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...
455 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,...
692 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.
718 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...
732 Views
"Donkey Skin" Rhymes With "Shark Fin" Update
Recall that E-Jiao, a Traditional Chinese Medicine made from donkey skin, is one of China Resources Pharmaceutical Group (3320 HK) 's leading...
487 Views