J C's comment on SOLUTN. All Comments
Kent Khaw
Solution is selling RM 57 per dose for Malaysia government and will get RM 200 mil for 3.5 mil doses. and selling price usually higher for private companies - so far there are 10 + plus companies interested. not to mention sales from Thailand and Philippines. I think worth to hold longer and see how this company run.
Show more
Like · 3 years · translate
CS Chee
Great! Up-coming QR to register RM200 mil revenue. Assuming to gain 10% net profit, RM20 mil is a good nos. to start with
Like · 3 years · translate
Roger Tan
Target to supply 10m doses this year. OK... 10% profit margin (RM5 per dose) , mean RM50m net profit. Convert to EPS is around 0.1134. Assume FPE 10. It worth 1.13. Share price seem almost in price d.
2 Like · 3 years · translate
Roger Tan
Highly competitive. Sinovac.. sinorpham.. Johnson.. MYEG also bring in vaccine. Hope Solutn able to ask higher price from private since it is single dose (unique).
Like · 3 years · translate
Cyang Soo Hoo
@Roger ya if base on RM5 per dos... hope Thailand & Philippine get higher price and margin... and 3rd dos market...
Like · 3 years · translate
Mie Zar
current price already taken into account those figure la
Like · 3 years · translate
CS Chee
@Mie Zar, mind to share how u calculate the supply contract has been reflected in the current price? The upcoming EPS easily at 45 cents per share
Like · 3 years · translate
Mie Zar
how u calculate 45c..don't simply use 'easily'.nothing is guarantee with vaccine now that single dose J&J also coming.
Like · 3 years · translate
Sarah Goh
What happened… what a morning heart attack out of sudden. Anyone mind to share?
1 Like · 3 years · translate
CS Chee
@Mie Zar, this was based on the RM200 mil contract given by MoH. Of course nothing is guaranteed, vaccine delivery seem slow/late, kind of worry something bad might had happened.
Like · 3 years · translate