From "Stupid Cheap" to "Stupid Expensive"
Shares of UMP Healthcare Holdings Ltd (722 HK) have tripled over the past eight weeks. The transition to an "asset light" model for the PRC...
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Roundup of the Medical Examination Sector
Shares of IKang Healthcare Group (ADR) (KANG US) have pulled back to around US$14/ADS since our last Insight Drifting Along, But Business Holding...
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Drifting Along, But Business Holding Together
IKang Healthcare Group (ADR) (KANG US) reported December quarter (March FY) results that were consistent with recent trends. Revenue growth was...
766 Views
Limbo for IKang Healthcare
iKang Healthcare’s shares have declined by 12% from US$19.57 in June to US$17.27 currently, and now trade at a 15%+ discount to the suggested offer...
403 Views
Final Points to Consider on Fullerton
The deal terms and final disclosures for the Fullerton Healthcare listing are now available. We will wrap up our discussion from our previous...
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