[外行研报]20111015摩根大通-中国医疗业希望和机会

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

摩根大通-中国医疗业希望和机会
JP Morgan Healthcare sectorChina Healthcare Shattered landscape; hope and opportunity



Table of Contents
Investment summary................................................................3
Poor performance creates opportunity......................................................................3
Why the underperformance .....................................................................................4
Why would the sector recover .................................................................................5
Stock investment views ...........................................................................................7
Valuation Analysis and Price Targets.....................................................................14
Healthcare – a major pillar industry......................................15
Fundamentals driving industry growth to remain intact ..........................................15
Chemical-Drugs/APIs .............................................................27
Pharmaceutical demand by therapeutic area ...........................................................32
Selected chemical drug companies in China...........................................................33
Medical Equipment/Devices ..................................................36
Key success factors in Medical Devices.................................................................37
Selected medical equipment/devices companies in China.......................................38
Traditional Chinese Medicines..............................................40
Selected Pharmaceutical and TCM companies .......................................................42
Medical Distribution/Retailing...............................................44
Selected companies with extensive drug-distribution businesses.............................48
Chinese Vaccine Market ........................................................50
Selected companies in the vaccine space................................................................51

摩根大通-146页英文-中国医疗业希望和机会.PDF (571 Bytes, 需要: 3 个论坛币)

2012-3-14 23:34:47 上传

20111015摩根大通-英文-中国医疗业希望和机会
需要: 3 个论坛币  [购买]

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：摩根大通 distribution Fundamentals performance Opportunity 摩根大通 医疗 sector 中国

研报文件上传错了，非常抱歉，购买的童鞋可以在下面的链接下载
http://bg.panlv.net/down.aspx?file=f557376dfc31f40d

多谢楼主纠正自己的错误，哈哈

谢谢LZ的分享！