IHH Healthcare - No Surprises
Khazanah plans to raise US$200m by selling down 1.6% of IHH Healthcare at a tight 0-1.5% discount. The deal scores a mixed score on our framework...
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How to Whiff an IPO
Harmonicare listed in July 2015 at HKD7.55. The shares have fared poorly -- down 27% since the listing. The company missed its forecasts...
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QUICKNOTE: Q3 EPS Flat on Continued Expense Ramp
Raffles Medical's Q3 results are consistent with our thesis that earnings growth will be muted for the next year as the company accelerates its...
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Ramping Capex While Priced to Perfection
Singapore-based Raffles Medical Group operates one of the island’s leading private hospitals along with a chain of physician clinics. The shares...
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Bangkok Dusit Medical: The Risks of the Big Ramp Up
Thailand's Bangkok Dusit Medical Services is in the midst of a program to increase its network to 50 hospitals from 42 currently (35 in 2014)...
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