Shanghai/Shenzhen Connect Ideas: Technologies, Porks and Hard Liquors (2019-05-17)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
755 Views
Europe M&A: Huadong's Offer for Sinclair Looks a Done Deal
After confirmation of discussions of the merger back in early July, Sinclair Pharma (SPH LN) announced it has entered into an Offer Agreement with...
524 Views
EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
588 Views
Global Pharmaceuticals: Valuations, Assets and Leverage Up - Margins Down
We examined ten years of accounting and valuation data for the pharmaceutical companies around the world with sales of US$100m+ and created...
565 Views
Top Chinese Pharma Companies Seeking Deals in the US
The top 20 Chinese pharmaceutical companies are seeking US acquisitions, taking advantage of a lull in healthcare M&A because of regulatory...
521 Views