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...
312 Views
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,...
690 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....
630 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,...
423 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...
495 Views