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May 3, 2024
In the last four years, many sectors have made a comeback. However, there are few, who have probably a full life cycle in this short period of time. From all the love on the street which made them touch dizzy heights of valuations. Then a realization that the street is paying too much for them. It is about the diagnostic sector. From being part of a star portfolio manager tops picks, to him admitting that he made a mistake. Diagnostic stocks have seen a cycle. There is another side to the story....
March 26, 2024
There are some businesses whose underlying nature is such that they dont have any sudden spike in their profits. However at the same time, there is constant growth. The growth could be because of many reasons, it may be because of the fact that penetration of that good or service is very low and over a period of time as it improves, both top and bottom line keep moving upward. In some cases, it could be because of the movement of business from the unorganized sector to the organized sector. It c...
November 7, 2023
After Covid-19, Indias approach to healthcare has shifted towards prevention and this is benefitting diagnostic companies
November 4, 2023
In the last five years, the diagnostic segment of the healthcare sector has seen many ups and downs. During Covid, diagnostic players were overloaded with work and then came the price wars which some new tech companies brought on the table. The price war was essentially started to grab both, market and mind share. While the price war is still on in some segments, there is a possibility that its intensity may come down. The reason, new companies have burnt enough cash and large physical-only play...
February 26, 2021
Continuing advances the key for healthcare 08:00 | 26/02/2021 The healthcare sector is proving attractive despite COVID-19 as multinationals expand their footprint. Torben Minko, chairman of the European Chamber of Commerce in Vietnamâs (EuroCham) Medical Devices and Diagnostics Sector Committee, talked to VIRâs Minh Anh about the 2020 overview and the trends ahead. Torben Minko, chairman of the European Chamber of Commerce in Vietnamâs (EuroCh...