Investing Insights: Entertainment and Healthcare Opportunities with Strong Growth Potential

Dec 12, 2025

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Explore two compelling investment opportunities: Entertainment One (Market Cap: £506m) and Hutchison China Meditech (Market Cap: £280m). Entertainment One benefits from synergies with Alliance Films and growth in digital streaming, despite a rare single-digit PE ratio. Hutchison China Meditech boasts strong governance and a solid foundation in Chinese healthcare, bolstered by an AstraZeneca licensing deal for cancer treatment and a Nestlé joint venture in digestive health. Discover the potential for substantial returns in these growth sectors.

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Investing Insights: Entertainment and Healthcare Opportunities with Strong Growth Potential

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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.
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.