The 2014 All-Asia Research Team: Health Care & Pharmaceuticals, No. 2: Richard Yeh & team
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The 2014 All-Asia Research Team: Health Care & Pharmaceuticals, No. 2: Richard Yeh & team

Richard Yeh & team

Citi

First-place appearances: 0

Total appearances: 5

Team debut: 2009

Repeating in second place are Richard Yeh and his Citi teammate. The Hong Kong–based pair reports on 16 Asian health care companies and has plans to expand coverage to some 20 names, to accommodate investors’ interest in promising small-caps, Yeh reports. The analysts have “produced thorough reports on specific companies and thematic pieces about the industry,” offers one admirer, providing “great insights into the management teams for their coverage universe.” The sector bested the regional broad market by 8.9 percentage points during the 12 months through late April, rising 12.7 percent, and they foresee changes in the offing. “China’s health care sector will undergo significant changes in the coming years,” says Yeh. “We think it is at the beginning of a very long growth cycle, with health care reform involving more market-based mechanisms now moving to the forefront of the government’s agenda — in particular, deregulation of the hospital market.” One company they find attractive is Shanghai Fosun Pharmaceutical Group Co., a China-based manufacturer and distributor of drugs used for treating cardiovascular, central nervous system and metabolism-related diseases. Yeh and his colleague credit management’s focused expansion strategy, which balances short-term growth interests with a longer-term vision for gaining share in the hospital market. “Richard is the most knowledgeable and hardworking health care analyst,” cheers another backer.


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