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Show Notes
IHH Healthcare Berhad MD Dr. Lim Cheok Peng discusses: IPO: - Cornerstone investors - bought 58 per cent of your IPO - merits to their financial stability and prestige - sheer number - 22 - a record - Why so many; - Lockup period - issues; - Minuscule allocation for retail portion - criticism - issues; BUSINESS: - Scale - merits - demerits; - And at an issue price of 2.80 ringgit, IHH debuted at a valuation of 93 times PE, similar to Facebook - issues; - Growth assumptions - issues; - Already paying about 75% of the capital expenditures for new beds - impact on earnings; - Turkey (37.5%), Singapore (36.9%) and Malaysia (21.5%) comprise the biggest revenue contributions (95.9% of revenue) - extent to which this mix is malleable -- whether SG and Turkey will remain as main; - In SG, trending towards single-bed wards -- whether regulatory - issues; - Dependence on private practitioners to develop practise within premises for Malaysian and Singaporean operations - issues; - Competition - Connexion One & Raffles Medical in Singapore - Singapore Healthcare 2020 Masterplan; - 42 per cent costs are on staff: specifically, doctors -- availability and affordability - key and potential limitations; - Suitable and qualified nurses, ancillary help - issues; - Latest results announcement - underlying growth - issues; - Dividends - issues; M&A - Whether plan to increase to 100 per cent, stakes in Turkish Acibadem Group from 60 per cent now; - And what of associate stakes in Apollo in India; - Acquisitions - MY - CH.
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