BeiGene: Cancer Treatment in China--The Underestimated Opportunity
We think that cancer is underdiagnosed and undertreated in China. We analyze the data and propose two approaches for investing in this theme.
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Smartkarma Originals
Asian Healthcare - Coming of Age
This Smartkarma Originals Insight highlights 20 leading unlisted healthcare companies in Asia, mainly in digital healthcare and biopharma, that are...
874 Views
GDS Holdings HK Secondary Trading- Strong Coverage but No Discount and Volatile Markets Won't Help
Gds Holdings (Adr) (GDS US) raised around US$1.6bn in its secondary listing in Hong Kong. In this note, I'll talk about the deal dynamics and...
352 Views
New Oriental Hong Kong Secondary - Might Be Relatively Small
New Oriental Education (EDU US) plans to raise around US$1bn in its secondary listing in Hong Kong. While the company has filed its PHIP, the exact...
269 Views
What HKEX Biotech "Step-Ups" Can Tell Us
This Insight explains the concept of valuation "step-ups" for pre-revenue biotechnology companies listing on the HKEX and how to use this data to...
327 Views