標題: 醫院股票
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發表於 2014-9-12 13:47  資料 文集 私人訊息 
醫院股票
Life Healthcare – a leading private hospital operator in South Africa.
http://www.lifehealthcare.co.za/


Hospital Corporation of America (HCA) is an American for-profit operator of health care facilities, the largest in the world.[1] It is based in Nashville, Tennessee and currently manages 162 hospitals and 113 freestanding surgery centers in the United States and United Kingdom.



Community Health Systems Inc. is a Fortune 500 company based in Franklin, Tennessee. It is the largest non-urban provider of general hospital healthcare services in the United States in terms of number of acute care facilities. As of January 2014, it operates 206 hospitals in 29 states.






[ 本帖最後由 chenleon1 於 2014-9-12 13:50 編輯 ]
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發表於 2014-9-12 13:53  資料 文集 私人訊息 
Tenet Healthcare Corporation (Tenet) along with its subsidiaries, is an investor-owned health care services company. Tenet operates 77 acute care hospitals, 173 outpatient centers, five health plans and six accountable care organizations.


Universal Health Services, Inc., owns and operates through its subsidiaries, acute care hospitals, behavioral health centers, surgical hospitals, ambulatory surgery centers and radiation oncology centers. As of February 28, 2013, it owned and/or operated 23 acute care hospitals and 197 behavioral health centers located in 37 states, Washington, D.C., Puerto Rico and the United States, Virgin Islands. As part of its ambulatory treatment centers division, it manages and/or own outright or in partnerships with physicians, five surgical hospitals and surgery and radiation oncology centers located in four states. Its operating segments consists of acute care hospital services and behavioral health care services. In April 2014, Universal Health Services Inc completed the acquisition of the Psychiatric Institute of Washington (PIW), a 124-bed behavioral health care facility and outpatient treatment center located in the District of Columbia.


Bangkok Dusit Medical Services Public Company Limited ( SET Symbol : BGH ) is the largest private hospital operator in Thailand in terms of patient services revenue and market capitalization with approximately THB 78.4 billion in assets as of June 2014. Bangkok Dusit Medical Services Public Company Limited ("BDMS") currently has 32 hospitals in Thailand and 2 hospitals in Cambodia. BDMS is focused on Bangkok and various high-growth markets in the Southern and Eastern regions of Thailand and oversea locations. The Company is committed to be the leading network healthcare provider by meeting the needs of Thai and foreign patients with high quality, internationally-accepted standards, and value for money services together with the state-of-the art medical technology.




[ 本帖最後由 chenleon1 於 2014-9-12 13:55 編輯 ]
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chenleon1 (leon)
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LifePoint Hospitals, Inc. (LifePoint), through its subsidiaries, operates general acute care hospitals in non-urban communities in the United States. As of December 31, 2011, the Company operated 54 hospital campuses in 18 states, having a total of 6,048 licensed beds. It generates revenue through hospital services offered at its facilities. In January, 2011, the Company formed a joint venture with Duke University Health System (Duke), with an objective to own and operate community hospitals, as well as improve the delivery of healthcare services in North Carolina. The Company’s hospitals provide the range of medical and surgical services. These services include general surgery, internal medicine, obstetrics, emergency room care, radiology, oncology, diagnostic care, coronary care, rehabilitation services, pediatric services, and, in some of its hospitals, specialized services, such as open-heart surgery, skilled nursing, psychiatric care and neuro-surgery.


怎麼泰國的醫院這麼賺錢呢?
Bumrungrad International is an internationally accredited, multi-specialty hospital located in the heart of Bangkok, Thailand. Founded in 1980, today it is the largest private hospital in Southeast Asia, with 580 beds and over 30 specialty centers. Bumrungrad offers state-or-the-art diagnostic, therapeutic and intensive care facilities in a one-stop medical center.

Raffles Medical Group (RMG) is a leading medical group and the largest private group practice in Singapore. As a fully integrated healthcare organisation, the Group owns and operates a network of family medicine clinics, a tertiary care private hospital, insurance services and a consumer healthcare division. Patients of the Group enjoy a continuum of care, from having their most basic healthcare needs met through the Group’s islandwide network of Raffles Medical clinics, to specialist and tertiary care at Raffles Hospital.

萊佛士醫療集團香港設有三所醫療中心 - 香港國際機場,太古坊及中環.






[ 本帖最後由 chenleon1 於 2014-9-12 14:03 編輯 ]
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發表於 2014-9-13 01:33  資料 私人訊息 
醫院大者恆大,所以這麼多間讓我選我會選:1.ROE>15
2.常利最大的
--->BDUUF
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chenleon1 (leon)
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發表於 2014-9-13 11:14  資料 文集 私人訊息 

費森尤斯歐洲股份兩合公司(德語:Fresenius SE & Co. KGaA)是一間總部位於黑森州巴特洪堡的德國醫療技術和保健公司。該公司是《財富》雜誌評出的世界500強之一,也是德國最大的製藥醫療服務企業和私立醫院運營商,於2007年7月13日正式建製為歐洲股份公司[2],並於2009年3月23日成為德國DAX指數的成分公司[3]。此外,費森尤斯還持有透析企業費森尤斯醫療的多數股權。







Rhon-Klinikum is a German cooperation of hospitals and clinics headquartered in Bad Neustadt an der Saale, Germany.[2] It is a leading private hospital group in Germany.





[ 本帖最後由 chenleon1 於 2014-9-13 11:17 編輯 ]
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chenleon1 (leon)
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發表於 2014-9-13 11:21  資料 文集 私人訊息 
HealthSouth Corporation (HealthSouth), is an owner and operator of inpatient rehabilitation hospitals. In addition to HealthSouth hospitals, it manages three inpatient rehabilitation units through management contracts. In August 2011, the Company sold five long-term acute care hospitals (LTCHs). In April 2013, it announced that it has completed the purchase of Walton Rehabilitation Hospital, a 58-bed inpatient rehabilitation hospital formerly owned by Georgia Rehabilitation Institute, Inc., and doing business as Walton Rehabilitation Hospital in Augusta, Ga. In June 2013, Surgical Care Affiliates Inc, a unit of HealthSouth acquired Health Inventures Inc. In June 2014, HealthSouth Corp raised its interest to 80% from 50%, in Fairlawn Rehabilitation Hospital in Worcester, Massachusetts from its joint venture partner, UMass Memorial Health Care.


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chenleon1 (leon)
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發表於 2014-9-17 08:29  資料 文集 私人訊息 
HCA:世界最大的醫院集團
Josephchu0616 發表於 2014-6-25 16:29  

HCA非研究或教育單位,只是單純的醫院,
收入並非直接來自使用者,
而是健保機構或保險公司,這類的第三者。

看HCA財報,第一眼就注意到
Provision for doubtful account 11.3%,
醫院還真是高風險行業,
不過羊毛出在羊身上,在收費時應該已經考慮進去了。

最大收入來自Managed Care and other insurers(54.6%),
在網上查了一下,美國健保制度還蠻複雜,
看完之後還是霧煞煞,
簡而言之Managed Care就是健保,
大部分雇主都採用Managed Care。
友說我們的健保就是ManagedCare,
健保機構會涉入醫療行為以控制成本減少浪費,
為人詬病的是Managed Care會造成醫院提供過少的醫療服務給病患。

Medicare(23.3%) 是針對65歲以上及身心障礙者的健保。
Medicaid(4.3%) 是低收入戶的健保。

http://thchou.blogspot.tw/2008/03/3-hmos-managed-care.html

HCA旗下有165家醫院(2009年有155家),
合計有42,896張病床,一般社區醫院約1-200張床。
病床使用率54%,
如果以後有買HCA的股票,希望他們能高使用率。
(這種期待好像怪怪的)。

平均每天有22,853住院病患,每年都有成長,
較2009年成長了約10%。
2013年掛急診的人數近7百萬也較2009年成長25%。

最大的成本是員工薪資福利佔341.8億營收的45%,
營收較2009年成長約27.7%,
但薪資成本成長約30.7%。
公司解釋留住好的人員是為確保公司競爭優勢。
公司在2006年被幾家PE聯手LBO後(淨值就負了),
現在背了288億的債務,每年利息約18.5億。

HCA提供給健保單位較優的折扣,透過簽約合作,
未來收入應該還是很穩定。
除非健保制度有較大對醫院不利的改革。

各種數據看起來覺得醫院是不錯的生意,
但HCA有些舉措實在看不懂:
1. 2011年重新上市不久後就從BOA手上回購股份
(約15%流通股數)
2. 2012年合計發了6.5元special dividend
3. 2014年PE拿2,950萬股出來賣,
公司回購其中7億5千萬元的股票。

一般公司會強調如何回饋股東,
但HCA除了強調股價表現外,其它都沒提,
感覺上HCA好像是PE的禁臠。

http://investor.hcahealthcare.com/press-release/hca-announces-sponsors-sell-approximately-295-million-shares-through-15-million-share-

Source: HCA 2013 10k






張貼者: 洪瑞泰 (Michael On) 於 上午1:45
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發表於 2015-2-6 12:42  資料 主頁 文集 私人訊息 
我也在等HCA,
特別喜歡買負債比超過100%,杜邦公式說會倒的公司。
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發表於 2015-2-6 13:40  資料 文集 私人訊息 
這種股票要等到 15% 不太好等, 想買一些先...
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發表於 2015-2-6 18:44  資料 私人訊息 
回應八及九樓∼我也是耶!!
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發表於 2016-3-1 22:20  資料 私人訊息 
Select Medical Holdings Corporation   ( 美股 SEM )


http://www.selectmedical.com





Our Services
As one of the nation's largest providers of specialized hospital, rehabilitative and outpatient care, Select Medical's more than 40,000 employees offer our patients a supportive and nurturing environment -- no matter where they are on their healthcare journey.

We operate more than 100 long-term acute care hospitals, specializing in medically complex cases.

Our 17 inpatient rehabilitation hospitals offer targeted therapeutic services under the direction of a physician specializing in physical medicine.



At nearly 1,500 outpatient centers, we offer physical and occupational therapy and/or occupational medicine. Our outpatient team also provides physical therapy and athletic training to approximately 300 high schools, colleges and professional sports teams.
We also provide contracted rehabilitation services to more than 400 nursing homes, hospitals, assisted living and senior care centers, schools and work sites.


Select Medical Holdings Corporation is an operator of both specialty hospitals and outpatient rehabilitation clinics in the United States based on number of facilities. The Company operates in two business segments: specialty hospital segment and outpatient rehabilitation segment.

The Company specialty hospital segment consists of hospitals designed to serve the needs of long term stay acute care patients and hospitals designed to serve patients who require intensive inpatient medical rehabilitation care.


The Company outpatient rehabilitation segment consists of clinics and contract therapy locations that provide physical, occupational and speech rehabilitation services. The Company also provides medical rehabilitation services on a contract basis at nursing homes, hospitals, assisted living and senior care centers, schools and worksites. As of December 31, 2014, the Company had operations in 41 states and the District of Columbia

[ 本帖最後由 kaka 於 2016-3-1 22:21 編輯 ]
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發表於 2017-10-13 13:16  資料 私人訊息 
HCA便宜價到囉~! HCA這半年來跌了近16%,曾試圖分析其原因,但就像chenleon1同學分享的,美國健保實在太複雜了,看了半天還是搞不太懂,只知道川普幹掉歐巴馬健保後藥局跟醫院都大受打擊,留給有研究的同學來補充了





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發表於 2017-10-13 13:34  資料 私人訊息 
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發表於 2017-12-2 23:43  資料 私人訊息 
醫院股,提供下列參考:
BDUUY,BUGDF,RYHTY,DVA
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