Posted by Yuming > 2017-01-10 15:19 | Report Abuse

Haha, u get me...... Government gave them 1 month period to renew the licence. Won't be a big issue la.... this company fundamental is strong enough.

Posted by Mgician > 2017-01-10 15:22 | Report Abuse

waiting and see ... "葫里卖什么药". haha

Posted by Schnells > 2017-01-10 15:24 | Report Abuse

Thought this company bankrupt since last year, floating like a dead duck between .330 - .340, suddenly no more license got support, maybe selling esctacy

Posted by Klseman > 2017-01-10 15:29 | Report Abuse

License revoked cos failed to adhere to gmp manufacturing guide.maybe the Admin forgot to record some kinda details .is a joke to revoke license . Opportunity to buy low

Posted by kentg03 > 2017-01-10 15:34 | Report Abuse

jump back to 0.3. who bought at 0.24 this morning alr earn 25%

Posted by Skliew > 2017-01-10 15:38 | Report Abuse

Damn strong!

Posted by Schnells > 2017-01-10 15:42 | Report Abuse

funding house

Posted by Klseman > 2017-01-10 15:50 | Report Abuse

hovid is 45-48 sen counter. they are expected to release better earnings due to better sales and export growth, gain from currency etc. license revocation story is a joke man.

Posted by Skliew > 2017-01-10 16:01 | Report Abuse

Cimb downgraded hovid to reduce, value it at 32sen today after revocation of the manufacturing licence

Posted by Klseman > 2017-01-10 16:02 | Report Abuse

like i say. the revocation is a silly story.cimb is probably accumulating now

Posted by Skliew > 2017-01-10 16:16 | Report Abuse

What are actual reasons in details for the revocation

Posted by spaghetti932 > 2017-01-10 16:28 | Report Abuse

what the heck ... going back to 30 cents again? News like this should sell ma .... please sell more

Posted by speakup > 2017-01-10 16:31 | Report Abuse

means factory close no issue.

Posted by speakup > 2017-01-10 16:33 | Report Abuse

the closed factory probably not producing full capacity anyway, so no issue. Hovid save cost when factory closed. Next Q results will be very good, due to forced cost cutting.

Posted by Skliew > 2017-01-10 16:37 | Report Abuse

Hahaha:) :) :)

Posted by nathan88 > 2017-01-10 16:41 | Report Abuse

no procuction means no sales, no sales means no profit, the company needs to pay the workers every minute. in production line, time is money.

What if there are product recall due to decreased in market confidence?

Posted by kentg03 > 2017-01-10 16:54 | Report Abuse

how about goreng all the factory workers?

Posted by Schnells > 2017-01-10 16:55 | Report Abuse

hovid should sell peanuts instead of pills

Posted by 稻田·* 粒粒芳香 > 2017-01-10 17:06 | Report Abuse

yup..Ur right... Their chemor factory canteen got sell peanut ma..Ipoh office no sell peanut

Posted by Schnells > Jan 10, 2017 04:55 PM | Report Abuse

hovid should sell peanuts instead of pills

Posted by christophertopher > 2017-01-10 17:15 | Report Abuse

内吊销了就等于黑暗的开始。
不容易恢复/得回.
这种事情是万万不能出错的，HOVID 太大意了！
我的太太都有服HOVID的药物，现在停止了！
老字号又怎样？，这种粗心是对人民/有服它公司的药是一种恐惧！

Posted by 稻田·* 粒粒芳香 > 2017-01-10 17:15 | Report Abuse

kuah

U are talented in puisi and sajak....

can U make more for us?

Posted by profit profits > 2017-01-10 17:20 | Report Abuse

This is just like a temporary stop work order to a road or bridge construction. Once better safety measure is implemented, project go on as usual.

Posted by PeterNg > 2017-01-10 17:24 | Report Abuse

RM 0.30 is a good support today. See the price, tomorrow.
I would like collect at price between RM 0.20 - RM 0.25.

Posted by nono118 > 2017-01-10 17:26 | Report Abuse

price holding up better than expected.

Posted by Mgician > 2017-01-10 17:50 | Report Abuse

byebye Hovid... holdin 1 day is enough for me. I can buy herbal tea dy

Posted by Fabien Extraordinaire > 2017-01-10 18:08 | Report Abuse

better be careful before enter. like i said, there will be reputation risk with long term repercussion, potential claim from customers due to non delivery of contracts, loss of production and revenue as such closures can last potentially 2 months,

Posted by nich0las > 2017-01-10 18:15 | Report Abuse

Malaysia Boleh~! Raxxxx Boleh~! Buka Balik~!

Posted by skay > 2017-01-10 18:16 | Report Abuse

Looks like it will be downhill from now

Posted by paperplane2016 > 2017-01-10 18:28 | Report Abuse

still got ppl like to catch falling knife. so stupid

Posted by paperplane2016 > 2017-01-10 18:28 | Report Abuse

better be CAREFUL

Posted by nich0las > 2017-01-10 19:00 | Report Abuse

Read the announcement their respone, 4.Resume production activities by 1 April 2017.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5310861

What do you feel here?

Posted by Skliew > 2017-01-10 19:12 | Report Abuse

Those who caught the knife on opening bell are laughing all the way to the banks now.... my empathy to those who panic and sold on the opening.... those who bought in the afternoon, their fates, of course, are still unknown! But things may not be as serious as we have thought as the market has already spoken. Hovid closed at the height of the day! It's remarkable!

事情可能没有你们想像的那么严重吧! 呵呵!

Posted by Tom > 2017-01-10 19:13 | Report Abuse

........

Posted by hua91 > 2017-01-10 19:40 | Report Abuse

Poor corporate governance. That's why this kind of company never in my radar. I'm no medical expert but imagine those who need to take 100mg, ended up took in 200mg... Overdosed.. what are the side effects to their body.

Posted by michaelwong > 2017-01-10 20:23 | Report Abuse

Bang balls for those panic sellers who overreacted !

Posted by Tan Chin Hoe > 2017-01-10 21:18 | Report Abuse

Stop a quarter production have big effects to hovid.
While waiting a new capacity from new machine
Will continue to fall

Posted by facai > 2017-01-10 21:19 | Report Abuse

going to top up the stock for the high blood pressure medicine since factory expect to open on March.

Posted by 稻田·* 粒粒芳香 > 2017-01-10 21:26 | Report Abuse

http://klse.i3investor.com/blogs/cpteh/113431.jsp

Best sifu in Hovid trade

Posted by alexsee > 2017-01-10 22:04 | Report Abuse

today's announcement said that it is assumed factory will reopen on 01 April 2017, Eps for this year will drop from 2.18 sen to 1.85 sen .. hmm.. big negative impact on 2nd and 3rd quarter's earning.... see how market react tomorrow.. would like to collect some back if drop to 0.2-0.25 :)

Posted by ks5S > 2017-01-10 22:11 | Report Abuse

very messy situation. They will lost all important customer and no business later. Better don't buy.
i don;t think they will get back their license so fast. At least wait for another 6 months.

Posted by ahson > 2017-01-10 23:00 | Report Abuse

hmm... interesting

Posted by ks5S > 2017-01-10 23:25 | Report Abuse

they may having problem to export to USA later.
US FDA may block their product at the port . Really bad luck for hovid this time

Posted by John Lu > 2017-01-10 23:26 | Report Abuse

Avoid...at least need 5 years to recover

Posted by moneyinc > 2017-01-10 23:39 | Report Abuse

the management and the QC have problem,avoid this stocks

Posted by comebackisreal > 2017-01-10 23:42 | Report Abuse

Btw , may I know y the price can open so low at 0.26.
Even share holder want sell , also dun want sell at such low price.
Meaning the have syndicate purposely queue large volume to buy or sell in a very low price?

Posted by Elitetrader > 2017-01-11 00:36 | Report Abuse

Healthcare biznes is no laughing matter.

Posted by IamGoogle > 2017-01-11 00:40 | Report Abuse

Those brave one & MADE money because of GOOD timing in catching the falling knife, people called them 股神

Those brave one & LOSE money because of WRONG timing in catching the falling knife, people called them 傻仔

Luck plays the difference.

Posted by paperplane2016 > 2017-01-11 01:50 | Report Abuse

Stop production=zero profit! Pn17 terus

Posted by paperplane2016 > 2017-01-11 02:29 | Report Abuse

一开始开贴到现在写了很多废话，现在来说一说重点关于医药&医疗股的我会慢慢的一个个写，但是必须先声明小弟对于基本&技术派2个都不行，而且最重要的就是都曾经太相信被两个门派的内容，导致自己被火烧到从基本派的VS到技术派的hiaptek,这或许是我的道行不高，也没用责怪谁，后来想一想，读了那么多annual report，明明看起来很好，可是为什么小船说翻就翻呢？其实原因很简单，因为annual report是可以灌水的，写了各个宏远，也不一定要实现的。

现在我还是觉得如果需要真正的了解一个股，除了你要真正的去了解该行业和去了解他们的市场，这样你就会明白市场到底发生什么事情，比较当你看到的quarter report,那是三个月前的事情，如果你自己亲自下去看和了解，你掌握了现在了，那么你在看看现在这个行业的各个股，那样你至少再看回annual/quarter report,你才会了解接下来三个月该股的走势和真正的定位。

接下来的言论或许有对或者是错，如果有任何错误或者疑问，请大家一起来讨论或有任何错误纠正我的错误，谢谢。

开始前药物主要分为original & Generic, 在本地的药厂全部都是generic,然后以下的解说先说本地的业务。

首先开始我们先简单的来说一说本地的药厂/和医药业有关系的，和列出以前和现在有/还在股市的股

1. Kotra
2. CCM
3. Pharma
4. Hovid
5. YSPSAH
6. Biosis(已除牌）
7.DKSH
8.APEX

首先大概浅谈医药股，就必须了解历史，大概在1980年代以前，马来西亚普遍的药物都是三国时代那个时候本地的药房和诊所都一定会有不少来自Kotra，CCM和Hovid的产品。 当年这三大牌子独步天下，完全没有对手，那时候三大牌子每个都有自己的代表做，第一 Kotra的代表作就有appeton, 还有他们的paracetamol syrup.这个牌子打的广告历史悠久，到几时现在为止没有任何一个牌子可以取代他们，而后kotra再推出Axcel & vaxcel西药，至于这两个牌子的西药本来的定位了axcel 是针对小孩，Vaxcel是注重注射物的，可是目前现在看来他们的定位很模糊了。到目前为止kotra最近的股价维持在1.00-1.1左右。

这个股如果给我选，我是不会买的。详细过后再聊。


第二的是CCM，CCM的前身是duo pharma,是属于华人私人企业，最具代表作就是CHAMP Vitamin C，不用多说这个牌子历史悠久，一直到现在都是有人找，所以他们几乎不需要去推销，顾客已经已经有很高忠诚度了，会自己找的。至于到后来duo pharma已经销售大部位股权给政府，财务雄厚，虽然最近关了fertilizer，但是这个其实不是什么重要业务，关了比不关还好，因为一般药厂发展到这么大，已经不只是靠OTC,drug,同时间也要cover 农业和养殖业的。但是在这方面农业和养殖业CCM是打输给来至台湾的YSP。 目前CCM已经有几个大牌子会自动的为公司带来销售，第一是CHAMP , EYE GLO(自从GSK的eye mo 被MOH禁止了，CCM就全面拿下这个市场了）

这个就值得买，详细过后再聊

第三就是HOVID，何人合，最近闹到风风雨雨的药厂就是他了，一个典型传三代的家族生意，从阿公卖凉茶到后来他儿子 Mr D, 学成归来,把凉茶包装，再使用现代化销售全马，一直到现在出口去世界各地。后来，连续的或者许多政府诊所的合约提供各西药比如最出名的就是 paracetamol syrup(小时候如果有去过政府药房，应该会记得粉红色的发烧药水,在那个时候HOVID获得了许多良好的名誉和合约，一直到今天他们最强的代表作就是糖尿病药和高血压药（就是出问题的那个）。

早2年前2014买你就开心，现在买肯定回荷兰，详细过后再聊


前面的简单讲解，说明了三大本地巨头就说明了当时候在本地就是魏蜀吴，三分天下。



好景不长，后来有一位台湾皇子接受家里皇帝的指示远方飘洋下海来到南洋开发市场


一开始三大巨头都没有人看得起他，就觉得这个台湾来的朋友就是小卡一个，马来文，英文都不会，重点还要是写中文的，可是没有人知道，这位来自台湾的朋友原来背后的靠山无比强大，第一是YSP（永信）在台湾已经发展成为药厂，生产药物，第二提供技术的是来自日本，所以这位台湾的朋友持有日本技术的quality,优势的价钱，一瞬间打三国时代打破，还在本地建立起基地，这个时候三雄才发现来的原来是这个是扛巴子啊，这公司有几个还蛮出名的牌子，但是最出名的还是他老板大方，一瞬间把很多药剂师和医生都收服了，现在YSP业务遍布西药，中药，OTC，农业和养殖业。虽然到了今天股价插水了，但是实力还是在的。

一样早2年前2014买你就开心，现在买可能需要时间来回调。

Pharma就是一位来至本地皇子的公司，一出世含着金锁匙，拥有无条件19亿提供政府医院药物，他们的做法很简单，凡是以上哪家公司有什么药，我们就生产什么药，不需要marketing,就丢价钱就对了，丢死他们，一开始他们还的确在私人界丢的不错，后来爆发了药物的药效其实几乎是接近无效，很多医生被病人骂庸医，医生们就杜兰了，就决定BANNED这个牌子，虽然最近P家开始重新包装药物，然后在主打私人界，可是今天不是以前，还会有人买，但是实在不多。

至于这个股目前5.2，根据大图趋势是下降，但是我个人认为5.2是回调价，股息也不差，然后公司也发现本身问题，聘请了许多MNC的大牌来管理，公司的牌子和品牌最近也有口碑，还有就是政府特许合约虽然到2019，可是我相信2019年也会再更新的。

至于最后一个没落的biosis,以前主要不是提供西药，他们多数是液体类的药物，比如lotion, hand wash, ethanol cleaner .... 但是这样的东西本来都不需要太多专业知识，门槛低，所以很快的非常多竞争对手和自己的货物本身品质都不好，所以很快的就被市场淘汰了。


至于DKSH，他们的工作主要是distributor,帮助很多MNC公司提供药物，帮助他们节省了建立货仓/工厂费用，或者某些公司并不想在马来西亚浪费那么多资源，就委任DKSH来做distributor & Sales & marketing.

APEX也是一样是distributor,他们最主要就是和各大药厂压低价钱，购买大量药物，然后散批给药房，变相的来说某种程度上药厂自己在扼杀自己的销售。

Posted by paperplane2016 > 2017-01-11 02:29 | Report Abuse

Above from another fOrum