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.

Jafron Biomedical (300529.CH) - Logic Changes Due to The Centralized Procurement

Shenzhen Mindray Bio-Medical Electronics (300760.CH) - Still a “Safe Play” Despite Growth Slowdown

Micro-Tech Nanjing (688029.CH) - Potential for Reversals Despite Short-Term Pressure on Performance

Microport Scientific (853.HK) - The Favorable and the Unfavorable Aspects

Microport Scientific (853.HK) - It Is a Good Time to See Some Concerns

Shenzhen Mindray Bio-Medical Electronics - The Future Performance Is Worth Looking Forward To

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

Equity Bottom-Up

Shenzhen Mindray Bio-Medical Electronics / Equity Bottom-Up

Shenzhen Mindray Bio-Medical Electronics (300760 CH)

<p>Since <a href="https://www.smartkarma.com/entities/shenzhen-mindray-bio-medic-a" target="_blank" data-smartkarma-citation="entities:28017:1" rel="noopener">Shenzhen Mindray Bio-Medical Electronics (300760 CH)</a>’s share price hit a record high of RMB502/share in July, the share price has fallen about 25% to close at RMB378.03/share on Oct. 15, 2021. Meanwhile, on October 18, there would be 662 million restricted shares allowed for circulation, accounting for 54.49% of the total share capital. Besides, the news about centralized procurement as well as the acquisition of Hytest Invest Oy also caught investors’ attention. This insight mainly analyzed the business, the performance in 2021/1H, the potential impact of centralized procurement, the Hytest deal and the outlook of the Mindray.</p>

Since Shenzhen Mindray Bio-Medical Electronics (300760 CH)’s share price hit a record high of RMB502/share in July, the share price has fallen about 25% to close at RMB378.03/share on Oct. 15, 2021. Meanwhile, on October 18, there would be 662 million restricted shares allowed for circulation, accounting for 54.49% of the total share capital. Besides, the news about centralized procurement as well as the acquisition of Hytest Invest Oy also caught investors’ attention. This insight mainly analyzed the business, the performance in 2021/1H, the potential impact of centralized procurement, the Hytest deal and the outlook of the Mindray.

Shenzhen Mindray Bio-Medical Electronics (300760.CH) - The Logic Behind Optimism