In today’s briefing:
- Sinopharm (1099 HK) – A Compelling Investment Case
- The Cooper Companies: Expansion of MyDay Capacity As A Vital Factor Driving Growth! – Major Drivers
- Veeva Systems’ Vault CRM Revolution: How Smart Migrations Are Fueling Industry Domination! – Major Drivers
Sinopharm (1099 HK) – A Compelling Investment Case
- Sinopharm will benefit from the strong expected growth in China’s healthcare spend.
- There is scope to increase its distribution which will continue to shield the company from short-term volatility.
- Pricing pressure in drug prices creates opportunity to optimise range and improve profitability.
The Cooper Companies: Expansion of MyDay Capacity As A Vital Factor Driving Growth! – Major Drivers
- Cooper Companies reported a record revenue year for fiscal 2024, achieving $3.9 billion primarily driven by strong performances from its two main divisions, CooperVision and CooperSurgical.
- Each division marked record revenues, with CooperVision contributing $676 million in Q4, a 9% increase, largely due to its silicone hydrogel lenses like MyDay, Biofinity, and clariti.
- The division continues to hold a strong market position, especially in torics, multifocals, and myopia management despite a soft end to the quarter for the contact lens market.
Veeva Systems’ Vault CRM Revolution: How Smart Migrations Are Fueling Industry Domination! – Major Drivers
- Veeva Systems reported a robust performance for its fiscal 2025 third quarter that ended on October 31, 2024.
- The company delivered revenue of $699 million, surpassing guidance, and achieved a non-GAAP operating income of $304 million.
- This indicates strong operational execution and continued innovation, which have been key differentiators for the company.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
