The Elephant in the Room
iKang Healthcare Group (ADR) (KANG US) recently reported its Q1FY2017 (June 2017) results. Volume growth decelerated while pricing and days...
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The Week that Was in Greater China@SmartKarma: GLP, Hopefluent, IKang
This is the 10th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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No News Is, Well, No News
iKang Healthcare Group (ADR) (KANG US) recently reported its Q4FY2016 (March 2017) results. The underlying trends were stable (unit growth strong,...
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From "Stupid Cheap" to "Stupid Expensive"
Shares of UMP Healthcare Holdings Ltd (722 HK) have tripled over the past eight weeks. The transition to an "asset light" model for the PRC...
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Roundup of the Medical Examination Sector
Shares of IKang Healthcare Group (ADR) (KANG US) have pulled back to around US$14/ADS since our last Insight Drifting Along, But Business Holding...
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