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.

Haier Biomedical (688139.CH) - Just Been Included in the FTSE GEIS, Time to Follow

Beijing Wantai Biological (603392.CH) - After A 3839% Rally, Let's Look at Some Concerns

Pre-IPO Chaoju Eye Care Holdings - Here Are the Strength and the Concerns

Pre-IPO BeiGene - Would the IPO on the STAR Market Be the Last Hurrah?

Ping An Good Doctor (1833.HK) - It Is the Time to Look at Some Concerns

Innovent Biologics (1801 HK) - Have the Genes to Become a Big Pharma

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

Equity Bottom-Up

Lepu Medical Technology A / Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/lepu-medical-technology-a" target="_blank" data-smartkarma-citation="entities:16654:1" rel="noopener">Lepu Medical Technology A (300003 CH)</a> did not perform well in 2020/2H mainly due to the intensive procurement of high-value medical consumables (the coronary stents). The market was concerned about the Company's uncertainty in business and subsequent decline in performance, leading to the continuous decrease of its stock price. Over the past six months, the share price of Lepu fell from around RMB47/share in July last year to around RMB26/share. However, the stock price has rebounded recently, reaching as high as RMB34.68/share. So is Lepu still worth looking forward to in the long term?</p>

Lepu Medical Technology A (300003 CH) did not perform well in 2020/2H mainly due to the intensive procurement of high-value medical consumables (the coronary stents). The market was concerned about the Company's uncertainty in business and subsequent decline in performance, leading to the continuous decrease of its stock price. Over the past six months, the share price of Lepu fell from around RMB47/share in July last year to around RMB26/share. However, the stock price has rebounded recently, reaching as high as RMB34.68/share. So is Lepu still worth looking forward to in the long term?

Lepu Medical Technology A (300003 CH) - Does Not Have High Moat