Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

Equity Bottom-Up

<ul><li>Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and the cost for kidney dialysis is not exactly affordable for lower to middle class in China. Consun Pharmaceutical manufactures Uremic Clearance Granule (UCG), a modern Chinese medicine answer to delay the onset of kidney failure.</li><li>Cost Effective Solution. Kidney dialysis in China costs RMB 40-80k per year, in Singapore costs SGD 24-48k per year, in the US it costs around USD 53-72k per year. Daily dosage for UCG costs RMB 20 which is RMB 7200 or USD 1028 per year. Cost saving effect: 80-90%</li><li>Attractive valuation. TTM PE 14x vs 20x industry, EBIT margin 38.26% vs 2.13% industry, no debt. </li></ul>

Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and the cost for kidney dialysis is not exactly affordable for lower to middle class in China. Consun Pharmaceutical manufactures Uremic Clearance Granule (UCG), a modern Chinese medicine answer to delay the onset of kidney failure.Cost Effective Solution. Kidney dialysis in China costs RMB 40-80k per year, in Singapore costs SGD 24-48k per year, in the US it costs around USD 53-72k per year. Daily dosage for UCG costs RMB 20 which is RMB 7200 or USD 1028 per year. Cost saving effect: 80-90%Attractive valuation. TTM PE 14x vs 20x industry, EBIT margin 38.26% vs 2.13% industry, no debt. 

Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet!

China

Consun Pharmaceutical Group Limited is a pharmaceutical company engaged in the research, manufacturing and sale of modern Chinese medicines and medical contrast medium in the People's Republic of China.

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Consun Pharmaceutical (1681 HK)

Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet!

Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and...

Henry Soediarko

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