Beximco Pharma Discussion Threads

[sayuri92] 05/2/2024 10:45

The Bank of New York has the dividend listed for the US payment date of 8th February.

[outsizeclothes.com] 30/1/2024 18:42

Too early yet Live Ink. Usually arrives end of first week Feb. - IF they don't have exchange rate problems.

[live ink] 30/1/2024 10:51

Gentlemen,

Has anyone received the dough by way of dividend?

Live Ink

[greg the grinch] 19/1/2024 15:29

I looked at APH and it looked overpriced compared to BXP.

Will buy more BXP at the current price.

[blackhorse23] 17/1/2024 10:46

bought more APH today , dividend news soon

[outsizeclothes.com] 12/1/2024 11:47

An interesting twist. But should be positive.

[greg the grinch] 11/1/2024 15:55

We now have an inside man in the cabinet.... surely he will make sure domestic drug makers push out foreign ones where possible?

[elsa7878] 08/1/2024 21:14

Taka 3.5 per ordinary share/per global depository receipt held in respect of GDR holders will be paid to holders of ordinary shares/GDRs (who were on the register of shareholders'/GDR holders' as on the date of record, i.e. 13 November 2023) on or before 25 January 2024. The cash dividend will be paid after deduction of taxes as per Bangladesh Tax law.

[2350220] 08/1/2024 15:56

Ahh.
OK, thanks for the reply CB7.
John

[cb7] 08/1/2024 15:05

it went xd in mid november.

[2350220] 08/1/2024 13:51

Hi outsizeclothes, I'm not in Beximco ATM, but did well with their divis a few years ago.
Do you know when I'd need to have a holding on order to be eligible for the next divi?
Or am I already too late now?
TiA,
John

[arlington chetwynd talbott] 07/1/2024 23:05

So you said.

[blackhorse23] 07/1/2024 21:27

Money moving to APH

[outsizeclothes.com] 28/12/2023 16:57

3.5 Taka should mean a gross divvy of 2.5p.
Hopefully they have the dollar reserves this coming year by 25th Jan. to allow it be paid on time.

[greg the grinch] 22/12/2023 13:02

The calc of impact is above my pay grade - but it all helps.

My thoughts are international sales suffered due to coronavirus and the ability of salespeople to sell stuff face to face, that should start to make progress again plus they have an ever increasing number of drugs - that on top of pressure of health services to cut costs should see new international business coming to BXP.

Taka seems to be stabilising, and weak which should help international sales.

I think domestically, BXP will continue to edge out medicines that are made by foreign companies, which will help the foreign currency issues.

Sittin and waiting.

GLA

[gb904150] 22/12/2023 09:31

What do you think the impact for BXP is gtg?



Tylenol, an acetaminophen is suggested as a treatment for symptoms.

[greg the grinch] 21/12/2023 20:40

Massive dengue fever situation in Bangladesh.

[outsizeclothes.com] 21/12/2023 14:43

I can't help but think that even if they can't manage to translate Taka weakness into greatly increased foreign sales, that with Covid still hanging around, domestic sales should be ticking along very nicely.

[greg the grinch] 17/11/2023 14:30

Hmm... with Taka weakness I do wonder if a fat bid comes in at above the Dhaka price, which is a big fat quick win.

...I guess we are drifting higher to a more reasonable share price

GLA

[blackhorse23] 14/11/2023 07:20

Well moved to APH , better value

[outsizeclothes.com] 13/11/2023 10:21

Taka weakness, although an initial headwind from a buying basic ingredients point of view, will turn to a tailwind in selling export products

[davebowler] 07/11/2023 13:18

SP Angel research-

Although Beximco Pharma is a mature company, we believe the best method for valuing the Company is through discounting cash flows (DCFs) as near-term earnings forecasts do not capture the Group’s full growth potential (for example, the Company’s export strategy and entry into biosimilars). We used a discount rate of 12% and long-term free cash flow growth rate of 2%. Our valuation indicates a 148p target price.

[leopoldalcox] 06/11/2023 21:32

Let's hope so. The Daka was on a steady rise from July before falling back recently. Hopefully it can regain the trend

[cb7] 06/11/2023 10:28

Thats the first quarterly rise in eps for quite some time, perhaps the worm has turned?

[leopoldalcox] 06/11/2023 07:35

Eps for q1 around 2.6p. Annualised pe of about 4, if I read it correctly. Top line continues to grow well