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Aier Eye Hospital Group Co., Ltd.'s (SZSE:300015) Last Week's 5.3% Decline Must Have Disappointed Private Companies Who Have a Significant Stake
Guosen: Continuously recommending Innovative Drugs and paying attention to investment opportunities in Medical Devices.
Currently, the Industry is undergoing significant supply-side structural reforms, and the collective procurement of Pharmaceuticals and Medical Devices is also nearing completion, with the expectation of entering a new growth cycle in 2025.
Returns On Capital Signal Tricky Times Ahead For Aier Eye Hospital Group (SZSE:300015)
Guosen's 2025 strategy for csi sws health care index: Innovation leads to industrial upgrade.
Current domestic medical demand continues to upgrade, the macro economy is expected to gradually warm up, and under geopolitical disturbances, the country is likely to increase support for self-controllable initiatives.
An Intrinsic Calculation For Aier Eye Hospital Group Co., Ltd. (SZSE:300015) Suggests It's 21% Undervalued
Research reports on exploring opportunities丨 Yongxing Securities: aier eye hospital group’s performance has significant elasticity, first giving a "shareholding" rating.
Ning Xing Securities' research report pointed out that Aier Eye Hospital Group (300015.SZ) had stable third-quarter revenue but the gross margin was under pressure. The Q3 gross margin, net margin attributable to the parent, and non-net margin attributable to the parent were 53.9%, 24.4%, and 23.1% respectively. According to the semi-annual report, the growth in the number of surgeries is faster than the growth in revenue, and the unit price is under pressure. The company's overseas growth rate is significantly faster than domestic, with revenue in the Europe region increasing by 16.41%. This is mainly due to the company's acquisition of 100% equity of the UK Optimax Group through the European Clínica Baviera in the first half of the year, while the domestic industry growth is temporarily restricted. It is believed that future macro environment