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[公司专区] 7081 PHARMA 發馬

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发表于 2012-7-3 11:29 | 显示全部楼层
莫發馬股價飆升帶動
莫實得目標價上調

熱股評析 2012-07-02 19:03

吉隆坡2日訊)發馬(PHARMA,7081,主板貿服組)獲莫實得控股(BSTEAD,2771,主板種植組)全購後產生極大轉捩點,其首季盈利除按年走高85.3%,6月15日重新上市以來股價節節上漲,近期會晤管理層顯示,未來可保持此佳績。

達證券說,儘管上述佳績由部份原因是整合Idaman Pharma賬目所致,不過部份盈利改善來自效益提昇和更高銷售(政府合約),管理層保守預期2012年淨利8千萬至9千萬令吉,該行則預測1億令吉。

基於莫實得控股受發馬與艾芬控股(AFFIN,5185,主板金融組)之貢獻,調高莫實得目標價至6令吉零5仙(前為5令吉87仙)。

“調高目標價主要是發馬股價飆漲,維持莫實得控股的種植業首選股和‘買進’評級,主要是盈利前景鞏固和吸引人派息回酬。”

受氣候惡劣、高原棕油生產價格所累,莫實得控股種植業盈利料平平,印尼原棕油生產價每公噸超越2千令吉,相比大馬平均為1千100至1千200令吉之間,所幸本財政年有45%原棕油以每公噸3千200令吉期貨脫售;決定以4千萬美元(約1億2千萬令吉)脫俗印尼油棕園。

該公司策劃中的產業計劃如期進行,將售部份柔佛老舊油棕園作產業發展用途,基於接近獅城,溢價宏大。預期次批90億令吉巡邏艇全面開始,旗下莫實得重工(BHIC,8133,主板工業產品組)今年下半年才轉盈。(星洲日報/財經)

http://biz.sinchew-i.com/node/62294?tid=18

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发表于 2012-7-5 13:18 | 显示全部楼层
Pharma已经突破RM11.00...

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发表于 2012-7-5 15:21 | 显示全部楼层
如果复牌時買,真的發了 ....

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发表于 2012-7-5 22:14 | 显示全部楼层
RM8.72賣了

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发表于 2012-8-8 16:44 | 显示全部楼层
FINANCIAL SUMMARY
COMPANY NAMEPHARMANIAGA BHD
STOCK CODE/SHORT NAMEPHARMA/7081
ANNOUNCEMENT DATE8/8/2012
FINANCIAL YEAR END12/31/2012
QUARTER2
REMARKUnaudited
CONSOLIDATED INCOME STATEMENT
Individual PeriodCumulative Period
Current Year QuarterPreceding Year Corresponding
Quarter
Current Year to DatePreceding Year Corresponding
Reriod
6/30/20126/30/20116/30/20126/30/2011
RM'000RM'000RM'000RM'000
REVENUE456,737396,435903,482781,763
PROFIT/(LOSS) BEFORE INCOME TAX, MINORITY INTERESTS AND EXTRAORDINARY ITEMS AFTER SHARE OF PROFITS AND LOSSES OF ASSOCIATED COMPANIES27,61819,38070,57341,172
NET PROFIT/(LOSS) FROM ORDINARY ACTIVITIES ATTRIBUTABLE TO MEMBERS OF THE COMPANY16,07714,04545,13829,644
NET PROFIT/(LOSS) ATTRIBUTABLE TO MEMBERS OF THE COMPANY15,71313,92044,39829,404
BASIC (BASED ON ORDINARY SHARES - SEN)13.3513.0137.7327.48
DIVIDEND PER SHARE (SEN)7.500.0015.000.00
NET ASSETS PER SHARE ATTRIBUTABLE TO ORDINARY EQUITY HOLDER OF THE PARENT (RM)4.0904.220

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发表于 2012-8-8 18:13 | 显示全部楼层
Pharmaniaga Q2 profit rises to RM16m

KUALA LUMPUR: Pharmaniaga Bhd's profit after tax rose to RM16 million for its second quarter ended June 30, 2012 from RM14 million in the corresponding period last year.

Turnover for the period increased to RM456.74 million from RM396.43 million previously.

For the six-month period, profit after tax improved significantly to RM45 million, up 50 per cent from RM30 million previously, while turnover rose to RM903.48 million from RM781.76 million a year ago.

Earnings per share for the first half-year was 38 sen against 25 sen before.

Chairman Tan Sri Lodin Wok Kamaruddin said the results for the first half of this year was indeed encouraging, more so as the group has achieved significant strides to bag new business opportunities during the period under review.

"Consequently, we continue to improve on our operational efficiencies and strengthen productivity group-wide," he said in statement.

He said the group is optimistic that Pharmaniaga would sustain its earnings on the back of growing demand for generic drugs due to rising health care costs.

"Additionally, with the patent expiry of blockbuster drugs, we expect to seize the opportunity of riding the wave of demand for generic drugs.

"Towards this end, we are optimistic that we will be able to receive the European Union certification for contract manufacturing for our new Puchong plant.

"This EU compliance certification essentially provides us with the opportunity to attract multinational companies from the EU to award us with contract manufacturing,” he added. -- BERNAMA

http://www.btimes.com.my/Current ... /Article/index_html

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发表于 2012-8-9 11:08 | 显示全部楼层
次季净利扬12% 发马派息7.5 仙
财经新闻财经 2012-08-09 10:49

(吉隆坡8日讯)发马(Pharma,7081,主板贸服股)截至2012年6月30日次季,净利上扬12.8%至1571万3000令吉,上财年同期为1392万令吉。

来自政府的销售额增加,本地和国外业务效率提升,发马次季营业额扬升15.2%,从上财年的3亿9643万5000令吉增至4亿5673万7000令吉。

另外,发马上半年净利达4439万8000令吉,上财年同期报2940万4000令吉,按年上涨50.9%;营业额按年则扬升15.5%至9亿348万2000令吉,上财年同期为7亿8176万3000令吉。

每股盈利方面,次季每股盈利报13.35仙,高于上财年的11.83仙。

与此同时,发马董事局宣布在次季派发每股7.5仙的股息,上半年累积股息15仙。根据文告,派息日为9月12日。

展望未来,发马主席丹斯里诺丁表示:“随着大型药厂药物专利到期,我们预见通用药物的需求将带来庞大商机。”

他也看好发马位于浦种的新厂房可获欧盟颁发合约生产认证,届时发马将能吸引欧盟跨国企业颁发更多合约。

http://www.nanyang.com/node/468618?tid=462

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发表于 2012-8-9 14:34 | 显示全部楼层
政府訂單增加‧發馬次季淨利增13%
大馬 業績出爐  2012-08-09 10:28

(吉隆坡8日訊)隨著銷售給政府部門的產品有增無減,使發馬(PHARMA,7081,主板貿服組)截至2012年6月30日為止,次季淨利增長12.88%至1千571萬3千令吉,首6個月淨利激增50.99%至4千439萬8千令吉。

該公司次季營業額則增加15.21%至4億5千673萬7千令吉,首6個月營業額增加15.56%至9億零348萬2千令吉。

發馬公佈業績後,股價回落15仙或1.67%,收8令吉83仙。

派息7.5仙

董事部建議派發每股7.50仙的股息。

該公司在文告中指出,對政府部門的銷售有增無減,國內外業務營運效率皆有改善,使後勤及分銷部的營業額增長11.1%,使它成為公司主要營收的貢獻者。

該公司指出,大馬藥劑行業的前景保持亮麗,特別是疾病預防、保健需求增長及人口日益老化,都可確保該行業穩定成長,而後勤及分銷業務將提供穩定複合收入,以及政府持續是通用藥物主要買家等利好,預料本財政年將取得令人鼓舞的業績表現。(星洲日報/財經)

http://biz.sinchew-i.com/node/63764?tid=6

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发表于 2012-8-15 19:13 | 显示全部楼层
Pharma(7081)要派股息了,业绩也不错,但是掉得很厉害。。是时侯进吗?

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发表于 2012-10-8 09:35 | 显示全部楼层
股價具25%揚升空間
業務前景佳發馬獲佳評

財經07/10/2012 18:01

(吉隆坡7日訊)發馬(PHARMA,7081,主要板貿易)緊握政府合約,加上積極拓展海內外業務,豐隆投銀研究看好股價仍具超過25%揚升空間。

該行首次研究此股,給予“買入”建議,目標價9.41令吉。

由于發馬2012至13財年的獲利受每月230萬令吉的債務更新攤銷所拖累,直至2014年1月,總額達5100萬令吉,該行相信其獲利評估仍屬保守。

“一旦攤銷結束,在沒有這項撥備的情況下,估計2014財年的淨利將增長15.2%或1700萬令吉。”

採季度派息策略

發馬握有政府特許經營權,供應藥物給國內超過148家醫院和1200家政府診所,直至2019年11月,業務前景有保障且具可見度。

豐隆投銀研究指出,該公司在馬新兩國的物流專業和分銷網絡,使公司在非特許經營和私人界,比對手更具備獨特的競爭優勢。

該行也說,發馬經過業務整合和大型管理層重組后,已顯著改善公司生產力及工作效率,為日后獲利成長奠下基礎。

儘管沒有股息政策,發馬將採用與母公司寶實得(BSTEAD,2771,主要板種植)類似的季度派息策略。

該行估計,假設派息比重達50%,本財年的股息回酬率將達4.8%。

儘管獲券商好評,但發馬上週五股價全日陷跌,閉市跌11仙,收在7.39令吉,成交量12萬4000股。[ChinaPress]

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发表于 2012-10-10 12:32 | 显示全部楼层
藥劑品市場成長9.5%‧發馬受惠
熱股評析  2012-10-10 11:38

(吉隆坡9日訊)發馬(PHARMA,7081,主板貿服組)是大馬成長中藥劑保健領域的強勁代理,特別是大馬2009年至2014年藥劑產品市場的复合平均成長率達到9.5%,使發馬將從中受惠。

該公司在2012年財政年首季的60%營收來自政府衛生部的特許經營權合約,直至2019年杪期滿。

自從莫實得控股(BSTEAD,2771,主板種植組)成為新大股東,加上整合IDAMAN藥劑公司,加強它的整體供應鏈及全面遵守特許經營權合約條件。

該公司產品也出口至印尼市場,並計劃在印尼收購一間工廠以在當地生產藥劑產品。它在大馬4個地點的5間工廠製造約500種藥劑產品。

該公司的催化利好因素,包括可能在2013年首季取得歐盟區的產品認證,到時可進入更多新市場。

目前該公司股價是2013年財政年預測本益比10.8倍水平交易,或比柔佛醫藥保健(KPJ,5878,主板貿服組)本益比24.4倍折價55%。

該行預測其2012年淨利為7千100萬令吉,2013年則為8千200萬令吉,以及2014年則為9千800萬令吉。

該公司值得更高估值水平,因更多投資者青睞蓬勃的醫藥保健領域。該行給予的合理價,等於其2013年財政年預測本益比的15倍水平。

證券行:黃氏唯高達
評級:暫無給於評級
目標價:10令吉35仙(星洲日報/財經)

http://biz.sinchew-i.com/node/66025

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发表于 2012-10-20 21:10 | 显示全部楼层

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发表于 2012-11-1 18:31 | 显示全部楼层
本帖最后由 printmy 于 2012-11-1 18:37 编辑

HLIB keeps 'buy' call on Pharmaniaga
Published: 2012/11/01

target price RM9.17,"buy" rating

KUALA LUMPUR: Hong Leong Investment Bank (HLIB) has maintained a "buy" rating on the largest integrated local healthcare company in Malaysia, Pharmaniaga Bhd, even after lowering the target price from RM9.41 to RM9.17.

In a research note today, HLIB reaffirmed Pharmaniaga's bullish stance and its business strategies going forward, to capture more opportunities presented by the domestic as well as the regional healthcare industries which areresiliently growing.

"Besides supplying hemodialysis medical equipment under the memorandum of understanding (MOU) with Pusat Pakar Dialysis Traktif Sdn Bhd last week,Pharmaniaga has also positioned itself as the vendor of related drugs and consumables in order to enjoy recurring income for the deal," it said.

Following the MOU, Pharmaniaga may be reviving its medical products and services business division, which was laid low in financial year 2011, HLIB said.

Pharmaniaga' share was at RM8.45 at midday today.-- BERNAMA

Read more: HLIB keeps 'buy' call on Pharmaniaga http://www.btimes.com.my/Current ... _html#ixzz2AxvSdhJE

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发表于 2012-11-1 18:38 | 显示全部楼层
發馬財測和目標價下修
大馬財經  2012-11-01 16:54

(吉隆坡1日訊)隨著政府以民為本,減少人民醫療成本及促進保健服務,包括在2013年財政預算案中,為一個大馬診所計劃設立額外70間新診所,及提昇另外350間診所,預料使發馬(PHARMA,7081,主板貿服組)旗下醫藥及相關產品的業務受惠。

豐隆研究指出,隨著預測2012年財政年下半年淡季的業務較為偏軟,調整資本開銷基礎,及股息派發率假設等利空,該行將其2012年至2014年財政年的每股盈利預測,分別調低14.4%、12.8%以及9.6%。該行將其目標價調降至9令吉17仙(之前為9令吉41仙)。(星洲網)

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发表于 2012-11-1 19:45 | 显示全部楼层
会不会发红股来让股价比较affordable?

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发表于 2012-11-6 17:10 | 显示全部楼层
PHARMA   Nine-month net profit 69.645 million (increased 73.18%)
7081    PHARMA    PHARMANIAGA BHD
Quarterly rpt on consolidated results for the financial period ended 30/9/2012
Quarter:3rd Quarter
Financial Year End:31/12/2012
Report Status:Unaudited
Submitted By:SHARIFAH MALEK
Current Year QuarterPreceding Year Corresponding QuarterCurrent Year to DatePreceding Year Corresponding Period
30/09/201230/09/201130/09/201230/09/2011
RM '000RM '000RM '000RM '000
1Revenue426,460371,4321,329,9421,153,195
2Profit/Loss Before Tax28,49315,64699,06656,818
3Profit/Loss After Tax and Minority Interest25,53610,95970,67440,603
4Net Profit/Loss For The Period25,24710,81169,64540,215
5Basic Earnings/Loss Per Shares (sen)21.469.1959.1834.17
6Dividend Per Share (sen)10.000.0025.000.00
As At End of Current QuarterAs At Preceding Financial Year End
7Net Tangible Assets Per Share (RM) 4.22003.9800
Remarks:
The Basic Earnings per Share ("EPS") for the preceding year corresponding
quarter and period and Net Assets per Share for the preceding financial year
end have been restated to reflect the retrospective adjustments arising from
the bonus issue which was completed on 20 February 2012.

06/11/2012   05:04 PM

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发表于 2012-11-6 19:22 | 显示全部楼层
10sen dividen

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发表于 2012-11-6 19:55 | 显示全部楼层
看看母公司明天有何状况....10sen 也不错。

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发表于 2012-11-7 09:55 | 显示全部楼层
Pharmaniaga posts healthy 9-month results
By Sharen Kaur
Published: 2012/11/07









PHARMANIAGA Bhd's pre-tax profit rose 74.5 per cent to RM99.1 million for the nine months ended September 30 2012, on higher sales volume and better operational efficiencies.

The pharmaceutical group achieved RM1.3 billion revenue for the nine-month period, 15.3 per cent higher than the corresponding period last year.

In a filing with Bursa Malaysia, Pharmaniaga said higher sales volume to the government sector, coupled with improvement in operational efficiencies in both the domestic and overseas businesses, had contributed to the increase in revenue for the group.

The logistics and distribution division posted pre-tax profit of RM58.6 million against last year's corresponding period of RM44 million as the main revenue contri-butor, the concession business, achieved higher sales volume, coupled with improvements in operational efficiences.

Pharmaniaga's manufacturing division recorded higher pre-tax profit of RM40.5 million, compared with RM12.8 million in the same period last year, led by improvement in manufacturing productivity and efficiency of the existing plants.

On prospects, Pharmaniaga said the Malaysian pharmaceutical industry remains reasonably bright.

It said the growing healthcare needs and aging population are factors that will ensure a steady growth for the industry.

"Additionally, the Malaysian government continues to be a major purchaser of generic drugs in their quests to reduce the cost of healthcare financing. This should augur well for the manufacturing division as a leading general pharmaceutical manufacturer in the country," Pharmaniaga said.

Going forward, the company said the concession business is expected to remain the main growth driver and overseas operations are expected to drive the group's growth for the foreseeable future.

Pharmaniaga said that in view of the patent expiry of blockbuster drugs, coupled with escalating healthcare costs, it has taken positive steps in strengthening its research and development team.

The group is also investing in the development of a new range of pro-ducts in anticipation of demand for generic drugs.



Read more: Pharmaniaga posts healthy 9-month results http://www.btimes.com.my/Current_News/BTIMES/articles/PHAMA/Article/#ixzz2BUukwbEW

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发表于 2012-11-8 09:00 | 显示全部楼层
業績亮麗‧政府續購副廠藥‧發馬前景可期 2012-11-07 19:09

(吉隆坡7日訊)發馬(PHARMA,7081,主板貿服組)首9個月錄下淨利6千960萬令吉,超越市場預期,豐隆研究認為在保健需求與人口老齡化乃至政府繼續購買副廠藥,進而減輕財務負擔前提下,其前景亮麗可期。

分析員說,大馬政府將會繼續購買副廠藥(其特許經營業務),進而減輕保健開銷,這對發馬的藥劑業前景光明。

該行說,在暢銷藥(Blockbuster Drugs)的專利期過後,在預見副廠藥或學名藥(Generic Drug)需求殷切的當兒,發馬也投資或加強研發新產品群。

“若能在非特許經銷領域和私人界攫取市佔,發揮收購案的協同效應與有效營運策略,再加外匯利好,可對發馬發揮利好效果。"

第三季營業額按年增長14.8%至4億2千650萬令吉,主要由銷售成長,特別是新收購的收購IDAMAN發馬製造(IPMSB)貢獻所促成。不過,若按季比則挫6.6%,主要受政府與私人界的季節性疲弱需求所累。該季也發每股10仙中期股息,約相等該季派息率的46.5%;迄今已派25仙股息或派息率42.2%。

首9個月營運盈利也按年成長146.9%,主要是海內外的營運效率,其賺益也倍增至11%,前期為5.2%。

豐隆研究維持“買進"評級,目標價維持9令吉17仙。(星洲日報/財經)
http://biz.sinchew.com.my/node/66998

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