Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
https://www.youtube.com/watch?v=EovAbEytb5Q
^Pls support my channel
English version> financial analysis for Dpharm.
Analysis on income statement, balance sheet, cash flow statement and prospects.
I will accept. The stock rose from 2.2x till today is due to previous speculation of acquisition (first appeared in the edge 19july). If acquisition fails, the price will drop and will take long to recover. Malaysia pharmaceuticals only do generic medicines and this space is very competitive. Another segment of company is distribution, this has lower margin and market is being absorbed by zuellig and dksh. Simply put, there isnt any catalyst for *big* increase in profit in near to medium term (small increase is certain). Company cough syrup is the only non-replaceable so far in the market.
Unlike genm, the consortium led by Quadria has secured about 73% of shares, so i think they are not eager to sapu from market. Genm has only crossed 50% last week (the % to enable the offer to become unconditional)
