Microport Scientific (853.HK) - The Subsidiaries Would Be a Better Investment
We analyzed the centralized procurement and other concerns on MicroPort. Due to its development mode, the subsidiaries are more attractive and...
529 Views
Pre-IPO Shanghai NewMed Medical - Concerns on Fierce Competition and Future Commercialization
We analyzed the industry characteristics of heart valve device market. Concerns of NewMed are mainly the slow product development progress, fierce...
530 Views
Peijia Medical (9996.HK) Vs Venus MedTech (2500.HK) Vs CardioFlow (2160.HK)-Pain Points and Solution
We analyzed the TAVR business of Venus, MicroPort CardioFlow and Peijia. We also analyzed the competition pattern, concerns, pain points of TAVR...
451 Views
MicroPort MedBot IPO Trading - Decent Demand But Upside Is Limited from the Top-End
Shanghai MicroPort MedBot Group (MM), a surgical robot company, raised around US$200m in its Hong Kong IPO. In this note we will talk about the...
401 Views
HeMo Bioengineering (禾木生物工程) Pre-IPO: Signs of Lacking Innovation
We look at HeMo Bioengineering's main products. We are not convinced that its aspiration catheter products are innovative and competitive.
731 Views