CAJ 1.61% 31.5¢ capitol health limited

Ann: Preliminary Full Year Results, page-34

  1. 6,426 Posts.
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    Nice to see analysts starting to seriously recognize the 20% Enlitic holding. If that hits unicorn status, the holding will be more than the current EV of CAJ.

    CAJ is looking to be an ideal holding in this space. It has the defensive characteristics of a medical service business, but the blue sky of a biotech. Additionally, the blue sky component is actually an insurance policy against the modernization of diagnostic imaging should this space become more competitive and AI ends up being the main method of diagnosing in the not too distant future. It will definitely hit China much earlier than anywhere else in the world.
 
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30.5¢ 31.5¢ 30.5¢ $676.8K 2.174M

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5 325773 31.0¢
 

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31.5¢ 459998 3
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