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Is Biosensors a good buy?

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topdog22     19-Sep-2010 07:13  
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did the best I could researching past daily volumes it appears as though the 150M was the biggest volume this counter has ever had and exceeds the biggest volume by more than 50%.  Anyone with better information???
 
 
topdog22     19-Sep-2010 01:15  
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Haven't been able to find Microport pricing but would guess near top of range.  Agree Volume makes it seem like something fundamental has changed, and that maybe there are some new buyers in the mix.  Maybe Japan or China approval or buyout emminent.  In past price seemed to surge just prior to major event.
 
 
allright     18-Sep-2010 21:58  
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what was the pricing for microport?
 

 
gbleng     18-Sep-2010 08:51  
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The run up accompanied by the huge volume is a surprise, even considering the confluence of events, CE mark, Microport re-rating (not news), etc. Could there be more??  Hope so....... two price catalyst - Bio-Freedom results and M&A.... 
 
 
topdog22     18-Sep-2010 07:31  
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I am hoping for follow-through on Monday too, but consolidation would not surprise

remember lots happening this week, TCT, Microport IPO, possible mkt approvals or buyout and probably upgrade target price

Don't see any real negatives for next 7 days except general mkt conditions but US closed up a little so that should not drag on monday

 
 
 
rolandchiau     18-Sep-2010 00:34  
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B.B also whack hard on this counter,i'm hoping to see big action on Monday...Cheers!

iApple      ( Date: 18-Sep-2010 00:06) Posted:

so not advisable to buy in now?

 

 
iApple     18-Sep-2010 00:06  
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so not advisable to buy in now?
 
 
epliew     17-Sep-2010 19:59  
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sell on profit...

chinton86      ( Date: 17-Sep-2010 19:50) Posted:

everytime chiong one day only de,,,,

 
 
chinton86     17-Sep-2010 19:50  
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everytime chiong one day only de,,,,
 
 
gbleng     17-Sep-2010 17:07  
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Next resistance 1.03...........
 

 
Laulan     17-Sep-2010 16:24  
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One of the best show put up today! Cheers! Carlsberg or Heineken also can. Hahaha.
 
 
greendino     17-Sep-2010 15:58  
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Ascending triangle price target resistance at $0.98...seems to be true...
 
 
minotaur     17-Sep-2010 15:02  
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Wow... Superb Duper man!!!  now top vol as Genting & Genting HK US$... Real joy to see it jump so high today... think not a problem to hit $1.00-$1.20 soon... Cheers to all still holding this gem!

rolandchiau      ( Date: 17-Sep-2010 14:47) Posted:

$0.985 !!! Already !

 
 
rolandchiau     17-Sep-2010 14:47  
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$0.985 !!! Already !
 
 
WeiQiQi     17-Sep-2010 13:35  
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Nomura already set the TP to $1.20 two months earlier than DBSV (on 19 July).

gbleng      ( Date: 20-Jul-2010 12:59) Posted:

Three pillars of growth
 Pillar #1: core DES franchise, global #5 player
Since the launch of BioMatrix in April 2008, BIG has emerged as the
number five player in the global drug-eluting stent (DES) market,
which is traditionally dominated by the Big Four. With growing market
acceptance, BioMatrix looks set to achieve further market share gains
in the EU, Asia and LatAm. We estimate a 23% CAGR for DES
revenue over FY10-13F.
 Pillar #2: well positioned JV in China
JWMS remains well positioned as the number two or three player in
China’s profitable DES market. Strict SFDA regulatory standards
should raise the entry barrier, and stent pricing pressure appears to
have abated for now given repeated delays in the central tender.
 Pillar #3: accelerating royalties from Terumo
Nomura Japan medtech analyst Mr Kohtani expects Nobori to receive
approval in Japan by end-FY11F (March 2011) and achieve 20%
market share in the world’s second-largest DES market worth
US$600mn. With the increased cashflow visibility, we have raised our
NPV estimate for Terumo royalties from US$85mn to US$132mn.
 Adjusting for euro exposure; attractive valuation
We revise down our FY11F earnings forecast by 4% to reflect the
weak euro, while FY12F earnings is buffered by a potential boost in
Terumo royalties. Reiterate BUY— BIG is trading at 17.2x FY11F
earnings, on an EPS CAGR of 40% over FY10-13F. The group also
appears to be well placed to grow, given its prudent net cash balance


sheet.

 Closing price on 16 Jul S$0.82

Price target S$1.20

(from S$1.17)

Upside/downside 47.2%

Difference from consensus 39.5%

FY12F net profit (US$mn) 62.0

Difference from consensus na

Source: Nomura

Nomura vs consensus

We believe consensus is irrelevant

given the lack of active analyst

coverage.

 

 
WeiQiQi     17-Sep-2010 12:58  
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Finally! patience paid off.

Thanks to Allright and TopDog22 for the reminder on Microport Pricing and others... Congrats to you two too.



allright      ( Date: 16-Sep-2010 14:56) Posted:

Tomorrow is the pricing for the microport.  

topdog22      ( Date: 15-Sep-2010 05:15) Posted:



waiting for:

1) HK pricing on Microport Sept 17th trading begins the 24th.  Microport gross revenue est for current year about 100M  last year about 80M  Pricing at hi end of rang give value of  about $1B or about 10 times expected reveune.  BIG expected revenue for this year about 140M.    

2) TCT news Sept 21-23.

3)  BIG 2nd qtr earning October

4) Mkt Clearance for China

Any or all of these catalyst for next leg up


 
 
rolandchiau     17-Sep-2010 12:27  
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Should be able to Hit SGD $1 by today !!!
 
 
allright     17-Sep-2010 10:11  
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DBS• Initiate coverage on Biosensors with Buy recommendation
and target price of S$ 1.20.
DBS Research is initiating coverage on Biosensors with Buy
recommendation and target price of S$ 1.20, which offers
43% potential upside. Our analyst projects earnings CAGR of
24% over the next two, driven by market share gains led by
leading product, BioMatrix, the first biodegradable polymer
DES. Catalysts ahead include securing approvals for sale of
BioMatrix in Japan and China, with collective market size of
US$800m – US$1bn. Biosensors is also a prime target for
take-over. The upcoming MicroPort’s HK IPO serves as rerating
catalyst.


investor      ( Date: 17-Sep-2010 09:23) Posted:



DBS Vickers has initiate coverage on Biosensors, with a target price of 1.20

For info. Not a call to buy/sell.

 
 
greendino     17-Sep-2010 09:58  
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Chartist are indeed good this time!...been tracking the ascending triangle and finally paying good dividends! Congrats to all!

minotaur      ( Date: 09-Sep-2010 22:33) Posted:

finally, this gem is moving steadily uptrends... have been monitoring its movement pattern in chart... congrats to all those who are still holding it :) let us all HUAT $$$! happy trading!



derekloh      ( Date: 08-Sep-2010 13:03) Posted:



biosensors actually breakout from a ascending triangle yesterday!

support  @ $0.83

Target @ $0.96

good luck

 


 
 
minotaur     17-Sep-2010 09:40  
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congrats to all those still holding this gem... moving uptrend started...hooray!
 
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