Healthcare stocks - Good time to get profit

martin515

Healthcare players Last Price	Price		P/E	Revenue 2009	Business description
Healthway Medical Corp		0.160	53.3	98.6	Operates outpatient medical services in Singapore, specialising in family medicine, dental and oral care and medical aesthetics
Parkway Holdings		3.850	26.7	979.2	Operates premier hospitals in Singapore, Malaysia, China, India and Middle East.
Q & M Dental Group		0.545	28.7	29.7	Operates dental clinics specialising in aesthetic, children's dentistry, general dentistry and other surgeries.
Raffles Medical Group		2.300	27.7	218.6	Operates Raffles Hospital and a network of Raffles Medical GP clinics in Singapore
Thomson Medical Centre		1.740	29.5	81.7	Provides medical healthcare facilities with a focus on O&G and paediatric services

Healthway Medical ( HMED SP, $0.16) Key levels Resistance 2: $0.185 Resistance 1: $0.165 Support 1: $0.15 Support 2: $0.135 Candlesticks have broken below the trendline and key moving averages. Both daily indicators remained in negative mode, suggesting more room for downside. Prices must trade above $0.165 to keep the bulls charging.

Raffles Medical (RFMD SP, $2.30) Key levels Resistance 2: $2.50/55 Resistance 1: $2.38/40 Support 1: $2.05 Support 2: $1.80/85 Daily RSI has hooked upwards on heavy volume. The price has gapped up and the gap is likely to be covered if candlesticks fail to breach above $2.38 resistance level.

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个人先前已购入HEALTHWAY MEDICAL,看好医疗保健业的前景。这支股票是当中较能负担得起，交易量普遍较高的一支，加上股票大亨PETER LIM的加持，股价表现应该不会令人失望。

suntecinvestor

回复 2# 男子汽水蓋


Peter Lim 已经在14oct的时候，脱售healthway medical的 42，716，000股票。从原本该公司的7.17% 降低为4.85%。 在29Oct,他转而向Thomson Medical献购以$1.75的价格收购他们的股票。

martin515

回复 2# 男子汽水蓋


Healthcare stocks are becoming endangered – Former remisier king, Peter Lim, is making headlines again with his $513m general offer for Thomson Medical Centre (TMC), which runs a woman and children’s hospital in Singapore. The offer came after his private firm Sasteria bought a 39.3% stake for $202m (or $1.75/share) in the company from its founder and largest shareholder, Dr Cheng Wei Chen and his family. The offer price values TMC at about 29.5x consensus FY11 PER, which is almost on par with Parkway Holdings’ valuation when Khazanah’s launched a full takeover offer for the company in July this year at $3.95/share. Bearing in mind that TMC’s revenue base in 2009 is 15 times smaller than Parkway’s, it seems like Peter Lim does not make a differentiation between the size and business models of the hospitals as long as he gets a piece of the action in the healthcare sector. This episode highlights the value of healthcare stocks, such as Raffles Medical Group, which is currently trading at 25x FY11 PER. It is probably the only reputable private healthcare player left listed now. Another way to play the healthcare theme, perhaps, is through ParkwayLife REIT.

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回复 3# suntecinvestor


    谢谢提醒，公司有第一时间在SGX公布这个消息 。减持股份是为了将资金投向其它有潜能的领域并不是坏事，相信也不会影响他对该公司的未来发展的信心 。HEALTHWAY MEDICAL在近期将在上海开设约20间的诊疗所，新加坡邻里处处也都有她的踪影。相较于其它大型同业，我觉得她长期的回报率依然相当吸引人，杠杆效应也有机会是最高的，我将期待她来临季度的业绩表现。

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回复 4# martin515


    谢谢分享 ，医疗保健业只是我个人风险分散的一小部分长期投资，所以当初在考量经济效益的情况下，自然是选择当中觉得长期持有而能较为无压力的股票。当然，若当初会知道PARKWAY和THOMSON MEDICAL会有今日的表现，我一定倾尽全副身家投入 ，只是世事总是难料，我们都无法预知未来的事，只好稍微预测未来走势，以及等待幸运之神的眷顾吧 。医疗保健业长期的发展，个人继续保持乐观的态度；既然是长期持有，就不必担心短期的波动。相比其他大型同业的投资者，以及最近新闻不断的公司收购消息，我反而觉得持股得轻松写意。

guangguang

HMI   ---  Healthcare stocks

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回复 7# guangguang


    请问大大,想表达什么?

PaPerSoldier

回复 2# 男子汽水蓋

个人意见，parkway比较好。

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回复 9# PaPerSoldier


    我也知道PARKWAY好 ,只是对我来说,她太贵了,高攀不上

普罗旺斯

C & O phama 若價錢再掉的話，就買一點來收。雖然現在0.48有點貴，但還是合理的價位。

http://english.changao.com/

男子汽水蓋

谢谢大大指点 ，以技术分析来看，股价若能站稳$0.50的MA支持点以上，配合买气加持，股价应该会有另一波的升势。

普罗旺斯

http://news.163.com/10/1031/05/6KA5DGE300014AED.html

http://xmwb.xinmin.cn/xmwb/html/2010-10/30/content_584142.htm

它的同行有負面新聞，它也受波及，想買還是小心交易咯，（從多個角度看，是危機？是轉機？看官就自己衡量）。
當下買醫藥股不是輕鬆的事，要多看新聞，醫藥知識不足很麻煩，真的最怕這種新聞，看不懂的東西太多了。。

男子汽水蓋

谢谢分享,一定会小心谨慎,三思而后行

henrycll

回复 5# 男子汽水蓋


    临季度的业绩表现几时公布？？我0.19 买进不少~~真是不知几时才升回呢~~

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回复 15# henrycll


    Q4的财报要等到明年二月才会出炉,近期暂时没有利好消息,加上全球紧张局势,缺乏让她上升的推动力.不过成交量都在TOP 20,表示仍有投资者趁低买进扶持股价,先耐心等待,一同期待她Q4的表现吧

henrycll

回复 16# 男子汽水蓋


    在TOP20是因为这股价很便宜，所以交易量会偏高而已

期待有好消息啦~~钱被套着很久了~~

男子汽水蓋

回复 17# henrycll


    SGX里其实还有很多更便宜的股票,也不见得有很高的成交量 我相信是公司本身的前景仍受看好才会吸引投资者的目光 .我是把她当作超长期投资,所以没有期望短期的高获利表现,你也一起耐心等待吧.

henrycll

回复 18# 男子汽水蓋


    打算再跌的话，我会买进一点~~

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回复 19# henrycll


  我会等利好消息出现，开始炒上时再买，不过若有闲钱的话不妨趁低买进，降低一些成本，现在的价格算是很便宜了，没有再下跌的压力。先祝你好运