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Overview
Financial Highlight
HeadlinesBusiness Background KPJ Healthcare Berhad provides private healthcare services. The group has assets in the form of hospitals and retirement centers in Malaysia, Indonesia, Thailand, Bangladesh, and Australia. KPJ's operations include a variety of surgical disciplines, medical specialties, and hospital clinical services & facilities. The revenue generating segments include hospital & healthcare, aged care, and wellness. The wellness segment supports customers who wish to embrace a healthier lifestyle regime. The hospital & healthcare segment is responsible for generating a majority of revenue. Most of the group's hospitals are spread across Malaysia. Therefore, most of revenue is earned in Malaysia.
  hksoon haze coming and the price position heading north or south still no so clear, may be hav to wait D haze over 18/09/2019 9:51 PM hksoon haze is clear in the air especially for klang velly but again kpj heading south a bit. Good news or bad ? 27/09/2019 12:02 AM DreamKentut Half bake local doctors. Many patients are now walking like zombies. Shock sendiri leadership. The intention is to milk dry foreign patients via "health tourism". Greed is driving quality to sewer level. 30/09/2019 10:21 AM hksoon A bit heading north for today market closed. if to count : second DAY of... 14/10/2019 6:02 PM hksoon why Kp j sudden wake up by viagra ...ing as near closing time ? up by four cents 18/10/2019 6:05 PM hksoon KPJ highest of the day Rm0.935. BY THE way, nowsday more and more people having the sweetening beverage like minuman ubi bebola-bola yang manis manis berlaka from the shop like 黑鯨，幸福堂 01/11/2019 4:55 PM hksoon AmInvest Research say : Trading Call: Buy on continuation above RM0.915 Target: RM0.95, RM0.975 (time frame: 3-6 weeks) Exit: RM0.87 Source: AmInvest Research - 15 Oct 2019 01/11/2019 9:57 PM Shadows Foreign disposing and weak RM make Bursa stocks so much cheaper. If PH can prove their capabilities and strong governance, I believe investor will rush in with lots of capital. Malaysia really have to prepare themselves to be more secular liberalism. 05/12/2019 11:08 AM hksoon Forecast : BUY, TP: RM1.24 Our SOP derived TP increases to RM1.24 (from RM1.18) as we roll forward to FY20. Our TP implies FY 19-20 EV/EBITDA of 14.3x and 13.3x. We like KPJ as it offers investors exposure to a pure Malaysian hospital play; its niche lies in its domestic geographical hospital network spread that feeds patient into its urban specialist centres. Hong Leong Investment Bank Research - 5 Dec 2019 07/12/2019 1:49 PM  ramada Top 10 stocks for 1H20. https://klse.i3investor.com/blogs/stock_pick_2020/2020-01-13-story-h1482127812-The_Edge_s_Top_10_stocks_for_1H20.jsp 13/01/2020 7:02 PM hksoon Tuesday, 21 Jan 2020 Maybank Investment Bank Research has Buy calls on KPJ HEALTHCARE and say Our sum-of-parts based TP of RM1.05 is also conservative, implying 10 times EV/EBITDA 22/01/2020 2:07 PM DickyMe "I said " DickyMe This share going under RM 3 soon ... 13/01/2014 15:37" Fast forward to 2020, under RM1..Great management, great company, is it? Another GLC.. Dropped below RM1..still shocked and yet to rise. 24/01/2020 7:42 PM ChefSaham NONE of KPJ hospitals are one of the 26 hospitals assigned to handle the virus 28/01/2020 7:41 PM Karlos True but most likely there will be higher demand for KPJ hospital as more hospital beds needed to cater for suspected virus patients and some normal patients may have to be shifted. 28/01/2020 7:48 PM ChefSaham kpj is definitely not a direct beneficiary but can be indirect beneficiary if what u said is true 28/01/2020 7:54 PM Karlos Any how, even without this virus pandemic, the counter is being undervalued. 28/01/2020 8:55 PM Karlos Said CGS CMIB's Ms Lim: "Raffles Medical could be a medium-term beneficiary, in terms of it likely getting higher patient footfall redirected from public hospitals and more vaccinations." 30/01/2020 4:41 AM hksoon fundamental still pretty good, don't panic to jump boat, Kpj Healthcare now is a Titanic 31/01/2020 1:08 PM hksoon due to good prospect, EMPLOYEES PROVIDENT FUND (a substantial shareholder) acquired 2,000,000 shares on 31Jan2020 05/02/2020 9:16 PM ladybird517 when its result out? sleeping when technical rebound.. no eye see after this.. 25/02/2020 10:54 PM JunJun with the political uncertainty the risk from proposed drug price control is lesser now 26/02/2020 4:08 PM json999 ladybird517 result make the next coming move... this result prove that worth our investment! due to political issue, with this result in this sector 2p pe are right choice! 27/02/2020 12:15 AM soon9913 https://klse.i3investor.com/blogs/AmInvestResearch/2020-03-12-story-h1484808326-KPJ_Healthcare_Offering_private_testing_for_Covid_19.jsp 12/03/2020 10:06 PM hksoon besides acquired Kpj, i notice that this few days EPF board also acquired WHITE Hair CMS shares, Pchem shares, myeg etc and not kLk ... ... 18/03/2020 8:16 AM hksoon LKL International Bhd has reported that the group is ready to fulfil the high demand for medical equipment from hospitals in Malaysia and foreign countries, in their battle against Covid- 19. The medical/healthcare beds, peripherals and accessories provider has received numerous requests for essential medical equipment from hospitals in various states across Malaysia, as well as from foreign countries including Italy, Maldives, Mauritius, Brunei and Bangladesh. This includes an urgent enquiry of 50,000 hospital beds to be supplied within a five-month time frame to one of the export markets, indicating the high-level urgency to expand their capacity. ( The Edgemarkets ) 25/03/2020 9:27 PM Stockhunter85 https://www.cnbc.com/2020/03/30/abbott-labs-ceo-on-new-coronavirus-tests-there-is-a-need-for-more.html 31/03/2020 10:14 PM wesley_gold KPJ’s valuation appears to be attractive again, Reiterate OP. The group is confident that start-up costs from new hospital openings will be absorbed by: (i) incremental ramp-ups from earlier openings, and (ii) steady contributions from matured hospitals. As indication, start-up losses are only seen in KPJ Perlis and KPJ Bandar Dato Onn. Earnings growth is expected to come from narrower losses and earnings from hospitals built 2-3 years ago. We like KPJ as (i) start-up costs from new openings will be absorbed by incremental ramp-ups from earlier openings and steady contributions from matured hospitals and (ii) the stock is currently trading at 20% and 40% discounts compared to historical average of 25.5x and regional peers of 35x, respectively. Source: https://klse.i3investor.com/blogs/kenangaresearch/2020-04-03-story-h1485786409-Healthcare_Defensive_Though_Valuations.jsp 03/04/2020 3:36 PM  | |
