Primary Health Care Eyes Healthscope Medical Centres; Potential Win-Win
We are maintaining, at this stage, our AUD 4.00 per share fair value estimate for Primary Health Care Ltd (PRY AU) after a consideration of the...
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Key Drivers of Asia's Healthcare Sector
From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...
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Fullerton Healthcare: A High-Quality IPO
Fullerton Healthcare reportedly plans to list on the SGX in the near future. The company provides both outpatient healthcare services and medical...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
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