CR Phoenixhealth (1515)

Re: CRPhoenixhealth (1515)

Postby winston » Thu Mar 30, 2017 2:56 pm

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<Result Ann>CRPHOENIXHEALTH Swings into Annual Loss RMB1.507B; Final Div HK6.3 Cents

CRPHOENIXHEALTH (01515.HK) announced that for the last year as of the end of December, the company swung into loss of RMB1.507 billion, against a profit of RMB167 million in a year-ago period.

The LPS equaled RMB1.67; a final dividend of HK6.3 cents was declared.

Source: AAStocks Financial News
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Re: CR Phoenixhealth (1515)

Postby winston » Sun May 28, 2017 9:06 pm

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There was considerable insider buying of health care services provider Phoenix Healthcare Group with a combined 805,000 shares purchased on May 19 at an average of HK$11.05 each. The trades were made on the back of the 19 per cent rebound in the share price since the last week of March from HK$9.31.

Chief executive officer Wu Po Tao recorded his first on-market trade since his appointment in October 2016 with 273,000 shares purchased on May 19 at HK$10.94 each. The trade increased his holdings by 9 per cent to 3.449 million shares or 0.27 per cent of the issued capital.

Vice Chairman Cheng Libing, on the other hand, acquired shares above his sale price in June 2016 with 273,000 shares purchased on May 19 at HK$10.98 each. The trade boosted his stake by 29 per cent to 1.201 million shares or 0.09 per cent. He previously sold 20,000 shares in June 2016 at HK$10.37 apiece. Prior to that sale, the Cheng acquired a net 739,000 shares in May 2016 at an average of HK$10.97 each. Cheng was appointed to the board in February 2016.

Lastly, General manager Xu Ze Chang purchased 260,000 shares on May 19 at HK$11.26 each, which increased his holdings by 9 per cent to 3.208 million shares or 0.25 per cent. He previously sold 61,000 shares in May 2016 at HK$10.54 each. Mr. Xu joined the group in 2004.

Source: SCMP
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Re: CR Phoenixhealth (1515)

Postby winston » Fri Aug 25, 2017 1:26 pm

<Result Ann>CRPHOENIXHEALTH Interim Net Profit Up 149.34%

CRPHOENIXHEALTH (01515.HK) announced that for the interim period as of the end of June, the net profit rose 149.34% yearly to RMB325 million.

The EPS equaled RMB0.25; no interim dividend was declared.

Source: AAStocks Financial News
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Re: CR Phoenixhealth (1515)

Postby winston » Fri Aug 25, 2017 1:29 pm

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Jul 31, 2017

<Research Report>Deutsche: CRPHOENIXHEALTH Interim Profit Tops Estimates; Target Raised to $14.5

Deutsche Bank issued a research report, saying that CRPHOENIXHEALTH (01515.HK) expected the interim net profit to soar 125% year on year, whereas the company's core earnings will rise 40% yearly, more than the research house's expectation of 4%.

Deutsche Bank raised CRPHOENIXHEALTH's 2017 core earnings forecast by 11% and net profit forecast by 41%, with the target price lifted from $13.5 to $14.5 and rating Buy.

Source: AAStocks Financial News
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Re: CR Phoenixhealth (1515)

Postby winston » Thu Nov 09, 2017 11:21 am

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CR Phoenix Healthcare (1515 HK) : BUY
Mkt. Cap: US$1,691m I 3m Avg. Daily Val: US$5.6m
Last Traded Price ( 7 Nov 2017): HK$10.20
Price Target 12-mth: HK$11.80 (16% upside)

Key takeaways from conference call with the new CEO: Earnings growth through efficiency enhancement in 2017-19

We talked to the new CEO Mr. Han Yuewei (appointed in October 2017) about the company's
growth strategies

What’s New

We believe the company will boost efficiency of 50% of current capacities through collective
drug procurement and management change

Possible hospital asset injection from parent company after 2018 to be a share price driver

Maintain BUY with TP at HK$11.8

PE 30

Source: DBS

https://researchwise.dbsvresearch.com/R ... E=dbijbk-b
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Re: CR Phoenixhealth (1515)

Postby winston » Tue Dec 05, 2017 10:08 am

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CRPHOENIXHEALTH(1515)

Analysis:

China Resources Phoenix Healthcare Holdings (1515) focuses on the business model of "hospital group+" to expand its hospital network and enhance its comprehensive management capability of hospitals.

As of 30 June 2017, the network of the Group covers 108 medical institutions under investment, management or contractual arrangement, with approximately 11885 beds in operation, widely spread over key regions including Beijing, North China, East China, Central China and South China.

With 7 Grade III hospitals, 14 Grade II hospitals, 87 Grade I hospitals and community clinics, it
provides a full range of multi-level healthcare services such as clinical diagnosis and treatment, healthcare management, public health and a combination of medical treatment and elderly care. (I do not hold the above stock)

Strategy:
Buy-in Price: $9.70, Target Price: $10.80, Cut Loss Price: $9.15

Source: Phillips
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Re: CR Phoenixhealth (1515)

Postby winston » Wed Jan 31, 2018 10:03 am

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CRPHOENIXHEALTH(1515)
Analysis:

Speed Key, the second largest shareholder, sold all holdings during Jan 24th to 25th and the stock price sharply increased by 16.7% in two days.

We know from our checks that there is no significant change in fundamentals. As up to June 2017, the company achieved revenue of RMB862mn (+22.3%) and net profit excluding non-recurring profit or loss items of RMB193mn (+43%).

The company covers 108 medical institutions under investment, management or contractual arrangement, with approximately 11,885 beds in operation, widely spread over regions like Beijing, Anhui, and Hubei with huge population base.

CR Phoenix provides four types of services including general healthcare services, hospital management and consulting services, GPO business and other hospital-derived services, with GPM respectively 19.7%/92%/22.6%/67%.

As China has stepped into an aging society, we see increasing demand in healthcare market and expect the healthcare market to grow at CAGR 15% during 2016 to 2020E.

We highlight CR Phoenix`s SOE background and strong hospital network. We expect CR Group to input more quality healthcare assets into the listing company.

Strategy:
Buy-in Price: $11.46, Target Price: $15.00, Cut Loss Price: $10.50

Source: Phillips
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Re: CR Phoenixhealth (1515)

Postby winston » Thu Feb 08, 2018 3:56 pm

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<Research Report>C Suisse Lifts CRPHOENIXHEALTH (01515.HK) Target to $15; Kept Outperform

Credit Suisse said that CRPHOENIXHEALTH (01515.HK)'s share price has lagged behind other healthcare stocks last year, trading at 40% discount to China or Asia-listed hospitals.

The investment rating was maintained at Outperform and the target price was lifted to $15 from HK$13.

Source: AAStocks Financial News
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Re: CR Phoenixhealth (1515)

Postby winston » Thu Jul 12, 2018 10:41 am

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CRPHOENIXHEALTH(1515)

Analysis:

CR Phoenix is the only listing platform dedicated in medical services of CR Group.

We consider its future drivers as three aspects:-

Firstly, lean management and discipline development to enhance the operation efficiency of hospital groups.

Secondly, accelerated M&A and integration, leveraging strong capability in post investment management and the Group`s management system.

Thirdly, continuous exploration of innovative formats for the healthcare industry, such as physicians` association, community Urgent Care Clinics and integrated medical and wellness services, with an aim of creating a greater derivative value of our hospital group.

The company realized total revenue of RMB1.88bn (+22.5%), core net profit of RMB379mn (+51.3%), and core EPS RMB0.3 (+7.1%).

We highlight CR Phoenix`s SOE background and strong hospital net work. We expect CR Group to input more quality healthcare assets into the listing company.

Strategy:
Buy-in Price: $9.16, Target Price: $10.50, Cut Loss Price: $8.00

Source: Phillips
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Re: CR Phoenixhealth (1515)

Postby winston » Tue Oct 02, 2018 11:16 am

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CRPHOENIXHEALTH(1515)

Analysis:
The company mainly manages the hospital investment management business in mainland China.

At present, a total of 1,062 hospital beds are managed (an increase of 6.5% over the same period of the year).

The medical business income is 3,174 million yuan, an increase of 5.8% over the same period of the year.

The company is currently committed to obtaining more state-owned hospital projects, is actively negotiating with a number of state-owned hospitals.

In addition, the group has ten thousand reserve beds that can be injected into listed companies. The company has abundant underlying hospital assets, including new state-owned hospital projects and hospital assets that the group itself can inject.

The company is also involved in the GOP business of its hospitals, that is, the integration of hospital medical supplies and non-m edical materials formed by the centralized procurement business.

In the first half of the year, GPO`s gross margin fell by about 7.0% to $94.69 million, which is expected to improve after the impact of the two-vote system is eliminated in 2019.

Strategy:
Buy-in Price: $7.12, Target Price: $8.50, Cut Loss Price: $6.50

Source: Phillips
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