Mar 3Liked by East Asia Stock Insights

Sounds like it's a strong company with exciting growth prospects! Before I read part 2, I'm curious about what you think about Sysmex's partnership with Siemens in the Hemostasis business - do you think the two firms would run into conflicts of interest when distributing in each others' geographical regions?

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I think cannibalization would be a bigger issue if this was more of a zero-sum game between Sysmex and Siemens. But with 2 other major competitors I think they wanted to have as much sales resources they can in the markets. I've also heard Sysmex wasn't happy with the sales performance of Siemens in some regions, so it was Sysmex that initiated the change.

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Jan 25Liked by East Asia Stock Insights

Great article! Interested to learn more about their robotics business, I like ISRG a lot.

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