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興旺發丫
2023-02-14
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興旺發丫
2022-10-06
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@TradingLounge:Broadcom Inc., (AVGO:NASDAQ): Daily Chart, September 28 2022,
興旺發丫
2022-04-25
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@Smartkarma:Hangzhou Tigermed Consulting (3347.HK/300347.CH) - The Business Model May Not Be a Safe Play
興旺發丫
2022-03-18
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興旺發丫
2022-02-23
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2021-12-26
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Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","text":"Tigermed’s high growth and high valuation are inseparable from continuous M&As and investment. However, uncertain macro environment and risk of recession question if \"CRO+PE/VC\" model is a safe play. Despite solid growth in 2021, if seen from prior years, the revenue YoY growth rate and net profit YoY growth rate showed a state of divergence, which is “interesting”. Since half of Tigermed’s net profits were from investment income,it’s not logical to apply the valuation methods of traditional CXO to Tigermed. Its CRO and investment should be valued separately. The poor IPO sentiment, risk of recession and the domestic healthcare rational return would make investors reconsider if Tigermed’s “CRO + PE/VC business model” would be a safe play. By Xinyao (Criss) Wang - https:","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084867912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9097720008,"gmtCreate":1645571318206,"gmtModify":1676534039651,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574070203715316","idStr":"3574070203715316"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9097720008","repostId":"1122018131","repostType":4,"isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954295556,"gmtCreate":1676375189876,"gmtModify":1676375194919,"author":{"id":"3574070203715316","authorId":"3574070203715316","name":"興旺發丫","avatar":"https://static.tigerbbs.com/e4dd3df5958287045f11520c7370bb40","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574070203715316","idStr":"3574070203715316"},"themes":[],"htmlText":"QC. I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>I. B🚉","listText":"QC. I vaG imh <a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars </a>I. B🚉","text":"QC. I vaG imh @TigerStars I. B🚉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954295556","repostId":"1181635279","repostType":2,"isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}