Maybank TV: Tailwinds for Healthcare sector
MaybankTV interviews Clement Ho, investment analyst at Maybank-KE, who shares his views on tailwinds for Singapore's Healthcare sector.
Overview:
1) Healthcare Index outperformed STI in 1H15 due to the increasing demand for healthcare stocks on the back of an aging population and rising disease burden. However, Asia's healthcare infrastructure is not able to support the rapid rise and hence translates to strong tailwinds from favourable government policies in a bid to encourage private investments.
2) Riverstone, Q&M Dental and Raffles Medical are well-positioned in their respective segments and poised to edge over peers in the long run.
3) Investors should place UG Healthcare, an established glove maker based in Malaysia, into their watch list.
4) UG Healthcare has an additional 50% capacity coming on stream over the next couple of months and management have guided that this new supply have been taken up successfully. Going forward, demand is expected to come from the improving sanitary and hygiene standards in developing countries, and is eyeing export markets in Africa and Brazil.
The video can be accessed via the following link below:
https://www.youtube.com/watch?v=7RWhMWP-kGk
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This blog post is really great; the standard stuff of the post is genuinely amazing.Healthcare market growth
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