HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Pre IPO Ascent ENT Group Holdings - Conservative About the Outlook

Hygeia Healthcare Group (6078.HK) 2021 Results - Solid Business Logic Comes with Policy Risk

Aier Eye Hospital Group (300015.CH) 2021/2022Q1 Results - Overvaluation and a Risky Outlook

Aier Eye Hospital(300015.CH) - The Largest Ophthalmic Chain in China with Promising Growth Potential

The Insecure Rebound in Healthcare Sector and the Future Direction of Stock Price (2022)

Aier Eye Hospital Group (300015.CH) - The Concerns Behind the High Growth Momentum

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Aier Eye Hospital Group / Equity Bottom-Up

<ul>
<li>According to public news, the recent bribery scandal of <a href="https://www.smartkarma.com/entities/aier-eye-hospital-group-co-ltd" target="_blank" data-smartkarma-citation="entities:1103:1" rel="noopener">Aier Eye Hospital Group (300015 CH)</a> has raised widespread concern. Shenzhen stock Exchange also issued a letter of inquiry.</li>
<li>The development model based on M&amp;A funds helps rapid expansion, but also leads to profit orientation and large goodwill balance, indicating potential risks.</li>
<li>The biggest risk is the revolutionary technology/drugs to disrupt the business value of Aier’s medical services. So, Aier could be a short-term trade, but not a long-term hold. </li>
</ul>


According to public news, the recent bribery scandal of Aier Eye Hospital Group (300015 CH) has raised widespread concern. Shenzhen stock Exchange also issued a letter of inquiry.
The development model based on M&amp;A funds helps rapid expansion, but also leads to profit orientation and large goodwill balance, indicating potential risks.
The biggest risk is the revolutionary technology/drugs to disrupt the business value of Aier’s medical services. So, Aier could be a short-term trade, but not a long-term hold. 


Aier Eye Hospital Group (300015.CH) - More than Just Bribery Scandal