Optimism On KPJ For Asset Utilisation And M&A Plans
Optimism On KPJ For Asset Utilisation And M&A Plans
Despite potential challenges such as ageing infrastructure and limited scalability, MIDF believes KPJ is well-positioned to manage these risks effectively. The group's approach aligns with its 5-Year Strategic Plan, ensuring a balanced path forward.KPJ Healthcare Berhad (KPJ) has focused on optimising existing resources to boost its bed utilisation rate while seeking new merger and acquisition opportunities, according to a report by MIDF Amanah Investment Bank (MIDF).
据马来西亚国内发展银行报告，KPJ医疗保健有限公司（KPJ）致力于优化现有资源，提高床位利用率，并寻求新的并购机会。
The hospital group's bed occupancy rate (BOR) reached 60% in 1QCY24, nearing the full-year rate of CY23. It aims to increase its bed count by around 400 by the end of CY24, capitalising on expansions in its Malaysian hospitals and rising demand for healthcare services.
医院集团的床位占用率（BOR）在1QCY24达到了60％，接近CY23全年的利用率。该集团旨在通过利用其马来西亚医院的扩张和对医疗保健服务需求的增加，到CY24年底将其床位数量增加约400张。
MIDF maintains its BUY recommendation on KPJ, with an unchanged target price of RM2.54. The bank views the group's strategy to optimise current assets as cost-efficient and timely given the strong performance in healthcare tourism, which contributes around 5%-6% of its total business.
MIDF保持对KPJ的买入建议，目标价不变为2.54令吉。该银行认为该集团优化当前资产的策略在成本效益和时效性方面表现出色，考虑到医疗旅游表现强劲，医疗旅游占其总业务的5％-6％。
Despite potential challenges such as ageing infrastructure and limited scalability, MIDF believes KPJ is well-positioned to manage these risks effectively. The group's approach aligns with its 5-Year Strategic Plan, ensuring a balanced path forward.
尽管存在潜在的挑战，如老化的基础设施和有限的可扩展性，但MIDF认为KPJ有能力有效应对这些风险。该集团的做法与其5年战略计划相一致，确保了一条平衡的前进之路。
