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Fame: 17
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Joined Oct 2025

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有机会,SUNMED 他们都起那么多了,这只股被低估了
13 hours · translate
HSOP是政府转病人去私人医院,所以之前住院量较高,现在结束后QoQ有点回落,但长期需求还在
13 hours · translate
@mingwei, cause IVF centers are specialised and less price sensitive, with low incremental cost per cycle and strong pricing power from reputation, so margins can stay high
6 days · translate
QoQ drop slightly due to lower inpatient volume after HSOP ended, but long-term outlook still healthy as private healthcare demand remains steady and the group continues expanding capacity
1 week · translate
and with the stamp duty exemption for first-time buyers extended until 2027, demand for affordable homes should stay strong
1 week · translate
Industrial development around Kedah and Penang has been picking up, so healthcare demand in the northern region may continue to expand over time
1 week · translate
yes and other healthcare stocks their profit margin is not as high as alpha
1 week · translate
Market starting to notice this undervalued healthcare stock. Profit margin already around 20–30%, and this is not even factoring in the contribution from upcoming centres as the expansion continues.
1 week · translate
buy before 18 March then will receive the dividend on 31 March
1 week · translate
yes, and unbilled sales are around RM1.6b, which should provide some visibility for the next few quarters
1 week · translate
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