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興旺發丫
2022-04-25

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Hangzhou Tigermed Consulting (3347.HK/300347.CH) - The Business Model May Not Be a Safe Play

@Smartkarma Research Network：

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://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community On Hangzhou Tigermed Consulting (H) (3347 HK) - https://www.smartkarma.com/entities/hangzhou-tigermed-consulting-co-ltd-1008d609-73bd-4d76-8315-b29502a448ff?utm_source=tiger_community

Hangzhou Tigermed Consulting (3347.HK/300347.CH) - The Business Model May Not Be a Safe Play

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Its CRO and investment should be valued separately.</li> \n <li>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.</li> \n</ul> <p>By Xinyao (Criss) Wang - https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community</p> <p>On Hangzhou Tigermed Consulting (H) (3347 HK) - https://www.smartkarma.com/entities/hangzhou-tigermed-consulting-co-ltd-1008d609-73bd-4d76-8315-b29502a448ff?utm_source=tiger_community</p></body></html>","htmlText":"<html><head></head><body><p><b>Tigermed’s&nbsp;high growth and high valuation are inseparable from continuous M&amp;As and investment.&nbsp;However, uncertain macro environment and risk of recession question if &nbsp;\"CRO+PE/VC\" model is a safe play.</b></p> <ul> \n <li>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”.</li> \n <li>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.</li> \n <li>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.</li> \n</ul> <p>By Xinyao (Criss) Wang - https://www.smartkarma.com/profiles/xinyao-criss-wang?utm_source=tiger_community</p> <p>On Hangzhou Tigermed Consulting (H) (3347 HK) - https://www.smartkarma.com/entities/hangzhou-tigermed-consulting-co-ltd-1008d609-73bd-4d76-8315-b29502a448ff?utm_source=tiger_community</p></body></html>","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”. 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