Global Healthcare Analyst

Tina Banerjee

Thematic (Sector/Industry)

<ul>
<li>We have screened for APAC (ex-China) healthcare companies using their respective Smart Score, a compound score for a company indicating its overall outlook based on key factors.</li>
<li>Smart Score screens the stock based on five major components including value, dividends, growth, resilience, and momentum. It also provides a cumulative score, which puts equal weightage on each parameter.  </li>
<li>Parameters used to screen the stocks: market cap≥ $800M and smart score≥ 3.5. We have seen stocks having high smart score has strong growth prospects and qualify for investment proposition.</li>
</ul>


We have screened for APAC (ex-China) healthcare companies using their respective Smart Score, a compound score for a company indicating its overall outlook based on key factors.
Smart Score screens the stock based on five major components including value, dividends, growth, resilience, and momentum. It also provides a cumulative score, which puts equal weightage on each parameter.  
Parameters used to screen the stocks: market cap≥ $800M and smart score≥ 3.5. We have seen stocks having high smart score has strong growth prospects and qualify for investment proposition.


Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener

CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

Quantamental Investing to beat Benchmarks

A. Stotz Investment Research

We pick stocks. We construct portfolios. All our effort is focused on how to better pick stocks and construct portfolios. We serve fund management companies, family offices, and high net worth individuals.

<ul>
<li>We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology</li>
<li>Portfolio changes: Four stocks remain, 10 stocks added into the portfolio</li>
<li>Since its inception, the portfolio has generated a before-fee total return of 223% versus MSCI ASEAN’s 30%</li>
</ul>


We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology
Portfolio changes: Four stocks remain, 10 stocks added into the portfolio
Since its inception, the portfolio has generated a before-fee total return of 223% versus MSCI ASEAN’s 30%


Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

<ul><li>Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,180/1,173 points and the resistance at 1,195/1,205 points.</li><li>The medium-term trend remains downward in a zig-zag down pattern, searching for the bottoming-out point within the range of 1,130-1,506 points.</li><li>In the short term, the market has returned to a downtrend direction, and there is a possibility of dropping to a new low below 1,173.13 points, which was established on March 4. </li></ul>

Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,180/1,173 points and the resistance at 1,195/1,205 points.The medium-term trend remains downward in a zig-zag down pattern, searching for the bottoming-out point within the range of 1,130-1,506 points.In the short term, the market has returned to a downtrend direction, and there is a possibility of dropping to a new low below 1,173.13 points, which was established on March 4. 

Watch for Signals from Speech by Fed Chair Powell, Alongside the US Feb. Non-Farm Payrolls Report

<ul><li>Technically, the SET Index is expected to move sideways up, with resistance levels at 1,215 (10-day EMA) and 1,222 points, while the support levels are at 1,193 and 1,185 points.</li><li>In the medium term, the trend remains downward in a zig-zag down pattern, with the index searching for a bottom within the range of 1,130-1,506 points.</li><li>In the short term, the index has re- entered a short-term rally phase after making a new year-low at 1,173.13 points on March 4. </li></ul>

Technically, the SET Index is expected to move sideways up, with resistance levels at 1,215 (10-day EMA) and 1,222 points, while the support levels are at 1,193 and 1,185 points.In the medium term, the trend remains downward in a zig-zag down pattern, with the index searching for a bottom within the range of 1,130-1,506 points.In the short term, the index has re- entered a short-term rally phase after making a new year-low at 1,173.13 points on March 4. 

<ul><li>Technically, the SET Index is expected to weaken, with the support at 1,167/1,150 points and the resistance at 1,185/1,193 points.</li><li>The medium-term trend remains in a zig-zag down pattern, seeking the bottom within the 1,130-1,506 point range.</li><li>In the short term, the index continues to form new lows with limited rebounds, having recently hit a new low for the year at 1,173.13 points, the lowest in four years and 11 months, compared to 1,130.54 points on April 3, 2020. </li></ul>

Technically, the SET Index is expected to weaken, with the support at 1,167/1,150 points and the resistance at 1,185/1,193 points.The medium-term trend remains in a zig-zag down pattern, seeking the bottom within the 1,130-1,506 point range.In the short term, the index continues to form new lows with limited rebounds, having recently hit a new low for the year at 1,173.13 points, the lowest in four years and 11 months, compared to 1,130.54 points on April 3, 2020. 

KTX Zoom - China's NPC Meeting and US ISM Services PMI for February

Thailand

Mega Lifesciences PCL manufactures, markets and distributes nutritional and herbal supplement, OTC and ethical drugs. The Company produces products that range from treating internal issues to overall general health.

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Mega Lifesciences (MEGA TB)

Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener

We have screened APAC (ex-China) healthcare companies with market cap≥$800M using Smartkarma’s Smart Score and picked up 2 investable ideas by...

Tina Banerjee

The Stocks to Own in ASEAN – Vol. 50

We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Since its inception, the portfolio has generated a...

A. Stotz Investment Research

Watch for Signals from Speech by Fed Chair Powell, Alongside the US Feb. Non-Farm Payrolls Report

Technically, the SET Index is expected to move in a sideways-down pattern, with the support at 1,180/1,173 points and the resistance at 1,195/1,205...

Krungthai XSpring

KTX Zoom: ECB Meeting - MARCH 6, 2025

Technically, the SET Index is expected to move sideways up, with resistance levels at 1,215 (10-day EMA) and 1,222 points, while the support levels...

Krungthai XSpring

KTX Zoom - China's NPC Meeting and US ISM Services PMI for February

Technically, the SET Index is expected to weaken, with the support at 1,167/1,150 points and the resistance at 1,185/1,193 points.

Krungthai XSpring

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