Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive Growth
SinoPharm’s acquisition of VBP varieties is in the leading position in the industry. As depicted by accelerating revenues in the first three...
1k Views
Zhangzhou Pientzehuang Pharmaceutical (600436.CH) - Disappointing Performance Is Just the Beginning
The investment logic of PienTzeHuang has changed, with more downside in valuation ahead. It's time to think about long logic from a broader...
512 Views
China Resources Pharmaceutical (3320.HK) - Here Are the Concerns
Pharmaceutical manufacturing business is the key to drive valuation,but the subsidiaries face challenge.CR Pharma should improve its vision of...
640 Views
Shanghai Pharmaceuticals (2607.HK)- Low Profitability Is Big Problem; Share Price Would Underperform
Due to VBP, Shanghai Pharmaceuticals will face low margin. Weak COVID vaccine demand/uncertain synergistic effect of cooperation with Yunnan Baiyao...
484 Views
Shanghai Pharmaceuticals (2607 HK): Stable Core Business; New Drug Approvals to Accelerate Growth
SPH reported accelerated double-digit revenue growth in Q3. Sector tailwinds, easing of COVID restrictions, and rich pipeline of innovative drugs...
355 Views