AI & Robotics
Bundled hardware and software revenue, capitalised development costs, and project-level margin.
Sectors
Where the numbers are built differently
The diligence framework is the same in every sector. What changes is where the earnings are most sensitive — and therefore where the work has to go first.
Where I work
Biotech & Medtech
Registration-driven revenue, clinical milestone costs, hospital consignment and long receivable cycles.
Advanced Manufacturing
Gross margin sustainability, capacity and capital commitments, supplier concentration and currency exposure.
Hong Kong & Macau
Holding structures, cross-border service charges, dividend routes and listing structures.
The framework behind each sector page
Each sector page applies the same four areas — revenue, related parties, cost of sales and operating expenses — to the structure of that industry. The series that sets out the method starts here:
Get in touch
If your question is sector-specific, mention the sector and the structure in the first email — it shortens the first conversation considerably.
Email: huiwu233@gmail.com