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.

Pre-IPO Guangdong Dtech Technology (PHIP Updates) - Some Points Worth the Attention

Pre-IPO Momenta Global (PHIP Updates) - Some Points Worth the Attention

Pre-IPO Tanboer Group - Low Profit Margin Is a Pain Poin

Pre-IPO Anker Innovations Technology (A/H Listing) - The "Shallow-Sea Theory" Does Not Work Well

Equity Capital Markets

Luxshare Precision Industry / Equity Capital Markets

<ul>
<li>Luxshare has adopted a dual-drive strategy of internal growth and external acquisition - The automotive and AI computing power businesses are the fruits of its twelve-year-long early planning.</li>
<li>New businesses are in the investment stage and their short-term contribution to profits is limited.There’s a time lag in the transmission of cost pressure caused by the upstream price hikes.</li>
<li>Luxshare's profit CAGR of next three years is 22%. A conservative scenario is P/E of 20x. A neutral scenario is P/E of 25x. An optimistic scenario is P/E of 30x.</li>
</ul>


Luxshare has adopted a dual-drive strategy of internal growth and external acquisition - The automotive and AI computing power businesses are the fruits of its twelve-year-long early planning.
New businesses are in the investment stage and their short-term contribution to profits is limited.There’s a time lag in the transmission of cost pressure caused by the upstream price hikes.
Luxshare's profit CAGR of next three years is 22%. A conservative scenario is P/E of 20x. A neutral scenario is P/E of 25x. An optimistic scenario is P/E of 30x.


Pre-IPO Luxshare Precision Industry (PHIP Updates) - Some Points Worth the Attention