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 EPF weighs £1.4bil sale of UK private hospitals

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TSsoul78
post Jun 4 2025, 09:11 PM, updated 7 months ago

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The hospitals, which an EPF-led consortium bought for about £700 million in 2013, are operated by Spire Healthcare Group Plc.

KUALA LUMPUR: EPF is preparing to sell a portfolio of UK private hospitals that are valued at about £1.4 billion (US$1.9 billion).

The fund has appointed broker Knight Frank to offer the 12 properties for sale, people with knowledge of the process said.


Representatives for EPF and Knight Frank declined to comment.

Can read more in sos below...

whistling.gif whistling.gif

sos: https://www.freemalaysiatoday.com/category/...ivate-hospitals
teehk_tee
post Jun 4 2025, 09:12 PM

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So means dividend 10% next yr?
fongsk
post Jun 4 2025, 09:26 PM

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I wonder WHY they want to divest this strategic income garner, almost like MAHB case. Something that we do not know?
fongsk
post Jun 4 2025, 09:28 PM

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QUOTE(teehk_tee @ Jun 4 2025, 09:12 PM)
So means dividend 10% next yr?
*
Hope long long la…if sale, our dividends will be even lower in the coming future as a constant source of income generator is lost. Does the gov need so much fund from EPF, that we must sell off?

https://www.nst.com.my/business/corporate/2...n%20fund%20said.
potatolala
post Jun 4 2025, 09:30 PM

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Just invest in snp500.

A solid 8% every year won’t be hard
Slowpokeking
post Jun 4 2025, 09:38 PM

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Good.

Another isinar please.
max_cavalera
post Jun 4 2025, 09:40 PM

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Power epf

Making good moneh from good yinvestment
kelvinfixx
post Jun 4 2025, 09:40 PM

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QUOTE(fongsk @ Jun 4 2025, 09:28 PM)
Hope long long la…if sale, our dividends will be even lower in the coming future as a constant source of income generator is lost.  Does the gov need so much fund from EPF, that we must sell off?

https://www.nst.com.my/business/corporate/2...n%20fund%20said.
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You are wrong, money can reinvest and generate better dividend.
nelson969
post Jun 4 2025, 09:43 PM

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QUOTE(teehk_tee @ Jun 4 2025, 09:12 PM)
So means dividend 10% next yr?
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never, at least would be last year, always mind set 5%
TSsoul78
post Jun 4 2025, 09:44 PM

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No point putting more investments into UK moving forward...

UK is already moving to WARtime stance... and getting ready for WAR in 2027.

EPF from a risk perspective also why wanna risk more exposure on EU/UK knowing tension is getting worst month after month...

DarkAeon
post Jun 4 2025, 09:45 PM

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QUOTE(kelvinfixx @ Jun 4 2025, 09:40 PM)
You are wrong, money can reinvest and generate better dividend.
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reinvest can also lose money. then dividen no more high sad.gif
knwong
post Jun 4 2025, 09:45 PM

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Hold for 12 years and double the return. Not bad. Good job!
bill11
post Jun 4 2025, 09:49 PM

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just buy over one of the insurance company here. Better the insurance premium benefit back EPF than let the money flow back to SG.
TSsoul78
post Jun 4 2025, 09:58 PM

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EPF should invest into BITcoin...

since now if anyone buys SNP500, they are indirectly having exposure to keriptos liao.. via COINBASE...
fongsk
post Jun 4 2025, 10:13 PM

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QUOTE(kelvinfixx @ Jun 4 2025, 09:40 PM)
You are wrong, money can reinvest and generate better dividend.
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Well, chances are will be re-invested in Malaysia, given PKX ‘advice’ last year. Read the article…. 38% of our investment in shares pervades generate 44% of income vs 62% domestic KLSE giving us 56%. And our forex gai. Is like 1 bn.

This post has been edited by fongsk: Jun 4 2025, 10:13 PM
fongsk
post Jun 4 2025, 10:16 PM

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QUOTE(DarkAeon @ Jun 4 2025, 09:45 PM)
reinvest can also lose money. then dividen no more high sad.gif
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Dow is back to almost its level pre tariff days, I think. KLSE is still dwindling at 1500 level, with international investor fleeing the bourse last week again, if I am not mistaken.

And our growth has been expected to slow down in 2H. The last set of KLSE companies performances are not indicative of good performance.


If we can get 5% dividend for 2025, be glad.
fongsk
post Jun 4 2025, 10:18 PM

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QUOTE(soul78 @ Jun 4 2025, 09:44 PM)
No point putting more investments into UK moving forward...

UK is already moving to WARtime stance... and getting ready for WAR in 2027.

EPF from a risk perspective also why wanna risk more exposure on EU/UK knowing tension is getting worst month after month...
*
The article
Mentioned that healthcare is one of the active segment that is expected to be profitable and have investors coming in….
lordgamer3
post Jun 4 2025, 10:23 PM

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Better sell hospitals in UK and reinvest janji proceed not for afterlife and brainwash funds.
Zhik
post Jun 4 2025, 10:25 PM

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QUOTE(fongsk @ Jun 4 2025, 09:26 PM)
I wonder WHY they want to divest this strategic income garner, almost like MAHB case.  Something that we do not know?
*
well last time, if u read the timeline. It is inevitable to save the fund
SUSfuzzy
post Jun 4 2025, 10:25 PM

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QUOTE(fongsk @ Jun 4 2025, 10:18 PM)
The article
Mentioned that healthcare is one of the active segment that is expected to be profitable and have investors coming in….
*
user posted image

Revenue has fell for 3 quarters straight.

This is good sign ke?
TSsoul78
post Jun 4 2025, 10:27 PM

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When war time comes...

user posted image


SUSfuzzy
post Jun 4 2025, 10:28 PM

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QUOTE(fongsk @ Jun 4 2025, 10:13 PM)
Well, chances are will be re-invested in Malaysia, given PKX ‘advice’ last year.  Read the article…. 38% of our investment in shares pervades generate 44% of income vs 62% domestic KLSE giving us 56%.  And our forex gai. Is like 1 bn.
*
That's because domestic investment includes government securities, loans and bonds, etc.. So fixed income stuff plus equities.

While overseas is pure equities, that is why the returns are more moderated given equities was on a bull run last year.

EPF cannot invest 100% into equities, else last quarter they would be 20% or so down post Trump election. Then you will complain why they can't manage.


9m2w
post Jun 4 2025, 10:38 PM

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QUOTE(fongsk @ Jun 4 2025, 10:13 PM)
Well, chances are will be re-invested in Malaysia, given PKX ‘advice’ last year.  Read the article…. 38% of our investment in shares pervades generate 44% of income vs 62% domestic KLSE giving us 56%.  And our forex gai. Is like 1 bn.
*
38% is EPF peak overseas investment holdings. The previous high was 37% before being pared down in 2022 to fund withdrawals


fongsk
post Jun 4 2025, 10:49 PM

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QUOTE(Zhik @ Jun 4 2025, 10:25 PM)
well last time, if u read the timeline. It is inevitable to save the fund
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But why? It is a constant income generator.
fongsk
post Jun 4 2025, 10:51 PM

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QUOTE(fuzzy @ Jun 4 2025, 10:25 PM)
user posted image

Revenue has fell for 3 quarters straight.

This is good sign ke?
*
I don’t know but what I see is a healthy revenue stream at that.
fongsk
post Jun 4 2025, 10:52 PM

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QUOTE(fuzzy @ Jun 4 2025, 10:28 PM)
That's because domestic investment includes government securities, loans and bonds, etc.. So fixed income stuff plus equities.

While overseas is pure equities, that is why the returns are more moderated given equities was on a bull run last year.

EPF cannot invest 100% into equities, else last quarter they would be 20% or so down post Trump election. Then you will complain why they can't manage.
*
Agree but I do expect that more shd be allocated overseas for better returns vs local bourse which is almost lifeless now.
9m2w
post Jun 4 2025, 10:57 PM

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QUOTE(fongsk @ Jun 4 2025, 10:51 PM)
I don’t know but what I see is a healthy revenue stream at that.
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So it's a coin toss between

slow and steady dividend returns, May not outperform the other foreign assets out there with the slowing revenue growth

Or selling high

And based on what your article said the NHS turning to private health care more and more as their public health care creaks under the pressure

Another coin toss. Is this a bubble since UK govt can afford to only pay so much for so long in this economy

There's a reason this TS share this and hint it isn't epf related


vexus
post Jun 4 2025, 10:59 PM

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to cover LTAT lubang?
SUSfuzzy
post Jun 4 2025, 11:00 PM

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QUOTE(fongsk @ Jun 4 2025, 10:52 PM)
Agree but I do expect that more shd be allocated overseas for better returns vs local bourse which is almost lifeless now.
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Can not because BMX no rike.
fongsk
post Jun 4 2025, 11:01 PM

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QUOTE(9m2w @ Jun 4 2025, 10:57 PM)
So it's a coin toss between

slow and steady dividend returns, May not outperform the other foreign assets out there with the slowing revenue growth

Or selling high

And based on what your article said the NHS turning to private health care more and more as their public health care creaks under the pressure

Another coin toss. Is this a bubble since UK govt can afford to only pay so much for so long in this economy

There's a reason this TS share this and hint it isn't epf related
*
Ok, understand. To me, at such stage of supposedly world economic turbulence caused by trumpnomics , it is better to stay and be prudent. Maybe I have less appetite for risks, than EPF I suppose. I suppose the EPF managers are better informed than me with their experience and background. I am no financial expert.
Boomwick
post Jun 4 2025, 11:36 PM

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Because sozai ukraine go and bomb kao russia planes with drones, and the market now will factor in european nuclear war into it.. will turn into a massive wasteland..
soulknight
post Jun 4 2025, 11:44 PM

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QUOTE(fongsk @ Jun 4 2025, 09:26 PM)
I wonder WHY they want to divest this strategic income garner, almost like MAHB case.  Something that we do not know?
*
to cover cost of someone planned kota development.
fongsk
post Jun 5 2025, 05:34 AM

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QUOTE(soulknight @ Jun 4 2025, 11:44 PM)
to cover cost of someone planned kota development.
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Possible also.
Syie9^_^
post Jun 5 2025, 03:17 PM

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UK got NHS.

Private Hospital will last? hmm.gif

its better repatriate the funds and fix Malaysia health care
blmse92
post Jun 5 2025, 03:28 PM

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we must trust the fund manager in the higher ups in EPF office. our 1 trillions MYR funds is in their hands. careful yo and good luck


owai
Mixxomon
post Jun 5 2025, 03:43 PM

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QUOTE(Syie9^_^ @ Jun 5 2025, 03:17 PM)
UK got NHS.

Private Hospital will last? hmm.gif

its better repatriate the funds and fix Malaysia health care
*
That's like saying Malaysia got KKM RM1, why go private hospital. But private hospital here flourishing.

Their NHS is a shithole. At the same time, private also not exactly affordable.

This post has been edited by Mixxomon: Jun 5 2025, 03:44 PM
Syie9^_^
post Jun 5 2025, 04:08 PM

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QUOTE(Mixxomon @ Jun 5 2025, 05:13 PM)
That's like saying Malaysia got KKM RM1, why go private hospital. But private hospital here flourishing.

Their NHS is a shithole. At the same time, private also not exactly affordable.
*
similar story, just different locality.

laugh.gif laugh.gif
Jenn77
post Jun 5 2025, 04:14 PM

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QUOTE(soul78 @ Jun 4 2025, 09:44 PM)
No point putting more investments into UK moving forward...

UK is already moving to WARtime stance... and getting ready for WAR in 2027.

EPF from a risk perspective also why wanna risk more exposure on EU/UK knowing tension is getting worst month after month...
*
I concur. Been reading about the WAR preparations and the bad economy alarms in EU/UK. Perhaps its a wise move for EPF to not invest there..

 

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