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JVC – Visit Note – 20180329

Company Note 29/03/2018    143

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  • The company has clearly split its business into 4 distinct operating units with each having independent P&Ls and
    leadership.
  • The still young mobile clinics business is an indirect play on manufacturing FDI growth Vietnam
  • The ongoing Vinamed-Mediplas investigation should not have a direct impact on JVC.
  • Hitachi still remains a key supplier for JVC but growing relationship with Sakura to help penetrate a new segment of the devices market
  • Affiliate service model helps address dwindling government funding for public hospitals but could be asset-intensive.

Market Price

Target Price

Dividend Yield

Rating

Sector

VND4,600

N/A

N/A

N/A

HEALTH CARE

 

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