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Raffles Medical Group
24-02-2015, 02:58 PM.
Post: #41
RE: Raffles Medical Group
Anyone monitoring this counter?

The price movement is quite erratic. Went up above 4 and then dived below 3.90. Huh
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24-02-2015, 10:11 PM.
Post: #42
RE: Raffles Medical Group
(24-02-2015, 02:58 PM)vesfreq Wrote: Anyone monitoring this counter?

The price movement is quite erratic. Went up above 4 and then dived below 3.90. Huh

Price fluctuations after earnings announcements are quite common. It could be due to selling pressures from big funds (Look at the relatively high vol traded). Nothing of major concerns as fluctuations is approximately 3-4%.

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31-08-2015, 02:56 PM.
Post: #43
RE: Raffles Medical Group
(20-12-2014, 06:47 PM)heifien91 Wrote: Investment Thesis:
- Despite Raffles Medical Group’s fundamentals and strong economic moat, we believe paying a premium of 56%% based on current market prices to be unjustified.
- Stronger growth in Healthcare segment from FY2016E onwards with potential risks from competition within the region.

Full Report: Here

Looking at the performance over the last 9 months, it is clear that RMG has out-performed the STI.

Attached is the relative performance screen-grab.

The relative difference in terms of performance is around 22%.

I do understand that you had indicated that this call needs to be judged over 3 years.

In the first quarter of the 3 year period , i.e. after the first nine months, this call so far has not panned out.


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Nothing written here is an invitation to buy or sell any particular stock.

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11-11-2015, 08:27 AM.
Post: #44
RE: Raffles Medical Group
Costs is seriously becoming a big problem in Singapore

http://www.businesstimes.com.sg/governme...ism-appeal

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23-11-2015, 12:18 PM.
Post: #45
RE: Raffles Medical Group
23 Nov 2015 - Raffles Medical raised to ‘buy’ by OCBC with unchanged target price of $4.59.
http://www.theedgemarkets.com/sg/article...-price-459

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23-11-2015, 01:01 PM.
Post: #46
RE: Raffles Medical Group
(23-11-2015, 12:18 PM)snapsnap Wrote: 23 Nov 2015 - Raffles Medical raised to ‘buy’ by OCBC with unchanged target price of $4.59.
http://www.theedgemarkets.com/sg/article...-price-459

Too pricey, though a great company with strong earnings and good management. 

Better to wait for a price drop, a temporary setback or some other headwind

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23-11-2015, 01:45 PM.
Post: #47
RE: Raffles Medical Group
All hospitals stocks in the region are priced similarly, but RMG is more expensive IMO. I feel the expansion of its Bugis hospital, the new Holland V medical centre cum retail mall, and the China JVs are overhyped. Competition is increasing in both local and overseas market. Either go overseas (short to mid term pain), concentrate on local market (costs increase, slower growth), or just go private.

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22-02-2016, 05:51 PM.
Post: #48
RE: Raffles Medical Group
clever move, stock split - 3 to 1, increase share based 3x! Tongue
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23-02-2016, 12:56 PM.
Post: #49
RE: Raffles Medical Group
(22-02-2016, 05:51 PM)brattzz Wrote: clever move, stock split - 3 to 1, increase share based 3x! Tongue

Net profits didn't show increase so must make it up with a stock split to please shareholders. But at the very least, management bother to please shareholders, kudos to them. For a p/e of 30, any slow down in growth of revenue or profits can be disastrous

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23-02-2016, 06:01 PM.
Post: #50
RE: Raffles Medical Group
(23-02-2016, 12:56 PM)money Wrote:
(22-02-2016, 05:51 PM)brattzz Wrote: clever move, stock split - 3 to 1, increase share based 3x! Tongue

Net profits didn't show increase so must make it up with a stock split to please shareholders. But at the very least, management bother to please shareholders, kudos to them. For a p/e of 30, any slow down in growth of revenue or profits can be disastrous

I wonder why RMG wants to split the stock. Market capitalisation remains the same. Other than shareholders who will have more shares to trade, I do not see how it will please shareholders? Making it more liquid by dividing share price by 3?

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