Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pegavision-corp" target="_blank" data-smartkarma-citation="entities:14805:1" rel="noopener">Pegavision Corp (6491 TT)</a> has started 2023 on a weak note. During 1Q23, the company recorded revenue of NT$1,460M, representing YoY decline of ~2% and QoQ decline of ~18%.</li>
<li>During January and February 2023, Pegavision’s Chairman, Guo Ming-Dong has sold 53K and 66K shares, respectively, thereby reducing his shareholding to ~1.57M from initial ~1.9M.</li>
<li>Disappointing monthly revenue, coupled with regular insider selling should limit the near-term upside potential of Pegavision. Since end of February, Pegavision shares have corrected 10%.</li>
</ul>



Pegavision Corp (6491 TT) has started 2023 on a weak note. During 1Q23, the company recorded revenue of NT$1,460M, representing YoY decline of ~2% and QoQ decline of ~18%.
During January and February 2023, Pegavision’s Chairman, Guo Ming-Dong has sold 53K and 66K shares, respectively, thereby reducing his shareholding to ~1.57M from initial ~1.9M.
Disappointing monthly revenue, coupled with regular insider selling should limit the near-term upside potential of Pegavision. Since end of February, Pegavision shares have corrected 10%.


Pegavision Corp (6491 TT): Near-Term Concerns To Limit Upside Potential

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Credit

<ul><li>Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe.</li><li>Daily silicones are still the primary factor in the contact lens industry's growth.</li><li>They also have the widest portfolio on the market with MyDay and clariti, which are available on various spheres, toric, and multifocal lenses.</li></ul>

Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe.Daily silicones are still the primary factor in the contact lens industry's growth.They also have the widest portfolio on the market with MyDay and clariti, which are available on various spheres, toric, and multifocal lenses.

The Cooper Companies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Equity Capital Markets

<ul><li>This is our first report on Cooper Companies, one of the largest producers of contact lenses in the world.</li><li>Daily silicones are still the primary factor in the contact lens industry's growth.</li><li>We initiate coverage on the stock of The Cooper Companies with a ‘Hold’ rating.</li></ul>

This is our first report on Cooper Companies, one of the largest producers of contact lenses in the world.Daily silicones are still the primary factor in the contact lens industry's growth.We initiate coverage on the stock of The Cooper Companies with a ‘Hold’ rating.

The Cooper Companies Inc.: Initiation of Coverage – Business Strategy & Key Drivers

<ul>
<li>
<a href="https://www.smartkarma.com/entities/global-cord-blood-corp" target="_blank" data-smartkarma-citation="entities:689:1" rel="noopener">Global Cord Blood (CO US)</a> shares are trading within a range and are expected to have limited upsides due to ongoing merger and policy overhangs.</li>
<li>The ongoing acquisition proposal from Haitong values the company at a steep discount to the peers and one recently concluded deal in the similar space.</li>
<li>The company reported muted Q2 results with flat q/q revenue growth and new subscriber adds. Surge in new Covid cases in China may prolong the business recovery.   </li>
</ul>



Global Cord Blood (CO US) shares are trading within a range and are expected to have limited upsides due to ongoing merger and policy overhangs.
The ongoing acquisition proposal from Haitong values the company at a steep discount to the peers and one recently concluded deal in the similar space.
The company reported muted Q2 results with flat q/q revenue growth and new subscriber adds. Surge in new Covid cases in China may prolong the business recovery.   


Global Cord Blood (CO US): Overhangs Persist; Weak Q2 Results Adds to Woe

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

The S&amp;P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the uptrend channel and could fall 2.75%-3.25% before we get to uptrend support. Overall we believe the positives outweigh the concerns as highlighted in this week's report.  Also highlighted are actionable names in Retailing, Health Care, and small-cap Aero Defense.

The S&amp;P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the uptrend channel and could fall 2.75%-3.25% before we get to uptrend support. Overall we believe the positives outweigh the concerns as highlighted in this week's report.  Also highlighted are actionable names in Retailing, Health Care, and small-cap Aero Defense.

S&P 500 Bullish but Extended; Downgrading Financials

United States

The Cooper Companies, Inc. through its subsidiaries, develops, manufactures, and markets specialty healthcare products. The Company's products include contact lenses for the vision care market and diagnostic products, surgical instruments, and accessories for gynecologists and obstetricians.

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Cooper Cos / (COO UN)

Pegavision Corp (6491 TT): Near-Term Concerns To Limit Upside Potential

During 1Q23, Pegavision recorded revenue of NT$1.5B, down 2% YoY and 18% QoQ. With China and Japan reopening the demand should have been strong....

Tina Banerjee

The Cooper Companies Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Cooper Companies Inc is one of the largest manufacturers of contact lenses across the globe. Daily silicones are still the primary factor in the...

Baptista Research

The Cooper Companies Inc.: Initiation of Coverage – Business Strategy & Key Drivers

This is our first report on Cooper Companies, one of the largest producers of contact lenses in the world. Daily silicones are still the primary...

Baptista Research

Global Cord Blood (CO US): Overhangs Persist; Weak Q2 Results Adds to Woe

Global Cord reported muted Q2 results with revenue and new subscribers sign-ups remaining flat sequentially, representing slower recovery. Shares...

Tina Banerjee

S&P 500 Bullish but Extended; Downgrading Financials

The S&P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the...

Vermilion Research

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