TMC Life Sciences Bhd is an investment holding company operating a multi-disciplinary tertiary care center and fertility center in Malaysia. It operates Tropicana Medical Centre, Kota Damansara (TMCKD), a medical center located in Petaling Jaya. Its TMCKD provides healthcare services in various medical/surgical specialties and subspecialties, including anesthesiology, cancer, cardiology, colorectal, dermatology, ENT, fertility, gastroenterology, as well as offers internal medicines and respiratory medicines. Its fertility center provides a range of fertility treatments for couples. The company also operates a women’s clinic; provides fertility consultancy, laboratory, and embryology services; and offers pharmacy services and products.
sherlockAlpha IVF listing with RM1.5 billion valuation soon,i think TMC was very much undervalued at current price.
02/03/2024 1:13 AM
sherlockBeside IVF business which is recovering strongly,TMC also owned Thomson Hospital Kota Damansara,a premium hospital with 336 operating bed currently and maximum capacity of 554 bed when fully utilized the new wing by 2026.
02/03/2024 1:22 AM
sherlockmy personal opinion, TMC should worth around RM2 .0 to 2.4 billion based on FY2024 EV/Ebitda of 18-20x,the target valuation consider quite conservative given the rapid capacity expansion and high growth potential in next 5 year.
02/03/2024 1:31 AM
Up_downTemptation valuation and future growth but price trend not attractive.
03/04/2024 5:15 PM
167697Got some at 0.69 0.695 probably up from here. Not affected by war so much