In today’s briefing:
- EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades- Bad Data Is Good?
- China Healthcare Weekly (May.19) – “Hedge Logic” Of CXO, Beijing’s DRG+VBP Policy, Zylox-Tonbridge
EQD | Volatility Update: Weekly Review of Vol Changes and Best Trades- Bad Data Is Good?
- Weekly summary of vol changes and moves across Global Markets
- Analysing ATM volatility and skew changes over the last 5 days
- We suggest a few trades to take advantage of the implied vol surfaces
China Healthcare Weekly (May.19) – “Hedge Logic” Of CXO, Beijing’s DRG+VBP Policy, Zylox-Tonbridge
- The Beijing Medical Insurance Bureau issued a notice soliciting opinions on the linkage program of DRG payment and VBP policy in the city, involving sports medicine, neuro-intervention, and electrophysiology.
- The basic logic of CXO is that there should be no significant fluctuations with the success or failure of a specific drug, unless this drug significantly increases total medical expenditure.
- Zylox-Tonbridge Medical Technology (2190 HK) achieved high performance growth in 2022, and is a beneficiary of centralized procurement policy at the current stage.However, it still has to face some challenges.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
