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

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 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.

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.

PHP taking a knock today at R20.65, down 2.13%, but the yield still looks decent compared to the broader healthcare REITs. Netcare's been more volatile this year, so PHP's defensive characteristics might be the safer play if you're after steady income rather than growth.

PHP up 0.86% today at R21.10, but trading at a noticeable discount to Mediclinic on valuation metrics. The property play angle gives it different risk exposure than pure healthcare operators, though dividend yield needs watching if they maintain distributions through this cycle.

PHP's operational leverage is compelling if you drill into note 3 of the annual report where they break down the property portfolio by occupancy rates and tenant quality. With healthcare real estate facing structural tailwinds from public-private partnership expansion, have we ad

PHP's 4.78% pullback reflects broader healthcare sector volatility, but the structural case remains compelling given South Africa's chronic undersupply of primary care infrastructure and the secular shift toward outpatient models. However, macro headwinds merit monitoring: elevat

PHP taking a knock today at R2092, down 1.32%, but healthcare property plays typically offer defensive characteristics with long-term tenant stability that equities sometimes can't match. The real question is whether the yield justifies sitting in bricks versus picking up dividen