HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

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<ul>
<li>In "<em>Investment Opportunities in China Medical Device Industry",</em>we analyzed <a href="https://www.smartkarma.com/entities/jafron-biomedical-co-ltd" target="_blank" data-smartkarma-citation="entities:29575:1" rel="noopener">Jafron Biomedical Co Ltd (300529 CH)</a>. However,the stock price has fallen about 45% from the record high of RMB103/share in May.</li>
<li>The concerns about centralized procurement and the risk of single product structure cast doubts on the Company's outlook.</li>
<li>Investors could choose to take advantage of the positive momentum in the short-term,but it is not recommended to hold for a long time since the logic of Jafron has changed.</li>
</ul>


In "Investment Opportunities in China Medical Device Industry",we analyzed Jafron Biomedical Co Ltd (300529 CH). However,the stock price has fallen about 45% from the record high of RMB103/share in May.
The concerns about centralized procurement and the risk of single product structure cast doubts on the Company's outlook.
Investors could choose to take advantage of the positive momentum in the short-term,but it is not recommended to hold for a long time since the logic of Jafron has changed.


Jafron Biomedical (300529.CH) - Logic Changes Due to The Centralized Procurement