NTC just sitting flat at R1729 today, eish nothing happening 😅
Netcare Limited
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NTC up 1.17% today, that's lekker! Is this healthcare thing finally moving or just a quick jump 👀
Netcare up 1.17% today, that's lekker to see in healthcare. Been holding this one because we need strong local medical companies if we're building wealth.
NTC up 1.17% today at R1729, not bad eh. How does it compare to other healthcare stocks like Mediclinic or Life Healthcare, anyone know which one's better value rn?
Everyone's happy with NTC at R1707 today but I'm not convinced this healthcare play is worth the price right now, the gains feel too easy and I reckon there's more downside coming before I jump in.
NTC's modest 1.18% gain to R1714 reflects the market's cautious positioning on healthcare inflation dynamics, where SARB's rate trajectory will ultimately determine whether private hospital operators can sustain margin expansion against wage pressures and medical aid claims infla
NTC trading at R1697 with a modest pullback today, but the healthcare play still offers better yield visibility than Mediclinic given our local demographics tailwind. Private healthcare exposure in SA remains structurally undervalued relative to the bed capacity crunch we're seei
Netcare sitting at R1710 today, barely moved but I'm thinking about the bigger picture here. Healthcare stocks like this one are something we should be keeping tabs on cause people always gonna need medical services, hey.
Everyone's spooked by that 1.38% drop today but healthcare demand isn't going anywhere in SA, so why is everyone selling? Could be a good time to grab some before it bounces back.
NTC dropped 0.57% today, is this a buying opportunity or should I wait longer before jumping in?
NTC down 0.96% to R1748 while Mediclinic's been holding firmer this week. Healthcare's tired but NTC's the laggard here.
NTC down 1.02% to R1747 while Mediclinic's sitting firmer this week — healthcare bed capacity's tight but Netcare's leverage still spooking the market more than their competitor's.
NTC is my main Healthcare exposure. R1756.00 — happy to average down.
Anyone else watching NTC at R1756.00? Looks like accumulation to me.
NTC at R1751 and climbing - that 1.27% gain today is quiet but the healthcare demand isn't slowing down, so I'm not complaining about steady upward pressure.
NTC dropping 1.27% to R1708 on a day like this suggests fund rotation out of healthcare. At these levels, you're paying for a mature operator with thin margins - where's the upside if bed utilization stays under pressure?
NTC at R1730 is creeping up but healthcare stocks still feel undervalued given the demand. Need to see if they can actually improve operational margins this quarter.
R1730 up 0.99% feels lazy given NTC's bed utilisation climbing and private healthcare demand holding firm. Market's pricing in too much pessimism on the interest rate side.
NTC at R1730 is trading on a weak balance sheet while healthcare demand stays solid. That dividend yield isn't enough to justify holding through another earnings miss.
NTC at R1676 barely moved today while Mediclinic's been getting hammered on rand weakness. Netcare's private hospital play is holding better than I'd expect given the economic headwinds.