SINOPHARM (1099 HK): Not What It Seems
Sinopharm has misrepresented its cash flow statement and aggressively window dressed its balance sheet. The company appears to have persuaded its...
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Cardinal to Depart China: A Good Play for Distributors
Cardinal Health Inc (CAH US) has confirmed press reports that it is evaluating strategic options for its China distribution business. The rumored...
775 Views
Stefano's Mandarin Is Improving
We have argued in several Insights over the past 18 months that the retail pharmacy sector is evolving into a global business and that a leading US...
278 Views
What's the Definition Of "Temporary"?
Shijiazhuang City in Hebei Province (China) recently ordered local manufacturing companies to halt production activities in order to reduce air...
324 Views
CR Pharma: New Details, Final Thoughts
This Insight follows up on our three prior Insights on the company. Here we discuss our opinion of the offering; additional details from the PHIP;...
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