China Medical Share Discussion Threads

[dasv] 01/2/2010 10:12

China Medical System Holdings Limited
("CMS" or "the Company")
Exclusive License Agreement for the sale of Bioflor
China Medical System Holdings Ltd. (AIM: CMSH) is pleased to announce that the
Company has today signed an exclusive license agreement with Biocodex of France,
for the sale of Bioflor capsule and sachet in China.
Founded in 1953, Biocodex is an independent, family-owned French pharmaceutical
company specializing in Gastroenterology, Pain Treatment, Neurology and
Psychiatry. Bioflor (Saccharomyces boulardii) is a probiotic antidiarrheal
product mainly used in the prevention and treatment of diarrhea, a common
gastroentrologic disorder found in adults and children.
Under the agreement, the Company has committed to purchase a minimum quantity of
Bioflor from Biocodex in the next five years.
Commenting on the agreement, Mr. Lam Kong, CEO of CMS, said: "We are pleased to
be working with Biocodex, our first French business partner, and with the
addition of Bioflor to our portfolio. This agreement demonstrates our commitment
to execute our growth strategy, which is to in-license on an exclusive basis
high quality products and further expand our source of revenue."
Mr. Nicolas Coudurier, International Director of Biocodex, said: "Biocodex is
extremely proud of this agreement with CMS. China represents one of the top
priorities in Biocodex's international development. CMS and Biocodex share the
same value creation strategy, and CMS through its professionalism, high
motivation and strong sales network proves to be the best option to grow our
product Bioflor, being "the Number One probiotic drug worldwide", in China."

[rhuvaal] 24/1/2010 14:12

boadicea - JtCod has put loads into CMS, do read his in-depth research, not my usual kind of investment but 60-75p may happen and I can do with the income etc. VLE VRP GNG TAIH are my 'heavies' now ...

Edit: sorry folks for being completely O/T

[boadicea] 22/1/2010 22:12

Rhuvaal - Rather similar story then except that I still hold most of my CHNS at 105% profit.
RCG have been added to so overall profit is only 64% but original holding is well over 100% up.
I must take a look at CMS - thanks.

Good luck for 2010.

[rhuvaal] 22/1/2010 16:33

CHNS long from 90p but all gone now
RCG long and 100% in profit
CMSH sold final amount today, from 160p, looking expensive for now
CMS a good place to be with a proper divi too

[dasv] 22/1/2010 15:02

cmsh chart is uncanny boadicea. V. surprised myself.

[boadicea] 22/1/2010 14:33

Ah well!

CHNS -long
RCG - long
CMSH - out (beginning of week)- but with a very good profit from mid-July.

So I got it wrong again (for now anyway.)

Good luck to all holders and may your nerve hold (unlike mine.) I shall continue to watch quietly.

[dasv] 22/1/2010 09:44

Despite the meltdown the past few days, CMSH continues to soar.

[boadicea] 14/1/2010 15:00

Mattjos - Yes, I'm still here, but not to the same extent as CHNS, and I must admit to having top-sliced roughly to the point of recovering my initial input.
After its having risen so far so fast and being on a considerably higher p/e (or even prospective p/e) than any of my other three China linked plays, I do wonder whether the management itself would prefer more sedate progress in the share price
Why else include the statement in the update - with which I totally agree but I would apply it to ALL AIM investments and normally expect it to go without saying -
"As the success of the proposed additional listing is subject to the fulfillment
of a number of conditions, including but not limited to the listing approval
from The Stock Exchange of Hong Kong Limited as well as the market conditions,
the proposed additional listing may or may not proceed. Shareholders of the
Company and potential investors should exercise caution when dealing in the
shares of the Company."

It does seem to imply that they fear a lack of caution. Any mild set-back, e.g. HK listing application deferred or cancelled, could result in a disprortionate share price response, burnt fingers and a nasty backlash leaving it on a p/e similar to RCG or SFT. Such events can have an undesirably persistent effect - as we know!

Better to have a period of consolidation in the share price and perhaps shed some of the momentum trading holders imho.

[dasv] 14/1/2010 10:36

Trading update looks good. 32% increase in revenues.

HK listing on the cards too.

[mattjos] 13/1/2010 07:44

well done those stil holding here .. this am's news is an other chinese AIM --> HK move.

[dasv] 11/1/2010 13:24

also ties in with latest news from china:

[dasv] 11/1/2010 11:26

new policy of combining fundamental and tech analysis is paying off the last 8 months.

[rhuvaal] 11/1/2010 11:14

you are a clever man !

[dasv] 11/1/2010 11:07

who'd have thought it over 500p now

----

dasv - 13 Oct'09 - 09:22 - 80 of 178 edit

I'm not joking when I say 500p easily and I don't ramp shares. I make this claim on valuation and earnings growth grounds.

[dasv] 17/12/2009 12:18

yep also have WCC though sold half after reaching a good profit.

[evaluate] 17/12/2009 10:39

Bodicea,

Well worth taking a look at WCC.

Good reasons to see consolidation in that sector over the near to medium term.

WCC is growing turnove & profits very rapidly, is on a much lower PEr than its counterparts in HK / China & is planning to list over there in the first half of next year.

I'd be very surprised if it didn't double.

[boadicea] 17/12/2009 10:27

Evaluate - That statement rather assumes you'll get the opportunity of making the same mistake!

So far I have only top-sliced these once (similarly for CHNS but for a different reason).
My feeling is that CMSH have gone far enough, at least until we see the next figures.
I do actually agree about CHNS. (Not in WCC).

[evaluate] 12/12/2009 11:08

I top-sliced these a number of times thinking the run had to stop some time.

Unfortunately, the last slice at 450p was my final slice - so missed out on latest leg of journey.

Won't be making the same mistake on CHNS / WCC.

[azalea] 12/12/2009 10:29

Stegrego
What a fantastic company. Three times I bought and sold at a decent profit and then waited for a fall that never came.

nfs -167
I think your asessment is spot on. The very high % of holdings was why I bought in the first place.

[stegrego] 12/12/2009 02:07

Sissy Ken -

You trying to find the next Mystic Meg or something?

Pointless - all your thread shows is people that have got lucky.


Re CMSH

It just doesnt know when to stop does it?

I sold at 370 and it just keeps going!

Would have been a near 4 bagger now from my 130 average. Ho hum.

[dasv] 11/12/2009 16:47

sicilian_kan - your point being?

---

stellar performance by CMSH. Note I said this would go to 500p some time ago. Note also that I got second thoughts and sold half my holding at around 400p leaving the rest to run.

[sicilian_kan] 09/12/2009 20:23

Poor results for cestnous on the CRED thread, who got 0 predictions right out of 3 attempts, though a 10% profit was banked on CMSH (wiped out by a 21% loss and a 47% loss on the other predictions).

First, NASA was predicted to rise from 12p to 17.8p by 23 November 2009. The share closed at 9.5p to sell, resulting in a 21% loss.

Second, XTR was predicted to rise from 4.95p to 6.24p by 23 November 2009. The share closed at 2.6p to sell, resulting in a 47% loss.

Third, CMSH was predicted to rise from 340p to 395p by 30 November 2009. The share closed at 375p to sell, banking a 10% profit, but it was insufficient to make the prediction.

cestnous's statistics stand at:

0/3 predictions correct (0%)
Average rise predicted on correct predictions (n/a)
Average return on all predictions (19% loss)

Should you wish to take part, please join the thread at:

[rhuvaal] 04/12/2009 12:33

The company & my own broker explain: this company is scheduled to grow by 30% per annum(& likely more after the last RNS) and so a p/e rating of 20 is fully justified. I myself take a medication as imported into China by CMSH and some of these prescriptions are a revelation - the whole of China - in which to market such products... in my estimation it is only a little time now before growthy China plays rest on a superior rating to the best of Western stocks.... makes sense? Relax, this is a quality long term hold . . .

[dasv] 04/12/2009 09:52

he's starting a china fund in HK in 2010 - but I doubt he can buy in advance of that...

[bench2] 03/12/2009 23:49

Very suspicious move on a weak day in the mkt . Maybe A.Bolton has it in his sights ...but not cheap enough for him .