70% Profits of Healthcare Giant Stock – Q&M Dental (苦尽甘来)

Posted on June 30, 2021 Written by

Over the past 1 year of pandemic, Dr Tee has shared with Ein55 graduates, forum readers and public webinars audience on this giant healthcare stock, Q&M Dental Group (SGX: QC7) with at least 3 articles and multiple comments regularly, witnessing surging of share prices from low Ein55 Optimism of $0.40+ share price to breaking above $0.50+/share resistance, predicting the fair value with Ein55 Intrinsic Value of $0.70/share, today is already $0.80/share (about 70% to 100% profits if an investor could buy & hold for over 1 year), moving towards next target of greedy price of high Ein55 Optimism at about $1/share.

Let’s learn from Dr Tee on this journey of making money and how to take action from now, assuming today is the first time you read Dr Tee educational article on global giant stocks.


Since Year 2015, Q&M Dental has been declining in share prices, mainly due to slower business growth (still profitable) and bearish market sentiment with little knowledge of this largest dental service provider in Singapore which also has dental clinics in Malaysia and China. Over the past 6 years, the share price has dropped from peak of about $0.90/share to about low of $0.35 during pandemic. For a giant stock, how it falls down (by 3 times) would imply how it may recover one day with similar scale (assuming by 3 times would be $0.35/share x 3, to about $1/share, aligning with Ein55 Optimism at high level).

Q&M Dental suffered in business temporarily in first half of pandemic but recovering quickly after Circuit Breaker was over as few people could resist tooth pains for months. Q&M Dental subsidiary, Acumen Research Lab is an HPB authorized COVID19 test service provider, providing fuel for share prices to grow with additional future earnings.

Some Ein55 graduates even invested below $0.40 – $0.50/share with contrarian dividend strategy during the worst time of pandemic. Dividend yield can be 10% with 4.3 cents/share dividend over the past 1 year if one could invest at $0.43 share price which was common in Year 2020.  At current price of $0.80, beyond Ein55 Intrinsic Value of about $0.70, the dividend yield is moderate at 4%, comparable with Singapore REITs, therefore still a dividend giant stock. The gain so far with this strategy (Buy at low Ein55 Optimism of about $0.40) is about 2 times or 100% profits, able to hold as understanding Q&M Dental has economic moat, even under worst time of pandemic. Next few years would be the harvest time to enjoy the fruits, an investor has option to Sell High (following Ein55 Optimism).  Due to cyclical nature of this giant stock, Buy Low Sell High strategy is more suitable than Buy Low & Hold very long term (usually for growth investing) unless the business fundamental of Q&M Dental is growing more consistently in future.

For a giant stock, regardless short term trading (price action with trend-following strategies), medium term trading (Buy Low Sell High) or long term investing (Buy Low & Hold for both dividend and price growth), all could make money, but need to take one of the actions. If there is no action, a reader always feel regret or sour feeling when reading successes of other investors, despite Q&M Dental was shared by Dr Tee before in at least 3 articles as a highly potential giant stock:

Dr Tee Article 1 posted on 24 Apr 2020 (Q&M price = $0.52)

https://www.ein55.com/2020/04/healthcare-giant-stock-qm-dental/

Dr Tee Article 2 posted on 4 Sep 2020 (Q&M price = $0.46)

https://www.ein55.com/2020/09/11-singapore-healthcare-covid-19-stocks/

Dr Tee Article 3 posted on 31 May 2021 (Q&M price = $0.68)
https://www.ein55.com/2021/05/seasonality-effect-with-ex-dividend-months-on-singapore-stock-market-2009-2021/

Another related sibling Singapore healthcare giant stock to take note is Raffles Medical Group (SGX: BSL), usually share price correlation is about 2X of Q&M which is already $0.80, implying minimum potential of Raffles Medical is about $0.80 x2 = $1.60 (currently at $1.18, still moderate low optimism, having more potential than Q&M Dental currently). For Ein55 graduates who have mastered 55 Ein55 investing styles, would know the actual potential of Raffles Medical. Don’t regret again if Dr Tee may share on this giant stock next time.

Most people regret of missing an opportunity, did not know that they don’t miss it at all, even reading today here (eg. applying short term momentum trading on Q&M Dental to Buy High Sell Highe). The key is to confirm whether it is a giant stock, then next step is to apply the right LOFTP (Level / Optimism / Fundamental / Technical / Personal Analysis) strategy on short term trading and / or long term investing based on current market condition, aligning with own unique personality.

There are many other global giant stocks prepared to surge with pandemic recovery, are you ready to become their business partners as a stock investor?

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There are over 2000 giant stocks in the world based on Dr Tee criteria, choice of 10 Dream Team giant stocks have to align with one’s unique personality, eg. for shorter term trading (eg. momentum or swing trading) or longer term investing (cyclic investing, undervalue investing or growth investing). Readers should not just “copy and paste” any stock (What to Buy, When to Buy/Sell) as successful action taking requires deeper consideration (LOFTP strategies – Level / Optimism / Fundamental / Technical / Personal Analysis) which you could learn further from Dr Tee Free 4-hr Webinar.

Drop by Dr Tee free 4hr webinar (learning at comfort of home with Zoom) to learn how to position in global giant stocks during COVID-19 stock crisis with 10 unique stock investing strategies, knowing What to Buy, When to Buy/Sell.

Zoom will be started 30 min before event, bonus talk (Q&A on any investment topics from readers) for early birds. There are many topics we will cover in this 4hr webinar, Dr Tee can have more time for Q&A if you could stay later after the webinar, you could ask on any global and local stocks including but not limited to 30 STI component stocks:

Ascendas Reit (SGX: A17U), CapitaLand (SGX: C31), CapitaLand Integrated Commercial Trust (SGX: C38U), City Development (SGX: C09), ComfortDelGro (SGX: C52), Dairy Farm International (SGX: D01), DBS Bank (SGX: D05), Frasers Logistics & Commercial Trust (SGX: BUOU), Genting Singapore (SGX: G13), Hongkong Land (SGX: H78), Jardine Cycle & Carriage (SGX: C07), Jardine Matheson Holdings JMH (SGX: J36), Keppel Corp (SGX: BN4), Keppel DC Reit (SGX: AJBU), Mapletree Commercial Trust (SGX: N2IU), Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), OCBC Bank (SGX: O39), SATS (SGX: S58), Sembcorp Industries (SGX: U96), Singapore Airlines (SGX: C6L), Singapore Exchange (SGX: S68), Singtel (SGX: Z74), ST Engineering (SGX: S63), Thai Beverage (SGX: Y92), UOB Bank (SGX: U11), UOL (SGX: U14), Venture Corporation (SGX: V03), Wilmar International (SGX: F34), YZJ Shipbldg SGD (SGX: BS6).

Dr Tee will cover over 20 case studies, Singapore giant stocks, eg. CapitaLand Integrated Commercial Trust (SGX: C38U), Singapore Exchange (SGX: S68), Keppel Corp (SGX: BN4), Top Glove (SGX: BVA), Jardine Matheson Holdings JMH (SGX: J36), Vicom (SGX: WJP) and many others, Malaysia giant stocks, Hong Kong giant stocks and US giant stocks, both long term investing and short term trading.

There are limited tickets left for this 4hr free webinar, please ensure 100% you could join when register: www.ein55.com

View quick preview video below, Dr Tee will introduce 10 key stock investment strategies (股票投资十招) to be learned in 4hr free stock webinar:

Register Here (Dr Tee Free 4hr Stock Webinar):  www.ein55.com

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Filed Under: Market Optimism, Stock Market, Value Investing Tagged: ,

6 Wee Cho Yaw Singapore Giant Stocks (光宗耀祖)

Posted on December 30, 2020 Written by

Mr Wee Cho Yaw (黄祖耀) is the Top 10 richest person in Singapore for decades.  An easy way of being rich is to be a long term business partner of these proven rich people through stock investing, ideally entering during COVID-19 stock crisis with discounted prices.

In this article, you will learn from Dr Tee on 6 Wee Chow Yaw Family Giant Stocks in Singapore for longer term investing with COVID-19 recovery stock rally. Bonus for readers who could read every words of the entire article, learning unique strategy to position in each Wee family stocks. This investing strategy may be extended to any Top 10 richest person in any country.

1) UOB Bank (SGX: U11)

2) UOB Kay Hian (SGX: U10)

3) UOI (United Overseas Insurance) (SGX: U13)

4) UOL Group (SGX: U14)

5) UIC (United Industrial Corporation) (SGX: U06)

6) Haw Par Corporation (SGX: H02)

Wee Cho Yaw is the second generation of Wee Family, succeeding the bank business from his father (Wee Kheng Chiang), expanding the UOB Bank with multiple acquisitions of other banks (defeating DBS to acquire OUB Bank), becoming the third largest bank in Singapore.  Wee Cho Yaw has retired (91 years old but still engaging actively in businesses), distributing the family businesses to the third generation, 3 sons: Wee Ee Chong, Wee Ee Lim, Wee Ee Chao.

Unlike Chinese saying of “wealth does not last over 3 generations” (富不过三代) or English saying of “clogs to clogs is only three generations”, Wee Family has been training family members to be management since young, not simply inheriting the wealth.  As long as management is performing (regardless operated by family or external talent), giant stocks supported by strong businesses will continue to grow.

There are 30 STI index component stocks including Wee Cho Yaw Family giant stocks of UOB and UOL. Wee Cho Yaw has established an empire of businesses with 6 giant stocks over 3 key sectors in Singapore: Banking & Finance (UOB, UOB Kay Hian and UOI), Property (UOL and UIC) and Healthcare (Haw Par). Each of the 6 stocks is connected by a network of cross-shareholding structure (read past article by Dr Tee for details) with near simple majority (eg. A owns B & C, while B owns A & D, etc).

This is an efficient way to expand the businesses with limited capital in the early time but having potential risk of weaker control in overall shares ownership when there is a strong competitor.  In more recent years, instead of more acquisition of new businesses, Wee Cho Yaw family has been focusing on strengthening the control of these core businesses with more shareholding (eg. buying more shares of UOL, Haw Par, etc), establishing a more stable business structure for the third and future generations.

Let’s learn from Dr Tee on how to position in these 6 Wee Cho Yaw stocks over 3 promising sectors in Singapore, especially during COVID-19 stock crisis recovery rally:

1) Singapore Banking & Finance Giant Stocks

1.1) UOB Bank (SGX: U11)

Business performance of UOB Bank is aligned with other 2 major banks in Singapore, DBS Bank and OCBC Bank. In general, global and Singapore banks are at its low tide of business with higher NPL (Non-Performing Loan) during pandemic and lower interest income due to low bank interest rates globally.

UOB Bank stock is recovering steadily from low optimism during pandemic, currently about 41% optimism, still having discount in share prices. UOB is a moderate growth stock, suitable with Buy Low & Hold long term strategy.  In normal time (without MAS cap of 60% dividend payment), UOB stock investor could receive 5-6% stable dividend yield (depending on entry price), suitable for long term investing with Mr Wee Chow Yaw family (strong sponsor) core business.

Therefore, it may be smarter to be an UOB bank stock investor (sharing 5-6% dividend yield and potential capital gains) than being a client of UOB with cash deposit for long term (contributing cheap loan with less than 0.5% interest for UOB to invest or expand business).

1.2) UOB Kay Hian (SGX: U10)

Business performance of UOB Kay Hian is relatively weaker than other Wee family stocks in longer term, mainly due to stagnant and smaller Singapore stock market, resulting in less profits for stock brokerage business. However, during COVID-19 stock crisis, stock trading volume has increased for local and global stocks, therefore UOB Kay Hian is gaining momentum in both business and share price.

UOB Kay Hian stock is recovering from low optimism during pandemic, currently about 35% optimism, having higher potential in medium term share prices with more active traders who buy or sell local and global stocks. UOB Kay Hian is a cyclic stock, suitable with Buy Low & Sell High in medium term strategy, growing together in bullish stock market with pandemic recovery rally.

1.3) UOI (United Overseas Insurance) (SGX: U13)

Business performance of UOI (United Overseas Insurance) is relatively more stable in longer term (not much affected during COVID-19), mainly due to defensive nature of insurance industry (leveraging on probability of nature to make profits with calculated risks, diversifying over a large number of populations or policies).

UOI stock is corrected relatively less than other Wee family stocks during pandemic, currently near fair price of about 58% optimism, having lower potential in long term due to less discount in share prices. UOI may be considered for medium term cyclic trading with Buy Low Sell High strategy but it may not be as exciting as other Wee family stocks for short term traders.

There are 30 Banking & Finance Stocks in Singapore including UOB Bank, UOI and UOB Kay Hian (investor has to focus only on giant stocks for investing):

AMTD IB OV (SGX: HKB), B&M Hldg (SGX: CJN), DBS Bank (SGX: D05), Edition (SGX: 5HG), G K Goh (SGX: G41), Global Investment (SGX: B73), Great Eastern (SGX: G07), Hong Leong Finance (SGX: S41), Hotung Investment (SGX: BLS), IFAST Corporation (SGX: AIY), IFS Capital (SGX: I49), Intraco (SGX: I06), Maxi-Cash Finance (SGX: 5UF), MoneyMax Finance (SGX: 5WJ), Net Pacific Finance (SGX: 5QY), OCBC Bank (SGX: O39), Pacific Century (SGX: P15), Prudential USD (SGX: K6S), Singapore Exchange (SGX: S68), SHS (SGX: 566), Sing Investments & Finance (SGX: S35), Singapore Reinsurance (SGX: S49), Singapura Finance (SGX: S23), TIH (SGX: T55), Uni-Asia Group (SGX: CHJ), UOB Bank (SGX: U11), UOB-KAY HIAN HOLDINGS (SGX: U10), UOI (SGX: U13), ValueMax (SGX: T6I), Vibrant Group (SGX: BIP).

2) Singapore Property Giant Stocks

2.1) UOL Group (SGX: U14)

2.2) UIC (United Industrial Corporation) (SGX: U06)

Business performances of UOL and UIC (United Industrial Corporation) are aligned with other major Singapore property stocks (eg. CapitaLand, City Development, Hongkong Land, etc). In general, global and Singapore property prices are relatively stable during pandemic, partly due to low mortgage rate and slower response in property market (comparing to panic sell within weeks by global stock investors during early phase of pandemic in Mar 2020).  However, due to circuit breaker in Singapore and global lock down globally in Q2/2020, property businesses are still affected.

With recovery of local and global economy, both UOL and UIC are expected to gain more momentum in property market. Both stocks of UOL and UIC are recovering steadily from low optimism during pandemic, currently about 35% optimism (UOL) and 7% Optimism (UIC) respectively. UIC has more discount in share prices than UOL (over 50% discount with price-to-book ratio = 0.46 for UIC).

UOL is a growth stock, more suitable with Buy Low & Hold long term strategy.  UIC is a cyclic stock, more suitable with Buy Low & Sell High in medium term strategy. Both UOL and UIC could pay moderate dividend yield of nearly 2% (more than bank interest of 0.5%), suitable for positioning as midfielders for both capital gains in share prices appreciation and moderate passive income with stable dividend.

There are 140 Property Stocks in Singapore including UOL and UIC (investor has to focus only on giant stocks for investing):

3Cnergy (SGX: 502), A-Smart (SGX: BQC), AEI^ (SGX: AWG), AIMS Property (SGX: BVP), APAC Realty (SGX: CLN), Abterra (SGX: L5I), Acromec (SGX: 43F), Amara (SGX: A34), Amcorp Global (SGX: S9B), AnnAik (SGX: A52), Astaka (SGX: 42S), BBR (SGX: KJ5), BRC Asia (SGX: BEC), BlackGoldNatural (SGX: 41H), Boldtek (SGX: 5VI), Bonvests (SGX: B28), Boustead (SGX: F9D), Boustead Projects (SGX: AVM), Bukit Sembawang (SGX: B61), Bund Center (SGX: BTE), CSC (SGX: C06), CapitaLand (SGX: C31), Casa (SGX: C04), Chemical Industries (SGX: C05), China Great Land (SGX: D50), China International (SGX: BEH), China Real Estate (SGX: 5RA), China Yuanbang (SGX: BCD), Chip Eng Seng (SGX: C29), City Development (SGX: C09), DISA (SGX: 532), Debao Property (SGX: BTF), ETC Singapore (SGX: 1C0), Edition (SGX: 5HG), EnGro Corporation (SGX: S44), Fraser and Neave F&N (SGX: F99), Far East Orchard (SGX: O10), Figtree (SGX: 5F4), First Sponsor (SGX: ADN), Fragrance (SGX: F31), Frasers Property (SGX: TQ5), GYP Properties (SGX: AWS), Gallant Venture (SGX: 5IG), Golden Energy (SGX: AUE), Goodland (SGX: 5PC), GuocoLand (SGX: F17), HL Global Enterprises (SGX: AVX), Hatten Land (SGX: PH0), Heeton (SGX: 5DP), Hiap Hoe (SGX: 5JK), Hiap Seng (SGX: 510), Ho Bee Land (SGX: H13), Hock Lian Seng (SGX: J2T), Hong Fok (SGX: H30), Hong Lai Huat (SGX: CTO), Hong Leong Asia (SGX: H22), Hongkong Land USD (SGX: H78), Hor Kew (SGX: BBP), Huationg Global (SGX: 41B), Hwa Hong (SGX: H19), IPC Corp (SGX: AZA), ISOTeam (SGX: 5WF), Imperium Crown (SGX: 5HT), Jasper Investments (SGX: FQ7), KOP (SGX: 5I1), KSH (SGX: ER0), Keong Hong (SGX: 5TT), Keppel Corp (SGX: BN4), Keppel Reit (SGX: K71U), King Wan (SGX: 554), Koh Brothers (SGX: K75), Koon (SGX: 5DL), Kori (SGX: 5VC), LHN (SGX: 41O), Ley Choon (SGX: Q0X), Lian Beng (SGX: L03), Low Keng Huat (SGX: F1E), Lum Chang (SGX: L19), MMP Resources (SGX: F3V), MYP (SGX: F86), Metro (SGX: M01), OIO (SGX: KUX), OKH Global (SGX: S3N), OKP (SGX: 5CF), OneApex (SGX: 5SY), Oxley (SGX: 5UX), PSL (SGX: BLL), Pacific Century (SGX: P15), Pacific Star Development (SGX: 1C5), Pan Hong (SGX: P36), Pavillon (SGX: 596), Perennial Holdings (SGX: 40S), Pollux Properties (SGX: 5AE), PropNex (SGX: OYY), Raffles Infrastructure (SGX: LUY), Regal International (SGX: UV1), Renaissance United (SGX: I11), Rich Capital (SGX: 5G4), Roxy-Pacific (SGX: E8Z), Ryobi Kiso (SGX: BDN), SHS (SGX: 566), SLB Development (SGX: 1J0), SP Corporation (SGX: AWE), Sasseur Reit (SGX: CRPU), Second Chance (SGX: 528), Sin Heng Mach (SGX: BKA), Sinarmas Land (SGX: A26), SingHaiyi (SGX: 5H0), SingHoldings (SGX: 5IC), Singapore-eDev (SGX: 40V), Sinjia Land (SGX: 5HH), Soilbuild Construction Group (SGX: S7P), Starland (SGX: 5UA), Straits Trading (SGX: S20), Swee Hong (SGX: QF6), Sysma (SGX: 5UO), TA (SGX: PA3), TTJ (SGX: K1Q), Tai Sin Electric (SGX: 500), Thakral (SGX: AWI), Thomson Medical Group (SGX: A50), Tiong Seng (SGX: BFI), Top Global (SGX: BHO), Tosei (SGX: S2D), Transcorp (SGX: T19), Tritech (SGX: 5G9), UIC (SGX: U06), UOA (SGX: EH5), UOL (SGX: U14), USP Group (SGX: BRS), Vibrant Group (SGX: BIP), Wee Hur (SGX: E3B), Wing Tai (SGX: W05), Yanlord Land (SGX: Z25), Yeo Hiap Seng (SGX: Y03), Ying Li International (SGX: 5DM), Yoma Strategic (SGX: Z59), Yongmao (SGX: BKX), Yongnam (SGX: AXB), Yorkshine (SGX: MR8).

3) Singapore Healthcare Giant Stock

– Haw Par Corporation (SGX: H02)

Business performance of Haw Par is relatively stronger in long term than other Wee family stocks, partly due to defensive growing healthcare sector.  In fact, over 70% revenue of Haw Par is from investing in other 2 Wee family stocks of UOB Bank (3% share) and UOL (8% share) due to the unique cross-holding structure of 6 Wee Cho Yaw stocks.  The hidden valuable assets of Haw Par (through ownership of UOB and UOL) could already justify for the current Haw Par share prices, therefore the healthcare business (eg. tiger balm medical products) is an added bonus for Haw Par stock investors who indirectly also own UOB and UOL stocks.

Haw Par is a strong growth stock, price corrected relatively less than other Wee family stocks during pandemic, currently share price recovers to 43% optimism, near to fair value with some discounts. Potential of Haw Par share price is mainly on its steady business growth, suitable with Buy Low & Hold long term strategy with protection by parent stocks of UOB and UOL.

There are 37 Healthcare Stocks in Singapore including Haw Par (investor has to focus only on giant stocks for investing):

Accrelist Ltd (SGX: QZG), Alliance Healthcare (SGX: MIJ), Aoxin Q & M Dental (SGX: 1D4), Asia Vets Holdings (SGX: 5RE), AsiaMedic (SGX: 505), Asian Healthcare Specialists (SGX: 1J3), Beverly JCG (SGX: VFP), Biolidics (SGX: 8YY), Cordlife (SGX: P8A), First Reit (SGX: AW9U), Haw Par Corporation (SGX: H02), HC Surgical Specialists (SGX: 1B1), Healthway Medical Corporation (SGX: 5NG), Hyphens Pharma International (SGX: 1J5), IHH Healthcare (SGX: Q0F), ISEC Healthcare (SGX: 40T), IX Biopharma (SGX: 42C), Lonza Group (SGX: O6Z), Medinex (SGX: OTX), Medtecs International Corporation (SGX: 546), OUE Lippo Healthcare (SGX: 5WA), ParkwayLife Reit (SGX: C2PU), Pharmesis International (SGX: BFK), Q&M Dental Group (SGX: QC7), QT Vascular (SGX: 5I0), Raffles Medical Group (SGX: BSL), RHT Health Trust (SGX: RF1U), Riverstone Holdings (SGX: AP4), SingMedical Group (SGX: 5OT), Suntar Eco-City (SGX: BKZ), TalkMed (SGX: 5G3), Thomson Medical Group (SGX: A50), Tianjin Zhong Xin Pharmaceutical Group (SGX: T14), Top Glove Corporation (SGX: BVA), Trendlines Group (SGX: 42T), UG Healthcare Corporation (SGX: 41A), Vicplas International (SGX: 569).

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There are over 1500 giant stocks in the world based on Dr Tee criteria, choice of 10 Dream Team giant stocks have to align with one’s unique personality, eg. for shorter term trading (eg. momentum or swing trading) or longer term investing (cyclic investing, undervalue investing or growth investing). Readers should not just “copy and paste” any stock (What to Buy, When to Buy/Sell) as successful action taking requires deeper consideration (LOFTP strategies – Level / Optimism / Fundamental / Technical / Personal Analysis) which you could learn further from Dr Tee Free 4-hr Webinar.

Drop by Dr Tee free 4hr webinar (learning at comfort of home with Zoom) to learn how to position in global giant stocks during COVID-19 stock crisis with 10 unique stock investing strategies, knowing What to Buy, When to Buy/Sell.

Zoom will be started 30 min before event, bonus talk (Q&A on any investment topics from readers) for early birds. There are many topics we will cover in this 4hr webinar, Dr Tee can have more time for Q&A if you could stay later after the webinar, you could ask on any global and local stocks including but not limited to 30 STI component stocks:

Ascendas Reit (SGX: A17U), CapitaLand (SGX: C31), CapitaLand Integrated Commercial Trust (SGX: C38U), City Development (SGX: C09), ComfortDelGro (SGX: C52), Dairy Farm International (SGX: D01), DBS Bank (SGX: D05), Genting Singapore (SGX: G13), Hongkong Land (SGX: H78), Jardine Cycle & Carriage (SGX: C07), Jardine Matheson Holdings JMH (SGX: J36), Jardine Strategic Holdings JSH (SGX: J37), Keppel Corp (SGX: BN4), Keppel DC Reit (SGX: AJBU), Mapletree Commercial Trust (SGX: N2IU), Mapletree Industrial Trust (SGX: ME8U), Mapletree Logistics Trust (SGX: M44U), OCBC Bank (SGX: O39), SATS (SGX: S58), Sembcorp Industries (SGX: U96), Singapore Airlines (SGX: C6L), Singapore Exchange (SGX: S68), Singtel (SGX: Z74), ST Engineering (SGX: S63), Thai Beverage (SGX: Y92), UOB Bank (SGX: U11), UOL (SGX: U14), Venture Corporation (SGX: V03), Wilmar International (SGX: F34), YZJ Shipbldg SGD (SGX: BS6).

Dr Tee will cover over 20 case studies, Singapore giant stocks, eg. CapitaLand Mall Trust (SGX: C38U), Singapore Exchange (SGX: S68), Keppel Corp (SGX: BN4), Top Glove (SGX: BVA), Jardine Matheson Holdings JMH (SGX: J36), Vicom (SGX: WJP) and many others, Malaysia giant stocks, Hong Kong giant stocks and US giant stocks, both long term investing and short term trading.

There are limited tickets left for this 4hr free webinar, please ensure 100% you could join when register: www.ein55.com

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Filed Under: Fundamental Analysis, Market Cycle Investing, Market Outlook, Stock Market Tagged: , , ,

11 Singapore Healthcare COVID-19 Stocks (生死关头)

Posted on September 4, 2020 Written by

Between life and money, which is more important? In this article, you will learn from Dr Tee on 11 Singapore Healthcare Giant Stocks which are efficient in making money with life as an economic moat, while some surge in prices during COVID-19 stock crisis.

1) COVID-19 “Crisis as Opportunity” Stocks

Medtecs International Corporation (SGX: 546)

UG Healthcare Corporation (SGX: 41A)

Top Glove Corporation (SGX: BVA)

Riverstone Holdings (SGX: AP4)

2) Medical Services Stocks

Q&M Dental Group (SGX: QC7)

Raffles Medical Group (SGX: BSL)

3) Healthcare Products Stocks

Tianjin Zhong Xin Pharmaceutical Group (SGX: T14)

Haw Par Corporation (SGX: H02)

4) Healthcare REITs

First Reit (SGX: AW9U)

ParkwayLife Reit (SGX: C2PU)

IHH Healthcare (SGX: Q0F)

There are about 37 Healthcare stocks in Singapore, a natural move for medical related businesses to get listed to leverage on capital from stock market for further expansion:

Accrelist Ltd (SGX: QZG), Alliance Healthcare (SGX: MIJ), Aoxin Q & M Dental (SGX: 1D4), Asia Vets Holdings (SGX: 5RE), AsiaMedic (SGX: 505), Asian Healthcare Specialists (SGX: 1J3), Beverly JCG (SGX: VFP), Biolidics (SGX: 8YY), Cordlife (SGX: P8A), First Reit (SGX: AW9U), Haw Par Corporation (SGX: H02), HC Surgical Specialists (SGX: 1B1), Healthway Medical Corporation (SGX: 5NG), Hyphens Pharma International (SGX: 1J5), IHH Healthcare (SGX: Q0F), ISEC Healthcare (SGX: 40T), IX Biopharma (SGX: 42C), Lonza Group (SGX: O6Z), Medinex (SGX: OTX), Medtecs International Corporation (SGX: 546), OUE Lippo Healthcare (SGX: 5WA), ParkwayLife Reit (SGX: C2PU), Pharmesis International (SGX: BFK), Q&M Dental Group (SGX: QC7), QT Vascular (SGX: 5I0), Raffles Medical Group (SGX: BSL), RHT Health Trust (SGX: RF1U), Riverstone Holdings (SGX: AP4), SingMedical Group (SGX: 5OT), Suntar Eco-City (SGX: BKZ), TalkMed (SGX: 5G3), Thomson Medical Group (SGX: A50), Tianjin Zhong Xin Pharmaceutical Group (SGX: T14), Top Glove Corporation (SGX: BVA), Trendlines Group (SGX: 42T), UG Healthcare Corporation (SGX: 41A), Vicplas International (SGX: 569).

From the table sorted below for 37 Singapore Healthcare stocks, only 2/3 are profitable (25 / 37 stocks were making money in businesses last year). Therefore, careful choices of giant healthcare stocks are critical, not just buying any healthcare stock with rising in share prices which may not be sustainable in longer term.

There are 1/3 stocks (13 / 37) having Price-to-Book ratio ($ / NAV = PB) < 1 with discount over asset but only 2 stocks (First Reit and Haw Par) have high quality asset related to cash or properties which will be discussed further. Buy undervalue stocks require patience, buying low may not able to Sell High in future if there is no alignment with one’s unique personality and other consideration of investment.

NoTickerPB = Price /NAVROE (%)
1Accrelist Ltd (SGX: QZG)0.310.0
2Alliance Healthcare (SGX: MIJ)1.8912.6
3Aoxin Q & M Dental (SGX: 1D4)1.17-0.1
4Asia Vets Holdings (SGX: 5RE)0.573.9
5AsiaMedic (SGX: 505)2.53-0.1
6Asian Healthcare Specialists (SGX: 1J3)2.5112.3
7Beverly JCG (SGX: VFP)6.67-0.7
8Biolidics (SGX: 8YY)8.33-0.4
9Cordlife (SGX: P8A)0.745.0
10First Reit (SGX: AW9U)0.455.7
11Haw Par Corporation (SGX: H02)0.785.8
12HC Surgical Specialists (SGX: 1B1)2.7821.5
13Healthway Medical Corporation (SGX: 5NG)0.820.0
14Hyphens Pharma International (SGX: 1J5)2.7214.8
15IHH Healthcare (SGX: Q0F)2.151.9
16ISEC Healthcare (SGX: 40T)2.6011.7
17IX Biopharma (SGX: 42C)16.88-1.0
18Lonza Group (SGX: O6Z)0.639.9
19Medinex (SGX: OTX)2.0225.5
20Medtecs International Corporation (SGX: 546)5.331.8
21OUE Lippo Healthcare (SGX: 5WA)0.641.3
22ParkwayLife Reit (SGX: C2PU)1.9810.4
23Pharmesis International (SGX: BFK)0.53-0.3
24Q&M Dental Group (SGX: QC7)3.2014.7
25QT Vascular (SGX: 5I0)4.78-2.5
26Raffles Medical Group (SGX: BSL)1.697.2
27RHT Health Trust (SGX: RF1U)0.92-0.1
28Riverstone Holdings (SGX: AP4)9.3916.52
29SingMedical Group (SGX: 5OT)0.829.4
30Suntar Eco-City (SGX: BKZ)2.490.0
31TalkMed (SGX: 5G3)6.4843.0
32Thomson Medical Group (SGX: A50)2.87-0.2
33Tianjin Zhong Xin Pharmaceutical Group (SGX: T14)0.8311.6
34Top Glove Corporation (SGX: BVA)20.8915.3
35Trendlines Group (SGX: 42T)0.530.0
36UG Healthcare Corporation (SGX: 41A)6.7525.7
37Vicplas International (SGX: 569)4.367.0

Interestingly, none of the 37 Singapore Healthcare stocks are 30 STI component stocks but a few could be related (eg. Haw Par is related to UOB Bank and UOL):

DBS Bank (SGX: D05), Singtel (SGX: Z74), OCBC Bank (SGX: O39), UOB Bank (SGX: U11), Wilmar International (SGX: F34), Jardine Matheson Holdings JMH (SGX: J36), Jardine Strategic Holdings JSH (SGX: J37), Thai Beverage (SGX: Y92), CapitaLand (SGX: C31), Ascendas Reit (SGX: A17U), Singapore Airlines (SGX: C6L), ST Engineering (SGX: S63), Keppel Corp (SGX: BN4), Singapore Exchange (SGX: S68), Hongkong Land (SGX: H78), Genting Singapore (SGX: G13), Mapletree Logistics Trust (SGX: M44U), Jardine Cycle & Carriage (SGX: C07), Mapletree Industrial Trust (SGX: ME8U), City Development (SGX: C09), CapitaLand Mall Trust (SGX: C38U), CapitaLand Commercial Trust (SGX: C61U), Mapletree Commercial Trust (SGX: N2IU), Dairy Farm International (SGX: D01), UOL (SGX: U14), Venture Corporation (SGX: V03), YZJ Shipbldg SGD (SGX: BS6), Sembcorp Industries (SGX: U96), SATS (SGX: S58), ComfortDelGro (SGX: C52).

For healthcare business with strong economic moat, eg. having special knowhow or patents in medical solutions, limited suppliers of critical medical appliances, etc, would naturally be the preferred choice for stock investing.  Most people would choice life over money (eg. during COVID-19 health crisis, 生死关头) but if one could integrate both life and money through giant stocks, the probability of success in investing would be high. 

Here, let’s focus on 11 Singapore healthcare giant stocks over 4 main categories:

1) COVID-19 “Crisis as Opportunity” Stocks

There are 4 “lucky” stocks helped by COVID-19 crisis as they are crucial medical appliance suppliers, sales and profits surge during pandemic:

– Medtecs International Corporation (SGX: 546) – personal protective apparel

– UG Healthcare Corporation (SGX: 41A) – gloves

– Top Glove Corporation (SGX: BVA) – gloves

– Riverstone Holdings (SGX: AP4) – gloves

Their share prices have been speculated to over 5-10 times during COVID-19 stock “crisis” (which is an opportunity).  This is a form of positive speculation (strong business fundamental with share price speculated to very high optimism level), especially for Top Glove and Riverstone which have strong business performances even before COVID-19 crisis.  However, for Medtecs and UG Healthcare, both only have moderate good businesses before COVID-19 crisis,  the sudden high growth in business would not be sustainable when fear of COVID-19 has subsided in 6-12 months.  Stock such as Biolidics (SGX: 8YY) has even weaker business fundamental (losses in the past) but share prices surged due to speculation, traders may suffer huge loss if investing in long term for stock which may not have sustainable business beyond COVID-19.

Therefore, these 4 COVID-19 healthcare stocks are more suitable for shorter term trading as optimism level has been speculated to very high. Trend-following trading strategy may be applied to “Buy High Sell Higher” but when price trend is reversed, a trader would need to exit, even if it is a loss due to sudden correction.  If not, do not speculate, even these companies make a lot of money during pandemic. Stock market is forward looking, their strong business fundamental are already considered in rising prices. One day, when they could not perform as strong as now with lower demand (despite still profitable), the share prices would be corrected significantly, especially for Medtecs and UG Healthcare.

2) Medical Services Stocks

These are the 2 “unlucky” stocks which save lives or reduce pains but due to nature of businesses which require interaction with patients (how to cure without seeing the patients), business performances are affected, including share prices at lower optimism levels.

– Raffles Medical Group (SGX: BSL) – Hospitals

– Q&M Dental Group (SGX: QC7) – Dental Clinics

Both stocks have been growing the business through expansion locally and abroad. Raffles Medical has extended businesses to China cities (eg. Shanghai, Chongqing, etc), even before COVID-19 crisis, the share prices have been corrected due to ambitious expansion which would take a few years to breakeven in investment for new hospitals. During pandemic, Raffles Medical loses overseas patients due to international travelling restrictions. Similarly, Q&M Dental has expanded to be the largest dental service provider in Singapore, business has been affected during COVID-19 due to close interaction required between dentists and patients.

However, COVID-19 could only slowdown, not stopping patients from seeking medical help (saving life or tooth pains), therefore when fear of COVID-19 has subsided, both giant stocks would perform normally again, accumulation of demand (non-urgent cases, eg. medical or dental check-up) would surge and balance out in longer term business.

Since both giant stocks are at lower optimism level, they are more suitable for longer term cyclic investors with “Buy Low Sell High” strategy while collecting moderate dividends during the recovery phase (as if fixed deposit investing in a medical bank).

3) Healthcare Products Stocks

These 2 stocks have healthcare products which have no strong correlation to COVID-19. So, they could still perform normally in businesses during pandemic:

– Tianjin Zhong Xin Pharmaceutical Group (SGX: T14) – Traditional Chinese Medicine (TCM)

– Haw Par Corporation (SGX: H02) – Tiger Balm and Others

Tianjin Zhong Xin is a highly cyclic growth stock (dual listing in both Singapore Stock Exchange – T14 and Shanghai Stock Exchange – 600329) with very strong business fundamental. It is more suitable for longer term cyclic investor, optimism is just recovering from low level.  Share prices in Singapore and Shanghai stock exchanges are aligned in general direction but sometimes one market could perform better than another (eg. China stock market is relatively more bullish than Singapore in current market condition).  Tianjin Zhong Xin is an all-rounded stock, also paying high dividend yield of 5-6% (depending on the share prices, higher if one could investing during crisis).  It is not suitable for shorter term trader or investor with weak holding power, buy low may get lower during bearish stock market, despite business fundamental is strong. 

Haw Par is not a pure healthcare stock as majority of revenue and income are actually on investment of 2 other stocks of Mr Wee Cho Yeow (Top 10 richest person in Singapore, UOB Chairman) stocks: UOB Bank and UOL.  Therefore, investing in Haw Par is an indirect investment of UOB and UOL stocks. With the current lower optimism prices of Haw Par stock with ownership of equivalent values of UOB and UOL shares, the main “business” of Tiger Balm and other products are virtually “free” for undervalue stock investors. However, patience is required for undervalue investing (owning high quality asset of cash from UOB Bank and properties from UOL). Haw Par has strong support of Singapore Giant stocks, UOB and UOL, all under Mr Wee Cho Yeow.  If Mr Wee continues to be the Top 10 richest person in Singapore, implying these 3 giant stocks are doing well in both businesses and stock market.

4) Healthcare REITs

These 3 stocks are special integration of healthcare with property sectors as Healthcare REITs:

– First Reit (SGX: AW9U) – Healthcare REIT with hospitals mainly in Indonesia

– ParkwayLife Reit (SGX: C2PU) – Healthcare REIT with hospitals mainly in Singapore

– IHH Healthcare (SGX: Q0F) – Sponsor of ParkwayLife REIT

Both healthcare and property are promising sectors in general for stock investing, therefore healthcare REITs (rental collection from hospitals as tenants) are defensive in nature as they could pay consistent dividend with long term tenant agreement (eg. 15 years), slow growth but steady. Therefore, they may be considered for longer term investing, crisis usually is a good opportunity to own healthcare REITs to generate consistent passive incomes.

However, stock has price component which may give surprises to investors, for example First REIT share prices have been corrected to less than 1/3 of peak prices over the past few years due to various concerns, mainly due to poor sponsor and customers (who owns Siloam Hospitals), Lippo Karawaci group which has cashflow issue due to ambitious property expansion in Indonesia. 

This concern of sponsor has resulted instability to other Lippo Group related stocks, eg. OUE Group.  Second sponsor of First Reit is OUE Lippo Healthcare, also not a giant stock, could not help much to restore the confidence of investors, worrying potential rights issues (nightmare for dividend investors, paying passive incomes, instead of collecting dividends). Despite First REIT is a giant REIT (even as of today) but this is a supported giant stock, mainly dependent on sponsor, main customer and major shareholder (multiple roles in 1). The immediate risk is cut of dividend payment (rental relief during COVID1-9 requested by sponsor) and also possible future rental payment for new agreements in Rupiah (about 25% of portfolio) in Year 2021, which could reduce overall dividend yield by 1/8 (Rupiah has depreciated more than 50% against SGD over the past 10 years in earlier agreement).  Based on current crisis price of $0.44/share (lower than IPO price), dividend yield is nearly 20% but actual payment could be only 10% due to rental relief.  Before a stock investor may enjoy 20% dividend yield, First Reit has dropped more than 20% share prices with capital loss in just a few months. 

So, First REIT is an indirect crisis stock, not due to the Reit itself (a giant stock) but more dependent on performance of weak sponsor. Current Price-to-Book is less than 0.5, rare for a Reit, even if sponsor goes bankcrupt, First Reit investor could still recover the share prices with selling of Reit properties.  The main concern is the REIT likely could operate normally (especially Siloam Hospitals and Lippo Group would perform better after fading of COVID-19 crisis) but short term to midterm bearish share prices could affect the confidence of investors who collect high dividend yield but also suffer huge capital losses.

Parkwaylife Reit is an opposite of First Reit, having a strong sponsor, IHH Healthcare (also a giant stock), therefore enjoying the stability with gradual growth under triple net lease.  Parkwaylife owns local properties which rent out to customer (Parkway Pantai) who owns profitable hospitals, eg. Mount Elizabeth Hospital, Gleneagles Hospital, Parkway East Hospital, etc.  When sponsor and customer and major shareholder (3 roles in 1) are strong, it provides stability to long term rental payment and therefore, dividend payment to stock investor of Parkwaylife Reit.

Despite Parkwaylife is suitable for longer term or event lifetime investing (if there is no major change in sponsor financial condition), it is crucial to buy below fair price, ideally during stock crisis such as COVID-19.  This would help to maximize the dividend yield. So, an investor may apply “Buy Low and Hold” strategy.  Value is what you get and Price is what you pay. Integration of value and price are crucial for investing success.

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Choice of 11 healthcare giant stocks have to align with one’s unique personality, eg. for shorter term trading (eg. momentum or swing trading) or longer term investing (cyclic investing, undervalue investing or growth investing). Readers should not just “copy and paste” any stock (What to Buy, When to Buy/Sell) as successful action taking requires deeper consideration (LOFTP strategies – Level / Optimism / Fundamental / Technical / Personal Analysis) which you could learn further from Dr Tee Free 4-hr Webinar.

Drop by Dr Tee free 4hr webinar (learning at comfort of home with Zoom) to learn how to position in global giant stocks during COVID-19 stock crisis with 10 unique stock investing strategies, knowing What to Buy, When to Buy/Sell.

Zoom will be started 30 min before event, bonus talk (Q&A on any investment topics from readers) for early birds. There are many topics we will cover in this 4hr webinar, Dr Tee can have more time for Q&A if you could stay later after the webinar.

Dr Tee will cover over 20 case studies, Singapore giant stocks, eg. CapitaLand Mall Trust (SGX: C38U), Singapore Exchange (SGX: S68), Keppel Corp (SGX: BN4), Top Glove (SGX: BVA), Jardine Matheson Holdings JMH (SGX: J36), Vicom (SGX: WJP) and many others, Malaysia giant stocks, Hong Kong giant stocks and US giant stocks, both long term investing and short term trading.

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Filed Under: Fundamental Analysis, Market Cycle Investing, Stock Market Tagged: , ,

Healthcare Giant Stock Q&M Dental (骨肉相连)

Posted on April 24, 2020 Written by
Healthcare Giant Stock Q&M Dental QC7

Healthcare stocks (eg. hospital business, pharmaceutical companies, vaccine development, etc.) are having competitive advantages, therefore those with growing businesses are usually growth giant stocks. Between life and money, which is more important? The choice is clear (金钱诚可贵、生命价更高) to put life at a higher priority, therefore healthcare has been a high growth sector in most countries.

Q&M Dental (SGX: QC7) is a young healthcare giant stock with focus in dental services. The company started business in year 1996, having main businesses in Singapore (79 branches), Malaysia and China.  For China, due to stronger competition and higher cost, subsidiary stock, Aoxin Q&M (SGX: 1D4) with poorer business there, is not a giant stock, not performing as good as parent stock, Q&M Dental.

Q&M Dental has so many branches all over Singapore in many convenient central locations, despite it is not a monopoly business, this ease of access has become a strong economic moat. It is hard for neighborhood experienced dentists to compete with this rising star which has sophisticated facilities (eg. x-ray, etc) and better customer services.

There was one day last year, Dr Tee tooth was not feeling well, since my teeth has been in good condition for many years, I need to go around to look for a suitable dental service.  Q&M may not be best in dental skills (some are younger dentists with only a few years of experience), so I try to book for appointment with more senior dentist with over 10 years of experience (similar to selecting a stock with long history of business performance). Despite there are 3 Q&M branches within 1km radius from Dr Tee place, I was surprised that I could not get an immediate service as appointments are required and all full until the next day.  To cut the story short, a dental checkup with clean was over $100 (normal rates, Q&M has help the dental industry by setting some minimal standard fee), finally become a more serious issue which needs root canal operation and crowning, spending over $2000 as I engaged the most senior specialist for a more reliable service (not life and death issue but a good tooth could last lifetime is crucial when observing my own parents).

For certain non-urgent health issues, it is possible for some people to drag or ignore it to save cost. However, when there is sudden tooth pain (骨肉相连), even within Coronavirus pandemic, there is no choice but to visit a dentist ASAP. Therefore, dental industry is a consistent growing business and price is non-negotiable (demand more than supply). There are shortages of dentists in Singapore. There are about 2000+ dentists in Singapore, over 10% are from Q&M. To overcome this issue, Q&M has even started own College of Dentistry to train future dentists for own companies (perhaps cost could be lower). I observed my own dentist has to be multi-tasking, attending to 2 patience in 2 rooms within the same hour (while another patience is waiting, eg taking mold for crown, etc).

A few months ago, when Dr Tee students were reviewing Q&M stock, the prices were at lower optimism level, especially during the Coronavirus pandemic period with global stock crisis. Q&M has growing business, profitable with strong cash flow. This year, it will give special dividend (ex-dividend in May 2020), an investor could get about 5.5% dividend yield (usually about 2% dividend yield). Q&M share price is undervalue considering the growing business for decade but share prices have been declining over the past 5 years, dropping more than half to 36 cents, last 6 years low.

Recently, share prices of Q&M surged suddenly by 2 times to about 70 cents, mainly because of a news that Q&M has acquired a company with COVID19 testing capability.  Similar to another healthcare stock, Biolidics (SGX: 8YY), share prices also shoot up by a few times which are purely speculative trading.  Biolidics is not a giant stock but investors assume it would become a giant, benefiting from Coronavirus crisis. Question is, after the health crisis is over, can the company continue to sustain a few times of business growth to support the share prices? Therefore, after senses are back, share prices of both Q&M and Biolidics are corrected to more normal high prices to reflect the positive hopes.

In fact, Q&M has strong business fundamental in dental services, does not need this speculative news at all. It is good that few people aware of this stock. Unfortunately, the share prices go up too fast, hope readers have chance to buying at lower optimism before that when prices were below 40 cents.

Some people may not care about stock investing but they do worry of rising healthcare and dental cost as human body and teeth are similar to a car, there could be “wear and tear”, need repair and maintenance each year to stay in top condition. Dental cost could be minimal, still over $100 for regular check-up, also could be over a few thousand dollars if getting complicated (eg. tooth implant). A mechanics could ensure a car is fully repaired before charging the fee. However, a dentist or medical doctor could not guarantee a service will have positive results but patients still need to take the risk and pay for full services.

Let Dr Tee show readers a way to get free dental or even medical services for lifetime. It is simple, just look for giant dental or healthcare stocks (eg. hospital related), buying their shares at lower optimism prices. Even healthcare stocks usually don’t give a lot of dividend, for $10000 capital, minimal 2-3% dividend yield could pay $200-$300 for regular dental check-up of a small family. Healthcare stocks usually are positioned more as midfielder, minimal dividend with higher growth for capital gains (eg. over 10% appreciation in yearly share prices, could be $1000, could help to pay for minor surgery cost).

Q&M Dental is still a young giant stock, performance is not as steady as other proven global healthcare giant stocks. So, a smart investor may leverage on high healthcare costs overseas, investing in those giant stocks to profit from rising healthcare industry.

There are 37 Healthcare Stocks in Singapore including Q&M Dental (investor has to focus only on giant stocks for investing):
Accrelist Ltd (SGX: QZG), Alliance Healthcare (SGX: MIJ), Aoxin Q & M Dental (SGX: 1D4), Asia Vets Holdings (SGX: 5RE), AsiaMedic (SGX: 505), Asian Healthcare Specialists (SGX: 1J3), Beverly JCG (SGX: VFP), Biolidics (SGX: 8YY), Cordlife (SGX: P8A), First Reit (SGX: AW9U), Haw Par Corporation (SGX: H02), HC Surgical Specialists (SGX: 1B1), Healthway Medical Corporation (SGX: 5NG), Hyphens Pharma International (SGX: 1J5), IHH Healthcare (SGX: Q0F), ISEC Healthcare (SGX: 40T), IX Biopharma (SGX: 42C), Lonza Group (SGX: O6Z), Medinex (SGX: OTX), Medtecs International Corporation (SGX: 546), OUE Lippo Healthcare (SGX: 5WA), ParkwayLife Reit (SGX: C2PU), Pharmesis International (SGX: BFK), Q&M Dental Group (SGX: QC7), QT Vascular (SGX: 5I0), Raffles Medical Group (SGX: BSL), RHT Health Trust (SGX: RF1U), Riverstone Holdings (SGX: AP4), SingMedical Group (SGX: 5OT), Suntar Eco-City (SGX: BKZ), TalkMed (SGX: 5G3), Thomson Medical Group (SGX: A50), Tianjin Zhong Xin Pharmaceutical Group (SGX: T14), Top Glove Corporation (SGX: BVA), Trendlines Group (SGX: 42T), UG Healthcare Corporation (SGX: 41A), Vicplas International (SGX: 569).

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Filed Under: Fundamental Analysis, Stock Market, Value Investing Tagged: , , , , ,

Healthcare Stocks – Choice between Life or Money

Posted on February 21, 2017 Written by

Ein55 Newsletter No 050 - image - Hospital
Healthcare sector is one of the strongest sector in most countries of the world, business has been growing steadily. Between “Life” and “Money”, most people would choose life over money. Regardless rich or poor people, they are willing to pay to cure their sickness, prolong their lives, staying alive as long as possible.

As a result, doctor / medical specialist is also one of the most respectful profession because one could make a lot of money with this specialized medical skills. Hospital could save millions of lives and make a lot of money at the same time due to this unique economic moats, especially for reputable hospitals.

Healthcare related stocks (eg. hospitals, medical services, healthcare REITs, healthcare products and services) with strong fundamentals worth consideration by investors. However, some of their stock prices could be at sky high due to bullish market.  We need to wait for market crisis to buy some of these strong healthcare stocks at discounted price.

Feb 2017 Ein55 Class has just found 5 global giant hospital stocks:
1 in India (Nifty)
1 in Australia (ASX)
2 in Thailand (SET)
1 in Singapore (SGX)

Even we may not know these regional hospitals, we could find them easily if we master the skills of 8 FA Weapons + Giant Detector. Of course, local people would confirm the choice is correct as these hospitals are well known.

We don’t have to get a doctor license nor knowing how to run a hospital business. We could become a business partner of these hospitals, sharing their profits while helping to save lives at the same time with this investment.

We could form a dream team with 10 key players in stock portfolio, 1 could be a healthcare giant stock. However, we must partner with a giant hospital stock, because not all the stocks in this sector are making money with long term growth prospect.

Filed Under: Stock Market Tagged: ,