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
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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...
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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...
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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...
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Global Equity Strategy: Stay Defensive With Technology, Health Care, Staples
Upside momentum continues to wane for global equities. Price action this week has indeed confirmed lower highs for now in the MSCI ACWI, ACWI...
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