HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

SKG Health Technologies / Equity Capital Markets

<ul>
<li>Unlike mainstream manufacturers that build moats around operating systems, application ecosystems, and platform entry points, the product logic of future wearables is closer to that of medical device companies. </li>
<li>There is the tension between medical attributes and consumption efficiency. The real question is: Can this industry, which lies between healthcare and consumption, support the long-term expansion of SKG?</li>
<li>There's the tension between medical attributes and consumption efficiency. Given that SKG’s growth outlook is facing uncertainty but its profitability is solid, a P/E range of 15-25x is relatively reasonable.</li>
</ul>


Unlike mainstream manufacturers that build moats around operating systems, application ecosystems, and platform entry points, the product logic of future wearables is closer to that of medical device companies. 
There is the tension between medical attributes and consumption efficiency. The real question is: Can this industry, which lies between healthcare and consumption, support the long-term expansion of SKG?
There's the tension between medical attributes and consumption efficiency. Given that SKG’s growth outlook is facing uncertainty but its profitability is solid, a P/E range of 15-25x is relatively reasonable.


Pre-IPO SKG Health Technologies - The Industry, the Business and the Concerns

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SKG Health Technologies (SKH HK)

Pre-IPO SKG Health Technologies - The Industry, the Business and the Concerns

Future wearables are shifting towards a product logic similar to medical device companies, balancing medical attributes with consumption...

Xinyao (Criss) Wang

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52-week Range

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Pre-IPO SKG Health Technologies - The Industry, the Business and the Concerns

​Future wearables are shifting towards a product logic similar to medical device companies, balancing medical attributes with consumption...

Xinyao (Criss) Wang

Future wearables are shifting towards a product logic similar to medical device companies, balancing medical attributes with consumption...