Backsenttor's comment on PMCK. All Comments
Backsenttor
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PMCK will diversify into medical consumables import and supply. Another potential revenue stream for the company!

https://theedgemalaysia.com/node/820407
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3 weeks · translate ·
Taib Muzafar
The deal actually comes with a RM3 million annual PAT guarantee for FY27E–28E. So, I would say this is quite a good acquisition
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FullRom
Yup. That's an additional RM750k of clean PAT per quarter for the next two years. Masyukk
Like · 3 weeks · translate
CloudDrifter
wow new growth catalyst for the company aside from the kulim hospital expansion
Like · 3 weeks · translate
Powerup
yeah the acquisition is expected to contribute at least 25% of the group’s net profit
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CloudDrifter
the 2 companies they proposed to acquire made RM5.34m adjusted PAT for FY26. If they can maintain this earnings level, might see quite a meaningful boost to PMCK group earnings
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Li Foong Tai
Lucky got collect when the share price was around 18 cents
1 Like · 3 weeks · translate
Nebula
when the acquisition of these 2 companies is expected to be completed?
Like · 2 weeks · translate
Powerup
targeted for completion by Q1 2027, still subject to shareholders' approval. So probably can start seeing earnings contribution next year.
Like · 2 weeks · translate
Taib Muzafar
yeah, EGM will be held soon for that
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CloudDrifter
hope can quickly complete the acquisition and next year onwards gt new income stream coming in
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Li Foong Tai
Surpass RM25 mil in revenue next year shouldn’t be a problem for them, I guess
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Powerup
after the new income stream come in then fund manager will revalue the stock valuation
Like · 1 week · translate
Master Academy
yes thats for sure, and can see that the company major shareholder is adding more share currently
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Powerup
Encik Hassan has been acquiring shares since listing until now, stake increase from 5% to 6.87%
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Nebula
Healthcare is generally more recession-resistant compared to other sectors, making PMCK a good defensive stock with long-term growth potential. Guess that's why he's been accumulating shares in the company.
Like · 1 week · translate
Li Foong Tai
Healthcare is a basic need. If anything happens, people still need to spend on medical care, cannot really avoid one
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CloudDrifter
yes and oversea market all healthcare are rising when tech stock drop, this one will follow sooner or later
Like · 6 days · translate
Backsenttor
Now PMCK not only provide medical services, but also supply medical products
Like · 6 days · translate
Master Academy
bursa market react slower, need to be more patient, buy at 0.195 first before it rises up
Like · 5 days · translate
Nebula
touching 0.200 already, and healthcare segment stock start moving up again
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Backsenttor
Btw, Marpoliq and Derberg supply important medical products like oxygen therapy equipment, airway management products and feeding systems to hospitals and clinic
Like · Yesterday · translate
Backsenttor
The good thing is, they already have long-term relationships with their customers, with some partnerships lasting more than 25 years
Like · Yesterday · translate