Smartkarma Originals
Asian Hospitals - In Through The Out Door
Intuitively, you would expect hospitals to do well during a pandemic given a spike in the number of sick people but quite the opposite is true. In...
635 Views
ECM Weekly (26 Apr 2020) - Kingsoft Cloud, WeDoctor, Akesobio, Kotak Mahindra Bank
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Akeso...
377 Views
Ramsay Healthcare Placement - Past Deals Have Done Well, Missed Revenue Will Be Back
Ramsay Health Care (RHC AU) plans to raise around US$750m (A$1.2bn) to enhance its financial flexibility. The stock had seen a similar sized...
412 Views
Bumrungrad Hospital’s Tender Offer from Bangkok Dusit
Bumrungrad Hospital Pub Co (BH TB) is one of the leading healthcare providers in Thailand and the Southeast Asian region. On 26 February, BH...
351 Views
EM Pullback Opportunity
Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point,...
416 Views