Traders Kopitiam! V6
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 Dec 8 2014, 10:24 AM
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All Stars
15,942 posts Joined: Jun 2008 
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QUOTE(Pink Spider @ Dec 8 2014, 10:14 AM) Pharma companies' main cost is R&D Where did you read that Hovid has high export %? My take is that weak MYR should benefit companies like Hovid with high export % of total revenue  Source please. |
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Dec 8 2014, 10:24 AM
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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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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, 10:26 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Dec 8 2014, 10:16 AM) Its called HST aka. high speed trading. There are a couple of books out there on this... you don't actually do the trades yourself, you put the algorithm into the program and it highlights the 'potentials' according to the criteria and also sometimes the computer execute the trades yourself. 100 trades a day is norm for HST, they pay very little or no brokerage and buy sell with 1 tick difference. Success stories is always inspiring to read.... but it's never easy to emulate.   |
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Dec 8 2014, 10:30 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Dec 8 2014, 10:26 AM) Success stories is always inspiring to read.... but it's never easy to emulate. Many ways to success, the most important to pick the one most comfortable and WORKS for you.  |
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Dec 8 2014, 10:34 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Pink Spider @ Dec 8 2014, 10:25 AM) Annual report - under segmental reporting. Slightly more than half of total revenue is derived from export. Are you sure?Among CCMDBIO, Pharmaniaga and Hovid, Hovid is highest exporter in %. This is what I see.  |
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Dec 8 2014, 10:35 AM
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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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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, 10:37 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Dec 8 2014, 10:30 AM) Many ways to success, the most important to pick the one most comfortable and WORKS for you. Yup that's key......... BUT.....in the process of picking what works..... one has to go thru many trials and errors........ in the stock market..... trials and errors kills if one is not careful ..... which is why........................... FAKE trading is a must.  |
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Dec 8 2014, 10:37 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Dec 8 2014, 10:35 AM) Ah Boon gor...Asia = ASEAN + HK + China + Malaysia + many more Not enought data. Asia COULD BE 90% Malaysia for all we know.. |
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Dec 8 2014, 10:38 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Pink Spider @ Dec 8 2014, 10:35 AM) Ah Boon gor...Asia = ASEAN + HK + China + Malaysia + many more and would Asean market means dealing in USD? |
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Dec 8 2014, 10:42 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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Oil goes down... but the Armada CEO got kicked out...
And now the price rise. How can the market take this news as positive?  This post has been edited by gark: Dec 8 2014, 10:43 AM |
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Dec 8 2014, 10:42 AM
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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, 10:44 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Dec 8 2014, 10:42 AM) http://klse.i3investor.com/servlets/ptres/24086.jsp Please show us profit growth? Look at the first bullet point: Don't worry, it's not from Madagascar gang 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.. |
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Dec 8 2014, 10:48 AM
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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, 10:56 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Dec 8 2014, 10:48 AM) 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? |
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Dec 8 2014, 10:57 AM
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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, 11:02 AM
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Junior Member
62 posts Joined: Dec 2014
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QUOTE(Pink Spider @ Dec 8 2014, 10:42 AM) http://klse.i3investor.com/servlets/ptres/24086.jsp Does it means its dealing with MYR then it wont be beneficial for the company? Since MYR had dropped? And if its dealing with USD then it'll be an advantage for them? Look at the first bullet point: Don't worry, it's not from Madagascar gang *kinda new here* Need Guidance |
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Dec 8 2014, 11:08 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Dec 8 2014, 10:42 AM) Oil goes down... but the Armada CEO got kicked out... And now the price rise. How can the market take this news as positive? Market likes to think differently. For example... the other issue was the (former) CEO, Hassan, had been the main seller of the company shares. With the disposal announcement showing that Hassan no longer holds any shares... perhaps the market now thinks.... that this is the signal that there should be no more selling...... when sellers end selling.... the stock should go up. LOL! |
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Dec 8 2014, 11:08 AM
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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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