Latest Forum Topics /
Raffles Medical
Last:1.33
![]() |
![]() |
Raffles Medical
|
|||||
samudra
Veteran |
19-Dec-2017 08:50
|
||||
x 0
x 0 Alert Admin |
buy for longer term as the 2 hospitals in china should be ready to contrubute revenus in mid 2018 and n 2019. |
||||
Useful To Me Not Useful To Me | |||||
ozzie75
Member |
18-Dec-2017 17:17
|
||||
x 0
x 0 Alert Admin |
Resistance broken, how?
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
samudra
Veteran |
18-Dec-2017 15:19
|
||||
x 0
x 0 Alert Admin |
is raffles medical worth to accumulate ? |
||||
Useful To Me Not Useful To Me | |||||
upupnup
Master |
15-Dec-2017 14:25
|
||||
x 0
x 0 Alert Admin |
This is an  overpriced stock, PE wise. The yield is also miserable. It has a stable and growing business though. It can go down below $1.00.
|
||||
Useful To Me Not Useful To Me | |||||
leongyan
Master |
15-Dec-2017 14:20
|
||||
x 0
x 0 Alert Admin |
1.04 looks tempting for short term trade but I am queuing at 1.03.. once bounce up 1.07 sell .. quick trade.. 100 lots make 3k..
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
bishan22
Supreme |
15-Dec-2017 14:10
|
||||
x 0
x 0 Alert Admin |
No buy back. Every day lau sai...
|
||||
Useful To Me Not Useful To Me | |||||
angmohlin
Veteran |
15-Dec-2017 11:22
|
||||
x 0
x 0 Alert Admin |
1.05 is a resistance level and moving down to 0.99. | ||||
Useful To Me Not Useful To Me | |||||
ozzie75
Member |
30-Nov-2017 17:21
|
||||
x 0
x 0 Alert Admin |
Not surprised the institutions are accumulating, if they are. UOB anticipate start up losses of 14m in 2018 and 9m in 2019 > > One of the institutional holders DBS downgraded TP to 1.00 > > One of the institutional holders Happy investing, folks. haha.   
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
SgTrader17
Elite |
30-Nov-2017 17:13
|
||||
x 0
x 0 Alert Admin |
If the start up of two new hospitals with high Capex and they still making money, must be miracle. What is important is that all these factors are already in consideration which pull it's share price down from $1.50. Probably still have people want bottom fishing for the cheapest fishes, but Raffles medical is no ordinary fish. Probably many financial institutions are already accumulating it now. Just a matter of time it finished it's stay in ICU and walk back onto the sunlight. Lol
|
||||
Useful To Me Not Useful To Me | |||||
ozzie75
Member |
30-Nov-2017 17:04
|
||||
x 0
x 0 Alert Admin |
Anticipated start-up losses of 14m in 2018 per UOB Kay Hian.
|
||||
Useful To Me Not Useful To Me | |||||
bishan22
Supreme |
30-Nov-2017 13:31
|
||||
x 0
x 0 Alert Admin |
Looks like a long stay of 3mths and beyond.... You are right bro....
|
||||
Useful To Me Not Useful To Me | |||||
SgTrader17
Elite |
30-Nov-2017 13:03
|
||||
x 0
x 0 Alert Admin |
Checking into ICU means waiting for recovery. Haha. If this stock don't make money by 2018 at this current price, I think SGX really has something not right. At current price with its future expansion plans, it's just a matter of time profits starts rolling in. When all starts to put a hold or sell call on this, it just means trying to encourage people to sell and they can accumulate at the price they wanted to. And then make a big gain in next 2 years. Unless you want to play for just 3 months, then no choice, you should go for other counters. This is a long term treatment and recovery to full running potential by 2019. Just people doesn't like the longer time frame of waiting. But, I think all these wait will be attractively rewarded in the future. Dyodd.
|
||||
Useful To Me Not Useful To Me | |||||
|
|||||
leongyan
Master |
30-Nov-2017 12:54
|
||||
x 0
x 0 Alert Admin |
hope you all took profit at 1.17 level.. clear all and now get wait to reload. RSI looks balanced but wait till it is oversold by next week than enter..low was 1.025 in Sep 2017 | ||||
Useful To Me Not Useful To Me | |||||
bishan22
Supreme |
30-Nov-2017 10:18
|
||||
x 0
x 0 Alert Admin |
Checked in to ICU........................ | ||||
Useful To Me Not Useful To Me | |||||
leongyan
Master |
28-Nov-2017 15:52
|
||||
x 0
x 0 Alert Admin |
Nomura Lowers View on Raffles Medical as Patients Switch Facilities -- Market Talk
0234 GMT - Raffles Medical Group will take a hit from a shift in local patients to public facilities and the falling population of highly skilled professionals and foreigners in Singapore, Nomura says. With no signs of a recovery in the medical tourism segment either, Nomura sees limited benefits from the Raffles Hospital extension project. "We remain concerned about weakening growth from local patients near term," says Nomura, which cuts the hospital operator to neutral despite a recent expansion into China that Nomura sees as a long-term positive. The broker also lowers its price target to S$1.25 versus S$1.70 previously. Shares are currently down 1% at S$1.08. ([email protected]) (END) Dow Jones Newswires November 26, 2017 21:34 ET (02:34 GMT) |
||||
Useful To Me Not Useful To Me | |||||
fatpanda
Supreme |
17-Nov-2017 10:47
![]() Yells: "Another wonderful day!" |
||||
x 0
x 0 Alert Admin |
It seem that collection at this price level, very slow. But need " experienced eye" to verify. | ||||
Useful To Me Not Useful To Me | |||||
bishan22
Supreme |
21-Sep-2017 13:08
|
||||
x 0
x 0 Alert Admin |
Wait for BB to scoop again for 2nd wave... Still no confirmation.. Good luck.
|
||||
Useful To Me Not Useful To Me | |||||
Msport
Elite |
21-Sep-2017 12:41
|
||||
x 1
x 0 Alert Admin |
https://www.theedgesingapore.com/raffles-medical-group-gets-upgrade-long-term-growth-stays-track CIMB Raffles Medical Group Upgrading ward ■ RFMD&rsquo s share price has corrected c.27% YTD, we now think it looks more attractive in terms of risk-reward. Upgrade from Reduce to Add with SOP-based TP of S$1.21. ■ At the current price, we believe the Singapore operations have been priced in with little value ascribed to the long-term potential of its China hospitals. ■ Our best-case scenario for both Singapore and China suggests a S$1.49 TP with 35% upside, while we think the worst-case scenario is unlikely to materialise. ■ Growing pains for new hospitals in China are inevitable, but a home-field advantage could help to offset near-term overseas weakness. Upgrade to Add current level attractive for long-term gain in China RFMD&rsquo s share price has underperformed 27% YTD we now think it looks attractive to gain exposure to the growing China healthcare market, especially for long-term investors, as gestation woes have been largely priced in. RFMD currently trades at 22.5x CY18 EV/EBITDA, below its 5-year historical mean of 23.2x. As we include start-up costs from the China hospitals, our FY17-19F EPS fall by 1.3-26.2%, resulting in a lower SOP-based TP of S$1.21. Any near-term share price weakness could be an entry window. Almost getting the Chongqing hospital for free We value our Singapore operations at S$1.02/shr, switching to DCF methodology from 19.2x CY18 EV/EBITDA previously. The Chongqing and Shanghai hospitals are valued at S$0.12/shr and S$0.07/shr, respectively, in our base-case scenario, premised on a 3- year EBITDA breakeven period. At the current price level, investors are buying a premium healthcare play in Singapore, with China exposure at a discount. Our S$1.49 TP in a best-case scenario presents even higher upside of 35%. Home-field advantage to mitigate near-term overseas weakness Looking beyond the start-up costs in China, we remain positive on the long-term growth prospects of RFMD&rsquo s Singapore operations, which should benefit from secular trends of an ageing population and increasing insurance penetration. As the number of Singaporeans aged 65 and above is expected to double to 900k by 2030, and widening insurance coverage improves affordability, we expect higher private healthcare demand, possibly mitigating a soft medical tourism outlook. Playing the devil&rsquo s advocate In our worst-case scenario analysis, we derive a value of S$0.77/shr for its Singapore operations, assuming zero growth rate and deteriorating PBT margins. China hospitals are worth at least S$0.11/shr, based on a 5-year gestation period (vs. our base case of 3- year EBITDA breakeven). The combined value of S$0.88/shr implies 20% downside risk from its current level, which we believe is unlikely. Worst-case scenario unlikely We think zero growth for RFMD&rsquo s Singapore business is unlikely. Apart from a steady base of corporate clients and expanding network of clinics to drive organic growth, we also expect Holland V&rsquo s full rental contribution from 3Q17F and the hospital extension (opening in 4Q17F) to provide an earnings uplift in the medium term. A faster-thanexpected turnaround for both ISOS and Shaw Centre could further boost its bottom-line. Key risks and catalysts to our Add rating Further consensus EPS downgrades could pose downside risks to our Add call, while the successful execution of its first major overseas expansion project in Chongqing could be the key catalyst for the stock. This note also marks a change in analyst coverage. |
||||
Useful To Me Not Useful To Me |