Pharmaron Beijing (3759.HK/300759.CH) - Share Price Would Continue to Underperform
Pharmaron’s 2023 results could fall short of management's guidance due to declining demand. Growth potential of CGT business is not as good as...
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A/H Premium Tracker (To 8 Dec 23): H Down Vs A, Again, Despite SOUTHBOUND Buying; Pharmas Weak
Hs in H/A Pairs have underperformed their As by nearly 3% in two weeks despite SOUTHBOUND buying. This week sectors were mixed (last week every one...
356 Views
Joinn Laboratories (6127.HK) - Concerns Begin to Arise when the Monkeys Become More Expensive
Joinn is the company with the strongest cyclical attribute in CXO sector, mainly because its performance growth is closely related with changes in...
463 Views
Greater China Funds: China Health Care Reversal
Greater China managers have actively rebalanced portfolios away from China & HK Health Care over the last 6-months, with Taiwan Tech the key...
319 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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