Healthcare Sector’s Growth Prospects Draw Fund Flows
Singapore’s healthcare sector is typically viewed as defensive and poised to enjoy multi-year growth prospects. Between July and Dec 2018, the...
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Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
1.3k Views
The Week that Was in ASEAN@Smartkarma - Two Tightenings, Pure Gold, and Lippo Group Opportunities?
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
306 Views
AGM UG Healthcare: Better Utilization of Factories to Drive Results Going Forward
Yesterday I attended the AGM of UG Healthcare (UGHC SP) which was hosted at the YMCA Singapore on Orchard Road. The meeting confirmed that revenue...
429 Views
UG Healthcare: Good FY18 Results; Reversion to Industry Average Margins = Potential 200%+ Upside
UG Healthcare (UGHC SP) remains severely undervalued after it reported strong full-year 2018 results and has a promising outlook for 2019...
490 Views