HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Bottom-Up

<p>Since 2021, if you want to ask which sector in the healthcare industry has outstanding performance, the medical beauty sector is definitely the one. Looking at the leading companies in this sector, the market cap and P/E ratio of <a href="https://www.smartkarma.com/entities/bloomage-biotechnology-corporation-a" target="_blank" data-smartkarma-citation="entities:30390:1" rel="noopener">Bloomage Biotechnology Corporation-A (688363 CH)</a> by the end of May 28, 2021 were RMB121 billion and 175, respectively. For <a href="https://www.smartkarma.com/entities/imeik-technology-development-co-ltd" target="_blank" data-smartkarma-citation="entities:32170:1" rel="noopener">Imeik Technology Development (300896 CH)</a>, they were RMB142 billion and 250, respectively. Both were at high end and very expensive. Here is another company, <a href="https://www.smartkarma.com/entities/sihuan-pharmaceutical-hldgs" target="_blank" data-smartkarma-citation="entities:33:1" rel="noopener">Sihuan Pharmaceutical Hldgs (460 HK)</a>, whose share price was up over 318% since the beginning of 2021 on the back of its medical beauty business, with market cap of HK$32.5 billion and P/E ratio of 57.17, which is pretty eye-catching. So could the medical beauty business revalue the Company? This insight mainly analyzed the business outlook and the concerns.</p>

Since 2021, if you want to ask which sector in the healthcare industry has outstanding performance, the medical beauty sector is definitely the one. Looking at the leading companies in this sector, the market cap and P/E ratio of Bloomage Biotechnology Corporation-A (688363 CH) by the end of May 28, 2021 were RMB121 billion and 175, respectively. For Imeik Technology Development (300896 CH), they were RMB142 billion and 250, respectively. Both were at high end and very expensive. Here is another company, Sihuan Pharmaceutical Hldgs (460 HK), whose share price was up over 318% since the beginning of 2021 on the back of its medical beauty business, with market cap of HK$32.5 billion and P/E ratio of 57.17, which is pretty eye-catching. So could the medical beauty business revalue the Company? This insight mainly analyzed the business outlook and the concerns.

Sihuan Pharmaceutical (460.HK) - Optimistic in the Short Term but Conservative in the Long Term

Bloomage Biotechnology  Lt / Equity Bottom-Up

<p>As a kind of medicine with clinical value, hyaluronic acid has gradually entered people's life. The release of policy about the food-grade hyaluronic acid marked the further opening of China's hyaluronic acid food market. As the world's largest supplier of hyaluronic acid raw material, <a href="https://www.smartkarma.com/entities/bloomage-biotechnology-corporation-a" target="_blank" data-smartkarma-citation="entities:30390:1" rel="noopener">Bloomage Biotechnology Corporation-A (688363 CH)</a> is very clear that this could be the future trend and plans to fully expand the functional food containing hyaluronic acid, which would be one of key drivers of future business growth. This insight mainly analyzed the logic behind this strategy and the potential challenges of the business.</p>

As a kind of medicine with clinical value, hyaluronic acid has gradually entered people's life. The release of policy about the food-grade hyaluronic acid marked the further opening of China's hyaluronic acid food market. As the world's largest supplier of hyaluronic acid raw material, Bloomage Biotechnology Corporation-A (688363 CH) is very clear that this could be the future trend and plans to fully expand the functional food containing hyaluronic acid, which would be one of key drivers of future business growth. This insight mainly analyzed the logic behind this strategy and the potential challenges of the business.

Bloomage Biotechnology (688363.CH) - Opportunities Coexist with Challenges

China

Imeik Technology Development Co,,Ltd. manufactures and distributes biomedical products. The Company produces sodium hyaluronate, collagens, polylactic acids, and other related products. Imeik Technology Development also produces medical devices.

Imeik Technology Development C (300896 CH)

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Imeik Technology Development C (300896 CH)

Sihuan Pharmaceutical (460.HK) - Optimistic in the Short Term but Conservative in the Long Term

The medical beauty business outlook with high certainty is the main reason for the share price to rise three times this year.However, there are...

Xinyao (Criss) Wang

Bloomage Biotechnology (688363.CH) - Opportunities Coexist with Challenges

This article mainly analyzed Bloomage Biotechnology in terms of the logic behind entering the functional food market, the rally of stock price, the...

Xinyao (Criss) Wang

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52-week Range

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