China Traditional Chinese Medicine (570 HK): Disaster as Offer Lapses, Potential Deal Break Price
This deal break caught many, including me, off guard. There are lessons to be learnt and questions to be asked. Shareholders will have a bruising...
1.5k Views
China Shineway Pharmaceutical (2877.HK) - Negative Growth in 24H1 Seems Inevitable
Shineway's 24Q1 performance was sluggish and 24H1 results isn't optimistic. But growth is expected to pick up in 24H2. Shineway is undervalued and...
496 Views
China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules, Xingqi Pharma
New policy of innovative drug is a big deal. We've reasons to start being optimistic.The market pattern of TCM formula granules will face...
578 Views
Primer: China Shineway Pharmaceutical (2877 HK) - May 2026
Market Leader in a Niche Segment: China Shineway is the largest manufacturer of Traditional Chinese Medicine (TCM) injections, soft capsules,...
116 Views
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
1.4k Views