Est. in 1976, Raffles Medical Group (RMG) has grown from only two clinics to be one of the leading medical groups in Singapore with the largest private group practice. The Group operates within three business segments, mainly healthcare services, hospital services and investment holdings.
Investment Thesis:
- Despite Raffles Medical Group’s fundamentals and strong economic moat, we believe paying a premium of 56%% based on current market prices to be unjustified.
- Stronger growth in Healthcare segment from FY2016E onwards with potential risks from competition within the region.
The full report can be found below and free to be downloaded via Scribd.
Qualivian Investment Partners July 2022 Performance Update
Qualivian Investment Partners performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our July 2022 performance report below for your review. Qualivian reached its four year track record in December 2021. We are actively weighing investment proposals. Starting in November Read More
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