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 Topstar Technology (A/H Listing) - Deep Dive the Business Model, Concerns, Outlook

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

Pre-IPO Shenzhen Longsys Electronics (PHIP Updates) - Some Points Worth the Attention

Pre-IPO Eccogene - About the Pipeline and the Concerns Behind

Pre-IPO SKG Health Technologies - The Industry, the Business and the Concerns

Pre-IPO Suplay - The Business Model, Peer Comparison and the Outlook

Equity Capital Markets

Verisilicon Microelectronics S / Equity Capital Markets

Verisilicon Microelectronics S (688521 CH)

<ul>
<li>VeriSilicon is a rare company in the world that can provide a complete IP portfolio and one-stop services from design to production, and has a faster response to regional services.</li>
<li>The challenge is the ecological barriers of ARM and Synopsys is extremely deep, making it difficult to form substantive competition in the field of general-purpose processor IP in short term</li>
<li>Considering the differences in liquidity between SSE Star Market and HK stock market, a discount of approximately 30%-40% is more comfortable, which may leave enough “margin of safety” for investors.</li>
</ul>


VeriSilicon is a rare company in the world that can provide a complete IP portfolio and one-stop services from design to production, and has a faster response to regional services.
The challenge is the ecological barriers of ARM and Synopsys is extremely deep, making it difficult to form substantive competition in the field of general-purpose processor IP in short term
Considering the differences in liquidity between SSE Star Market and HK stock market, a discount of approximately 30%-40% is more comfortable, which may leave enough “margin of safety” for investors.


Pre-IPO Verisilicon Microelectronics (A/H Listing)-Difficulty Breaking Through Competitors' Barriers