Friday, August 20, 2010

*** Thought of the day ***

Informatics has seen heavy volumes in volatile trades on news that Peter Lim has amassed a 19.1% stake over the past weeks, behind Vincent Tan’s 30.8%. Peter Lim has also recently bought a 29.6% stake in TMC Life Sciences, a listed M’sian healthcare coy offering fertility treatment services. This makes him the 2nd largest s/holder behind Vincent Tan, who owns a 31% stake. Will these 2 bedfellows sleeping in together in 2 listed beds remain just strangers?

Is there a possibility of of TMC Life (mkt cap: RM309m) being injected into Informatics (mkt cap: $228m) or vice versa? Would Healthway Medical (mkt cap: $335m) where Peter Lim holds a 7.2% stake, be brought into the equation? I welcome all to ponder on this…

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