The CXO/Biotech Plunge and the Afterwards Investment Logic (2022)
The article analyzed CXO plunge last week, the potential impact, the investment logic, the outlook on CXO and biotech, the scenarios when are...
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Hong Kong Connect Flows: Chinese Buying Tsingtao Brewery
We highlight Hong Kong Connect inflows into Tencent (700 HK), Meituan (3690 HK), Tsingtao Brewery (168 HK), and outflows from Wuxi Biologics (2269...
286 Views
Hong Kong Buybacks: Wuxi Biologics Spent HKD700m in a Day
We highlight the top 3 companies that repurchased the most shares in HK were Wuxi Biologics (2269 HK), Ping An Healthcare And Technology (1833 HK),...
354 Views
Potential Blacklist Additions: Impact on China AI/Biotech Stocks
An FT article said that the Biden administration would add 8 entities to the NS-CMIC list and 24 entities to the Entity List. We look at the...
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Legend Biotech (传奇生物) Follow-On Offering - Untimely Raise
Legend Biotech Corp (LEGN US) a non-wholly owned subsidiary of Hong Kong-listed Genscript Biotech (1548 HK), is looking US$300m in its follow-on...
277 Views