APAC Healthcare Weekly (Nov 24)- Samsung Biologics, Celltrion, Takeda, Kyowa Kirin, Astellas Pharma
Samsung Biologics secures new manufacturing deals, Celltrion is acquiring iQone Healthcare, Takeda launches colorectal cancer drug in Japan, and...
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Bumrungrad Hospital (BH TB): Lower Revenue From International Patients Weighed on 3Q24 Result
Bumrungrad reported 5% YoY sales decline in 3Q24, mainly due to negative geo-political impact on international patient revenue, which declined 7%...
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The Week That Was in ASEAN@Smartkarma - Astra Intl, IHH Healthcare, and Top Picks in the Philippines
The past week saw insights on Astra International (ASII IJ), Mphb Capital (MPHB MK), IHH Healthcare (IHH MK), Thai Union Group (TU TB), and PTT E&P...
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The Stocks to Own in ASEAN – Vol. 48
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine stocks added...
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Bumrungrad Hospital (BH TB): Cautiously Optimistic on Growth Prospect Amid Intensifying Competition
Bumrungrad reported mixed 2Q24 performance with revenue up 3% YoY, but bottomline growth outpaced revenue. International patient revenue...
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