In today’s briefing:
- GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
- China Healthcare Weekly (Oct.21) – Electrophysiology VBP; Orthodontics VBP New Progress; HPV Vaccine
GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
- The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Indonesian interest rates and FX market intervention.
- Companies mentioned:Kakao Corp (035720 KS), Naver Corp (035420 KS), Ant Financial Services Group (6688 HK), Tencent (700 HK), MTN Group Ltd (MTN SJ) Infosys Ltd (INFO IN)
China Healthcare Weekly (Oct.21) – Electrophysiology VBP; Orthodontics VBP New Progress; HPV Vaccine
- Fujian will lead 27 provinces to launch the centralized procurement of electrophysiological medical consumables. Its scale is comparable to the national VBP. Unlike many people’s optimism, we see potential concerns.
- The centralized procurement of orthodontic materials and brackets led by Shaanxi Province has made new progress, which is beyond the expectations of many people since invisible braces are included.
- We analyzed China HPV market potential and valuation logic. We expected that the valuation of related companies would have a significant downward space ahead.
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