In today’s briefing:
- Japan Weekly | Mazda, Mit Motors, Subaru
- China Healthcare Weekly (Sep.30) – Orthopedics VBP, CGT CDMO, Surgical Robots, Bottom of HKEX
Japan Weekly | Mazda, Mit Motors, Subaru
- Topix down 4.2% on persistent concerns about surging inflation, rising interest rates and a highly uncertain global economic outlook
- The Nikkei index shed 7.7% in September, its biggest monthly decline since March 2020.
- Disappointing commentary from NIKE, APPLE and automakers not helping sentiment
China Healthcare Weekly (Sep.30) – Orthopedics VBP, CGT CDMO, Surgical Robots, Bottom of HKEX
- Last week, centralized procurement results of orthopedic spinal consumables were released, with an average price reduction of 84%. We analyzed the impact on related companies.
- If medical insurance reimbursement standards of Hunan Provincial are followed, there will be few real clinical needs for surgical robots for many hospitals, mainly to meet scientific research needs instead.
- Under the appearance of the popularity of CGT CDMO, there are some hidden worries. Investors are recommended to be rational due to the overcapacity issue in the future.
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