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.

Tinci Materials Technology (A/H Listing) - Cost Advantage Is the Moat to Cope with Industry Cycle

Pre-IPO New Hope Dairy (A/H Listing) - The Company Has Occupied a Favorable Position

Pre-IPO Junlebao Dairy Group - The Strength and the Concerns

Equity Capital Markets

Shenzhen Megmeet Electrical  / Equity Capital Markets

<ul>
<li>Megmeet actively involved in the power system design of NVIDIA's Blackwell and Vera Rubin series architectures. This position enjoys very strong scarcity and an ecological moat.</li>
<li>If the product iteration pace of NVIDIA slows down, the technical roadmap changes, or the order delivery fails to meet expectations, it will directly affect Megmeet's growth logic.</li>
<li>The “scarcity” of Megmeet can provide certain valuation premium. Conservative scenario is A/H discount of 35%. Neutral scenario is A/H discount of 25%. Optimistic scenario is A/H discount of 15%.</li>
</ul>


Megmeet actively involved in the power system design of NVIDIA's Blackwell and Vera Rubin series architectures. This position enjoys very strong scarcity and an ecological moat.
If the product iteration pace of NVIDIA slows down, the technical roadmap changes, or the order delivery fails to meet expectations, it will directly affect Megmeet's growth logic.
The “scarcity” of Megmeet can provide certain valuation premium. Conservative scenario is A/H discount of 35%. Neutral scenario is A/H discount of 25%. Optimistic scenario is A/H discount of 15%.


Pre-IPO Shenzhen Megmeet Electrical (A/H Listing) - The Strength and the Concerns Behind