Pre-IPO Huge Dental Limited - The Business and the Concerns Behind
​Import substitution and cost effectiveness drive HUGE's performance growth, but competing in non-advantageous areas may require price reduction...
505 Views
Pre-IPO Hangzhou Jiuyuan Gene Engineering (PHIP Updates) - The Future Prospects Are Not Optimistic
​Jiuyuan's growth momentum is stalling due to VBP. Guyoudao and JY29-2 face competition and uncertainty. Market value may surpass Qyuns. Future...
571 Views
Pre-IPO Hangzhou Jiuyuan Gene Engineering - Old Pipelines Are Difficult to Bring New Breakthroughs
Jiuyuan's pipelines lack high moat since most are generic pharmaceuticals and relatively old products. If its GLP-1s fail to show superior clinical...
529 Views
Smartkarma North Asia Weekly: Alibaba Antitrust, OFAC Clarification, China Logistics, & Kuaishou IPO
In this edition of the Smartkarma North Asia Weekly, it summarizes some of the top insights on Smartkarma in the past week covering Japan, HK...
938 Views
Industry Report - Insights on China Dental Care Industry
This article analyzed the China dental care industry in terms of market potential, oral instruments (implants, invisible orthodontics and CBCT),...
798 Views
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