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 Mabwell (Shanghai) Bioscience (PHIP Updates) - Some Points Worth the Attention

Pre-IPO Star Sports Medicine (PHIP Updates) - Some Points Worth the Attention

Pre-IPO UISEE Technologies (PHIP Updates) - The Business, the Concerns and the Outlook

Pre-IPO Jintan - About the Business Model, the Risks and the Peer Comparison

Pre-IPO Guangdong Marubi Biotechnology (A/H Listing) - The Pain Points and the Outlook

Pre-IPO Zhejiang Shimai Pharmaceutical - It Might Never Be Possible to Make Money

Equity Capital Markets

Sigenergy Technology / Equity Capital Markets

<ul>
<li>The core of Sigenergy's business model is focusing on segmented tracks, exploring overseas high-end home markets through highly integrated innovative products, and adopting a global distribution model.</li>
<li>To seize the market and cope with competition, Sigenergy may lower the price of SigenStor.As raw material costs fluctuate, high gross margin is difficult to maintain and would fall back.</li>
<li>By referring to the valuations of peers during their  upwrd phase, considering the high growth/high risk of Sigenergy, and based on our forecast, 12-18x P/E could be a relatively reasonable range.</li>
</ul>


The core of Sigenergy's business model is focusing on segmented tracks, exploring overseas high-end home markets through highly integrated innovative products, and adopting a global distribution model.
To seize the market and cope with competition, Sigenergy may lower the price of SigenStor.As raw material costs fluctuate, high gross margin is difficult to maintain and would fall back.
By referring to the valuations of peers during their  upwrd phase, considering the high growth/high risk of Sigenergy, and based on our forecast, 12-18x P/E could be a relatively reasonable range.


Pre-IPO Sigenergy Technology (PHIP Updates) - The Strength and the Concerns