Pine Care Group (1989.HK) - Hard to Make Profits Due to Industry Characteristics; Here Is What to Do
Pine Care is hard to make expected profits due to elderly care industry characteristics in China, with challenging outlook. We advise investors to...
364 Views
From "Stupid Cheap" to "Stupid Expensive"
Shares of UMP Healthcare Holdings Ltd (722 HK) have tripled over the past eight weeks. The transition to an "asset light" model for the PRC...
714 Views
Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
3.8k Views
Fullerton Healthcare IPO: Valuation Implies that the Whole Is 3-4x Larger than the Sum-Of-The-Parts
Fullerton Healthcare plans to raise US$160-200m in its IPO, through a mix of selling primary and secondary shares. Our fellow insight...
960 Views
No Surprises in Interim Results
UMP Healthcare's interim results (announcement attached) were in line with the forecasts provided at the time of the IPO: Revenue + 10.2% to...
249 Views