112 replies to this topic

[Investment novice]

Lets ask a different question regarding hospital listed shares.....which of these companies can increase their dividend payout and sustain it.....
Or which of these companies are going to sustainable be paying less dividends....

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Polly]

still falling.....

[Investment novice]

Seeing directors purchase hospital shares at a fraction of the volume they receive....makes me think one thing only......sad day when management and directors try to pump the share artificially
Cummon the market wont move on that....buy a sufficient large volume to indicate that you really back this share...
See 2pm sens today ..life.


Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

I am still hesitant...buy after health market enquiry feedback.....or just before h2 ....
Very cheap indeed

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Polly]

IN im starting to agree with the BT writer...These shares have been smashed and maybe they actually becoming buying opportunities f again for a change in cycle..Never going to catch the lows so spreading your purchases from now allowing you to buy more if they drop further...Surely cycle bottom is in soon...Some times you have to be brave and dip your feet in when nobody wants them Re Impala , Gfi , Ams etc...

 

I got some NTC today at R17.00...which is one third of my holdings im planning on having in my portfolio...If they dip to R15.00  i will buy another third...and then wait and watch...IF they continue falling i will sit it out and wait for a rebound to R15.00 to add another third...

 

These are now definitely offering value at these prices with their dividends and cash flows as well...

[Investment novice]

Interesting and extremeley brave for a hospital group to in your face declare obscene payments to managers when the company is under performing and share price is at its worse in 5 years and on its way south
Another example of management profiteering and shareholders interest.
Happy that i dumped all here with my profit locked in...who would have thought there is a health crisis.
Brave...extremely brave
Or downright arrogant



Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

And down go the shares ..healthsector in for torrid times....

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Interesting article in business day healthcare shares slump....superficial and very poor journalism....stating the obvious....
What is the inpact on pension funds that have significant weighting on health shares???
The article concludes by saying fund managers will be keen to target these sgares especially to take advantage in an uptick of the economy and or lenient regulatory environment....
Both of the above would be black swan events....hospital shares are heading south and will continue to do so until they level off and the dividend decline tapers..
They will continue to be sustainable due to demand for care but unlikely to maintain current profitability levels...if anything expect that to halve and hold especially when sa follows international trends for tariff regulation

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Expect similar fate for life as well....who knows what the bottom is...


Sent from my SM-G950F using Sharenet Sharechat mobile app

[Polly]

In i wont buy Ntc at moment..Massive overhang of shares to be sold here...As of today they dropped off TO...so funds need to re balance there..

 

Maybe 15/16 would be an excellent buy long term!!

As of today dropped off TOP40...sorry

[Investment novice]

Thanks Polly, happy to wait on this share....if it reaches 15 who knows may even start breeching those levels

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Thanks Polly, happy to wait on this share....if it reaches 15 who knows may even start breeching those levels

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Polly]

I am pro discovery ....think this is a cheap share with a strong oot hold in china...well diversified and certainly a comoany for my portfolio.

Hospitals...are these shares undervalued. Could these shares see as much a run as did telekom due to their massive property portfolios....or would these shares also be up for further scrutiny based on their property valuations and rental income or accounting of all related transactions....

Hospital shares looking attractive..especially Netcare....

Sent from my SM-G950F using Sharenet Sharechat mobile app

 

In i wont buy Ntc at moment..Massive overhang of shares to be sold here...As of today they dropped off TO...so funds need to re balance there..

 

Maybe 15/16 would be an excellent buy long term!!

[Investment novice]

I am pro discovery ....think this is a cheap share with a strong oot hold in china...well diversified and certainly a comoany for my portfolio.

Hospitals...are these shares undervalued. Could these shares see as much a run as did telekom due to their massive property portfolios....or would these shares also be up for further scrutiny based on their property valuations and rental income or accounting of all related transactions....

Hospital shares looking attractive..especially Netcare....

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Interesting articles targetting netcare and mediclinic both as high risk due to high debt and constrained revenue.
I think all howpital groups are in for punishment and sideqards movement. The pump maybe on for lifecare. Bye this share and ride it and put away at least 20% this month...dont he greedy...dont hold on toolong...once the market sniffs the strategic dearth may see ......

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Netcare shares at new lows... Mediclinic in holding format as market digests information provided, however I think this is set for a major tank as the growth is promised on day care facilities... High Capex... Lower tariff revenue self cannobolising... And down the hatch like advanced health..... Waiting life's report which probably will be similar promising growth in all non core business meaning more expenses for less profit.
Life best positioned expect Share sidewards movement.... Mediclinic worse positioned expecting a massive drop and perhaps margin calls... If there are any to have a further impact.

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Not sure if the decline in health shares is from the global sell out or from the lack of growth with fears of tariff regulations and further discounts. Called this but not sure of what the bottom would look like. Would expect the hospitals to start cost cutting and trimming their bloated management structures. Hospitals are already lean

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Investment novice]

Netcare results in keeping with expectations and their fears echoed on a tightening market with margin creep is quite realistic and honest. Interesting that they not selling fairy tale optimistic growth on diagnostic and other primary care ventures. Health market enquiry and tariff setting would be the one risk on the near term horizon that we should watch out for.
I would back netcare from all three big hospital groups as the best positioned and most honest to provide stable dividends

Sent from my SM-G950F using Sharenet Sharechat mobile app

[Brab]

👍

[Investment novice]

There is lots of ai in the radiogy field but that is business process optimisation rather than disruptive innovation. Don't see any techno disruption. Perhaps efficiency and improved patient care. Cancer care and the genetic treatments Will come to the fore especially genetic type diagnosis... Can't evaluate this to price it.

Sent from my SM-G950F using Sharenet Sharechat mobile app