To The Moon

前言： $醫渡科技(02158)$ 是一家中國的醫療人工智能公司，致力於將人工智能技術應用於醫療領域，幫助醫療機構提高效率和準確性，提供更好的醫療服務。 醫渡科技的產品和服務涵蓋了醫療影像診斷、醫療智能助手、醫療大數據等多個領域。其中，醫療影像診斷是醫渡科技的核心業務之一，該公司開發了一系列基於深度學習技術的影像診斷產品，包括CT、MRI、DR等多個領域。 醫渡科技目前已經與多家國內外知名醫療機構建立了合作關係，包括北京協和醫院、上海交通大學醫學院附屬仁濟醫院等。同時，該公司還獲得了多項國內外榮譽和獎項，如2019年中國互聯網醫療大會“最具技術創新企業”獎等。 現在，我們根據基本面來分析一下醫渡科技（02158.HK）的個股走勢。 正文： （一）上市兩年多 股價一路下滑 （二）2023財年H1淨利潤同比增長19.48% （三）財務指標常年虧損狀態 （四）近五年營業收入逐年遞增 （五）近兩年虧損減少 （六）收益質量高 資產負債率極低 各項指標平穩健康 （七）同業比較整體居中 （八）目前估值相對合理 總結： 醫渡科技23財年1H收入同比下滑，中長期多元化增長趨勢不改。 醫渡科技 “平臺+人財稅+生態” 策略指引完善產品佈局，全面推進中大企業市場戰略以及產品覆蓋面，單客戶價值深入挖掘； 公司未來收入增長引擎由雲業務接替，催化SaaS訂閱付費模式逐漸成熟； 大企業市場國產化替代能力有望推動公司業務持續高成長； 星空標準版和企業版的下沉疊加疫情催化，中小企業上雲與訂閱意願高增。 考慮到大企業數字化轉型、國產替代需求旺盛，雲轉型升級下毛利率有望改善，以及降本增效穩步推進，看好該股今後發展。 但同時，我們應注意以下風險： 1，醫療數字化推進不及預期； 2，醫療數字化行業競爭加劇； 3，生命科學解決方案

Follow me at @Alice Arnault to learn more Saw quite a number of news stories which talk about valuation, so hope to share a bit on this Relative Valuation - estimates the value of an asset by looking at the pricing of assets relative to a common variable like earnings, cash flows, book value or sales. • Most common multiples: P/E, EV/EBITDA, Price/Book Value, EV/Sales, PEG ratio, free cash flow yield, dividend yield Case: In 2020, the average P/E ratio of the S&P 500 index was around 22x, while the historical average is about 15x. This suggested that the market might have been overvalued at that time. • Historical analysis: how does current pricing compare to history Quant: In 2007, just before the financial crisis,

The strategic entry plan in second half of 2023: Yesterday, US20Y reached the level of more than 3.9% again, and the factors causing the short-term sharp rise in colonial interest rates are nothing more than inflation and the upper limit of U.S. bonds and performance key market indicators like $XPeng Inc.(XPEV)$ $Nasdaq100 Bear 3X ETF(SQQQ)$ $Semiconductor Bull 3X Shares(SOXL)$ $Nasdaq100 Bull 3X ETF(TQQQ)$ These two types of problems, as previously evaluated, may have a very short-term

Shares of $SVB Financial Group(SIVB)$ plunged 60% on Thursday, the biggest one-day drop on record.Another crypto bank Silvergate Capital gave another hit - shut down its banking operations, causing the S&P 500 Banks Index to fall about 6% on Thursday.What happened on SVB?Technology Boom - Total Deposits SkyrocketSVB is Silicon Valley Bank, and like the name, it provides banking services to many startups in Silicon Valley. It also means many startups have their bank accounts in SVB, which is the capital that SVB relies on. The second half of 2020 has seen a global funding boom for technology companies, and the rapid growth in startups loans and venture capital funding has led to a huge amount of cash and

$Grab Holdings(GRAB)$ Grab Holdings Ltd. on Monday said it prepaid US$600 million ($806.6 million) in debt ahead of a 2026 maturity, taking advantage of excess cash on its balance sheet. The Singapore-based ride-hailing and delivery company completed the transaction last week, bringing its debt under an outstanding term loan to US$517 million, down from the previous balance of US$1.117 billion. Grab also has about US$200 million in other bank debt. “Grab is taking advantage of our healthy cash position to reduce our gross debt balance and generate interest savings, given the macroeconomic environment,” said Chief Financial Officer Peter Oey. Grab in November bought back about US$750 million in debt - part of its US$2

Hi Tigers,Welcome to check the latest High Dividend Yields lists of 13 SGX companies whose Yields exceed the 12 months Fixed Deposit Rates of most SG banks. Welcome to find and share your most bullished one.Best Fixed Deposit Rates(MAR 2023)Notes: Fixed deposit interest rates listed here are mostly promotional interest rates that change monthly, and some might not even have a specific expiry date.The 13 High Dividend Yeilds stocks are as belowCompanyMarket Value (SGD)Current Price (SGD)Dividend YieldYTD 2023Industry$GOLDEN AGRI-RESOURCES LTD(E5H.SI)$3.61 B0.286.70%14.00%Agriculture Products$KEPP