231 replies to this topic

[Polly]

Buy these on the dip.... All shares hammered for fear of future growth. Defensive share and good for portfolio...


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No way..check the results out on Netcarre and Life healthcare yesterday...hammered

[Investment novice]

Buy these on the dip.... All shares hammered for fear of future growth. Defensive share and good for portfolio...


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[Investment novice]

Will try to buy some of the hospital group shares on dip and then dump on day of results taking 5% spike.

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[Investment novice]

Shorting all hospital group shares for h2

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[Investment novice]

Mediclinic shares hammered all time low... Far cry from the R200 plus levels... No bottom in sight... Perhaps soon a r20 share joining the rest of the big groups

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[Investment novice]

Competition commission to rule on provate healthcare today...livestreaming...
Important to watch to undersyand the potential discount to health market share valutions that may be required
Not sure if penalties will be imposed and if collusion will be proved..


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[Investment novice]

An interesting article on the Minister of health finally declaring that he has no cooking clue about the cost of nhi....
We should have his head for this...and for the failure to lead over the past 10 years....
Should be a welcomed relief and see health shares stage a rebound....

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[Investment novice]

No healthmarket enquiry feedback released. Reports delayed yet again to end of week. Probably due to contestation..


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[Investment novice]

Health market enquiry news due soon- !!!!- is tis possibly a reason why Life care  shares are down, or is it that the CEO has retired/resigned

Mediclinic Netcare seem to be hovering as well

Advanced health poised and quite cheap- not sure if they can survive 3- 5-10 years to take opportunity of new deals that may come there way albeit in a constrained margin

 

 

[Investment novice]

Hospital ceo jumps ship to cash in shares...while the going is good....


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[Investment novice]

What percentage of Alexandra Forbes is derived from brokerage fees in the medical schemes market? it would be interesting to get their opinion and response to the minister of health? have not heard anything as yet...discovery relied heavily in the past to drive their products- perhaps with their offering and loyalty lockins they may be more resilient

[Investment novice]

Dear all, the SA health market is in a flux, and large number of shares are on a downward spiral. I thought this could be an interesting chat group where we can discuss a large number of these shares at an aggregate level as well as identify both up and down trends depending on the company positioning. I have dumped all my hospital shares as their earnings and profitability counters will be impacted even if this is in 3 to 4 years. from a tariff regulation perspective private  hospitals are most fragile due to their high costs structure and even higher profitability that will be exposed end of June