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Raffles Medical Group

Raffles Medical Group

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vesfreq Offline
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#41
24-02-2015, 02:58 PM
Anyone monitoring this counter?

The price movement is quite erratic. Went up above 4 and then dived below 3.90. Huh
The thing I am scared most is not nightmares or market crashes..... Its my greed that I fear the most.

When people ask what is my target price, I never have any good answer for it because Philip Fisher said before (in Common Stock Uncommon Profit) that the best time to sell is never. Equity investment is buying into ownership, not betting slips.

The path to greatness and wealth is necessarily dangerous.... because greed is a fearsome fore that threatens your success at every step.
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csl123 Offline
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#42
24-02-2015, 10:11 PM
(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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Shrivathsa Offline
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#43
31-08-2015, 02:56 PM
(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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Disclaimer :-

I am not an investment professional.

I encourage you to do your own independent "due diligence" on any idea that I write about, because I could be and probably am wrong.

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

At most, I am handing out an educated guess as to what the markets may do.

The market will always find a new way to make a fool out of me (and maybe, even you!).

Even the best strategies of the past fail, sometimes spectacularly, when you least expect it.

I am not immune to that, so please understand that any past success of mine will probably be followed by failures
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greengiraffe Offline
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#44
11-11-2015, 08:27 AM
Costs is seriously becoming a big problem in Singapore

http://www.businesstimes.com.sg/governme...ism-appeal
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snapsnap Offline
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#45
23-11-2015, 12:18 PM
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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Muser Offline
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#46
23-11-2015, 01:01 PM
(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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grubb Offline
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#47
23-11-2015, 01:45 PM
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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brattzz Offline
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#48
22-02-2016, 05:51 PM
clever move, stock split - 3 to 1, increase share based 3x! Tongue
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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money Offline
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#49
23-02-2016, 12:56 PM
(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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Caelitus Offline
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#50
23-02-2016, 06:01 PM
(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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