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Tibet Rhodiola Pharm A / Equity Bottom-Up

<ul>
  <li>Tibet Rhodiola Pharmaceutical Holding Co. is a prominent player in China's traditional Chinese medicine (TCM) and broader pharmaceutical market, with a focus on biological products, Tibetan and Chinese medicines, and chemical drugs. The company has demonstrated a strong growth trajectory, underscored by a significant increase in net income and dividends over the past three years.</li>
  <li>The company's strategic focus on high-margin products is evident from its consistently high gross margins, which have remained above 92% in recent years. This, coupled with robust operating cash flow, positions the company well for future investments in research and development and potential market expansion.</li>
  <li>Operating within the rapidly growing Chinese pharmaceutical and TCM markets, the company is poised to benefit from favorable demographic trends, increasing health consciousness, and government support for the TCM industry. However, it faces risks related to regulatory changes, market competition, and the need for continuous innovation.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Tibet Rhodiola Pharmaceutical Holding Co. is a prominent player in China's traditional Chinese medicine (TCM) and broader pharmaceutical market, with a focus on biological products, Tibetan and Chinese medicines, and chemical drugs. The company has demonstrated a strong growth trajectory, underscored by a significant increase in net income and dividends over the past three years.
  The company's strategic focus on high-margin products is evident from its consistently high gross margins, which have remained above 92% in recent years. This, coupled with robust operating cash flow, positions the company well for future investments in research and development and potential market expansion.
  Operating within the rapidly growing Chinese pharmaceutical and TCM markets, the company is poised to benefit from favorable demographic trends, increasing health consciousness, and government support for the TCM industry. However, it faces risks related to regulatory changes, market competition, and the need for continuous innovation.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Tibet Rhodiola Pharm A (600211 CH) - Nov 2025

HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

<ul>
<li>CMS's way of in-licensing products has shifted from CSO model to asset-purchase model so as to enhance control on the assets. But the transformation hasn’t been recognized by the market.     </li>
<li>Despite outstanding fundamentals, <a href="https://www.smartkarma.com/entities/china-medical-system-holdings" target="_blank" data-smartkarma-citation="entities:18736:1" rel="noopener">CMS</a>’s valuation remains low. Doubts about the Company's real R&amp;D capabilities/core competitiveness and the negative image due to past financial fraud could be the reasons.</li>
<li>CMS would encounter performance headwinds in 2023/2024 due to VBP, but revenue/profit growth is expected to pick up in 2025. It’s still a good defensive choice in a bear market.</li>
</ul>


CMS's way of in-licensing products has shifted from CSO model to asset-purchase model so as to enhance control on the assets. But the transformation hasn’t been recognized by the market.     
Despite outstanding fundamentals, CMS’s valuation remains low. Doubts about the Company's real R&amp;D capabilities/core competitiveness and the negative image due to past financial fraud could be the reasons.
CMS would encounter performance headwinds in 2023/2024 due to VBP, but revenue/profit growth is expected to pick up in 2025. It’s still a good defensive choice in a bear market.


China Medical System (867 HK) - A Wise Choice in a Bear Market

China

Tibet Rhodiola Pharmaceutical Holding Co. develops, manufactures, and markets Tibet medicines.  The Company's products include Rhodiola capsules, Rhodiola pellets, and other related medicines.

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Tibet Rhodiola Pharm A (600211 CH)

Primer: Tibet Rhodiola Pharm A (600211 CH) - Nov 2025

Tibet Rhodiola Pharmaceutical Holding Co. is a prominent player in China's traditional Chinese medicine (TCM) and broader pharmaceutical market,...

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China Medical System (867 HK) - A Wise Choice in a Bear Market

CMS's performance low point is 2023/2024, but high growth returns in 2025. Despite bad image due to past financial fraud, high dividend/strong...

Xinyao (Criss) Wang

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