Sub-segments of the Healthcare Sector:
Sub-segments we cover include Healthcare Service Providers, Healthcare Asset Owners (REIT), Medical Devices, Pharmaceuticals and Healthcare Distribution.
HealthInvestor Asia Awards 2019
HealthInvestor Asia Awards 2018
Significant deals we have worked on recently
We maintain a Buy call for Riverstone; Hold call for Kossan and Fully Valued for Hartalega and Top Glove.More details
The spike in influenza and diarrhoea cases in 1Q18F should benefit all Thai hospitals given the strong healthcare demand in the quarter.More details
IHH is reportedly set to launch a voluntary open offer for Fortis Healthcare. If successful, Fortis’ buyout offer for RHT Health Trust could likely go through.More details
China’s move to eliminate many smaller pharmaceutical players in 2016-17 will benefit industry players with a wide product range and logistics network. Read on for our top pick in this space.More details
The increase in reimbursement rates by the Social Security Office will benefit mid-range hospitals.More details
In view of Ladprao’s and Rajthanee’s large exposure of 45% to the Social Security Scheme, we expect them to benefit the most in terms of potential share price upside.More details
How do I find out more?
Please call us at 1800 222 2200 or +65 6222 2200 if you are calling from overseas. Alternatively, simply speak with your relationship manager.