Aier Eye Hospital Group Watchlist
Aier Eye Hospital Group (300015.CH) - More than Just Bribery Scandal
171 Views, 20 Jan 2022 09:11
- According to public news, the recent bribery scandal of Aier Eye Hospital Group (300015 CH) has raised widespread concern. Shenzhen stock Exchange also issued a letter of inquiry.
- The development model based on M&A funds helps rapid expansion, but also leads to profit orientation and large goodwill balance, indicating potential risks.
- The biggest risk is the revolutionary technology/drugs to disrupt the business value of Aier’s medical services. So, Aier could be a short-term trade, but not a long-term hold.