Chindex International, Inc. (CHDX)

2/14 in Health Care Distributor -(62.0@A+/A+)

American company, Bethesda based, with a generation of experience in China and Hong Kong, provides two key services: American quality medical care, cardiology and oncology through wholly-owned hospitals and clinics , and a number of exclusive contracts to provide worldbest technologies , such as Siemen ang GE imaging devices, Intuitive Surgicals state of the art robotic surgery platform and supplies, very high priced items with outstanding margins for this exclusive seller. With rapid growth expectations and a mere 15 million shares with healthy owner participation, this sounds like big potential as the Chinese consumer just enters the area of demanding Euro-American quality medical care and technology

What little I know of them impresses me. Most impressed by their management team. Key leaders of the company have been there since they founded in early eighties.

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Foreigner-centric hospitals/clinics in Beijing and rumored new opennig coming in Guangzhou (150 beds!) to target wealthy local Chinese. If they can pull off the shift to local Chinese patient base they stand to do very well over the next 5 years.

China is on a roll-- but it is a slow one-- but in my view just enough to outperform.

This stock is one of the more trustworthy China stocks (as compared to Chinese oil stocks that seem 'manipulated' to me). The products are in demand and, well, slave labor is nothing if not efficient.

growth screen

Long-term pick that I think is trading pretty high right now. Still meets the Lynch method, though, and the potential for Chinese health care is mind-boggling. Has a great chance to smash all earnings estimates. Serving Hong Kong is a HUGE benefit. First started watching this at about $19 a while ago, wish I'd had the brains to buy it real life back then. Think it will dip to the low-mid 30s before rebounding and taking off, albeit somewhat more slowly.

Building western style hospitals in China,

Posted positive Earnings surprise recently. Good earning history.

I like this stock because, in addition to a base of ex-pats who demand Western medicine, Chinese middle classers are also demanding it. This latter demographic is going to get bigger in the coming years. Because of this, I opened a real position even before JP Morgan dropped $50 million into CHDX, largely to build new hospitals. The day this investment was announced, I doubled my position.

Stocks being BOUGHT/SOLD heavily by institutional investors. IBD

China, China, China. Location, location, location. If you're going to play in this market, this should be one of the winners.

Us run company operating in China. sounds profitable to me

Chinese health care, seems like a no brainer

China will pull this in...

This drug and medical appliance supplier is an American company doing business in China.

Uhhhh...
Well let's see - Chindex owns a small chain of hospitals in mainland China,
They also sell (and have very little competition in their chosen field) mostly all US made,
high quality,expensive,precision medical equipment in mainland China and HongKong.
They have an exclusivity contract with ISRG (Intuitive Surgical Inc) to sell in that area of
the world and have already sold 2 units in the past 18 months (one in HongKong and one in the PRC).
Now, these units are highly sought after and VERY expensive machines used for doing
very intricate and difficult operations by a surgeon using robotic arms and probes to perform
the operation while sitting at a distant console and controlling the operation using joystick
and button-type controls.
Besides being very precise because of all the robotics and miniaturized cameras used for the
operations - they have the advantage of very rapid patient recovery due to the minute size
of the incision made for the operation due to the use of robotics.
The ISRG equipment runs into various (est.approx 4-5) million US$ per unit - of which I presume CHDX receives at least a 10-15% commission per sale.
Considering the recent drop in the cost of the US$ lately...
Additionally - they only have 6-7 million shares outstanding.
You do the math.

asia's economy is large and growning, along with the need for healthcare.