Shanghai Microport Endovascular MedTech

Shanghai Microport Endovascular MedTech (688016.CH) 21/22Q1 - This Is a Company Worth Investing In

Equity Bottom-Up
247 Views, 10 May 2022 08:52
EXECUTIVE SUMMARY
  • The aortic product line would bring strong growth in 1-2 years. From 3 years or longer term, Endovascular’s peripheral vascular interventional devices would be the main driver for high growth.
  • We don’t think the centralized procurement would be a concern for the time being. As many products are or will apply for CE Mark, the progress of internationalization is promising.
  • The current valuation is very attractive. Due to the pandemic/lockdown in China and many external uncertainties, share price could go lower, but it's still a good company to invest in.
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
ChinaHealth CareEquity Bottom-UpThematic (Sector/Industry)

Over 13 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in ... 

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