Raffles Medical – Uplift from Singapore COVID-19 Strategy Pivot and Border Re-Opening
Raffles Medical is the dominant testing services provider in Singapore. As vaccination rates rise, we explore the potential upsides from a border...
529 Views
IHH Healthcare’s Possible Privatisation by Mitsui
Mitsui, the largest shareholder, is currently exploring a proposal to privatise IHH. Overall, at the last close price, the downside risk is low...
349 Views
KPJ Healthcare: Re-Energizing the Share Price
KPJ Healthcare's controlling shareholder is taking steps to drive a re-rating by placing more emphasis on capital efficiency and evaluating some...
262 Views
Raffles Medical Group: A Path to the Exit
We were bearish for several years because of slowing growth and expected drags from new facilities. We are turning bullish now that the market...
542 Views
Parkway Pantai: Good Brand with Limited Upside
We initiate our coverage of Parkway Pantai Ltd (0794727D SP) (Parkway Pantai), a wholly-owned subsidiary of IHH Healthcare (IHH MK) of which major...
385 Views