If there is way to short Huada, I will do that! I have some reasons:
As a heavy asset industry, Huada lost at the beginning: it has too heavy HiSeq, maybe the biggest amount in the world, 160 at 2013 or 2012. I am not sure how many they have now, but I can sure, that's not asset, it will be the burdon, very soon. One of the most vital key is, you can not imagine how fast the depreciation cost will lose in the NGS industry.
Bei Rui He Kang, on the contrary, is much better, based on their light asset.