Primary Health Prop (JSE: PHP)

19.86, knocking on 20's door.

19.86, nearly at 20. Let's see if it holds.

19.33 now, down a bit today eish

19.33 now, down 2%. Eish.

Good Morning Everyone. 19.81 now, that's 2.38% up. Knocking on the door of 20.

19.81 now. testing that 20 level.

19.81 now, knocking on 20

Hello 20.15, that's lekker.

R20.15, through the R20 now.

20.15 now, through that 20 level!

20.22, through the 20 level. Nice.

R20.22, through the level. Lekker!

Dip at R20 is worth a nibble ngl, healthcare property not going anywhere

php sitting right on r20 support, which is solid given the rental yield on those medical properties. if it holds here the setup looks decent for a bounce, healthcare reits usually get legs when rates eventually stabilize. thin on the way up though so dont expect it to just rip.

PHP sitting at R20.16 and honestly the property yield isn't terrible if you're in it long term, but ngl the clinic lease model depends on footfall staying decent through load-shedding and cost pressures. let's get a contract with a big corporates healthcare plan and then it will run, simple as that.

PHP needs some Springbok resilience, not this bleeding out vibe

php sitting nicely at r25 and ngl the property portfolio they're holding is actually solid, especially with all the clinic demand post covid. beats waiting around for another property stock to move and at least u know healthcare assets aren't going anywhere, eish. long hold for me.

PHP sitting at R25.00 and people still crying about waiting for profit, meanwhile Mediclinic was burning cash for years before it became what it is now. These guys own prime healthcare real estate across SA with actual tenants paying rent, thats not nothing. Long term this prints money once you stop looking at quarterly noise.

php sitting at r25.00 and the yield's still decent if you're holding for the rental income. what's interesting is they've been selective on acquisitions lately, not just buying anything with a pulse like some property plays do. the tenant quality matters more than square footage when you're leasing to medical practices, they don't skip rent.

PHP sitting on R25.00 and the property yield is looking thick compared to the office garbage everyone else holds. Medical real estate doesn't care about load-shedding, keeps printing rent. If they can keep occupancy up through the cycle this catches the express train, big dogs dont cook they eat.