Aier Eye Hospital Group could become a multi-bagger due to its high capital compounding rates. Despite higher stock prices, strong fundamentals warrant further research.
Despite the recent decline in share price, long-term investors have seen a 15% return each year over five years. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering.
Aier Eye Hospital Group's high P/E ratio, despite weaker growth predictions, pose risks for investors. The high P/E amidst lower growth forecasts suggest a potential for declining value in investments.
Aier Eye Hospital Group shows promising trends, hinting at potential multi-bagger status. High ROCE and continuous capital reinvestment suggest a bright future, but further research is advised due to strong performance.
$CSI 300 Index(000300.SH)$$iShares MSCI China A ETF(CNYA.US)$ UOB KH report. MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
Core point 1. In the past three years, China's medical beauty industry has undergone earth-shaking changes, and non-surgical products occupy the mainstream 2. The brand is a marketing tool and a social contract for the legal entity to face society. Last year, it began to issue documents on supervising medical aesthetics, focusing on doctors' qualifications, marketing, and the capabilities of three types of ...
Aier Eye Hospital Groupに関するコメント
UOBKH: Healthcare – China (Overweight)
UOBKH: Healthcare – China (Overweight) - Alpha Edge Investing
$薬明生物(02269.HK)$$無錫薬明康徳(02359.HK)$$信達生物製薬(01801.HK)$$杭州啓明(02500.HK)$$復宏漢霖(02696.HK)$$Aier Eye Hospital Group(300015.SZ)$$Shenzhen Mindray Bio-Medical Electronics(300760.SZ)$
UOBKH: Alpha Picks – July Conviction Calls (Greater China)
UOBKH: Alpha Picks – July Conviction Calls (Greater China) - Alpha Edge Investing
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UOB KH report.
MSCI China now trades at an undemanding 12-month forward PE of 10.2x, or a 37.0% discount to Emerging Asia. This steep discount is unwarranted and they expect valuation to normalise in 2H23, backed by additional policy support. However, a significant rerating is only possible if credit growth accelerates; hence, their index target is at 74 points for now, implying 12.0x target PE. They prefer exposure to automobiles, co...
コラムExpert Meeting Minutes | Seven Development Trends of the China Medical Aesthetics Industry
1. In the past three years, China's medical beauty industry has undergone earth-shaking changes, and non-surgical products occupy the mainstream
2. The brand is a marketing tool and a social contract for the legal entity to face society. Last year, it began to issue documents on supervising medical aesthetics, focusing on doctors' qualifications, marketing, and the capabilities of three types of ...
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