The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Hygeia Healthcare IPO: Trading Debut
Hygeia Healthcare Group (6078 HK) is the largest oncology healthcare group in China as measured by the revenue generated from radiotherapy-related...
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Hygeia Healthcare IPO: Valuation Insights
Hygeia Healthcare Group (1702613D CH) is the largest oncology healthcare group in China as measured by the revenue generated from...
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Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
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BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
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