Primary Health Prop (JSE: PHP) share price, discussion & sentiment

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.

PHP down 0.75% today to R19.80 but the dividend yield is still sitting pretty. Anyone else noticing the healthcare REITs are lagging while the broader market recovers, or is there something specific about property valuations in this space that's weighing on sentiment?

PHP taking a knock today at R20.04, but with that 6.5% yield the pullback might be gift wrapping an entry for income hunters. Anyone else seeing value here or are the healthcare headwinds still too fresh?

PHP taking a knock today at R20.04, but with those clinics still pushing through load-shedding disruptions, are we overreacting to a single day's dip or is there something deeper in the numbers I'm missing?

PHP's 6% pop today suggests the market is catching onto something positive, possibly earnings momentum or sector rotation into defensives. At R21 the valuation still looks reasonable for a healthcare play with steady cash flows, though you'd want to confirm dividend sustainabilit

been digging thru the latest MD&A and PHP's occupancy rates are still solid but the yield compression from the rand weakness is real, especially with most tenants paying in local currency while their debt servicing gets hit. property valuations held up ok in the last revaluation but if we see another 10-15% rand slide that changes the math pretty quickly. ngl the dividend looks safer than the capital appreciation story right now.

PHP sitting just below R20 and that's been the sticky point for months. Property yields under pressure with rate hikes, but the clinic portfolio is actually decent defensive play if you're holding long. Depends if you believe medical real estate bounces when rates finally drop, reckon most big players are sitting on the sidelines waiting to see.

Good Morning Everyone, PHP closed R19.74 which puts it below the R20 psychological level. Property yields on healthcare real estate in SA are getting squeezed with interest rates where they are, makes it tough for the rental income story to stack up against bond rates right now.

PHP needs a Springbok comeback, we're down but not out

PHP sitting at R20.12 and the property yield story feels tired when your tenants are struggling to pay rent. Medical real estate is supposed to be defensive but half these GPs are running on fumes post-covid. Rather watch how their collections actually hold up next quarter than chase a 5% yield.

Rental yields holding up, but capex heavy.

PHP sitting at R20.12 and honestly the rental yield on medical properties is still solid even if equities are getting hammered. Rate hikes have slowed down so the pressure on borrowing costs should ease, but tenants are still squeezed. Long-term view hasn't changed, these healthcare facilities aren't going anywhere, load-shedding hits everyone but doctors still need spaces. I'll keep holding as long as it takes for the market to stop being so jumpy about EM exposure.

All my PHP is red, man.