Jan[5] - Unsung Heros

Local healthcare sector has been facing competition such as rising competitors in regions, higher operation cost, declining medical tour groups, etc. However, some of them still produce outstanding results, such as Singapore O&G which shows growth of 40% yoy. Talkmed's earning over last 9 month down 21% yoy but some positive growth was seen for last quarter. With its CEO back from suspension, earning could be stable down. ISEC has outlets across western Malaysia and Singapore. Recently it has been exploring Myanmar market, pending for approval from several government bodies.

Fundamentally, these three counters look attractive with heavy net cash position and consistent pay out in dividends. While market has been weakening, healthcare sector could provide necessary shelter for your investment fund.