In today’s briefing:
- Toei Animation (4816 JP) – This Offering Could Be Heavy; the NEXT Offering Is More Interesting
- Pre-IPO Xunfei Healthcare Technology – Continuous Losses Will Be the Norm
Toei Animation (4816 JP) – This Offering Could Be Heavy; the NEXT Offering Is More Interesting
- On 14 February, Sony Corp (6758 JP) and Bandai Namco Holdings (7832 JP) announced an equity offering of nearly 4.5mm shares of Toei Animation (4816 JP).
- Float on Toei Animation (4816 JP) has been low. This would raise it to meet the minimum standard to stay listed on the TSE Standard market section.
- To get to TSE Prime, it needs another offering. And there are lots of cross-holders to go.
Pre-IPO Xunfei Healthcare Technology – Continuous Losses Will Be the Norm
- In healthcare AI industry, the commercialization process is complex and burdened with challenges. Related products mainly plays an auxiliary role in medical scenarios, rather than a core support or rigid-demand.
- The idea of creating corresponding solutions for C-end and B-end customers by FUNFEI is not inappropriate. However, both B-end and C-end businesses of FUNFEI have encountered varying degrees of problems.
- We’re not optimistic about XUNFEI’s profitability. The sluggish stock price performance after Airdoc’s listing indicates that the market/investors have not fully recognized healthcare AI enterprises, leading to low valuation.
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