IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

Arun has over 15 years’ experience covering the Technology sector. During this time, he has worked with technology start-ups and as an equity analyst in investment banks and independent research firms. He was formerly a Technology Analyst for Canaccord Genuity, Altium Securities, Espirito Santo Investment Bank, Noble Group and Clear Capital. He has a dual Master’s degree in Financial Engineering and Industrial and Operations Engineering from the University of Michigan. He obtained his Bachelor’s degree in Mechanical Engineering from the Indian Institute of Technology, Bombay. He is also a CFA charterholder.

IPOs and Catalysts/Events

LinkDoc Technology IPO Initiation: Building with Big Data

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Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Equity Capital Markets

<p><a href="https://www.smartkarma.com/entities/yidu-tech-inc" target="_blank" data-smartkarma-citation="entities:29245:1" rel="noopener">Yidu Tech Inc (YID HK)</a> is a software company that offers healthcare solutions built on big data and artificial intelligence (AI) technologies. Yidu ranked No.1 in terms of revenue among all healthcare big data solution providers in China in 2019 with a market share of 5.0% in the healthcare big data solutions market in China, according to EY. Yidu is backed by GIC and <a href="https://www.smartkarma.com/entities/tencent-holdings-ltd" target="_blank" data-smartkarma-citation="entities:26:1" rel="noopener">Tencent Holdings (700 HK)</a>. Yidu is pre-marketing a Hong Kong IPO to raise as much as $500 million, according to press reports.</p><div class="content-highlight"><p>Yidu is a play on China’s healthcare industry rising spend on IT and data services. Hospitals are investing in solutions to digitalize hospital operations, clinical practice, academic research, and patient services. Regulators and policymakers at national, provincial, and local municipal levels are investing in systems and platforms for data connectivity and public health monitoring. Yidu is benefiting from these structural trends by delivering breakneck growth and steadily reducing losses. Overall, we believe that Yidu is an attractive play on these market dynamics.</p></div>

Yidu Tech Inc (YID HK) is a software company that offers healthcare solutions built on big data and artificial intelligence (AI) technologies. Yidu ranked No.1 in terms of revenue among all healthcare big data solution providers in China in 2019 with a market share of 5.0% in the healthcare big data solutions market in China, according to EY. Yidu is backed by GIC and Tencent Holdings (700 HK). Yidu is pre-marketing a Hong Kong IPO to raise as much as $500 million, according to press reports.Yidu is a play on China’s healthcare industry rising spend on IT and data services. Hospitals are investing in solutions to digitalize hospital operations, clinical practice, academic research, and patient services. Regulators and policymakers at national, provincial, and local municipal levels are investing in systems and platforms for data connectivity and public health monitoring. Yidu is benefiting from these structural trends by delivering breakneck growth and steadily reducing losses. Overall, we believe that Yidu is an attractive play on these market dynamics.

Yidu Tech IPO Initiation: Patient Revolution