IHH Healthcare Seen as Defensive Play Despite Policy Risks -- Market Talk

Dow Jones

01/27

0219 GMT - IHH Healthcare is seen as an "effective hedge" against rising policy intervention in Malaysia's private healthcare sector, supported by its geographically diversified earnings, RHB IB analyst Eddy Do says in a note. Valuations and earnings are still expected to grow despite slower growth in constant currency terms in 2026, though reported growth may be weighed by a stronger ringgit, he says. IHH's disciplined execution, regional footprint and focus on higher-income patients should support earnings resilience. Do raises his 2025-2027 earnings estimates on IHH by 4%, 2% and 2.7%, respectively, to factor in a better margin outlook. RHB raises IHH's target price to MYR9.52 from MYR9.14 and maintains a buy rating on the stock. Shares are 0.7% higher at MYR8.72. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

January 26, 2026 21:19 ET (02:19 GMT)

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Valuations and earnings are still expected to grow despite slower growth in constant currency terms in 2026, though reported growth may be weighed by a stronger ringgit, he says. IHH's disciplined execution, regional footprint and focus on higher-income patients should support earnings resilience. Do raises his 2025-2027 earnings estimates on IHH by 4%, 2% and 2.7%, respectively, to factor in a better margin outlook. RHB raises IHH's target price to MYR9.52 from MYR9.14 and maintains a buy rating on the stock. Shares are 0.7% higher at MYR8.72. (yingxian.wong@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 26, 2026 21:19 ET (02:19 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"XBI","symbol_name":"SPDR S&P Biotech ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2606763552","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2606763552","pubTimestamp":1769480340,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0219 GMT - IHH Healthcare is seen as an \"effective hedge\" against rising policy intervention in Malaysia's private healthcare sector, supported by its geographically diversified earnings, RHB IB analyst Eddy Do says in a note. 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