PHARMA 7081 PHARMANIAGA BERHAD 是否因为无法销售其滞销的疫苗而面临危机?
Pharmaniaga Bhd 在进入 Practice Note 17(PN17)状态后,其股价于 2 月 28 日暴跌 50%,受到严厉惩罚。
根据会计准则,这家仿制药制造商必须计入 5.523 亿令吉的巨额减值,以便为滞销的 Covid-19 疫苗库存拨备。
这导致该公司在 2022 财年第 4 季度出现亏损,而 2021 财年第 4 季度的净利润为 8547 万令吉,尽管同期收入从 7.1172 亿令吉增长 21% 至 8.6272 亿令吉。
更令投资者担忧的是,Pharmaniaga 将不得不进行现金募集以进行自身资本重组。
这意味着其大股东将不得不向这家制药巨头注资。
Boustead Holdings Bhd 持有该集团 51.84% 的股权,而 Lembaga Tabung Angkatan Tentera(LTAT)持有 8.62% 的股权。
LTAT,正在以每股 85.5 仙的价格将 Boustead 私有化。
虽然 Pharmaniaga 的大规模抛售是可以理解的,但这只是下意识的反应还是注定的?
以下是 Pharmaniaga 没有失败的 5 个原因:
i. 疫苗将找到自己的市场,而减值的逆转将提高其利润。
拨款 5.52 亿令吉用于购买 1400 万剂 Sinovac 疫苗。 Pharmaniaga 正在与一家大公司谈判,以出售一半的库存或 700 万剂,以销往海外。
ii. 印度尼西亚市场在该国的销售额将增长 3 倍。
iii. 到 2025 年,我们的胰岛素和疫苗工厂将投入运营,并帮助实现其 50 亿令吉收入的目标。
iv. 发马持有政府的长期特许经营权。
v. 鉴于武装部队基金必须资助 Boustead Holdings 的私有化并支持其呼吁,LTAT 将迫切希望确保 Pharmaniaga 上升趋势。
让我们看看这个场景; Pharmaniaga 的股价暴跌,就像没有明天一样,然后 LTAT 可以以极低的价格(直接或间接)收买股票。
当 Pharmaniaga 的股价走高时,这就是 LTAT 在此短期交易中大赚一笔的机会。
#PHARMA
https://xifu.my/OpinionsComment.aspx?BID=B03183316P1ADAD0
Singapore Investment
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