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Beijing Tongrentang Co A (600085 CH)
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49
Analysis
Health Care
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China
Beijing Tongrentang Co., Ltd. develops, manufactures, and markets Chinese traditional medicines and medicinal wines. The Company also operates pharmaceutical retail businesses and provides consulting services.
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bullish
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Beijing-Shanghai High Speed Ra
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15 Jul 2024 19:12
Quiddity Leaderboard SSE50/180 Dec 24: US$1.6bn+ One-Way; Some Changes to Expectations.
There could be US$1.4bn and US$240mn one-way flows, respectively, for the SSE 50 and SSE 180 December 2024 rebalances. Around 70% of the reference...
Janaghan Jeyakumar, CFA
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304 Views
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bearish
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China Resources Medical
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30 Jun 2024 15:56
China Healthcare Weekly (Jun.30) - TCM Companies Witness Soaring Costs, Rising Stars in ADC, 1515.HK
Investors should watch for rising TCM raw material prices. Chinese pharmaceutical companies are rising in ADC.Caution with China Resources...
Xinyao (Criss) Wang
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373 Views
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bearish
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TBEA Co Ltd A
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24 Jun 2024 16:50
Quiddity Leaderboard SSE50/180 Dec 24: Some Expected DELs Could Underperform Peers
We see 5 changes for the SSE 50 index and 18 changes for the SSE 180 index. There are four more months for the reference period to end and our...
Janaghan Jeyakumar, CFA
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273 Views
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bearish
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Jiangsu Hengrui Medicine
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03 Mar 2024 20:53
China Healthcare Weekly (Mar.1) - Prioritize Big Pharma, Real Ownership of Pricing Power, Hengrui
Investors should prioritize pharmaceutical companies with abundant cashflow/diversified funding sources.Pricing power has never belonged to any...
Xinyao (Criss) Wang
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385 Views
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bullish
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Thematic (Sector/Industry)
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16 Jul 2023 09:59
China Healthcare Weekly (Jul.14)-TCM Demand Switch, 8% Benchmark Growth Rate, GLP-1 Change Game Rule
8% could be a benchmark growth rate for future healthcare industry. People's TCM demand switch will lead to changes in TCM company's performance....
Xinyao (Criss) Wang
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324 Views
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