Research on Tech Companies

Evelyn Zhang

Thematic (Sector/Industry)

<ul>
<li>The competition between Alibaba and JD has been heating up after Alibaba abandoned its "exclusivity requirement”, JD sale GMV increased by 28.4% vs Alibaba only increased by 8.4% YoY.  </li>
<li>Live streaming has become a mainstream sales channel, Douyin and Kuaishou both achieved more than 200% sales increase YoY.  </li>
<li>Influencers and brands are fighting over price setting power. Many brands have opened their own official livestreaming channels this year.</li>
</ul>


The competition between Alibaba and JD has been heating up after Alibaba abandoned its "exclusivity requirement”, JD sale GMV increased by 28.4% vs Alibaba only increased by 8.4% YoY.  
Live streaming has become a mainstream sales channel, Douyin and Kuaishou both achieved more than 200% sales increase YoY.  
Influencers and brands are fighting over price setting power. Many brands have opened their own official livestreaming channels this year.


HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Bottom-Up

Yunnan Botanee Bio-Technology / Equity Bottom-Up

<p>On August 10, <a href="https://www.smartkarma.com/entities/yunnan-botanee-bio-technology" target="_blank" data-smartkarma-citation="entities:33954:1" rel="noopener">Yunnan Botanee Bio-Technology (300957 CH)</a> released its 2021/1H financial results. In the first half of 2021, Botanee achieved revenue of RMB1.412 billion, up 49.94% YoY. Net profit attributed to shareholders was RMB265 million, up 65.28% YoY. Net profit after deducting non-recurring gains and losses was RMB253 million, up 68.46% YoY. The performance was outstanding, but the market seemed to have very modest response. Botanee’s share price was just up 1.02% on August 11 and 3.98% on August 12 but down 5.35% on August 13. So, how is this Company? What are the concerns behind positive financial results?</p>

On August 10, Yunnan Botanee Bio-Technology (300957 CH) released its 2021/1H financial results. In the first half of 2021, Botanee achieved revenue of RMB1.412 billion, up 49.94% YoY. Net profit attributed to shareholders was RMB265 million, up 65.28% YoY. Net profit after deducting non-recurring gains and losses was RMB253 million, up 68.46% YoY. The performance was outstanding, but the market seemed to have very modest response. Botanee’s share price was just up 1.02% on August 11 and 3.98% on August 12 but down 5.35% on August 13. So, how is this Company? What are the concerns behind positive financial results?

Botanee Bio-Technology (300957.CH)-The Success of WINONA Cannot Cover up the Concerns on the Outlook

China

Yunnan Botanee Bio-Technology Group Co. LTD manufactures and sells skin care and cosmetics. The Company produces masks, toners, hand creams, and other cosmetics. Yunnan Botanee Bio-Technology Group also develops new biology technologies.

Yunnan Botanee Bio-Technology (300957 CH)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Yunnan Botanee Bio-Technology (300957 CH)

A Quiet Single Day

Another year another Single's Day, but the pandemic has put a damper on this year's shopping bonanza. Faced with a shrinking pie, a new player is...

Evelyn Zhang

Botanee Bio-Technology (300957.CH)-The Success of WINONA Cannot Cover up the Concerns on the Outlook

The article analyzed a popular skin care product company Botanee in terms of the market potential, 2021H1 performance, strength, comparison with...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)