Traders Kopitiam! V6
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 Dec 7 2014, 08:55 PM
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#101
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Senior Member
16,872 posts Joined: Jun 2011  
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QUOTE(river.sand @ Dec 7 2014, 08:47 PM) 5-6% not considered fast grower. DY ok but not great. I THINK fundamentals-wise it's a decent companyThe decision is yours   Technicals-wise...see whether it can sustain at 36 sen, if drop...let it drop to 30 sen  |
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Dec 8 2014, 09:21 AM
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#102
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Boon3 @ Dec 8 2014, 08:35 AM) Mehhhhh !!!! If I get u correctly, u are implying that Hovid's revenue growth has been sub-par/below industry average?How about you sharing some opinions instead? But...even CCMDBIO's sales growth also <10% wor...then, who're the average/above average ones? |
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Dec 8 2014, 10:14 AM
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#103
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Boon3 @ Dec 8 2014, 09:30 AM) If I get u correctly, u are implying that Hovid's revenue growth has been sub-par/below industry average? Pharma companies' main cost is R&D ==> What does the track record shows? river.sand made a comment about last fiscal year performance. Was it valid? I do not imply anything. Best you make your own reasoning. Read PhaMA's statement. It represent 44 drug companies....... That's a lot of fish in the pond. The articles states of HIGH medicine prices but PhaMA rebutes that statement stating it's unfair to imply that all companies have raised their prices. Some haven't. Therefor the question you need to ask is it wise to assume that with high medicine prices, does it mean that all pharmaceutical companies will benefit? My take is that weak MYR should benefit companies like Hovid with high export % of total revenue |
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Dec 8 2014, 10:24 AM
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#104
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Dec 8 2014, 10:22 AM) Since you like pharma so much... i recommend you Kalbe Farma... earning growth at CAGR of 35% p.a. for the past 10 years. Indomee  Good stock.   |
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Dec 8 2014, 10:25 AM
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#105
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Boon3 @ Dec 8 2014, 10:24 AM) Where did you read that Hovid has high export %? Annual report - under segmental reporting. Slightly more than half of total revenue is derived from export.Source please. Among CCMDBIO, Pharmaniaga and Hovid, Hovid is highest exporter in %. |
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Dec 8 2014, 10:35 AM
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#106
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Boon3 @ Dec 8 2014, 10:34 AM) Are you sure? Ah Boon gor...Asia = ASEAN + HK + China + Malaysia + many more This is what I see.   |
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Dec 8 2014, 10:36 AM
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#107
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Senior Member
16,872 posts Joined: Jun 2011
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Here comes Madagascar gang again...
 http://www.theedgemarkets.com/my/article/c...et-price-rm1250 This post has been edited by Pink Spider: Dec 8 2014, 10:36 AM |
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Dec 8 2014, 10:42 AM
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#108
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Senior Member
16,872 posts Joined: Jun 2011
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http://klse.i3investor.com/servlets/ptres/24086.jsp
Look at the first bullet point: QUOTE A generic drug manufacturer based in Ipoh, Perak, Hovid Bhd (Hovid) produces >400 kinds of drugs under one roof. Its revenue has been growing at a CAGR of 11.8% in 2009-2013 and export sales contributed 52.5%, or MYR90.5m, to its FY13 topline Don't worry, it's not from Madagascar gang |
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Dec 8 2014, 10:48 AM
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#109
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Dec 8 2014, 10:44 AM) Please show us profit growth?  Revenue growth not equal to profir growth. At one time when hovid was cheap (when they dispose carotech) I was really interested, but as a turnaround story.. not so much now as the growth is tepid..  I THINK EPS growth would be at around 10%+/- p.a. at best For annualised FY2015 figures, I used Basic EPS...if used Diluted EPS, the growth would be stagnant  Yeah, I forgotten my EPS calculation stuff already  Eh eh eh, why til now no one talked on the chart? This post has been edited by Pink Spider: Dec 8 2014, 10:50 AM |
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Dec 8 2014, 10:57 AM
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#110
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Dec 8 2014, 10:56 AM) If you use 3 years that is the strong rebound AFTER the sold off carotech... before that they were losing lots of money. Can the momentum be sustained? I know, initially my analysis I used 5-6 year results. But, not comparable lor...the circumstances were too different. |
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Dec 8 2014, 11:08 AM
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#111
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Senior Member
16,872 posts Joined: Jun 2011
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Let's say har...
Selling price USD100 Raw material price (imported materials) USD60 profit USD40 But with weakening Ringgit, the USD40 will become higher in RM terms. Should be good, right? |
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Dec 8 2014, 11:16 AM
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#112
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(chongwei @ Dec 8 2014, 11:13 AM) oh means that they are dealing in terms of USD? I thought since its ASIA market then it wont be using USD. Oi oi oiIf it is using USD then of course it'll be good  Thanks Did u not notice the word "let's say" I dunno what currency they're trading in!  |
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Dec 8 2014, 11:26 AM
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#113
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Senior Member
16,872 posts Joined: Jun 2011
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Boon and Unker Gark keep pour cold water on me
 Ok, I reconsider my decision  |
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Dec 8 2014, 11:39 AM
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#114
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Senior Member
16,872 posts Joined: Jun 2011
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I THINK I might wanna wait at 32 sen...see the current downtrend channel
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Dec 8 2014, 12:12 PM
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#115
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Dec 8 2014, 11:58 AM) Let's say har... Depends on they selling on MYR or USD lor for their exportsSelling price RM300 Raw material price (imported materials) USD60 profit RM ? But with weakening Ringgit, the RM? will become lower in USD terms. Should be good, right? If sales and costs both in USD, their profit margin will become bigger in Ringgit terms Btw, Maxis is starting to get tasty  This post has been edited by Pink Spider: Dec 8 2014, 12:13 PM |
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Dec 8 2014, 12:29 PM
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#116
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(felixmask @ Dec 8 2014, 12:28 PM) you dump your DIGI ? Still holding |
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Dec 8 2014, 12:48 PM
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#117
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(river.sand @ Dec 8 2014, 12:38 PM) Hovid - even the most bullish CIMB says HOLD Go contrarian against Madagascar gang not sure profit? |
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Dec 8 2014, 01:27 PM
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#118
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(felixmask @ Dec 8 2014, 12:30 PM)  then no point buy MAXIS  » Click to show Spoiler - click again to hide... « |
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Dec 9 2014, 09:35 AM
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#119
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Senior Member
16,872 posts Joined: Jun 2011
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AEON Credit continue to get walloped
 While Mr Condom Karex flies...  This post has been edited by Pink Spider: Dec 9 2014, 09:36 AM |
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Dec 9 2014, 10:11 AM
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#120
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(felixmask @ Dec 9 2014, 10:10 AM) Pinky, I dun do research THAT in-depth I still searching UNAIDS sponsor dom dom budget...what i know UN $ aid from US and Euro getting less but i cant find the figure...u got any report show UN going to increase or decrease dom dom to WORLD. |
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