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Boustead Singapore
25-03-2020, 11:02 AM.
Post: #1271
RE: Boustead Singapore
Boustead Singapore started a new business group Healthcare Technology with the acquisition of WhiteRock in june 2018. So the strategic direction is there, but it seems to lack execution. My guess is that there were not many healthcare related take-over targets for a reasonable purchase price these last two years. These type of companies were not exactly cheap on the stock market either in this period. Let's see if Boustead can take advantage of the recent turn-down in stock prices.

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27-03-2020, 10:24 PM.
Post: #1272
RE: Boustead Singapore
https://www.boustead.sg/Boustead%20Annou...panies.pdf

WRI’s core business of providing rehabilitation products and services have seen a shift from general rehabilitation to rehabilitation of chronic disease patients covering cardiac, stroke, diabetic, orthopaedic and frail conditions. This shift is in tandem with the growth in aging population and extension of the care continuum from acute to long-term care comprising of community hospitals, nursing homes, day outpatient care centres and home care.

EchoHealth serves as a company to provide rehabilitation services, training and education to healthcare facilities. It runs three rehabilitation centres currently and has conducted rehabilitation education courses for over 1,600 health professionals in 2019.

Boustead should capitalize on the current health crisis to venture into equipment that is highly sought after in this crisis. Look at Dyson.

Coronavirus: Britain orders ventilators from vacuum cleaner maker Dyson as F1 teams ramp up output of current models

https://www.straitstimes.com/world/europ...tand-ready
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28-03-2020, 10:39 AM.
Post: #1273
RE: Boustead Singapore
Most companies were forced to build masks or ventilators. They were forced to do national service. Do you think Dyson selling ventilators can fetch it 50% margin like its other products? I seriously doubt so.

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28-03-2020, 11:31 AM.
Post: #1274
RE: Boustead Singapore
If ventilators can arrest the death rate and reverse the markets and human psychology, it is worth making it at a loss. From strictly investor's perspective.
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"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster

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28-03-2020, 02:06 PM.
Post: #1275
RE: Boustead Singapore
(28-03-2020, 10:39 AM)Bibi Wrote: Most companies were forced to build masks or ventilators. They were forced to do national service. Do you think Dyson selling ventilators can fetch it 50% margin like its other products? I seriously doubt so.

Thought Dyson was once vilified for shifting their HQ to Singapore? Smile
Maybe they are doing some damage control.

As the saying goes, "Take care of your Regulator's customers and your Regulator will take care of you". Lower profit margins are a good trade-off any day for the long term favorable position of your Regulator. Well, at least if my surname ends with dyson (unfortunately, it doesn't), i would be too glad to help.

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