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.

New Horizon Health (6606.HK) - What Makes a Really Good Story? Definitely Not Just Breakeven

CARSgen Therapeutics (2171.HK) - Pain Points Have Not Been Effectively Resolved

Pre-IPO Shanghai Cell Therapy Group - Commercialization Prospects and Profitability Are Pessimistic

Pre-IPO Yunkang Group - Lack of New Growth Point

New Horizon Health (6606.HK) - Still Has a Long Way to Go

Angelalign Technology (6699.HK) - Uncertain Growth Outlook

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

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/new-horizon-health-limited" target="_blank" data-smartkarma-citation="entities:31039:1" rel="noopener">New Horizon Health (6606 HK)</a> has made some improvements based on 2021 preliminary financial data. The newly launched UU Tube also enriches the product line. </li>
<li>However, the industry is still at the early stage. In front of fierce competition, ColoClear’s bottleneck is obvious. The cheaper products (Pupu Tube, UU Tube) could have more market acceptance. </li>
<li>Based on our analysis, our view is that the Company may rebound temporarily, but it is too early for a complete reversal.</li>
</ul>



New Horizon Health (6606 HK) has made some improvements based on 2021 preliminary financial data. The newly launched UU Tube also enriches the product line. 
However, the industry is still at the early stage. In front of fierce competition, ColoClear’s bottleneck is obvious. The cheaper products (Pupu Tube, UU Tube) could have more market acceptance. 
Based on our analysis, our view is that the Company may rebound temporarily, but it is too early for a complete reversal.


New Horizon Health (6606.HK) - Far from Complete Reversal