Sinopharm Group (1099 HK): Industry Tailwind and China Reopening To Drive Growth
SinoPharm’s acquisition of VBP varieties is in the leading position in the industry. As depicted by accelerating revenues in the first three...
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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...
337 Views
China Resources Pharmaceutical (3320.HK) - Here Are the Concerns
Pharmaceutical manufacturing business is the key to drive valuation,but the subsidiaries face challenge.CR Pharma should improve its vision of...
345 Views
Shanghai Pharmaceuticals (2607 HK): Stable Core Business; New Drug Approvals to Accelerate Growth
SPH reported accelerated double-digit revenue growth in Q3. Sector tailwinds, easing of COVID restrictions, and rich pipeline of innovative drugs...
164 Views
Hong Kong Connect Flows: 11 Weeks of Inflows
Southbound connect recorded 11 weeks of consecutive inflows. We highlight Tencent and BYD that dominated the inflows last week.
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