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Healthcare: 2Q25 Preview: Defensive Profile Intact Despite Growth Normalization
We also expect Pharma’s 1H25 earnings to be in-line with 54% run-rate, with KLBF’s intact cost-efficiency, potential quarterly rebound in SIDO.
What is covered in the Full Insight:
- 1H25 Earnings Expectations
- Hospital Sector Performance
- Pharmaceutical Sector Outlook
- Macro Headwinds Impact
- Top Picks: MIKA and KLBF
SUMMARY
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Full Insight
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