trader.. kalau berani silakan.. kalau tak.. tunggu dia retrace dalam masa seminggu dua.. baru masuk. tapi klau lihat dari volume 2.1 b. susah harga nak jatuh jauh ke bawah.
The integrated health supplement company had secured the contract to supply health food to the public and private sectors in China over five years.
KUALA LUMPUR: integrated health supplement company BioAlpha Holdings Bhd's share price and warrants surged in very heavy trade on Thursday after it secured a RM2.1bil health food contract.
At 5pm, it was up 13 sen to 31 sen with a record 2.2 billion shares done, which was double its issued shares of 1.04 billion units.
At 31 sen, it is trading at a price-to-earnings of 34.44 times.
Its warrants surged more than the shares, climbing 18.5 sen to 25.5 sen with 693.50 million shares.
The shares and warrants totalled 2.89 billion units traded and accounted for 23.83% of the total trading volume of 12.12 billion shares. This was the second highest volume on Bursa Malaysia since the 12.29 billion shares done on July 20.
The integrated health supplement company had secured the contract to supply health food to the public and private sectors in China over five years.
Bioalpha said its wholly-owned Bioalpha (HK) Ltd had entered into a partnership agreement with two Chinese partners, Guizhou Yuhexin Trading Ltd and Hainan Shifengfu Co Ltd.
Bioalpha HK also entered into a supply contract agreement with Guizhou Yuhexin.
CGS-CIMB Equities Research said Bioalpha will mainly source the required raw materials in China, based on a determined formulation.
These products will be supplied directly to GHYX, which will conduct further processing (if necessary) and packaging activities.
For the annual contract value of RM426.7m, we understand that Bioalpha will supply up to 100 SKUs of active ingredients and formulations.
“We understand that the effective GP margins for this contract for Bioalpha will be in the region of 2-3%, given the nature of the job.
“We raise our FY20-22F EPS by 86-168% to account for this agreement, which was announced today. In our assumption, we input a flat annual contract value of RM426.7m for the forecast period, with an unchanged GP margin of 2.75%.
“We also input a larger share base of 1.04bn to account for the recently completed 10% private placement.
“We upgrade Bioalpha to an Add from a Hold, with a higher TP of RM0.24 (on a fully-diluted basis). This is based on a higher P/E of 15 times CY21F P/E, at a 40% discount (50% previously) to our consumer sector target CY21F P/E of 25 times.
“Note that, the discount is to account for its smaller market cap and higher earnings volatility, ” CGS-CIMB Research said.
with contract secure, profit is locked, looking on a long term wise, its a gem stock with current price 0.31. furthermore company has been doing in and every year has nett profit.
if pharma without contract on hand also can up till RM 4, do you think bioalpha only worth 31sen?
0179 BIOHLDG BIOALPHA HOLDINGS BERHAD Immediate Announcement of Changes in Treasury Shares
Date of Transaction : 23/07/2020 Total No. of Treasury Shares Sold : 2,261,800 shares Minimum Price Paid For Each Share Sold : RM 0.330 Maximum Price Paid For Each Share Sold : RM 0.375 Total Amount Received For Treasury Shares Sold : RM 0.00 Total No. of Treasury Shares Cancelled : 0 shares Cumulative Net Outstanding Treasury Shares As At To-Date : 1,500,000 shares Adjusted Issued Capital After Cancellation/Resale : 1,041,168,732 Date Lodged With Registrar of Company : Lodged By :
Remarks: You are advised to read the entire contents of the announcement or attachment
Cannot compare to pharma & Dpharma investors, because they dont understand the different between producer and middleman business. Besides, they think people need to inject vaccine every week or every year...in fact you only need 1 time injection. There is no continuous business. Once covid 19 is purged, the excessive vaccine will become a waste. However, I did not say that Dpharma & Pharma wont make profit (assuming KJ confirm both of them the sole distributor), it just that the profit will be very thin. Not worth it. And the best cheese out of it is.....there is no fundamental announcement of how much vaccine MOH needed, how much to be sold, when to get it, and how the distribution between these 2 companies work. Basically, they just goreng based purely on sentimental by ignoring the fundamental. So pure gambling is high risk high return and also high level of tears. For now is tears as per today. Who knows tomorrow announcement Dpharma Pharma JV to start clinical trial on vaccine right? But again, vaccine business, the first few companies that succeeded will monopolise the world market...while those slow 1, very likely dont have much cake left. In the race, my bet is on Inovice and Moderna because i dont trust China vaccine because they dont follow world CRM SOP. So, why invest Pharma & Dpharma when you can invest in Inovice and Moderna, the producer?? Like I say, vaccine is a 1 time off business....until the next virus pandemic happen again....not much of business.
As for this counter....supplementary business is a continuous consumption business. Have you seen people take 1 time supplement and thats it? nope, you continue to take it. It is a continuous business. Moreover, a confirm deal with 5 years stable income. So, why so hard to choose what to invest? my half cents opinion.
with contract secure, profit is locked, looking on a long term wise, its a gem stock with current price 0.31. furthermore company has been doing in and every year has nett profit.
if pharma without contract on hand also can up till RM 4, do you think bioalpha only worth 31sen?
Biohdhg passed few years is much better then careplus,if careplus have a chance touch 2.45, biohdhg also have a chance to touch RM1.20.glove company TP can keep rising even 1000%,later on CIMB new TP might give Biohdhg 2.40 too
this morning throw few thousand try my luck 0.24, boom to 0.395 max, i sold 0.35. Then i greedy reenter 0.35 17k, then sold 0.36 after sharp drop from 0.375. Then all in again 0.35, sharp drop to 0.305, sold at 0.32, end up i didn't earn anything. But enter again all in 0.32. Hope tomorrow up 9 9
better investing than play contra off course gain much higher but risk also higher..there still treasury share left hopefully they fully sold their share earlier than estimate price many people will die with selling pressure
pay attention at the first 4 point of the agreement. its the tech transfer that China want.
DNEX is in benefit? same director/chairman.
just guess.
The salient terms of the PA and SCA include, amongst others, the following: GYHX and HSFF are currently supplying of health food and nutritional meals to public and private sectors in China. HSFF is desirous to upgrade its technical knowledge and wish to tap into Bioalpha HK expertise in the formulation of health food and nutritional meals. HSFF henceforth appoint Bioalpha HK as its main contractor and technical adviser to source health food and nutritional meals ingredients worldwide. HSFF acts as Facilitator between Bioalpha HK and GYHX to aid in securing and consulting on the supply contract in addition to providing necessary advice in producing formulations for health food and nutritional meals. Health food and nutritional meals supplied and/or manufactured by Bioalpha HK will be selling to GYHX for further processing if necessary and resell to province of Guizhou and other provinces in the future. The value of supplying health food and nutritional meals supplied is approximately RMB700,000,000 per year (equivalent to RM426,700,000). The duration of the SCA is for 5 years while the duration of PA is until mutual agreement to terminate said Agreement. The PA and SCA are expected to commence by September 2020. The role of Bioalpha HK within this contract will be assigned to Bioalpha (Hainan) Ltd after it is incorporated. The Hainan entity is currently in the process of incorporation.
Under the arrangement, Bioalpha has been appointed as the main contractor and technical advisor in the formulation and supplying of the ingredients for the preparation of the health food and nutritional meals.
“Most of the ingredients will be sourced in China at the moment. Moving forward, we expect more of Malaysia’s indigenous ingredients, as well as from other parts of the world, will be sourced and supplied to China as well,” he said.
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....
ionlywanttoearn
1,396 posts
Posted by ionlywanttoearn > 2020-07-23 17:36 | Report Abuse
(吉隆坡23日讯)科鼎控股(BIOHLDG,0179,创业板消费产品服务组)接到总值超过21亿令吉订单,股价今日价量狂飙。
科鼎控股今日一度大起21.5仙或119%,飙上39.5仙高价,闭市守住13仙或72%涨幅,并以高达22亿万股成交量在热门榜中遥遥领先。
科鼎控股WA(BIOHLDG-WA,0179WA,凭单)也“子凭母贵”,有6亿9351万张成交,全场第二热门,收盘上扬18.5仙或264%,高收25.5仙。
科鼎控股昨日宣布,已和中国伙伴达致5年协议,每年供应价值7亿人民币(约4亿2670万令吉)的健康食品和营养餐至中国市场,交易总值达21亿3350万令吉。
科鼎控股发文告表示,和Guizhou Yuhexin贸易公司(GYHX)及Hainan Shifengfu公司(HSFF)达致合伙协议、和GYHX达致供应协议,以在中国设立合伙业务,涉及健康食品和营养餐的技术转移、研发、制造和贸易。