China Healthcare Weekly (May.5)- 2nd Wave of COVID, Valuation Logic of China's Core Assets, Lifetech
It's time to talk about the 2nd wave of COVID in China.Investors need to understand deep meaning/valuation logic of China's core assets so as not...
533 Views
China Healthcare Weekly (March.3) - TCM New Policy, Pfizer to Acquire Seagen, Haohai Biological
New favorable policy for TCM industry was released. We analyzed our top picks. Pfizer is in talks to acquire Seagen, but we're conservative about...
714 Views
Northbound Flows (Dec 16th): CMB, Shanghai Intl Airport, Tongwei
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for CMB, Shanghai Intl Airport, Tongwei.
530 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
Beijing Tong Ren Tang Chinese Medicine (3613.HK) 22H1 - Performance Recovery in 22H2 Is Uncertain
H2 performance recovery depends not only on the control of pandemic but also the sustainability of demand for non-rigid medical products.Overseas...
307 Views