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ENTERTAINMENT ONE

ENTERTAINMENT ONE. Market capitalisation £506m (at 185p). Shares held back by large placing September 2012. Alliance Films scale benefits and synergies. Beneficiary of growth in digital operators like Netflix and Lovefilm . Rare single digit PE for growth business.

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ENTERTAINMENT ONE

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  1. ENTERTAINMENT ONE • Market capitalisation £506m (at 185p). • Shares held back by large placing September 2012. • Alliance Films scale benefits and synergies. • Beneficiary of growth in digital operators like Netflix and Lovefilm. • Rare single digit PE for growth business.

  2. HUTCHISON CHINA MEDITECH • Market capitalisation £280m (at 530p). • Unusually strong governance credentials. • Chinese healthcare business underpins most of market cap. • Growing evidence to support substantial value for R&D division. • AstraZeneca licensing deal on novel cancer therapy • Nestle JV in digestive disorders market. • Deep pipeline.

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