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Last Price Today's Change   Day's Range   Trading Volume
1.00   +0.015 (1.52%)  0.98 - 1.01  8,224,800
1,136 comment(s). Last comment by hoplanner at Apr 17, 2019 11:26 PM
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Junqi
35 posts

Posted by Junqi > Jan 9, 2019 9:13 AM | Report Abuse

Kpj trading about the conversion price of its warrant of 1.01
Not really worth clnverting


Juan_Hardiez
3 posts

Posted by Juan_Hardiez > Jan 21, 2019 8:41 AM | Report Abuse

Watch closely KPJ. The share is already oversold and the price always shoots up eventhough the macd is buy cross below zero. The Kpj-cs is only 4.5 sen now. I’m targeting 10 sen


hoplanner
221 posts

Posted by hoplanner > Jan 24, 2019 4:28 PM | Report Abuse

Very stable at 1.07


Money122
655 posts

Posted by Money122 > Jan 27, 2019 10:09 AM | Report Abuse

Now in up trend


BrunoMars
2 posts

Posted by BrunoMars > Jan 27, 2019 10:09 AM |

Post removed. Why?


Money122
655 posts

Posted by Money122 > Jan 27, 2019 10:10 AM | Report Abuse

1.50 coming


Money122
655 posts

Posted by Money122 > Jan 30, 2019 4:31 AM | Report Abuse

Tp 10.0 in long term


kyy_superinvestor
603 posts

Posted by kyy_superinvestor > Jan 30, 2019 10:18 PM | Report Abuse

A bunch of sohai buy high pe stock here ...tut tut


bowman
1487 posts

Posted by bowman > Jan 31, 2019 9:02 AM | Report Abuse

Ex-rights on Jan 23. So technically, there is more certainty in sharebase. ie. no more conversion to dilute existing share base. This augurs well for this and we can expect a rise pretty soon in prices. In other words, it should be in uptrend, all things considered


Junqi
35 posts

Posted by Junqi > Feb 1, 2019 4:00 PM | Report Abuse

There are still sizeable ESOS to be converted
at 0.91 cts


hoplanner
221 posts

Posted by hoplanner > Feb 2, 2019 3:30 PM | Report Abuse

Are you one of the staff?


commonsense
441 posts

Posted by commonsense > Feb 5, 2019 5:42 PM | Report Abuse

KPJ has a proven track record in delivering both revenue and profit growth to its shareholders which is mainly derive from the increase of numbers from both the hospital (from only 19 in 2009 to now 25 hospitals as of early 2019) and available beds (from 2,503 to now 3,060).

Between FY09 to FY17 revenue grew from RM1,456mil to RM3,224mil (which is an average growth rate of 10.5%) while profit to shareholders grew from RM111mil to RM162mil (a slower average growth rate of 4.9%). 9m18 result fared a lot better with KPJ delivering a profit of around RM126mil during the period vs 9m17 profit of only RM101mil.

The issue with KPJ is not on the company’s business outlook but mainly on its very rich valuation. The 6 analysts covering the stock has an average profit to shareholder of RM187mil for FY18 and RM203mil in FY19. At the current price, this would mean that KPJ is already trading at a high valuation of 25.3x trailing PE and 23.3x fwd PE. At this valuation, most of the optimisms/ growth of the company would have already been baked into the share price.

If you are looking to diversify your portfolio outside of KPJ (relatively high valuation), I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.


James Ng
934 posts

Posted by James Ng > Feb 17, 2019 12:55 PM | Report Abuse

https://klse.i3investor.com/blogs/general/193728.jsp
[转贴] [Facebook live:浅谈KPJ healthCare bhd (KPJ)] - James的股票投资James Share Investing


chanph
450 posts

Posted by chanph > Feb 19, 2019 7:36 PM | Report Abuse

Qtr looks ok


shpg22
1769 posts

Posted by shpg22 > Feb 19, 2019 10:31 PM | Report Abuse

Qtr looks ok. Price is not ok. Valuation highest among healthcare provider.


Junqi
35 posts

Posted by Junqi > Feb 20, 2019 8:51 AM | Report Abuse

shpg22. Look at IHH PE 100, TMC PE 40. KPJ PE 28.
Highest valuation?.


shpg22
1769 posts

Posted by shpg22 > Feb 20, 2019 9:54 AM | Report Abuse

If its as simple as looking at the PE for valuation, everyone will be rich.


Gabriel Khoo
414 posts

Posted by Gabriel Khoo > Feb 21, 2019 8:19 PM | Report Abuse

Shpg22 then what valuatio you mentioned here? Contradict?


Penguin88
9 posts

Posted by Penguin88 > Feb 21, 2019 10:32 PM | Report Abuse

Previously EPF was selling aggressively and cap the price..hopefully now the price can perform after a good result


shpg22
1769 posts

Posted by shpg22 > Feb 26, 2019 11:58 AM | Report Abuse

You need to look at all angles for valuation. Current P/E, P/B, future growth & DY historical div payout, earning, book, Share Dilution, FCF, Debt/equity, Liquidity etc. It is not as simple as looking at P/E or else the fools will be filthy rich.


Junqi
35 posts

Posted by Junqi > Feb 28, 2019 7:10 PM | Report Abuse

Someone forcing share price down


Heavenly PUNTER
1806 posts

Posted by Heavenly PUNTER > Feb 28, 2019 7:11 PM | Report Abuse

yaya typical conspiracy theory, operator lah big shark lah, press price down want to accumulate more lah


hoplanner
221 posts

Posted by hoplanner > Mar 1, 2019 10:49 AM | Report Abuse

Agree with Junqi. It happened a few times in the past 2 yrs. just recently it went down to 95sen and now the same cindy kate is conspiring. It an advantage to be big


Junqi
35 posts

Posted by Junqi > Mar 5, 2019 2:46 PM | Report Abuse

Million of shares traded everyday, and the price stays almost unchanged
So strange. Anyone can explain?


Money122
655 posts

Posted by Money122 > Mar 8, 2019 10:47 AM | Report Abuse

I think it can trend higher


witchjaz
32 posts

Posted by witchjaz > Mar 15, 2019 12:27 PM | Report Abuse

KUALA LUMPUR (March 15): UOB Kay Hian analyst Philip Ching Wern Wong upgraded the recommendation on KPJ Healthcare Bhd to buy from hold.

* Price target (PT) raised to RM1.22 from RM1.04, implies 17% increase. KPJ Healthcare average PT is RM1.18.

* KPJ Healthcare had 8 buys, 9 holds, 1 sell previously: Bloomberg data

* Analysts haven't changed their consensus one-year target price for the stock in the past six months. Forecasts range from 96 sen to RM1.35.


Irwan0655
1 post

Posted by Irwan0655 > Mar 17, 2019 10:26 PM | Report Abuse

Testing


Shadows
288 posts

Posted by Shadows > Mar 26, 2019 5:51 PM | Report Abuse

I notice Manjung hospital KPJ construction still hanging there for few months and no contractors is working. How much it will cost for incomplete constriction everyday.


hoplanner
221 posts

Posted by hoplanner > Mar 27, 2019 6:12 PM | Report Abuse

No wonder the price dropped suddenly, from 1.02 to o.95!


hoplanner
221 posts

Posted by hoplanner > Mar 27, 2019 6:13 PM | Report Abuse

......to o.99! Soon o.95.


Junqi
35 posts

Posted by Junqi > Apr 3, 2019 7:24 PM | Report Abuse

I notice EPF is lately collecting KPJ around 0.99 to 1.01
Maybe its a good time to follow.sooner or later it will push the price up
Anyway i feel KPJ is oversold and can collect


soon9913
1148 posts

Posted by soon9913 > Apr 15, 2019 5:58 PM | Report Abuse

who is selling to epf??


Junqi
35 posts

Posted by Junqi > Apr 15, 2019 6:31 PM | Report Abuse

Million of esos shares flying around.
Esos price only 0.91
Most are not long term holders.Many had to borrow money from banks
to exercise their esos


Win188
259 posts

Posted by Win188 > Apr 17, 2019 6:28 PM | Report Abuse

it's good opportunity to buy KPJ below 1.00


soon9913
1148 posts

Posted by soon9913 > Apr 17, 2019 6:30 PM | Report Abuse

what happen drop so much today


hoplanner
221 posts

Posted by hoplanner > Apr 17, 2019 11:26 PM | Report Abuse

Tmrw AGM

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