Optimism On KPJ For Asset Utilisation And M&A Plans
Optimism On KPJ For Asset Utilisation And M&A Plans
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).
根據MIDF Amanah投資銀行（MIDF）的一份報告，KPJ Healthcare Berhad（KPJ）專注於優化現有資源，以提高其牀位利用率，同時尋求新的併購機會。
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.
該醫院集團在 1QCY24 中的牀位佔用率（BOR）達到60％，接近23財年的全年牀位佔用率。它的目標是利用其馬來西亞醫院的擴建和對醫療服務的需求不斷增長，到24財年末將其牀位數增加約400張。
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維持對KPJ的買入建議，目標價保持不變，爲2.54令吉。該銀行認爲，鑑於醫療保健旅遊業的強勁表現，該集團優化流動資產的戰略具有成本效益且及時，該銀行認爲該集團優化流動資產的戰略具有成本效益且及時，該行佔其總業務的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.
儘管存在基礎設施老化和可擴展性有限等潛在挑戰，但MIDF認爲KPJ完全有能力有效管理這些風險。該集團的方法與其五年戰略計劃一致，確保了平衡的前進方向。