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.

China Healthcare Weekly (Aug.25) - Anti Corruption Affects IPO, TIGIT Revives Again? Neusoft Xikang

CSRC’s IPO Reform and Its Impact on China Healthcare Investment

Pre-IPO Xiamen Yan Palace Bioengineering - Concerns About Profitability and Growth Sustainability

ClouDr Group (9955.HK) -  “A Dark Horse” to Beat JD Health

JD Health (6618.HK) 23H1 - The Beautiful Story Is Over; It's Time to Face Reality

ClouDr Group (9955.HK) - Positive Profit Alert for 2022, Thoughts on Business Model and the Concerns

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

Equity Bottom-Up

<ul>
<li>When we discovered that JD Health's growth could face a downturn crisis, we hope to find a suitable substitute. ClouDr has such potential due to its good performance/reasonable business model.</li>
<li>The current anti-corruption campaign could bring new opportunities to ClouDr, who can rely on “hospital first” strategy to take the upper hand, but it should be based on some prerequisites.</li>
<li>ClouDr’s business is expected to keep strong growth momentum in 2023. The Company is expected to achieve breakeven in 2024. Investors could see good stock price performance at that time.</li>
</ul>


When we discovered that JD Health's growth could face a downturn crisis, we hope to find a suitable substitute. ClouDr has such potential due to its good performance/reasonable business model.
The current anti-corruption campaign could bring new opportunities to ClouDr, who can rely on “hospital first” strategy to take the upper hand, but it should be based on some prerequisites.
ClouDr’s business is expected to keep strong growth momentum in 2023. The Company is expected to achieve breakeven in 2024. Investors could see good stock price performance at that time.


ClouDr Group (9955.HK) 23H1 - Turning Losses into Profits Is Within Reach