2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
874 Views
Quiddity Weekly H/A: Spread Monitor & Southbound Flows [Week to 29 Jun 2018]
An H/A Spread Monitor Project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and where the...
364 Views
CSPC Pharma (1093 HK): 2025 Witness VBP Inclusion Impact; Pipeline and Launches Hold Key For Future
​CSPC Pharma's 2025 revenue dropped 10% YoY due to finished drugs decline. Focus on new products, pipeline strength, and high-end market expansion...
201 Views
Global Pharmaceuticals: Valuations, Assets and Leverage Up - Margins Down
We examined ten years of accounting and valuation data for the pharmaceutical companies around the world with sales of US$100m+ and created...
606 Views
Money Matters: A Fish Called Wanda
Any analysis of China's credit growth over the past six years or so would suggest that it is unsustainable and that as a result, when the day of...
408 Views