Ramsay's Overdue Update on the KKR Proposal
KKR is interested but is looking to nudge the price down. A potential binding offer's risk/reward profile is favourable due to the limited downside...
468 Views
Raffles Medical (RFMD SP): Stellar H1 Performance Driven by Resumption of Medical Tourism
Raffles Medical’s H1 revenue grew 11%, while net profit jumped 51%. Resumption of medical tourism and returning of domestic patients seeking...
503 Views
Ramsay Health's Offer Spread Risk/Reward
At the last close, the risk/reward profile is favourable as the downside due to a deal break (-10% estimated decline) is lower than the upside...
578 Views
The Week That Was in ASEAN@Smartkarma - Philippines Election,Thai Bev, and XL Axiata
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
357 Views
Raffles Medical (RFMD SP) - Doubts About the Outlook Weigh on Bullish Sentiment
The revenue from medical tourism would just partially offset the decline of COVID-19 related revenue.RMG's revenue/earnings in FY22-23 may go...
417 Views