Jiangsu Hengrui (1276 HK): Robust 1H25; Innovative Drugs Key; Out-Licensing Affirm Pipeline Strength
Jiangsu Hengrui sees16% revenue growth in 1H25. Innovative drug sales were up 15% YoY and contributed 48% of revenue. Aided by 43% jump in...
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Hansoh Pharma Placement - Somewhat Expected but Still Opportunistic
Hansoh Pharmaceutical Group (3692 HK) aims to raise around US$500m via a primary placement. In this note, we talk about the deal dynamics.
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APAC Healthcare Weekly (Aug 17) – Fosun Pharma, Remegen, Astellas, Daewoong Pharma, Zydus, Lupin
Astellas, Remegen, and Daewoong Pharma announced positive trial results for their respective drug candidates. Fosun Pharma stuck outlicensing deal....
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Hong Kong Single Stock Options Weekly (Aug 11 – 15): Market Breadth Expands, Options Activity Grows
A storong market across sectors with option trading increasing and heavier particpation in Calls,. HKD retreated from peak range after interventions.
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HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
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