Primer: Aier Eye Hospital Group (300015 CH) - Sep 2025
Market Leader with Scalable Model: Aier is the largest private ophthalmology group in China, leveraging a unique "hierarchical chain"management...
57 Views
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
477 Views
Pre-IPO Puxiang Healthcare Holding - Weak Profitability Is the Major Concern
Hospital operation is asset-heavy industry.Puxiang's net profit CAGR is lower than revenue CAGR,with unsatisfactory net profit margin and...
488 Views
Pre-IPO Bayzed Health Group (PHIP Updates) - Some Points Worth the Attention
The positioning of Bayzed is just “a supplement to public hospital system”, with limited competitiveness.Due to weak profitability, it's hard to...
355 Views
Pre-IPO BenQ BM Holding (PHIP Updates) - Some Points Worth the Attention
​BenQ faces limited growth in Jiangsu Province due to market saturation. Low profit margin/ pain points of business model pose challenges.Valuation...
503 Views