daaimon

daaimon is an independent research company focusing on healthcare and consumer sectors across developed and emerging markets. We produce insightful research which challenges conventional thinking. In particular, we look for new ideas by testing consensus forecasts and markets expectations.

Asian Healthcare Spend as a Percentage of GDP – the Laggards

China's Ageing Population Challenge: Lessons from US Healthcare Spending

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Healthcare Equity Analyst - Emerging & Dev Markets, daaimon

Avien Pillay

Healthcare Equity Analyst - Emerging & Dev Markets

Independent Insight Provider

Equity Bottom-Up

Sinopharm Group Co Ltd H / Equity Bottom-Up

<ul>
<li>Sinopharm will benefit from the strong expected growth in China’s healthcare spend.</li>
<li>There is scope to increase its distribution which will continue to shield the company from short-term volatility.</li>
<li>Pricing pressure in drug prices creates opportunity to optimise range and improve profitability.</li>
</ul>


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.


Sinopharm (1099 HK) - A Compelling Investment Case