Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Molbio Diagnostics Limited / Equity Capital Markets

<ul>
<li>Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.</li>
<li>The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.</li>
<li>Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.</li>
</ul>


Molbio Diagnostics will launch its India IPO on August 10. The IPO consists of fresh issue of INR2B (~$21M) and OFS of up to 9M equity shares aggregating to INR7B.
The IPO price band is set at INR768 to INR807 per share. The IPO subscription will close on August 12, with expected listing on August 17.
Molbio proposes to utilize the net proceeds for funding the capex of infrastructure for R&amp;D facility and for purchase of equipment for Goa and Visakhapatnam units.


Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

Thematic (Sector/Industry)

<ul>
<li>Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.</li>
<li>Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.</li>
<li>Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.</li>
</ul>


Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.
Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.
Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.


Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. </li>
<li>There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. </li>
<li>The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.</li>
</ul>


In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. 
There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. 
The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.


The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

<ul>
<li>New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.</li>
<li>This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.</li>
<li>We have listed few global diagnostic companies, which should benefit from this backdrop.</li>
</ul>


New Covid cases across the world is surging. New Covid-19 variant found in South Africa and Botswana is adding to fears.
This will bring the focus back to molecular diagnostic companies due to increasing demand for Covid testing.
We have listed few global diagnostic companies, which should benefit from this backdrop.


New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

<p>We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or some combination thereof.</p>

We highlight 14 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or some combination thereof.

South Korea

Seegene, Inc. manufactures In Vitro Diagnostic (IVD) products mainly through molecular diagnostic method.  The Company provides diagnostic & screening products for cancer, sepsis, influenza and virus infection.

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Seegene Inc (096530 KS)

Molbio Diagnostics IPO: Attractive Business Model; Profitable Operations; Reasonable Valuation

Molbio Diagnostics will launch its India IPO on August 10 to fund capex. IPO price band is set at INR768–807. Subscription will close on August...

Tina Banerjee

Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

Q3 results of large U.S. medtech companies recorded procedure volume growth. However, macroeconomic headwinds are expected to prevail. Similar...

Tina Banerjee

The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. There has been a MIRACLE of...

Douglas Kim

New Covid Variant Raises Fear: Stocks to Own to Buck the Trend

Amidst the rising fear for the new Covid variant, investors can focus on molecular diagnostic stocks, as testing demand will be increasing again.

Tina Banerjee

The Stocks to Own in Asia – Vol. 33

Since its inception, our FVMR Asia strategy has generated a before-fee total return of 95% versus the MSCI Asia ex Japan of 97%.

A. Stotz Investment Research

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