Aier Eye Hospital Group (300015 CH): Synthetic Expert Call Transcript (07 Aug 2026)
Industry Cycle Transition: The Chinese ophthalmic market has shifted from a volume-driven hyper-growth phase to a highly price-sensitive,...
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Aequitas: Aier Eye Hospital A/H Listing - Strong Expansion Plans; Profit Margins Hit by Regulation
Aier Eye Hospital, aims to raise around US$650m in its H-share listing. In this note, we look at its past performance and other deal dynamics that...
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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...
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The “Game Rule” of China Healthcare - Pharmaceuticals Vs Medical Devices Vs Medical Services
​China healthcare has distinct segments with different investment logic/characteristics.The pecking order is drugs>medical device>medical...
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Quiddity Leaderboard ChiNext & ChiNext 50 Dec26: Expected ADDs/DELs Can Change; US$655mn One-Way
Some of the ChiNext potential ADDs are very close to the border. Depending on the relative price performance between now and the end of the...
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