China Healthcare Weekly (Aug.27)
This article analyzed the logic of China's healthcare sector while its economy is being restructured, two strategies to deal with centralized...
371 Views
Aequitas: Kelun-Biotech Placement - Steady Performance; Valuation May Temper Appeal
Sichuan Kelun-Biotech Biopharmaceutical Co is looking to raise up to US$350m from a primary placement. In this note, we will talk about the...
120 Views
HK Connect Flows Weekly (Jun 26th): Kingboard, Alibaba, Kingboard Laminates, Smic, Tencent, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Kingboard (148 HK), Alibaba (9988 HK), Kingboard...
131 Views
COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
855 Views
Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
311 Views