Netcare (JSE: NTC) share price, discussion & sentiment

what's the difference between buying at 19.20 and waiting for a dip

ntc looking stronger lately, 19.20 is a decent level. healthcare demand isn't going anywhere and their emergency services side keeps them ticking over even when private admission rates dip. long term play if you can sit through the volatility, they've got assets that actually work for them unlike some of these spec plays.

NTC holding 19.20 is interesting because the margin pressure from medical inflation hasn't really let up, but if you look at the latest results the bed occupancy rates are actually tracking better than they were two years ago. Hospital stocks are boring until they're not, but the dividend yield at these levels makes sense if you believe load-shedding stabilises and private demand stays sticky.

R19.20, bit of green on the board today.

Been holding NTC a while now. At 18.83 it's not screaming value but the dividend yield is decent and they've actually managed the hospital capacity thing better than I expected given load-shedding. Problem is healthcare inflation keeps eating margins, so I'll believe sustained earnings growth when I see it.

Volume picked up the last couple weeks, more interest coming through at these levels.

Come on 18.83, keep running!

18.83 now. Well looky look!

Come on NTC, catch the express train!

18.83 and climbing, nice to see

Come on Netcare, run with it!

18.83 and holding green. Decent enough.

NTC at 18.15 is looking decent given what healthcare demand looks like going forward, especially with private coverage growing. The margin pressure from wage costs is real but if they can keep bed utilization up through the cycle it's a solid long play. Beats sitting in cash honestly.

NTC at 18.15 is still below pre-Covid levels when you adjust for the stuff that's happened with bed utilisation and the wage bill. But the recent SENS on patient volumes coming back is lekker, and if they keep debt flat while squeezing margins on the private book, there's a proper story here over 18 months. Might not be as sexy as the growth plays but the yield helps.

what exactly makes healthcare stocks move up or down, is it just load-shedding like everything else?

pulled the latest sens docs last night, healthcare thesis holding up ngl

30 RAND BY YEAR END MINIMUM!!!

Come on Netcare, run with it!

good morning everyone. healthcare demand staying firm regardless of the economy, eish. netcare's got that structural tailwind.

R17.92, bit of a wobble today hey