China Shineway Pharmaceutical (2877HK)-Shineway Is Undervalued, but Downside Risk Is Hard to Control
Shineway showed solid growth in 22H1 driven by TCM formula granules business. Such positive momentum will continue. Shineway is also cash rich and...
243 Views
Consun Pharmaceutical (1681HK)- High-Priced Acquisition & Good Performance Show Big Upside Potential
Consun achieved amazing 2021 results and is undervalued. Wanbangde’s intention to acquire Consun at high price is a catalyst. Shares have big...
298 Views
China Shineway Pharmaceutical (2877.HK) - Uncertainties Cloud the Outlook
The strong performance recovery based on 2021H1 reports is a good signal, but how long the positive momentum would last is not sure because the VBP...
242 Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views
HSCI Index Rebalance & Stock Connect: Expected Changes in September
Currently we see 28 potential inclusions & 22 deletions from the HSCI at the Sep rebalance. Most of the inclusions will join Stock Connect while...
463 Views