Dong E E Jiao (000423.CH) - Could the New Chairman Turn Things Around?
The raw material (donkey skin) shortage is a big concern for Dong-E-E-Jiao's future development, together with low inventory turnover,fierce...
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The Concerns and Outlook About the Recent Rally in Traditional Chinese Medicine (TCM) Sector
The insight mainly analyzed the logic behind the recent rally in TCM sector, the policy impact, the concerns on limited resources, VBP,...
281 Views
Guangzhou Baiyunshan Pharmaceutical Holdings (874.HK) - Conservative About the Outlook
This insight analyzed Baiyunshan’s 2021Q3 performance, the core business segments, the comparison with peers, the concerns on business transition,...
456 Views
Beijing Tong Ren Tang Chinese Medicine: A Turnaround Worth A Look
Beijing Tong Ren Tang Chinese Medicine can be a rare turnaround case in our opinion, thanks to its wide moat and compounding capability.
518 Views
Shanghai/Shenzhen Connect Ideas: Moutai Inflows Were Back, Tsingtao Too (2019-06-14)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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