•19 Sep 2023 12:21
United Laboratories International Holdings Placement (3933.HK) - Valuation Pullback Seems Inevitable
United Lab is facing a performance decline when the dividend period of the pandemic has subsided. Weight management/veterinary drug businesses have...
bearish•Quantitative Analysis•29 Oct 2023 10:10
Hong Kong Connect Flows (Oct 27th): Meituan, Semiconductor Manufacturing International, CNOOC
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Meituan, Semiconductor Manufacturing International, CNOOC.
bullish•Quantitative Analysis•05 Dec 2022 08:25
Hong Kong Connect Flows (Dec 2nd): Meituan, Country Garden, China Mobile, Longfor, Tencent
We analyzed the Hong Kong Connect Scheme for last week and highlight flows for Meituan, Country Garden, China Mobile, Longfor, Tencent.
bullish•Yichang HEC Changjiang Pharma•27 Nov 2022 05:15
HEC Pharma (1558 HK): Core Product Saw Volume Recovery in 1H 2022; New Launches to Accelerate Growth
HEC Pharma’s revenue jumped ~6x in 1H22, driven by volume recovery of its core drug Kewei. Going ahead, new generic launches and insulin portfolio...
bullish•Thematic (Sector/Industry)•29 Nov 2021 09:00