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.