Posted by kingdomtan888 > 2014-05-14 19:35 | Report Abuse

Well said azog.
Atleast we can gain some confidence from there.

Salute to uncleZ
Kekekekkekekekkeke

Posted by chang21 > 2014-05-15 09:28 | Report Abuse

Hovid is the stock for long term gain. A lot of up side once profit picks up at the end of the year.

Posted by funitec > 2014-05-16 19:46 | Report Abuse

tq, UncleZ, for value investing blog. would like to hear bloggers views on Kamdar, NTPM, Seal.I like investors who pick good companies with solid fundamentals.Thanks again for sharing your views to all.Good Investing.!

Posted by Rauffan Raulla > 2014-05-19 10:59 | Report Abuse

reversal coming

Posted by newonboard > 2014-05-19 16:41 | Report Abuse

Rauffan, what do you mean by reversal mode coming?

Posted by wee888 > 2014-05-19 17:02 | Report Abuse

hovid article in sin chew 2day

Posted by Rauffan Raulla > 2014-05-19 17:30 | Report Abuse

newonboard, i mean will going up , just a matter of time.......wee888, what is the content, mind sharing?

Posted by wee888 > 2014-05-19 19:01 | Report Abuse

was told that future looks bright, i didn't read!!! Anyone who has read, please!!!

Posted by Rauffan Raulla > 2014-05-19 20:29 | Report Abuse

ive been told by the insider , next quarter result is good, not the best, but good

Posted by leonardo16 > 2014-05-19 22:16 | Report Abuse

2014-05-19 13:38

家喻户晓的著名品牌———何人可（HOVID，7213，主板消费产品股），是源自40年代，当时唯一的产品是何人可凉茶。
80年代，合格药剂师何树生领导何人可进军药剂领域，何人可生产和行销350多种不同的仿制药、成药和保健品到全世界50多个国家。
该集团的生产程序，遵守严格的药剂控制标准，在霹雳州珠宝拥有两座工厂。
何人可是我国最大药剂出品公司，营收有一半（2013财年占营收的53%）来自出口。它拥有强大的研发部门，也拥有很多创新产品。
它目前也是大马唯一拥有专利权的上市药剂公司。
2013财年，仿制药、保健品和消费产品，分别贡献72%、21%及7%的营收。
挖掘出口商机
截至2013年6月底财政年，何人可的出口占营收53%。
其实，该公司早在20年前已经出口仿制药，并成功打进约20个国家，约有10亿人是潜在顾客。
主要出口市场包括香港、新加坡以及低收入国家，例如尼日利亚、柬埔寨、菲律宾、加纳和缅甸等。
何人可的盈利增长，是受到推出新产品以及药剂产品需求增长的激励。何人可增加在海外注册的药品，也将激励公司需求量，这意味着拥有更多产品在市场上流通，该公司每年都增加约20个产品。
仿制药利润高
2016年初扩大产能以应付未来商机。根据何树生接受访问时表示，他看好公司前景，因为新的仿制药可以享有更高的利润。
该公司预定于2014年下半年，开始兴建投资额3000万令吉的药丸和药片制药厂。
兴建期限约18个月，而工厂预定于2016年初投入运作。
药丸和药片产品，目前占该集团营收的约60%，新工厂投入生产之后，它的药丸和药片产能预料将提升30%。
它的利润预料将会增加，预料更高的产能将可降低固定的员工成本。
拟参与PEMANDU计划
联昌证券表示，何人可计划参与首相署表现管理和履行单位（PEMANDU）启动的合约计划，这是卫生部购买本地生产的仿制药的计划。
公司计划于2015年推介至少1种新产品，由于目前卫生部购买的药品，只占何人可营收的10%，因此，在参与这项计划，预料将使何人可在2015年可以增加来自卫生部的营收。
根据首相署表现管理和履行单位预测，马来西亚药剂市场于2011年总值44亿令吉，以2880万人口计算，这意味我国人均药剂开销为153令吉或50美元，这只占经济合作组织成员国人均药剂开销197至995美元的约5至25%。
我国人均药剂开销低，主要是人口尚年轻，不过，随着年龄的增长，预料我国的人均药剂开销，将会逐年增长。
我们药剂业每年增8至10%，所以，预料这将会带动何人可的业绩增长。
研发强 有专利
何人可拥有强大的研发能力，它也是马来西亚唯一一家拥有专利权的上市药剂公司。它的研发能力较本地同侪更高。
何人可通过公开市场脱售超维特（Carotech）的股票，以及将超维特股权以股票代替股息方式分派合何人可股东，这使得它的财务更加的健全。
这样的企业活动是于2011年底完成，以及将超维特的2700令吉令吉债务，从何人可资产负债表中去除。这使得何人可财务更加健全，以及允许何人可专注更有利可图的药剂业务。
令吉疲弱推高盈利
何人可进口大部份原料，加上营收有一半以上是来自出口市场。由于进口和出口交易都是以美元为主，因此，预料该公司将从疲弱的令吉走势中受惠，这将可以提升它的进口盈利。
疲弱的令吉将不会侵蚀它的利润，因为联昌国际证券相信它有能力将成本转嫁给客户。
2016财年盈利大跃进
联昌国际证券预测，何人可的营收于2014财年至2015财年，每年将增长10%，主要推动力为：1）推介新产品、2）增加在出口市场的产品注册、以及3）疲弱令吉的带动。
更高的营收将让净利每年增长5至7%。净利增幅预测较营收增长低，主要是因为集团可能无法完全将成本全面转嫁给海外的客户。
成本增加主要是来自最低薪金制以及政府削减补贴。
何人可的2016财年的盈利增长更佳，因为它新的药丸和药片制药厂，将于2015年中开始运作。
药丸和药片产品占公司营收的60%，而新厂将会将产能提高30%。

免责声明
本文分析仅供参考，并非推荐购买或脱售。投资前请咨询专业金融师。
慧眼 电邮：shares888@yahoo.com

Posted by AyamTua > 2014-05-19 22:20 | Report Abuse

Ho Yan Hor Herbal Tea? teh si peng sedap lagi .. ha.. ha... kaunter bagus, tapi lambat mai ini teh ais peng.. apa ada itu carotech? bukan kah caratech dalam tulisan ? bukan sudah bungkus meh? ha.. ha.. ha

Posted by cmlooi > 2014-05-19 23:32 | Report Abuse

Lately more reports about the virus from mid east. Remembered long time ago when the bird flu happened, the glove maker counters went up. Pharmaceutical should be good too.

Posted by staind86 > 2014-05-19 23:48 | Report Abuse

Don't see how MERs outbreak has to do with a pharmaceutical counter like this. It is not that hovid is already researching or have solution. If anything, the benefits go to gloves counters again.

Posted by dragonfruits > 2014-05-20 21:10 | Report Abuse

Health care always bright future

Posted by bowman > 2014-05-21 09:37 | Report Abuse

Lows are higher and highs marginally higher if you noticed from the trend-chart. RSi is also between 45 and 55. Good signs indeed

Posted by Jeffyap > 2014-05-21 11:42 | Report Abuse

hi all, i just join in the party here! at 0.36 =)

Posted by bowman > 2014-05-21 16:48 | Report Abuse

still very strong selling pressure

Posted by tewnama > 2014-05-21 16:49 | Report Abuse

hari hari pun lebih kurang macam itu. bersabar.

Posted by Rauffan Raulla > 2014-05-21 17:03 | Report Abuse

heavy counter

Posted by wee888 > 2014-05-21 19:56 | Report Abuse

heavy counter is good!!! next day, u have to bring a bulldozer to carry to the bank!!!! hahaha

Posted by up_up_up > 2014-05-21 20:44 | Report Abuse

Tewnama sudah sapu hovid juga? ;-)

Posted by Rauffan Raulla > 2014-05-21 21:01 | Report Abuse

tewnama byk kaunter play, always saw his name everywhere hehehehe

Posted by Jeffyap > 2014-05-22 09:24 | Report Abuse

tewnama will be thr for most of the good counter

Posted by tewnama > 2014-05-22 09:31 | Report Abuse

upupup, I ada sikit aje. ikut orang beli

Posted by up_up_up > 2014-05-22 09:41 | Report Abuse

Tewnama, saya sudah beli sikit and tambah perlahan lahan..good to see you here again.

Posted by Jeffyap > 2014-05-22 10:06 | Report Abuse

i ikut uncle z haha

Posted by matrix6050 > 2014-05-22 15:38 | Report Abuse

beli sikit :)

Posted by tewnama > 2014-05-22 15:39 | Report Abuse

bagus. kita kaki sama

Posted by Rauffan Raulla > 2014-05-22 15:55 | Report Abuse

move2

Posted by up_up_up > 2014-05-22 16:29 | Report Abuse

dont up yet, havent collect enough.

Posted by tewnama > 2014-05-22 16:54 | Report Abuse

upupup, jadi, macam mana? cepat beli la. tak adil keretapi kena tunggu u seorang

Posted by Jeffyap > 2014-05-22 17:22 | Report Abuse

haha masuk yest 0.36, now 0.375 d ! =D

Posted by zoomboom > 2014-05-22 17:27 | Report Abuse

Saya senyap senyap beli.... Kikikiki

Posted by stainlyho37 > 2014-05-22 18:01 | Report Abuse

next week will be testing new high....>0.40...

Posted by matrix6050 > 2014-05-22 21:58 | Report Abuse

The quarter result of Hovid will be releasing end of this month and I think the quarter result might be better than the previous quarter because of

1. The previous slow revenue growth in 2Q was because of the downtime of two weeks for its high-volume blister packaging machinem which delayed the productions of about RM4 mil worth of drugs. I think the issue is solved and the product has shipped out on Jan which the revenue should be reflected in Q3.

2. Since the increased of the production should lower down the cost which will produce better profit margins and typically Hovid revises its selling prices in 2H to account for operating cost inflation. The higher of the selling prices should further boost its profit margin.

3. The cost of the raised of the employee wages in last September can only be pass through to the customer this year.

4. The CFO mentioned that Hovid remains confident of maintaining 10~15% revenue and earning growth annually.

5. The disposal of its 51% stake in Indian pharmaceutical and consumer products company Biodeal Pharmaceuticals Pte Ltd (BPPL) for RM16.22 mil. Hovid would make RM986000 from the share sale. May be this will only be reflected in the next quarter result.

Posted by stainlyho37 > 2014-05-23 09:29 | Report Abuse

yes..just collect 0.365~0.37.....for next week..

Posted by stainlyho37 > 2014-05-23 09:50 | Report Abuse

last call hovid wb....0.20..0.205..tgt..0.25....

Posted by thek > 2014-05-26 07:21 | Report Abuse

Holding for quite sometime already.. this time must see better result.

Posted by Rauffan Raulla > 2014-05-26 10:28 | Report Abuse

fly hovid fly

Posted by singinvestor > 2014-05-28 20:06 | Report Abuse

Anyone know when the quarter result will be out?

Posted by Rauffan Raulla > 2014-05-29 16:54 | Report Abuse

when mau pecah daaa

Posted by taiong59 > 2014-05-29 21:06 | Report Abuse

Today keep buying 37 sen... Hopefully something is brewing

Posted by tewnama > 2014-05-29 21:09 | Report Abuse

Kenapa saham ini menarik minat pelabur di sini. Saham dah lembab banyak tahun.

Posted by klchin2 > 2014-05-29 21:57 | Report Abuse

For those of you fans of Hovid, here he is and listen to what he has to say.

http://www.youtube.com/watch?v=mZY-qYE0m4c

Posted by zoomboom > 2014-05-29 22:41 | Report Abuse

Thank you klchin2 for the video :-) very positive news indeed... All the graphs seems to project upwards! I am sure all shareholders here are salivating on the prospects already kikikiki.. Aiseh no part 2 on the dance ah? Takde hot chix ke? Kikikiki

Posted by zoomboom > 2014-05-29 22:43 | Report Abuse

Tewnama bro, lepas tengok video annual dinner mereka, nampaknya gayanya gergasi akan bangun tak lama lagi - patut lah menarik minat pelabur... hehehe

Posted by tewnama > 2014-05-29 22:57 | Report Abuse

Ya zoom bro. Harap harap teh hor hor ini akan bawa mujarab besae

Posted by singinvestor > 2014-05-30 01:27 | Report Abuse

Thanks you Klchin2 for the greats info, you are Hovid staff? Hope Mr David Ho will give all of us a big bonus when all of us (Investor) show passion to Hovid. ;)

Posted by zoomboom > 2014-05-30 09:55 | Report Abuse

Kena ada kesabaran yg kuat... Itu salah satu trait yg di perlukan untuk berjaya sebagai value investor... Saya yakin dgn Teh HoR HoR dgn pelannya. Harapan semua bros n sis sini akan huatx3 googolplex dalam sedikit masa lagi. :-) Rileks dan enjoy skool break dan World Cup ya!

Posted by tewnama > 2014-05-30 12:36 | Report Abuse

klchin2, terima kasih video itu. carta carta dlm video itu menunjukkan prestasi sykt tiap tiap tahun naik. memang sykt yg kuat. I caya sama unclez