【KPJ 5878 交流专区】柔佛医药保健

基金小子

KPJ的介绍:
KPJ Healthcare Berhad is one of the leading private healthcare providers in the region with a network of 18 hospitals in Malaysia, 3 in Indonesia, 1 in Bangladesh and 2 in Saudi Arabia. With more than 3,000 licensed beds, KPJ hospitals offer a comprehensive range of medical services and have treated more than 2 million outpatients and 170,000 inpatients in 2007.

Building upon more than 26 years experience in the healthcare industry and supported by more than 600 Medical Consultants with staff strength in excess of 6,000, KPJ hospitals have many renowned experts in cardiology, orthopaedic, oncology, plastic and reconstructive surgery, among others. Equipped with state-of-theart medical technology and using the latest surgical techniques, KPJ hospitals have attracted many foreign patients from all over the world. The inflow of medical tourists to the KPJ hospitals is a testimonial to our high quality standards in the healthcare delivery, whereby, KPJ Ampang Puteri Specialist Hospital was awarded the MATRADE Export Excellence Award by Ministry of International Trade and Industry Malaysia in 2007.

KPJ hospitals have achieved many milestones in its quality initiatives and have been accredited by Malaysian Society for Quality in Health (MSQH) and awarded with certification by international body such as TUV Rheinland for Integrated Management System (IMS) that integrates and emphasizes on Quality Management System (MS ISO 9001:2000), Environment (MS ISO 14001:2004) and Occupational,Safety and Health (OSHA S 18001:1999). The many accolades that KPJ hospitals have received over the years led to numerous invitations to venture into hospital management services locally and abroad.

KPJ is committed to continuously enhancing the quality of its services and facilities by investing in technology as well as ensuring that the best quality systems are in order for the benefits of our customers.

基金小子

柔佛醫保100送23單位柔佛醫托
柔佛醫藥保健（KPJ,5878,主板貿服組）建議以100股派送23單位柔佛醫藥信托（ALAQAR,5116,主板產業投資信托組）作為股息，以進一步改善公司資產負債表表現，同時達到回饋股東效果。
此公司發文告表示，計劃以100股送23股比例派發柔佛醫藥信托不少於4804萬8682單位，或相等於截至2009年1月31日止繳足資本的11.2%股權。

資本開銷增至4.3億
此項以股代息派送計劃料在今年第4季完成，不會對公司盈利和長期派息政策帶來影響。
另一方面，柔佛醫藥保健截至2008年12月31日止财政年淨利從前期的7423萬7000令吉成長14.63%至7844萬8000令吉。
同期營業額成長5.67%至12億7018萬1000令吉，前期為11億零802萬4000令吉。

派7仙終期股息
柔佛醫藥保健第4季淨利從前期的2985萬令吉下滑48.9%至1525萬9000令吉，營業額則成長6.8%至3億2537萬7000令吉，前期為3億零459萬2000令吉。
此公司董事部建議派發每股7仙終期股息。

另一方面，柔佛醫藥保健落實收購計劃，增購9項產業，積極提昇服務素質及尋求長期收益，同時與屬下酒店合作，致力於推展醫藥旅遊，擴大服務區域。

柔佛醫藥保健以3億8340萬令吉收購9項產業，包括芙蓉專科醫院大廈、太平醫藥中心大廈、亞庇專科醫院大廈、大山腳專科醫院大廈、KPJ檳城專科醫院大廈、道華佳醫院現有大廈、KPJ道華佳專科醫院大廈、PNC國際護士及保健科學學院大廈和新山Selesa酒店。

柔佛醫藥保健主席丹斯里莫哈末阿里在股東大會後表示：“隨著這項增購計劃的落實，柔佛醫藥保健的產業增至20項，產業信託基金規模將從今年初的6億5150萬令吉提高至10億令吉。”柔佛醫藥保健將會繼續專注於服務素質的提昇，而產業的管理則全權交給旗下的柔佛醫藥信托（ALAQAR,5116,主板產業投資信托組）。

基金小子

KPJ sees benefit from slowdown The Star, Tuesday March 3, 2009 JOHOR BARU: KPJ Healthcare Bhd does not expect the private healthcare industry in the country to be severely impacted by the global economic slowdown. Chairman Tan Sri Muhammad Ali Hashim said the industry could instead benefit as those previously seeking treatment in developed countries would be looking at other destinations. For instance, during the good times, the rich including Malaysians usually went to countries such as Australia and Singapore but they would probably now get treatment locally. “Not all businesses are going to be affected by the crisis and one of them is private healthcare,” Ali said after the company EGM recently. Shareholders approved the injection of KPJ’s eight properties into Al-Aqar KPJ REIT Bhd for RM293mil to be satisfied partly by cash of RM176mil and 123 million new Al-Aqar KPJ REIT shares at 95 sen each. They are the Seremban Specialist Hospital, Taiping Medical Centre, Kota Kinabalu Specialist Hospital, Bukit Mertajam Specialist Hospital, KPJ Penang Specialist Hospital, Tawakal Hospital existing building, Tawakal Specialist Hospital and KPJ International College of Nursing and Health Sciences hotel and office building in Johor Baru. Ali said with the injection of the properties, Al-Aqar KPJ REIT’s assets were now valued at RM1bil, making it the biggest REIT management company in Malaysia. Meanwhile, KPJ Healthcare managing director Datin Paduka Siti Sa’diah Sheikh Bakir said foreign patients contributed RM18mil to the company’s revenue last year. “We are looking at acquiring other hotels in Johor Baru to be injected into Al-Aqar KPJ REIT and also hotels in other parts of the country where our hospitals are,” she said.

基金小子

发现有趣的新闻。。

KPJ APSH Featured in Jakarta Post

基金小子

KPJ Healthcare tops regional peers for dividend yield

• The Malaysian Insider, Friday January 30, 2009

KUALA LUMPUR, Jan 30 — KPJ Healthcare Bhd, Malaysia’s sole listed private healthcare company, has the highest dividend yield among its regional peers, with a steady dividend payout of 50 per cent of net earnings over the last few years. That, together with its earnings resilience made it OSK Research’s top pick for conservative and long term investors. OSK said this in its report on the regional healthcare sector.

“KPJ is the largest private healthcare provider in Malaysia with a strong nationwide hospital network catering for different consumer segments. Its exposure to medical tourism is also limited, accounting for less than 2 per cent of its topline. This will shield it from any potential slump in the medical tourism sector,” says OSK.
The only blip on the screen is KPJ’s share liquidity problem which OSK says might cause price volatility. OSK has a buy rating on KPJ with a target price of RM4.48.

For medium risk investors, OSK likes Parkway Holdings Ltd for its balance of medical tourism and large hospital network across several countries. “Although Parkway’s revenue growth tends to be sensitive to economic conditions as seen over the last two crisis, we believe earnings will be more resilient now given that it has expanded and diversified its business across several countries with the notable aquisition of the Pantai Medical Group a few years ago,” says OSK.

“Since its acquisition, Pantai has been the major growth driver for Parkway and we expect it to remain so. Our main concern would be the possibility of the economic slowdown dragging on longer than expected which might result in lower demand particularly for its hospitals in Singapore which focus on premium services.”
OSK has rated Parkway a buy with a target price of S$1.45 (RM3.47).

OSK’s top pick for high risk investors is Bumrungrad Hospital Plc in Thailand due to its high exposure to medical tourism — 50 per cent of its revenue is derived from foreign patients making it the biggest beneficiary of a boom in medical tourism. “The main risk to our recommendation would be protracted political turmoil in Thailand which would deter medical tourists from coming to Bangkok given that it focuses on a single hospital in Bangkok,” says OSK.
OSK has no rating for Bumrungrad.

OSK also notes that Sime Darby’s healthcare division has been growing at an average of 8 per cent year-on-year and reported RM250 million in revenue and RM20 million in profit for FY08.
The opening of Petronas owned Prince Court hospital in Kuala Lumpur will provide added competition as it offers value for money says OSK. Given that doctor’s charges are regulated by the ministry of health, the main price differential lies in hospital charges such as room rates and nursing fees. Despite Prince Court’s premium image, OSK finds that some of Prince Court’s room categories are actually priced cheaper than competitors like Damansara Specialist Hospital and Pantai Medical Centre. For example, a junior suite costs RM600 at Prince Court, RM650 at Damansara Specialist and RM788 at Pantai Medical.

“It offers service comparable with regional peers such as Mount Elizabeth Hospital in Singapore and Bangkok’s Bumrungrad but at cheaper prices,” says OSK. “We believe its goal to be among the best in Asia is achievable given that it has a competitive advantage.” Foreigners currently make up 30 per cent of Prince Court’s patients.

OSK remains optimistic on the outlook for the medical sector despite an expected decline in growth due to the economic slowdown. This is due to the fact that Malaysia has a price advantage over Singapore and Thailand and the latter is also experiencing political turmoil which might further deter medical tourists.
The Association of Private Hospitals Malaysia (APHM) has forecast medical tourists arrivals to grow by 25 per cent in 2009 to about 625,000 compared with 501,000 last year. It had previously projected a growth rate of 30 per cent.

基金小子

17/4/2008 三十大股东:

大富贵仔

No body post opinion d. !

基金小子

记录:

22/4/09 ~ 2.82 +0.20
23/4/09 ~ 2.84 +0.20
27/4/09 ~ 2.84
28/4/09 ~ 2.86 +0.20
29/4/09 ~ 2.92 +0.60
30/4/09 ~ 3.00 +0.80

lawhal83

因为在目前这个牛熊角力中，这里股完全被冷落。一个月才起落那几%。。没人去理会。无奈

Wynnes

曾经留意它，但觉得有很多公司更加值得投资，所以暂时还不在我的组合里。无论如何，它是有潜力的

kteng7739

谢谢lz.的资料

大板艮

Pantai 在股市不见了 ?  

c56733

国民投资与新加坡百汇医疗集团(Parkway Holdings)共同成立一间联营公司，国投占60％，百汇集团则占40％，控制Pantai期下所有医院与其他业务。

所以，在完成这项策略性合作后，Pantai就被除牌了！

大板艮

原来.. 但它是KLSE index例
国民投资是PNB吧 ?

c56733

既然Pantai都私有化了下牌了，就不是指数成分股了！
对，国民投资是PNB。

基金小子

Type : Announcement

Subject : KPJ HEALTHCARE BERHAD (“KPJ” OR THE “COMPANY”)
PROPOSED DISTRIBUTION BY WAY OF A DIVIDEND-IN-SPECIE OF THE INVESTMENT OF UP TO 48,992,442 UNITS OF AL-`AQAR KPJ REIT (“AL-`AQAR”) TO THE SHAREHOLDERS OF KPJ ON THE BASIS OF TWENTY THREE (23) UNITS IN AL-`AQAR FOR EVERY HUNDRED (100) ORDINARY SHARES OF RM1.00 EACH HELD IN KPJ (“PROPOSED DISTRIBUTION”)

Contents : This announcement is dated 29 April 2009. Reference is made to the announcements dated 25 February 2009 and 30 March 2009 in relation to the Proposed Distribution. On behalf of the Board of Directors of KPJ, AmInvestment Bank Berhad (”AmInvestment Bank”), a member of the AmInvestment Bank Group, is pleased to announce that the Securities Commission ("SC") has approved the Proposed Distribution vide its letter dated 27 April 2009 (which was received on 29 April 2009). The approval of the SC is subject to the condition that AmInvestment Bank / KPJ is to fully comply with the relevant requirements pertaining to the implementation of the Proposed Distribution as stipulated in the Guidelines on the Offering of Equity and Equity-Linked Securities.


SC批准了。。100KPJ股送23股AL-`AQAR KPJ REIT 。。

基金小子

原帖由 基金小子 于 30-4-2009 09:51 PM 发表
记录:

22/4/09 ~ 2.82 +0.20
23/4/09 ~ 2.84 +0.20
27/4/09 ~ 2.84
28/4/09 ~ 2.86 +0.20
29/4/09 ~ 2.92 +0.60
30/4/09 ~ 3.00 +0.80

04/5/09 ~ 3.20 +0.20

基金小子

记录:

22/4/09 ~ 2.82 +0.20
23/4/09 ~ 2.84 +0.20
27/4/09 ~ 2.84
28/4/09 ~ 2.86 +0.20
29/4/09 ~ 2.92 +0.60
30/4/09 ~ 3.00 +0.80
04/5/09 ~ 3.20 +0.20
05/5/09 ~ 3.00 -0.20

基金小子

KPJ的生意:


KPJ的医院网络:


KPJ的表现:


[ 本帖最后由 基金小子 于 5-5-2009 11:05 PM 编辑 ]

基金小子