China Resources Medical - Hard to Earn High Profits Due to Poor Business Model and Policy Risk
Автор: Smartkarma
Загружено: 2022-07-25
Просмотров: 7
Описание:
General hospitals have poor business model, profitability and policy risk. Despite its strength, we are conservative about China Resources Medical's outlook, who is difficult to achieve high valuation
by Xinyao (Criss) Wang on China Resources Medical in Equity Bottom-Up
Key points:
1. China Resources Medical has more advantages than ordinary private medical institutions in terms of its State-owned Key Enterprises background, delicacy management, cost reduction and efficiency increase, resources/talents, industrial chain layout.
2. However, due to the policy environment, China Resources Medical just represents “a small area of relatively little risk in a large area that is clearly risky”.
3. General hospitals have poor business model and profitability. Despite its strength, we are conservative about the outlook of China Resources Medical, which is difficult to achieve a higher valuation.
Before it's here it's on Smartkarma: https://skr.ma/pGa7j
More from Xinyao (Criss) Wang: https://skr.ma/tsv3P
More in Equity Bottom-Up: https://skr.ma/EoA81
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