading volume, need to be prepare for this and hold long tem

mindshare

122 posts

Posted by mindshare > 2019-06-20 10:43 | Report Abuse

zzzzzzzzzzz.......

RainT

8,448 posts

Posted by RainT > 2019-06-22 15:52 | Report Abuse

zzzz

too small volume le YSPSAH

RainT

8,448 posts

Posted by RainT > 2019-06-22 15:53 | Report Abuse

But its a good company

shawn88

238 posts

Posted by shawn88 > 2019-06-25 11:33 | Report Abuse

Ex date soon.. dividend 0.085

RainT

8,448 posts

Posted by RainT > 2019-07-06 17:18 | Report Abuse

need lots of patience if u decided to invest in YSPSAH

Good company but share price hardly move

RainT

8,448 posts

Posted by RainT > 2019-07-06 17:19 | Report Abuse

recent sell down by fund I thought finish already

then now downtrend again? have fund selling again ??

shawn88

238 posts

Posted by shawn88 > 2019-07-09 15:18 | Report Abuse

strong company.. can keep

RainT

8,448 posts

Posted by RainT > 2019-07-13 12:27 | Report Abuse

This is need keep very long

be prepare for your capital to stuck in very long

but is stable and good company, share price will not roller coaster

ValueMe

176 posts

Posted by ValueMe > 2019-07-20 00:01 | Report Abuse

Defensive..

RainT

8,448 posts

Posted by RainT > 2019-07-26 14:57 | Report Abuse

director buying

maybe good indication

Posted by Vincent_8316 > 2019-08-01 15:58 | Report Abuse

better buy Pharma.....6% DY....
Back to RM 4 these year end.

RainT

8,448 posts

Posted by RainT > 2019-08-02 18:07 | Report Abuse

PHARMA expose to government risk as most of the sales is from government hospital

and with this PH government many uncertainty can happen

RainT

8,448 posts

Posted by RainT > 2019-08-02 18:09 | Report Abuse

main thing is PHARMA margin is very low

means PHARMA don't have say in their pricing plus with pressure from government

even PHARMA supply medicine for hospital but their margin is very low only

RainT

8,448 posts

Posted by RainT > 2019-08-02 18:09 | Report Abuse

DY 6% got what use if biz prospect is not good

if u want 6% DY go buy REITs

RainT

8,448 posts

Posted by RainT > 2019-08-02 18:10 | Report Abuse

YSPSAH gross margin is very high and their net margin also is not bad

this shows that YSPSAH have some sort of competitive advantage

bad things about YSPSAH is their number of shares very low, low liquidity

Posted by kalofarmako > 2019-08-22 15:44 | Report Abuse

hello

Posted by kalofarmako > 2019-08-26 10:55 | Report Abuse

It's going up time to buy ! Come on gaiss.

https://klse.i3investor.com/blogs/MYpharmaceuticalnews/221505.jsp

mindshare

122 posts

Posted by mindshare > 2019-08-26 11:11 | Report Abuse

Pharmaniaga not YSP.

mindshare

122 posts

Posted by mindshare > 2019-08-26 11:12 | Report Abuse

so many generic players in the market

RainT

8,448 posts

Posted by RainT > 2019-08-26 11:14 | Report Abuse

PHARMA is mainly sell medicine to government

so you can see their margin is so thin

even PAHRMA have some sort of monopoly but PHARMA is not so profitable, their profit margin is thin

RainT

8,448 posts

Posted by RainT > 2019-08-26 11:15 | Report Abuse

whereas for YSPSAH, is different

their margin quite high

bad about YSPSAH is the number of shares is low and trading volume is so thin

gongkia

212 posts

Posted by gongkia > 2019-08-26 18:44 | Report Abuse

just the roe a bit low, no mood buying yet.

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