Celltrion (068270 KS): Increasing Biosimilar Competition- Main Concerning Factor
Celltrion is facing increasing competition for its marketed products in both EU and the U.S. Price erosion coupled with inflated SG&A and R&D...
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Parkway Pantai: Attraction from Vaccination
Attractive valuation in expectation of a call in July 2022 and vaccination effects on the hospital visits across the border from Indonesia
650 Views
Parkway Pantai: Good Brand with Limited Upside
We initiate our coverage of Parkway Pantai Ltd (0794727D SP) (Parkway Pantai), a wholly-owned subsidiary of IHH Healthcare (IHH MK) of which major...
614 Views
Jubilant Pharma: Good Drugs, Fully-Valued Bonds
We initiate our coverage of Jubilant Pharma Ltd (1164252D IN) (JPL) which is ranked top 2-3 global pharmaceutical company in the...
576 Views
Thomson Medical Group: Medicated by Leverage
We initiate our coverage of Thomson Medical Group Limited (ROWS SP) (TMG). The acquisition of a profitable Thomson Medical Centre (TMC) together...
504 Views