Labels

value investing (21) Keppel (12) Yangzijiang (11) property (9) HPH (6) REIT (6) Macro economy (4) ST Engineering (4) Starhub (4) Apple (3) OSIM (3) RafflesMG (3) SPH (3) Banking (2) Insurance (2) NamCheong (2) Noble (2) OCBC (2) Oil (2) SMRT (2) SingPost (2) Soup Restaurant (2) VICOM (2) AIMSAMPReit (1) Alibaba (1) BYD (1) CMT (1) CambridgeReit (1) China Life (1) Citibank (1) ComfortDelgro (1) Commodity (1) Conglomerate (1) DBS (1) Dairy Farm (1) Electric Car (1) First REIT (1) GE (1) Gambling (1) Genting (1) Golden Agri (1) HockLianSeng (1) Huabao (1) ICBC (1) Internet (1) Jardine C&C (1) JardineCC (1) KingWan (1) KingsmanC (1) Lenovo (1) Loan (1) M1 (1) Marco Polo (1) Market (1) New Energy (1) OverseasEducation (1) Pharmacy (1) QAF (1) Retirement (1) SP AusNet (1) Sabana (1) SembMar (1) SerialSystem (1) Sound Global (1) Straco (1) Suntec (1) Telecom (1) Utility (1) Wilmar (1) Yongnam (1) sats (1)

Search my blog ...

Loading
Showing posts with label Pharmacy. Show all posts
Showing posts with label Pharmacy. Show all posts

Monday, January 17, 2011

医药行业

Opportunities
1. Aging population
2. Increasing wealth

Systematic Risk
1. 医改 (安徽模式) price drops!
2.

Individual Risk
1. Patent expiry
2.
Posted by at No comments:
Labels:
Subscribe to: Posts (Atom)