Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>As we are heading into 2023, let us look back on the performance of some of our global healthcare stocks recommended throughout 2022.</li>
<li>Four stocks on which I am bullish, generated more than 50% return since their recommendations. 10 stocks on which I am bearish plunged more than 20%.</li>
<li>For 2023, investors should continue to focus on established healthcare companies, having strong and flexible balance sheet with muti-year revenue visibility.</li>
</ul>


As we are heading into 2023, let us look back on the performance of some of our global healthcare stocks recommended throughout 2022.
Four stocks on which I am bullish, generated more than 50% return since their recommendations. 10 stocks on which I am bearish plunged more than 20%.
For 2023, investors should continue to focus on established healthcare companies, having strong and flexible balance sheet with muti-year revenue visibility.


2022 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/classys" target="_blank" data-smartkarma-citation="entities:29688:1" rel="noopener">Classys (214150 KS)</a>, under new management, has announced a treasury stock acquisition program of KRW20 billion through March 2023. As of June 2022, Classys had cash equivalents of KRW68 billion.  </li>
<li>Global expansion of Classys’ latest lifting product, Shrink Universe is the near-term growth driver. The product is seeing steady domestic demand, with cumulative sales exceeding 1,000 units.</li>
<li>In August Classys received approval for its new skin care product Volnewmer. The company is expected to start selling Volnewmer in Q3 and initially targeting 100 units for the device.</li>
</ul>



Classys (214150 KS), under new management, has announced a treasury stock acquisition program of KRW20 billion through March 2023. As of June 2022, Classys had cash equivalents of KRW68 billion.  
Global expansion of Classys’ latest lifting product, Shrink Universe is the near-term growth driver. The product is seeing steady domestic demand, with cumulative sales exceeding 1,000 units.
In August Classys received approval for its new skin care product Volnewmer. The company is expected to start selling Volnewmer in Q3 and initially targeting 100 units for the device.


Classys (214150 KS): Overseas Expansion +Portfolio Enlargement = Consistent & Sustainable Growth

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<li>
<a href="https://www.smartkarma.com/entities/classys" target="_blank" data-smartkarma-citation="entities:29688:1" rel="noopener">Classys (214150 KS)</a> insiders have transferred 61% stake to private equity company Bain Capital for KRW670 billion. The deal values the shares at KRW17,000.</li>
<li>Bain Capital has already invested in two beauty products companies in Korea. Both of the deals remained highly profitable for Bain. Classys is Bain’s third investment in the same space.</li>
<li>Classys, with its differentiated and competitive products, is expanding its geographic presence. Consumables account for 49% of total revenue, thereby creating a stable and recurring revenue source for the company.</li>
</ul>



Classys (214150 KS) insiders have transferred 61% stake to private equity company Bain Capital for KRW670 billion. The deal values the shares at KRW17,000.
Bain Capital has already invested in two beauty products companies in Korea. Both of the deals remained highly profitable for Bain. Classys is Bain’s third investment in the same space.
Classys, with its differentiated and competitive products, is expanding its geographic presence. Consumables account for 49% of total revenue, thereby creating a stable and recurring revenue source for the company.


Classys (214150 KS): Bain Capital Deal Implies 11% Upside Potential

South Korea

Classys Inc. operates as a medical equipment manufacturing company. The Company develops and sells non surgical painless fat reduction instruments, fat freezing fat reduction instruments, and other products. Classys markets its products worldwide.

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Classys (214150 KS)

2022 in Rear Mirror View: Top Performers From My Global Healthcare Coverage Universe

From my coverage universe, two Taiwanese stocks generated 59% and 71% returns in nearly six months. New product launch and geography expansion are...

Tina Banerjee