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SA healthcare shares

Life healthcare Netcare mediclinic aspen advanced health discovery health alexandra forbes momentum dischem

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#181 Polly

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Posted 08 March 2019 - 09:38 AM

also sens  results after market closes does not inspire confidence hay!!

and by being sneaky, down 17%


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#182 Polly

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Posted 08 March 2019 - 08:58 AM

also sens  results after market closes does not inspire confidence hay!!


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#183 Polly

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Posted 08 March 2019 - 08:36 AM

True. Well spotted Midas. But this should technically all be already factored into the share valuation. Look at the remainder of the numbers... This is a solid business wih attractive assets. Managed to maintain 1% despite 10% impact.

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Mr Market prices in forward earnings....having sold its jewel ( whose figures was part of this financial year) , going forward will be very hard to show real earnings growth without that jewel..Other operations doing fine but was too high a p/e to warrant that status without the jewel.

 

However around R140.00/ R150.00 looks a good entry point


Edited by Polly, 08 March 2019 - 08:37 AM.

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#184 Investment novice

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Posted 08 March 2019 - 08:26 AM

True. Well spotted Midas. But this should technically all be already factored into the share valuation. Look at the remainder of the numbers... This is a solid business wih attractive assets. Managed to maintain 1% despite 10% impact.

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#185 Midas1

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Posted 08 March 2019 - 07:37 AM

I agree i predicted this
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#186 Blackobar

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Posted 08 March 2019 - 05:19 AM

Aspen's Debt is rising, it is bigger than it's market cap . Avoid.
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#187 Investment novice

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Posted 05 March 2019 - 06:03 PM

Hi IN, aren't you worried about debt/ cash flow here? I was on at 129 out 139...now id rather wait see what occurs, but good luck if you invested...may have another look on Thursday.


Market priced in all doom and gloom... https://www.business...es-worth-r110m/

Think this may be a good buy for long term investment.

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#188 Investment novice

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Posted 05 March 2019 - 02:08 PM

Good point. But not concerned. Think lots of capability to pay debt

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#189 Midas1

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Posted 04 March 2019 - 08:35 PM

Hi IN, aren't you worried about debt/ cash flow here? I was on at 129 out 139...now id rather wait see what occurs, but good luck if you invested...may have another look on Thursday.
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#190 Investment novice

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Posted 04 March 2019 - 02:44 PM

Am extremely excited on aspens numbers... This is a massively undervalued share and won't be surprised this share does not drive past r200 from its current levels at 140...

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#191 Investment novice

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Posted 31 January 2019 - 01:58 PM

The hospital shares are cheap as there is major concern on growth. None of the groups have demonstrated the ability to successfully diversify their business. Life did with alliance but over paid. All the international investments have thus far impacted on the big three... The hmi report may have an impact.
Importantly... The system was so fat with gravy at 20% plus declared margins... Post hmi will see some efficiencies coming through impacting bottom line
I use the hospital shares for speculation and not long term investment. Attend the road shows and question the strategy..... Be good to see h1 results. Expect netcare to be hammered after losing some network deals. Also expect the others to have reduced revenue due to discounts offered. Truth will be revealed post h1

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#192 Polly

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Posted 31 January 2019 - 11:16 AM

ON a PE valuation basis of the 3 top 40 listed hospital shares Mediclinic looks the cheapest.....or are  LHC and MED overpriced??

 

seems the latter to me and may be a short opportunity on those 2...


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#193 Investment novice

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Posted 30 January 2019 - 06:19 PM

Good company, solid fundamentals, and have a wide shareholder base.
Also a top 40 share that will continue to be popped by pension funds, and other low risk investors.
The major push will be an acquisition by a hungry international buyer as this share is cheap and there is a lack of appetiang targets. Could also expect Allegan to make a play for this as they are cash flush with a restricted portfolio

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#194 leo

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Posted 23 January 2019 - 03:51 PM

Some nice movements for aspen... Expect this share to reach 200 by mid Feb at this rate. Enjoy the ride if you bought at 130....or lower

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Any particular reason why?

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#195 Investment novice

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Posted 23 January 2019 - 03:41 PM

Some nice movements for aspen... Expect this share to reach 200 by mid Feb at this rate. Enjoy the ride if you bought at 130....or lower

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#196 Investment novice

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Posted 22 January 2019 - 04:44 PM

Interesting to see recovery in hospital shares. Not sure if this is driven by mandated investments in low risk top 40.
And unit trusts and of course Pic.
Hmi report expected March April, hospitals trading in challenging environment with price regulations which come sooner... Focusing on non core... International expansion and some hedging to offset sa limited growth... This looks like a mrp share pump.. That's going to fall 15-20% with dissappointing first half figures... While the pump is on... May get on board and ride until soon before interim results announced.. However this may be difficult to time so will put an exit date 5 april


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#197 Midas1

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Posted 16 January 2019 - 05:14 PM

Good luck asc...im on fence so not in yet
....hospitals etc im very wary
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#198 Investment novice

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Posted 16 January 2019 - 05:09 PM

I picked up some more asp and asc on the dip.
Have it that a non listed bbbeee hospital group keen on asc. Nice speculation. Acquisition and reverse listing???
Dumped all hospital shares again with a nice profit on lhc.

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#199 Midas1

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Posted 16 January 2019 - 08:53 AM

I bought aspen and resold allready...if drops again will rebuy...asc im wary of...they own some nice brands..but am leaving that....mcz ive bought did research after polly suggested...looks good
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#200 Investment novice

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Posted 15 January 2019 - 09:36 PM

Hope you got aspen and asc.... They were cheap and over short period scored double digit growth.


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Also tagged with one or more of these keywords: Life healthcare Netcare, mediclinic, aspen, advanced health, discovery health, alexandra forbes, momentum, dischem


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