Healthcare Sector

shihan 93 · 1 Re: Healthcare Sector on Fri Oct 09, 2020 2:32 pm

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@shihan 93 wrote:

@shihan 93 wrote:50,000 PCRs to be done by private hospitals coming week

As predicted All health shares went up

But Now stocks moved 20% , don't try to catch now, wait for another opportunity

shihan 93 · 2 Re: Healthcare Sector on Fri Oct 09, 2020 2:18 pm

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@shihan 93 wrote:50,000 PCRs to be done by private hospitals coming week

As predicted All health shares went up
Healthcare Sector Screen Shot 2020-10-09 at 14.12.06

shihan 93 · 3 Re: Healthcare Sector on Thu Oct 08, 2020 12:20 pm

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50,000 PCRs to be done by private hospitals coming week

shihan 93 · 4 Re: Healthcare Sector on Fri Sep 25, 2020 11:42 am

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@shihan 93 wrote:

@shihan 93 wrote:AMSL.N and specially ASIR.N giving dividend was unexpected. I really wanted to buy ASIR @20 but I didn't expect them to give dividend this year, ASIR is definitely a 24+ share. and AMSL 14+, Now all hospitals in full gear with Asiri Kandy future is clear. Only issue is whether this is just the dividend

This was Sep 11, When we predict , Most times it happens

As my prediction after dividend ASIRi went down, but at 21 ASIRI is the value stock out there. till june 31, Ashok Pathirage had only 371,664 shares, but after that he have added another 35k+ shares, As Q3 results coming soon, you have some window of opportunity to grab at discounted prices

shihan 93 · 5 Re: Healthcare Sector on Fri Sep 18, 2020 9:46 am

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@shihan 93 wrote:AMSL.N and specially ASIR.N giving dividend was unexpected. I really wanted to buy ASIR @20 but I didn't expect them to give dividend this year, ASIR is definitely a 24+ share. and AMSL 14+, Now all hospitals in full gear with Asiri Kandy future is clear. Only issue is whether this is just the dividend

This was Sep 11, When we predict , Most times it happens

shihan 93 · 6 Re: Healthcare Sector on Fri Sep 11, 2020 12:00 pm

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AMSL.N and specially ASIR.N giving dividend was unexpected. I really wanted to buy ASIR @20 but I didn't expect them to give dividend this year, ASIR is definitely a 24+ share. and AMSL 14+, Now all hospitals in full gear with Asiri Kandy future is clear. Only issue is whether this is just the dividend

Teller · 7 No medicines at Hospitals on Mon Mar 09, 2020 11:08 am

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Not sufficient medicines in Most of the hospitals. Are we planning to fast dying ?

God Father · 8 Re: Healthcare Sector on Mon Oct 28, 2019 8:33 pm

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VALUEPICK · 9 Re: Healthcare Sector on Mon May 16, 2016 12:39 pm

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@EquityChamp wrote:Look at ASIR. Though it is expensive still investors chase behind it. This reflects their confidence on the stock's future.

ASIR has the highest ROE in the group. That may be reason for trading at a higher P/E ratio now. I can remember few valuable members (hidden gems) gave some idea about ASIR when it was trading around Rs.20.

In addition, globally there were demand for health care and food related stocks from the beginning of this year despite market sell-off and volatility. Those are two of the valuable defensive plays.

http://www.investopedia.com/articles/basics/07/earnings-power.asp

Earnings Power Drives Stocks

http://articles.economictimes.idiatimes.com/2015-04-10/news/61017908_1_high-return-roe-stocks

High return on equity and lower PE stocks offer value

In the past I had LHCL. As I had other attractive opportunities I rotated from LHCL to other stocks.

LHCL has second highest ROE in the group.

EquityChamp · 10 Re: Healthcare Sector on Mon May 16, 2016 7:57 am

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LHCL Q1 PAT - 193 mn (18% growth YoY)
EPS (annualised) - 3.45
ROE - 15% (Q1)
Price - 73.20
PER - 21.2

Joe007 · 11 Re: Healthcare Sector on Wed May 04, 2016 3:25 am

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Guys,
Please keep your eyes open on this sector due to price movement and PER ratio.

PER for AMSL.N is currently above 19. Price can go up but be careful when buying. Very very expensive and very dangerous even if they have better results.

Joe007 · 12 Re: Healthcare Sector on Fri Apr 29, 2016 2:06 pm

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NHL is looking risk to me at the moment but DP is involved now. Anyway it has long way to go.

Joe007 · 13 Re: Healthcare Sector on Fri Apr 29, 2016 2:04 pm

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ASIR.N is the best in the sector also it is expected better results all the time and highest earner in the sector but to me it is too heavily OVERPRICED. Very risky to buy but there have been transaction with high volume but who knows what kind of strategy they use??

LHCL is looking more safer than ASIR comparing the price.

CHL.... is the cheapest and safest share in the health sector. Very very low percentage of foreign investors. They are within the minimum public holding requirements as well. Most of the share holders are not interested to sell the share and it is expected to go zero availability in the CSE very soon if the collection keep on going. There may be a subdivision or capitalisation of reserve in the future but not sure. It looks like a very very good investment for long term because price appreciation is very low due to the very very low volume movement at the same time it can go up very simply not like other shares.

EquityChamp · 14 Re: Healthcare Sector on Fri Apr 29, 2016 7:49 am

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Now what do you think on Asiri and Lanka Hospitals? And what will happen with Durdans next?

Nuwan Prasad · 15 Re: Healthcare Sector on Tue Apr 26, 2016 8:18 pm

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Thank you EC

EquityChamp · 16 Re: Healthcare Sector on Tue Apr 26, 2016 7:29 pm

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ROME is return on market value of equity. It reflects how well the company's profitability reflects on its share price. This is a kind of new development for stock analysis. I have published an article on the same. You can search and read it.
Thanks

Brinthan · 17 Re: Healthcare Sector on Tue Apr 26, 2016 5:49 pm

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@EquityChamp wrote:As requested you can refer to the below analysis.
Asiri is the most profitable company among others having ROE in excess of 20%. But they have the highest negative gap in terms of valuations which mean the current prices are too expensive to enter or the share is in heavy demand so that the valuations are expensive.
Nawaloka has the least profitability so that the share price is barely trading above the book value.
But in case of Durdans Hospital I can see a positive value gap which means there are further room for the share price to go up compared to other stocks. Their ROE too looks not bad so my recommendation is if you are looking for an undervalued share in this sector then Durdans is the stock for you. If you are looking for a long term highly aggressive stock in this sector then Asiri is the stock for you.
Hope I explained enough for you.

9m 9m 12m 9m 9m
Mn ASIR AMSL LHCL NHL CHL
NPAT 1297 315 858 219 367
Market capitalization 30,157 6,864 12,342 4,935 3,170
ROE 23.4% 12.3% 18.1% 7.3% 14.9%
ROME 5.7% 6.1% 9.3% 5.9% 15.4%
Value gap -17.6% -6.1% -8.8% -1.4% 0.5%

Thank you ...Ec sir..Can i know what do u mean by ROME. .?

EquityChamp · 18 Re: Healthcare Sector on Tue Apr 26, 2016 1:55 pm

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Look at ASIR. Though it is expensive still investors chase behind it. This reflects their confidence on the stock's future.

EquityChamp · 19 Re: Healthcare Sector on Tue Apr 26, 2016 7:48 am

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As requested you can refer to the below analysis.
Asiri is the most profitable company among others having ROE in excess of 20%. But they have the highest negative gap in terms of valuations which mean the current prices are too expensive to enter or the share is in heavy demand so that the valuations are expensive.
Nawaloka has the least profitability so that the share price is barely trading above the book value.
But in case of Durdans Hospital I can see a positive value gap which means there are further room for the share price to go up compared to other stocks. Their ROE too looks not bad so my recommendation is if you are looking for an undervalued share in this sector then Durdans is the stock for you. If you are looking for a long term highly aggressive stock in this sector then Asiri is the stock for you.
Hope I explained enough for you.

	9m	9m	12m	9m	9m
Mn	ASIR	AMSL	LHCL	NHL	CHL
NPAT	1297	315	858	219	367
Market capitalization	30,157	6,864	12,342	4,935	3,170
ROE	23.4%	12.3%	18.1%	7.3%	14.9%
ROME	5.7%	6.1%	9.3%	5.9%	15.4%
Value gap	-17.6%	-6.1%	-8.8%	-1.4%	0.5%

Brinthan · 20 Healthcare Sector on Fri Apr 22, 2016 11:00 pm

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EC sir please analyse Health sector shares ..And let us to know which one is gud for current market..?

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Healthcare Sector

1 Re: Healthcare Sector on Fri Oct 09, 2020 2:32 pm

shihan 93

2 Re: Healthcare Sector on Fri Oct 09, 2020 2:18 pm

shihan 93

3 Re: Healthcare Sector on Thu Oct 08, 2020 12:20 pm

shihan 93

4 Re: Healthcare Sector on Fri Sep 25, 2020 11:42 am

shihan 93

5 Re: Healthcare Sector on Fri Sep 18, 2020 9:46 am

shihan 93

6 Re: Healthcare Sector on Fri Sep 11, 2020 12:00 pm

shihan 93

7 No medicines at Hospitals on Mon Mar 09, 2020 11:08 am

Teller

8 Re: Healthcare Sector on Mon Oct 28, 2019 8:33 pm

God Father

9 Re: Healthcare Sector on Mon May 16, 2016 12:39 pm

VALUEPICK

10 Re: Healthcare Sector on Mon May 16, 2016 7:57 am

EquityChamp

11 Re: Healthcare Sector on Wed May 04, 2016 3:25 am

Joe007

12 Re: Healthcare Sector on Fri Apr 29, 2016 2:06 pm

Joe007

13 Re: Healthcare Sector on Fri Apr 29, 2016 2:04 pm

Joe007

14 Re: Healthcare Sector on Fri Apr 29, 2016 7:49 am

EquityChamp

15 Re: Healthcare Sector on Tue Apr 26, 2016 8:18 pm

Nuwan Prasad

16 Re: Healthcare Sector on Tue Apr 26, 2016 7:29 pm

EquityChamp

17 Re: Healthcare Sector on Tue Apr 26, 2016 5:49 pm

Brinthan

18 Re: Healthcare Sector on Tue Apr 26, 2016 1:55 pm

EquityChamp

19 Re: Healthcare Sector on Tue Apr 26, 2016 7:48 am

EquityChamp

20 Healthcare Sector on Fri Apr 22, 2016 11:00 pm

Brinthan

21 Re: Healthcare Sector

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