0.40 is so near now, if not hitting it by this year, fine/alright. happy investing in HOVID, 2015 is a challenging year, let's see how HOVID continue bringing us the good fortune.
what the hell? earning only 0.76sen or 0.60(diluted) not even 1 sen. what is so great for such a competitive pharmaceutical business . Please push it higher,if possible above 0.40, I want to sell to get some kopi money.
Haa haa, they do sell supplements,n vitamins, besides the old traditional Brands that has appeal to a large popoulation in Malaysia since long ago.This is a good one to hold for dividend, n if you have guts speculate, at own risk.Your emotions?
1. The weaker ringgit will affect the earnings of healthcare companies as they are exposed to either overseas operations or export markets. Hovid is the biggest beneficiary if the ringgit weakness persists since it derives more than half of their revenue from outside Malaysia
2..Hovid will be the net winner in a weak ringgit environment as the higher revenue will more than offset the impact of GST on operating costs.
CIMB Research remains Overweight on the sector, with Pharmaniaga as its top pick. It also upgraded Hovid to Add. It pointed out that the strong revenue and earnings growth are the potential re-rating catalysts.
Healthcare - overall - Pick the right remedy Despite some pullbacks last month, the share prices of healthcare stocks in our portfolio still beat the market by 12% on average in 2014. This year, investors should pick stocks that will benefit the most from rising healthcare demand yet insulated from cost pressure due to GST. We remain Overweight on the sector, with Pharmaniaga as our top pick. We also upgrade Hovid to Add. Strong revenue and earnings growth are the potential re-rating catalysts.
Highlighted Companies -->Pharmaniaga As the largest distributor of medical products to the Ministry of Health (MOH), Pharmaniaga should benefit from higher MOH spending next year. -->Hovid New product launches and increased product registrations in the export markets will continue to fuel Hovid’s earnings growth. The weaker RM against US$ is also positive for Hovid’s earnings as more than half of its sales come from exports. -->KPJ Healthcare We expect KPJ’s net profit to grow marginally in 2015. The earnings impact of GST will be cushioned as 1) none of its new hospital projects is expected to start operations in 2015, and 2) the gradual turnaround of its new hospitals will result in lower losses.
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....
jl88
1,446 posts
Posted by jl88 > 2014-12-22 16:37 | Report Abuse
volume picked up..cheers..