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Beijing Tongrentang Co A (600085 CH)
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46
Analysis
Health Care
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China
Beijing Tongrentang Co., Ltd. develops, manufactures, and markets Chinese traditional medicines and medicinal wines. The Company also operates pharmaceutical retail businesses and provides consulting services.
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bearish
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Jiangsu Hengrui Medicine
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03 Mar 2024 20:53
China Healthcare Weekly (Mar.1) - Prioritize Big Pharma, Real Ownership of Pricing Power, Hengrui
Investors should prioritize pharmaceutical companies with abundant cashflow/diversified funding sources.Pricing power has never belonged to any...
Xinyao (Criss) Wang
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349 Views
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bullish
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Thematic (Sector/Industry)
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16 Jul 2023 09:59
China Healthcare Weekly (Jul.14)-TCM Demand Switch, 8% Benchmark Growth Rate, GLP-1 Change Game Rule
8% could be a benchmark growth rate for future healthcare industry. People's TCM demand switch will lead to changes in TCM company's performance....
Xinyao (Criss) Wang
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298 Views
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bullish
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Thematic (Sector/Industry)
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13 Jun 2023 08:55
The Cyclicality of China Healthcare - Policy Environment, the Industry, and Investment Opportunities
Without industry beta, China healthcare companies still have opportunity to achieve countercyclical breakthrough.Investors need to be in line with...
Xinyao (Criss) Wang
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294 Views
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bullish
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Thematic (Sector/Industry)
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06 Nov 2022 09:33
China Healthcare Weekly (Nov4)-Opportunity in Culture Medium, European API, Long Logic of Investment
Culture medium will have a rapid growth period. Due to high costs, EU Pharma face difficulty in sustaining production.Mr Market begins to think...
Xinyao (Criss) Wang
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211 Views
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bearish
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Thematic (Sector/Industry)
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12 Oct 2022 08:24
Russia-Ukraine War Episode 2 - The Balance Could Tilt Again and Its Impact on Healthcare Industry
The first episode of Russia-Ukraine war has ended and entered a new phase.As it becomes "small world war",the balance may tilt again. It's also a...
Xinyao (Criss) Wang
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215 Views
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