We’ve been inundated with March year-ends over the past week or so, but the specific gives way to the generalist in today’s Companies Email, as we take a look at some of our Sector Focus pieces from the last few weeks.
The last couple of months have given rise to some excellent sectors pieces by the IC companies team. April kicked off with resident healthcare expert Megan Boxall looking at the generic drugs market, and specifically the arms race between pharma giant GlaxoSmithKline (GSK) and US group Mylan (US:MYL) to get an unbranded version of GSK's top-selling respiratory drug Advair on the market. Who will win? Read it here to get Megan’s take. For those wanting more on the healthcare sector, Megan also wrote a piece on foreign hospital operators – particularly interesting light of the ongoing proliferation of national health insurance policies across the globe.
Much has been made of the ‘post-Brexit’ economy, and whilst we shy away from too much deep hypothesis here at the IC, we have looked at several sectors which stand to benefit or perhaps, not, from future negotiations. UK chemicals is where we started. Click here to read Deputy Companies Editor Mark Robinson’s summary of the main issues.
What about London’s financial centre? Much has been made of this industry post-referendum, but Emma Powell chose to hone in on life assurers and where they hope to drive much of their future growth. This was compounded by a closer look at the ex-London property market, which Jonas Crosland reckons could hold hidden value for potential investors. IC newcomer Tom Dines also looked at London-based recruiters – often used as a bellwether during times of economic contraction. Click here to understand why he’s arguing the conditions are not the same as 2008.
Finally, Harriet Russell take a look at hobbyist retailers – that includes the likes of Hornby (HRN) and Stanley Gibbons (SGI) – and whether companies such as these should be operating as PLCs. You can catch that one here.
