OUE Lippo Healthcare *Official* (SGX: 5WA)

[Perisher]

Last time LMT has battery issues with it's plane and everybody was dumping left and right while I hold. After a short sharp fall, it rise from the bottom and doubled within a year, still holding high.

Of course, the above is about a company suffering from a short term issue which when rectify, makes those who sold looks silly. The question here is, is IHC fundamentally a solid company suffering from a short term issue or is it a real problem that may/may not be solved?

Just saying.

 

[Litmuss]

Wahkao... What's your FA on this?

 

[sandwich]

Due to this?
http://www.straitstimes.com/busines...oposed-acquisition-of-healthway-to-be-revised

How many times did author say healthyway?

 

[Minx99]

too many landmines on SGX. best is to stay away and stick with the bigger caps.

Just be aware that bigger caps are not fail safe either. The current volkswagen
saga is a case in point

 

[kannis_ng]

Heat up the fry pan

 

[kannis_ng]

No la

Temasek bought in

Dats why drop

 

[ValueInvestor]

Just be aware that bigger caps are not fail safe either. The current volkswagen
saga is a case in point

yeah, even if buy blue chips
cannot all in one counter

always good to diversify have 5-20 solid counters to hold

 

[itedino]

Healthcare stock damm dangerous

 

[blackend]

http://www.panoptesconsulting.com/uploads/4/8/4/8/48489093/ihc_research_report.pdf

 

[Mecisteus]

Just be aware that bigger caps are not fail safe either. The current volkswagen
saga is a case in point

thats true also.

you can make your own assessment and decide.

5 out of 10 small caps are land mines

1 out of 10 big caps is a land mine

 

[NewInvestor]

thats true also.

you can make your own assessment and decide.

5 out of 10 small caps are land mines

1 out of 10 big caps is a land mine

That's why I am more partial to buying STI ETF these days. Need to spread risk among various blue chips.

 

[wahkao3]

someone pls post analysis of this

 

[klarklar]

What are some warning signs of this trap?

One that I can think of is the higher PB compared to other REITs.

 

[wahkao3]

What are some warning signs of this trap?

One that I can think of is the higher PB compared to other REITs.

valuations will not tell you of the traps
this trap is not even valuation related

 

[Shiny Things]

What are some warning signs of this trap?

One that I can think of is the higher PB compared to other REITs.

Maybe don't get involved in weird microcap merger-arb situations? It seems like this might have been some sort of weird pump-and-dump - looks like IHC was trying to keep its share price up so it could get the rights issuance away to buy Healthyway.

 

[ValueInvestor]

Operator controlled stock

Many retail investors got played out

 

[wahkao3]

Maybe don't get involved in weird microcap merger-arb situations? It seems like this might have been some sort of weird pump-and-dump - looks like IHC was trying to keep its share price up so it could get the rights issuance away to buy Healthyway.

what is "microcap merger-arb" ?


this merger's scheme is to issue NEW DILUTIVE shares from the acquirer (IHC) to the acquiree's (HMC) share holders.
no cash considerations.

1 thing for sure, whenever there's issuance of new dilutive shares, (rights issues, private placement) I will get very worried

 

[wahkao3]

Operator controlled stock

Many retail investors got played out

yes true
on hindsight, its easy to tell many retailers got played out
on foresight, how to tell?

lets see what we can learn from this incident, what are the signs and how to avoid in future

 

[xersion]

Today slight recover....

Sent from Xiaomi MI 4I using GAGT

 

[[[ForeverAlone]]]

watch out Q and M going to shoot up