SUPERCOMNET HEALTHCARE GEM NOT TO BE MISSED
Beneficiary of the increased global healthcare expenditure as a result of the coronavirus (Covid-19) pandemic.
1) Selling disposable bronchoscope, which is used in the first line of lung treatment for patients with suspected or confirmed Covid-19 infections.
2)Selling medical cables approved by the European Medical Agency (EMA) and Food & Drug Administration (FDA) .
3)Selling reinforced tubes - used as endoscope and part of endoscopy accessories, connectors and medical tubes.
4) Benefit from strong USD.(Export to US and Europe)
5) Major material cost for medical cables- copper decline to 4 years low.
6) Plants are operating at maximum level for critical devices used for Covid-19 treatment during MCO.
Major Client :
Edwards Life Sciences - Blue chip companies in New York Stock exchange
Ambu As - Demark listed
Served more than 10 years.
Valuation and financial position
Current PE 25.
Strong cash flow - Net cash position
Strong management - well managed by Taiwanese.
Strong growth - 5 year revenue CAGR 30%
Dividend yield 2%
https://klse.i3investor.com/blogs/glove2/2020-05-09-story-h1506967929-SUPERCOMNET_HEALTHCARE_GEM_NOT_TO_BE_MISSED.jsp
