Medlive Technology (2192.HK) - The Logic Has Shaken
The medical knowledge solutions is the key cornerstone business but it's still weak. Together with fierce competition and healthcare “rational return”, the logic of Medlive's business model has shaken
- The revenue YoY growth, net profit YoY growth and net profit margin reached a new low in 2021. The performance of Medlive cannot meet the market's expectations of high growth.
- The medical knowledge solutions is the cornerstone business and vital to the attractiveness of platform for users. However, this business is not strong enough to make the outlook certain.
- In the fierce competition, more efforts are needed on how to convert physician resources into business value continuously. Due to unreliable logic, we are conservative about Medlive at current stage.
By Xinyao (Criss) Wang - https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community
On Medlive Technology (2192 HK) - https://www.smartkarma.com/entities/medlive-technology-co-ltd?utm_source=tiger_community
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- BaronLyly·2022-04-07This company should have great development potential, after all, medical knowledge solutions are getting more and more attention and will gradually be recognized by more and more peopleLikeReport
- KittyBruno·2022-04-07Don't worry, after all, every new department needs to go through a long growth process before it develops. Give it some timeLikeReport
- ChristKitto·2022-04-07As online medicine grows and remote consultations become commonplace, more and more doctors and patients will get used to the new diagnostic modelLikeReport
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- juenming1993·2022-05-01NoLikeReport
- jumps·2022-05-01LaksaLikeReport
