【IHH 5225 交流专区】综合保健控股

icy97

综合保健 450万土国收购

财经新闻 财经  2012-12-05 11:39
（吉隆坡4日讯）综合保健控股（IHH，5225，主板贸服股）宣布，以150万美元（450万令吉），购入土耳其保健服务供应公司———Tolga Saglik Hizmetleri。

根据文告，综合保健控股是通过间接子公司Acibadem PoliklinikleriA.S.，进行收购案。

这项收购并不会影响截至2012年12月31日财年的收益或净资产。[Nanyang]

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	Acquisition of a subsidiary in Turkey by Acibadem Poliklinikleri A.S., an indirect subsidiary of the Company

Attachments Announcement-Acquisition of a subsidiary in Turkey (Tolga Saglik Hizmetleri A.S.).pdf

icy97

上周急升投资者套利 综合保健控股暴跌5%

财经新闻 财经  2012-12-04 12:03
（吉隆坡3日讯）综合保健控股（IHH，5225，主板贸服股）上周五股价激扬，吸引投资者迅速进场套利，导致周一股价暴跌5.17%。

综合保健控股上周五股价涨升28仙，以3.48令吉挂收，30只综指成分股中写下最大涨幅，带动富时大马隆综指上探2.1点。

然而，综合保健控股周一马上回吐之前的涨幅，股价暴跌18仙或5.17%，闭市报3.30令吉，全天成交量537万4700股。该股中午休市前报3.25令吉，滑落23仙或6.61%。

盈利预测稍减
值得注意是，公积金局（EPF）11月20日成为综合保健控股大股东，连续5天增持股权至11月27日，如今握有4亿1327万7800股或5.13%股权。不过，该股周三公布业绩后公积金局也暂时停手。

综合保健控股2012财年第三季净利按年下跌47.05%；拉昔胡申研究分析员指出，其表现低于市场预测。

分析员认为，今年7月份开幕的新加坡Mount Novena医院，造成高于预期的9个月折旧与摊销费用。

考虑到折旧与摊销费用偏高，分析员削减2012至2014财年盈利预测约9.3%至20.7%；但维持“超越大市”评级与3.53令吉目标价。[Nanyang]

icy97

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	Acquisition of a subsidiary in Turkey by Acibadem Saglik Hizmetleri ve Ticaret A.S., an indirect subsidiary of IHH
Pursuant to Paragraph 9.19(23) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of IHH Healthcare Berhad (Formerly known as Integrated Healthcare Holdings Berhad) ("IHH" or the "Company") is pleased to announce that Acibadem Saglik Hizmetleri ve Ticaret A.S., an indirect subsidiary of the Company, had on 14 December 2012 acquired the following subsidiary in Turkey:- Name of the Company Total issued and paid-up capital Equity interest Purchase consideration Principal activity BLAB Laboratuvar Hizmetleri A.S. TL50,000 100% TL50,000 (equivalent to RM85,720)* Provision of laboratory services (referred as “Acquisition”) The Acquisition is not expected to have a material effect on the earnings or net assets of the IHH Group for the current financial year ending 31 December 2012. None of the Directors and/or major shareholders or persons connected to them, have any interest, direct or indirect in the Acquisition. * Based on the exchange rate of TL1.00:RM1.7144 on 13 December 2012 as set out in Exchange Rates UK website, subject to rounding.

icy97

综合保健委新CFO

财经新闻 财经  2013-01-11 10:42
（吉隆坡10日讯）综合保健控股（IHH，5225，主板贸服股）宣布，委任新加坡籍陈时豪为总财务长一职。

综合保健控股向马交所报备，现年56岁的陈时豪2009年1月份开始担任百汇信托管理公司董事。该公司负责管理新加坡上市的百汇生命房地产投资信托（PLife REIT）。

此外，他在2009年获委任为百汇控股有限公司总财务长，并在百汇班底有限公司（Parkway Pantai Limited）2011年4月份收购百汇后、受委为百汇班底有限公司总财务长。

加入百汇前，陈时豪曾担任友尼森（Unisem，5005，主板科技股）副总裁。

他在友尼森收购AIT公司（Advanced Interconnect Technologies）前担任后者总财务长。

陈时豪在加入AIT公司前曾担任许多大机构的要职，包括亚太啤酒有限公司、百事可乐国际。[南洋财经]

Date of change	10/01/2013
Name	Tan See Haw
Age	56
Nationality	Singaporean
Type of change	Appointment
Designation	Chief Financial Officer
Qualifications	Bachelor of Accountancy from University of Singapore (now known as National University of Singapore) Fellow of the Institute of the Certified Public Accountants of Singapore
Working experience and occupation	Tan See Haw has served as a Director of Parkway Trust Management, the manager of SGX listed ParkwayLife Reit since January 2009. He was appointed as the Group Chief Financial Officer of Parkway Holdings Limited ("Parkway") on 5 January 2009 and was subsequently appointed as Group Chief Financial Officer of Parkway Pantai Limited ("PPL") after PPL's acquisition of Parkway in April 2011. Prior to his appointment with Parkway, he was a Vice President in Unisem (M) Bhd from 2007 to 2008 while serving as the Group Chief Financial Officer of Advanced Interconnect Technologies (“AIT”), a position which he held since 1999 before its acquisition by Unisem (M) Bhd. Before joining AIT, Mr. Tan held key regional positions in major corporations such as Asia-Pacific Breweries Ltd (Director of Group Finance) from 1994 to 1999 and Pepsi-Cola International (Asia Division Financial Controller) from 1986 to 1994. He also held finance and audit positions at NL Petroleum (Far East) Pte Ltd and Price Waterhouse & Co. (now known as PricewaterhouseCoopers) between 1980 to 1986.
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer or its subsidiaries	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	514,000 units granted under the Long Term Incentive Plan ("LTIP") 5,000,000 options granted under the Equity Participation Plan ("EPP")

icy97

综合保健子公司 终止购Jinemed Saglik

财经新闻 财经  2013-01-13 11:25
（吉隆坡12日讯）综合保健控股（IHH，5225，主板贸服股）持有59.19%股权的间接子公司———Acibadem Saglik Hizmetleri ve Ticaret公司，已经终止收购Jinemed Saglik Hizmetleri公司65%股权的计划。

综合保健控股指出，终止上述收购计划是因为某些条款无法达成协议。

尽管如此，综合保健控股认为不会影响截至去年12月31日止财年盈利或净资产值。[南洋财经]

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	Proposed acquisition by Acibadem Saglik Hizmetleri ve Ticaret A.S. (“Acibadem”), a 59.19% owned indirect subsidiary of IHH Healthcare Berhad (formerly known as Integrated Healthcare Holdings Berhad) (“IHH”) of 65% equity interest in Jinemed Saglik Hizmetleri A.S. (“Jinemed”) (“Proposed Acquisition”)
We refer to Section 8.2.6 of the Prospectus of IHH dated 2 July 2012 in relation to the Proposed Acquisition. Pursuant to Paragraph 9.19(47) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of IHH wishes to announce that the Proposed Acquisition was terminatedon 10 January 2013 in view of non-fulfillment of certain conditions precedent as stipulated in the share purchase agreement dated 1 February 2012 executed between Acibadem and the shareholders of Jinemed. There will not be any material effect on the earnings or net assets of the IHH Group for the  financial year ended 31 December 2012 following the termination of the Proposed Acquisition.

icy97

收購土耳其醫院告吹‧衝擊微‧綜合保健財測下調

熱股評析  2013-01-14 18:37
（吉隆坡14日訊）綜合保健（IHH，5225，主板貿服組）收購土耳其醫院計劃告吹，該公司宣佈其持有59.19%股權的子公司――土耳其Acibadem控股，已經終止對Jinemed公司65%股權的收購建議。

收購計劃基於雙方公司在收購合約中的部份條款無法達成協議而終止。

分析
豐隆研究表示，雖然這項消息看似負面，但估計對綜合保健整體衝擊是非常有限的，因此依然對該公司的區域擴展計劃持有信心。

Jinemed公司持有Jinemed醫院，毗鄰伊斯坦堡，是一家綜合醫院；旗下另有Jinemed醫葯中心，擁有10家婦科診所。

根據原訂計劃，這項收購會在去年完成。

豐隆認為，收購土耳其醫院計劃告吹，對該公司的盈利影響不大，介於1.6至2.8%左右。

“綜合保健依然受全球人口增長、人口老化、社會更富裕、醫療旅遊的發展和強勁的保健需求等利好因素所推動。＂

儘管如此，該公司也面臨監管法令、競爭壓力、匯率變動、員工成本提昇和擴展規模無法釋放協同作用等風險。

收購計劃失敗，豐隆修訂了綜合保健的盈利預測，將2012-14財政年的每股盈利預測分別調低2.78%、1.62%和2.0%。

儘管對保健業維持“加碼＂評級，但豐隆表示，上市迄今，綜合保健股價走勢強勁，來到3令吉48仙的歷史新高，其價值已經充份表現在股價上，同時非常接近早前所設定3令吉49仙的目標價。因此下調綜合保健評級，從“買進＂調低至“持有＂。

“基於收購計劃終止，我們調整了每股盈利預測；因此，目標價也從3令吉49仙下調1.1%至3令吉45仙。＂（星洲日報／財經）

icy97

股權鎖定期已屆滿 綜合保健跌9仙

財經股市29/01/2013 20:26
（吉隆坡29日訊）綜合保健控股（IHH，5225，主要板貿易）基礎投資者的股權鎖定期（lock-up period）已屆滿，牽連該股今日跌9仙至3.21令吉，高居10大熱門股榜。

綜合保健控股今早開市時，微揚1仙，報3.31令吉，惟開市后不久，即遭投資者拋售，跌10仙或3%至全日最低點，報3.20令吉；休市時，該股跌9仙至3.21令吉；閉市同報3.21令吉，交投2308萬900股，全日遊走于3.31令吉至3.20令吉之間。

黃氏星展唯高達證券研究報告指出，基于22名基礎投資者在準備上市期（Pre-IPO）期買進的股份，現已可自由售出，所以成為市場焦點。”

報導指出，22名基礎投資者共購買該公司13億9000萬股，相等于17%股權，其中包括大馬鉅富阿南達的Usaha Tegas有限公司、聯昌信安資產管理公司（CIMB-Principal Asset Management）、亞洲友邦保險集團（AIA）等。[中国报财经]

williamnkk81

基礎投資者拋售股項 散戶忌自亂陣腳

財經股市30/01/2013 18:02
（吉隆坡30日讯）综合保健控股（IHH，5225，主要板贸易）因首发股配股锁定期届满股价下跌；分析师说，散户买进此类股须先掌握基础投资者持股及锁定期详情，并以基本面分析是否应继续持股，但切忌勿受基础投资者离场抛售情绪影响，自乱阵脚。

丰隆投资银行研究主管刘乙勰回应《中国报》提问时说，股项基本面稳健与否，才是关键，例如应先了解公司管理层及业务，以此探讨该股基本面才是正确投资方式。

要先了解条款

“我不否定散户是应对这锁定期（lock-up period）条款有所了解，诸如届满日及基础投资者持股比例，这些都是不可忽略的事，届满当日无需反应过度，最终还是得依自身投资目标为准。”

他透露，基础投资者在锁定期届满日的举动，或多或少都会影响股价走势，甚至冲击散户信心，为免被打乱阵脚，散户应先弄清楚何时为届满日。

综合保健上市这半年以来，起41仙或15%，仅在锁定期届满当日股价较为波动跌9仙或2.7%。

除了综合保健控股，联土局多元（FGV，5222，主要板种植）股价也曾在锁定期届满日告跌。

大马股票经纪人协会（PERSAMA）会长黄峋理认为，撇开基础投资者套利离场，散户应把注意力放在该上市公司业务及管理层，只有对管理层有信心，才能对公司表现放心。

“这是较为正确的投资态度，这6个月的锁定期，同时也是一种冷静期，让散户们做足功课，并认真思考有关股项是否值得投资。

http://www.chinapress.com.my/node/391439

icy97

综合医疗净利翻倍

財经 2013年2月26日
(吉隆坡26日讯)全球市值第二大的上市私人保健集团--综合医疗控股(IHH，5225，主板贸服股)2012財政年末季(截至去年12月31日止)净利按年成长277%，至1亿9590万令吉。该集团单季营业额则按年增加79%，至15亿1930万令吉。       

全年业绩方面，综合医疗控股净利翻倍成长114%，至7亿9890万令吉。该集团营业额亦翻倍成长110%，至69亿8190万令吉。

综合医疗控股首席执行员林焯彬指出，若不把脱售伊丽莎白诺维娜医疗套房的一次性收入计算在內，该集团2012年的营业额和净利成长实为73%以及56%。

林焯彬是在今天召开业绩匯报会时向媒体如此表示。

林焯彬表示，综合医疗控股从2013至2015年的资本开销高达17亿7000万令吉，主要是用来扩充现有医院以及建设新医院。该集团目前在全球各地共有33家医院，並计划扩充15家新旧医院。此外，该集团也將忙著在越南、土耳其与阿布扎比扩充海外业务。

综合医疗控股最大的营运子公司--百匯班底，全年营业额成长50%，至47亿令吉；税前盈利则成长61%，至9亿9800万令吉。林焯彬称，这主要是归功於其在大马与新加坡市场的全年住院人数分別增加4%以及8%。

林焯彬估计，目前仍在面对启动亏损的伊丽莎白诺维娜医院，將在2013年结束前达到收支平衡，惟在现阶段要將其注入综合医疗控股持有35.8%股权的百匯生命產业信託，仍言之尚早。

林焯彬表示，根据目前的利率环境以及產业信託回酬，若进一步把更多医院资產注入医疗產业信託，其实是无法达到商业效益的。因此，该集团在现阶段没有任何等待中的资產注入计划，惟他不排除在日后於大马成立另一个医疗產业信託。[东方日报财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	1,519,260	847,996	6,981,942	3,328,849
2	Profit/(loss) before tax	222,762	78,156	997,355	483,105
3	Profit/(loss) for the period	189,085	53,206	818,048	387,677
4	Profit/(loss) attributable to ordinary equity holders of the parent	195,856	52,047	798,888	373,463
5	Basic earnings/(loss) per share (Subunit)	2.43	0.95	11.45	8.22
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	2.1400		1.7800

icy97

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	IHH HEALTHCARE BERHAD (FORMERLY KNOWN AS INTEGRATED HEALTHCARE HOLDINGS BERHAD) (“IHH” OR THE “COMPANY”) REVISION IN UTILISATION OF INITIAL PUBLIC OFFERING (“IPO”) PROCEEDS
Pursuant to Paragraph 9.19(32) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of IHH wishes to announce that it has approved certain revisions to the proposed utilisation of the IPO Proceeds.

Attachments IHH_Revised_IPO_Utilisation_FINAL.pdf

Type	Announcement
Subject	OTHERS
Description	REVALUATION OF PROPERTIES
The Board of Directors of IHH Healthcare Berhad (formerly known as Integrated Healthcare Holdings Berhad) ("IHH") wishes to announce that further to the announcement made by IHH on 28 August 2012, a wholly-owned indirect subsidiary of IHH, Parkway Pantai Limited ("PPL") had undertaken a second valuation exercise on the investment properties held by PPL's subsidiaries for rental to external parties.

Attachments IHH_Novena_Valuation_Dec_ 2012_FINAL.pdf

icy97

新醫院或衝擊獲利‧綜合保健兩年財測下調

熱股評析  2013-03-01 18:39
（吉隆坡1日訊）綜合保健控股（IHH，5225，主板貿服組）2012財政年盈利持續健康成長，分析員認為隨著集團積極擴展，新醫院投入營運將對現有醫院獲利帶來衝擊，中短期淨利成長可能趨緩，下修今明兩年財測。

MIDF研究表示，綜合保健控股2012財政年營業額和營運盈利（EBITDA）出現大幅成長，主要歸功於Acibadem控股從2012年1月開始整合及集團現有業務持續成長。

大眾投資銀行指出，若扣除Acibadem控股整合一次性盈餘和醫療套房脫售因素，其營業額和營運盈利增長將正常化至11.6%和18.6%。

“我們相信儘管營運盈利出現改善，但中短期淨利成長仍趨向緩和，主要是集團積極擴張，新醫院開業將拖累現有醫院的獲利表現。＂

其中，Acibadem在盈利成長表現將繼續滯後，歸咎於安卡拉（Ankara）和博德魯姆（Bodrum）新醫院開業。

有鑑於此，豐隆研究下調綜合保健控股2013至2014財政年每股盈利目標20.7%和17%，歸咎於搞信貸成本。

盈利前景持續正面

安聯研究則認為，儘管綜合保健控股盈利前景持續正面，但其股價自首次公開售股（IPO）後，已走揚21.8%，全面反映未來強勁盈利成長動能。

“該股現以2013財政年36.3倍本益比進行，估值相對昂貴，而我們認為2013財政年無股息預期也料無法支撐相關估值。＂（星洲日報／財經）

SurveyPlayer

icy97 发表于 1-3-2013 10:18 PM
新醫院或衝擊獲利‧綜合保健兩年財測下調

熱股評析  2013-03-01 18:39

为什么2013年没派股息的？

icy97

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	DISSOLUTION OF DORMANT SUBSIDIARY
Pursuant to Paragraph 9.19 (24) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of IHH Healthcare Berhad (Formerly known as Integrated Healthcare Holdings Berhad) (the "Company") wishes to announce that Mount Elizabeth Ophthalmic Investments Pte Ltd (“MEOI”), a 66.48% indirect dormant subsidiary of the Company, has officially and legally been dissolved on 6 March 2013 pursuant to Section 308(5) of the Singapore Companies Act, Cap. 50. The dissolution of MEOI is part of the Group’s streamlining exercise and will not have any material effect on earnings and net assets of the Group for the financial year ending 31 December 2013.

雷克斯R

今天3.48賣掉了

HeGe

雷克斯R 发表于 7-3-2013 12:49 AM
今天3.48賣掉了

我上星期 3.40 賣掉了

雷克斯R

HeGe 发表于 7-3-2013 09:16 AM
我上星期 3.40 賣掉了

今天最高3.54

HeGe

雷克斯R 发表于 7-3-2013 09:24 AM
今天最高3.54

跟它沒有緣，少賺一些了

雷克斯R

HeGe 发表于 7-3-2013 09:27 AM
跟它沒有緣，少賺一些了

我也沒賺很多, 之前ipo拿到2粒hold到現在. 覺得是時候讓錢flow一下

HeGe

雷克斯R 发表于 7-3-2013 09:31 AM
我也沒賺很多, 之前ipo拿到2粒hold到現在. 覺得是時候讓錢flow一下

我也是如此。。。我拿到3 粒。見它上到那個價位就脫手

icy97

綜合保健控股 港建醫院合約值20億

企業財經13/03/2013 20:38
（吉隆坡13日訊）綜合保健控股（IHH，5225，主要板貿易）子公司獲得香港黃竹坑私人醫院總值20億令吉的計劃，該醫院將有500張病床。

該公司今日向馬證交所報備，其間接子公司GHK醫院有限公司獲得該項計劃，連同資本投資，整個計劃總值20億令吉。

綜合保健控股指出，該計劃還包括了6億7541萬令吉的土地收購成本。

該公司說，該資本投資包括土地成本，將由公司內部出資以及向銀行借貸，至于細節目前還未能確定。

香港百匯控股（Parkway Holdings）擁有GHK醫院有限公司60%股權，剩余的40%股權為媒體年度投資（Media Year Investments）有限公司所擁有。

香港百匯控股為綜合保健控股的全資子公司。

綜合保健控股說，該區域將全面發展成醫院，並在2016年正式啟用。

該醫院有超過15個專業部門，包括內科、外科、骨科和婦科，該醫院也提供全方位臨床服務，共有500張病床。[中国报财经]

IHH HEALTHCARE BERHAD

Type	Announcement
Subject	OTHERS
Description	IHH HEALTHCARE BERHAD (FORMERLY KNOWN AS INTEGRATED HEALTHCARE HOLDINGS BERHAD) (“IHH” OR THE “COMPANY”) ANNOUNCEMENT OF SUCCESSFUL BID BY WAY OF PUBLIC TENDER BY GHK HOSPITAL LIMITED (“GHK”), A 60%-OWNED INDIRECT SUBSIDIARY OF IHH, FOR THE ACQUISITION OF A SITE, AND CONSTRUCTION, DEVELOPMENT AND OPERATION OF A PRIVATE HOSPITAL LOCATED IN HONG KONG SPECIAL ADMINISTRATIVE REGION
Pursuant to Paragraph 9.03 of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, the Board of Directors of IHH is pleased to announce that GHK had, on 13 March 2013, signed a definitive Memorandum of Agreement and Conditions of Sale (Land Grant) as well as Service Deed with The Government of Hong Kong Special Administrative Region, upon having successfully won the bid by way of public tender for the acquisition of a site identified as Aberdeen Inland Lot No. 458, Nam Fung Path, Wong Chuk Hang, Hong Kong with a total site area and maximum gross floor area of approximately 27,500 square metres and 46,750 square metres respectively (the “Site”), as well as the construction, development and operation of a private hospital (the “Hospital”) on the Site (the “Project”).

Attachments Announcement for Hong Kong Project (final).pdf