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

Equity Bottom-Up

Square Pharmaceuticals / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/square-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:9602:1" rel="noopener">Square Pharmaceuticals (SQUARE BD)</a> has received permission from the Bangladesh Bank to invest overseas, after the government issued new rules for overseas investment.</li>
<li>Per initial plan, Square Pharmaceuticals will invest $1 million in Philippines, which is the third largest ASEAN region. The company’s Kenya manufacturing facility is expected to start production soon.</li>
<li>During H1FY22, Square Pharmaceuticals revenue growth of 17% outpaced the industry growth. The company generated higher net margin than its closest competitors.</li>
</ul>



Square Pharmaceuticals (SQUARE BD) has received permission from the Bangladesh Bank to invest overseas, after the government issued new rules for overseas investment.
Per initial plan, Square Pharmaceuticals will invest $1 million in Philippines, which is the third largest ASEAN region. The company’s Kenya manufacturing facility is expected to start production soon.
During H1FY22, Square Pharmaceuticals revenue growth of 17% outpaced the industry growth. The company generated higher net margin than its closest competitors.


Square Pharmaceuticals (SQUARE BD): Recent Policy Changes Open Up International Opportunities

<ul>
<li>
<a href="https://www.smartkarma.com/entities/square-pharmaceuticals-ltd" target="_blank" data-smartkarma-citation="entities:9602:1" rel="noopener">Square Pharmaceuticals (SQUARE BD)</a> received approval for oral Covid-19 pill along with four other companies in Bangladesh, with no product or pricing differentiation.</li>
<li>No immediate sign of export acceleration due to completion delay of Kenya plant, which targets to serve Common Market for Eastern and Southern Africa (Comesa) population of approximately 400 million.   </li>
<li>Recent top and bottom-line growth are lagging peers. With no immediate catalyst seen, investors should avoid the stock.</li>
</ul>



Square Pharmaceuticals (SQUARE BD) received approval for oral Covid-19 pill along with four other companies in Bangladesh, with no product or pricing differentiation.
No immediate sign of export acceleration due to completion delay of Kenya plant, which targets to serve Common Market for Eastern and Southern Africa (Comesa) population of approximately 400 million.   
Recent top and bottom-line growth are lagging peers. With no immediate catalyst seen, investors should avoid the stock.


Square Pharmaceuticals (SQUARE BD): Too Many Competitors Spoil the Party for Covid-19 Oral Drug

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<p>In our April International Strategy, we explore the recent consolidation across global equity markets and examine the following opportunities within:</p><ul><li>Defensive Sectors, including an actionable Group within Health Care: Pharmaceuticals</li><li>Japan and Hong Kong</li><li>Emerging Markets</li></ul><p>Also included are links to in-depth commentary on all 12 sectors</p>

In our April International Strategy, we explore the recent consolidation across global equity markets and examine the following opportunities within:Defensive Sectors, including an actionable Group within Health Care: PharmaceuticalsJapan and Hong KongEmerging MarketsAlso included are links to in-depth commentary on all 12 sectors

Global Equity Strategy: Opportunities in Japan, HK, &  EM

Bangladesh

Square Pharmaceuticals Ltd. manufactures pharmaceuticals. The Company's products include Alimentary preparations, Antiallergy preparations, Antidiabetic preparations, and Antihaemorrhagic.

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Square Pharmaceuticals (SQUARE BD)

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