A-H Premium Weekly (May 9th): Datang Intl Power Gen, Beigene, CSSC O&M Engineering
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Datang Intl Power Gen, Beigene, CSSC O&M Engineering, Xinhua...
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HK Connect Flows Weekly (May 9th): Meituan, CCB, Alibaba, Beigene, Tencent, Xiaomi, SMIC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Meituan, CCB, Alibaba, Beigene, Tencent, Xiaomi, SMIC,...
696 Views
China Healthcare Weekly (May11)-Trump's Executive Order, Pharmacy's Risks, BeiGene 25Q1 Result Is Ok
Trump aims to boost US drug manufacturing by reducing regulatory barriers, leading to industry changes. VBP will accelerate pharmacy closures....
640 Views
Jiangsu Hengrui Pharma A/H Listing - PHIP Updates and Updated Thoughts on A/H Premium
Jiangsu Hengrui Medicine (600276 CH) (JHP), a China-based pharmaceutical company, aims to raise around US$2bn in its H-share listing. In this note,...
429 Views
Pre-IPO Jiangsu Hengrui Medicine H Share Listing (PHIP Updates) - Some Points Worth the Attention
Hengrui's growth in 2024/25Q1 hinges on BD cooperation, but long-term pressure remains. VBP will lead to future performance decline. Valuation...
514 Views