Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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<a href="https://www.smartkarma.com/profiles/1006" target="_blank" data-smartkarma-citation="accounts:1006">Henry Soediarko</a> wrote on <a href="https://www.smartkarma.com/entities/1261" target="_blank" data-smartkarma-citation="entities:1261:1">Consun Pharmaceutical Group ("Consun", 1681 HK)</a> in November 2016. His detailed insight on the company can be found in his insight titled - "Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet" (<a href="https://www.smartkarma.com/insights/long-term-pure-play-in-chinese-ageing-population-with-pristine-balance-sheet" target="_blank">link</a>).Looking at the company's latest corporate event, it seems that the management is finally recognizing that Consun is undervalued and are taking measures to boost the company's share price performance. Latest Corporate Events:<ol><li>PROPOSED OFF-MARKET SHARE…</li></ol>

Henry Soediarko wrote on Consun Pharmaceutical Group ("Consun", 1681 HK) in November 2016. His detailed insight on the company can be found in his insight titled - "Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet" (link).Looking at the company's latest corporate event, it seems that the management is finally recognizing that Consun is undervalued and are taking measures to boost the company's share price performance. Latest Corporate Events:PROPOSED OFF-MARKET SHARE…

Consun Pharmaceutical Group: Company Buys Back 146.1m Shares from Hony Capital

Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

<ul><li>Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and the cost for kidney dialysis is not exactly affordable for lower to middle class in China. Consun Pharmaceutical manufactures Uremic Clearance Granule (UCG), a modern Chinese medicine answer to delay the onset of kidney failure.</li><li>Cost Effective Solution. Kidney dialysis in China costs RMB 40-80k per year, in Singapore costs SGD 24-48k per year, in the US it costs around USD 53-72k per year. Daily dosage for UCG costs RMB 20 which is RMB 7200 or USD 1028 per year. Cost saving effect: 80-90%</li><li>Attractive valuation. TTM PE 14x vs 20x industry, EBIT margin 38.26% vs 2.13% industry, no debt. </li></ul>

Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and the cost for kidney dialysis is not exactly affordable for lower to middle class in China. Consun Pharmaceutical manufactures Uremic Clearance Granule (UCG), a modern Chinese medicine answer to delay the onset of kidney failure.Cost Effective Solution. Kidney dialysis in China costs RMB 40-80k per year, in Singapore costs SGD 24-48k per year, in the US it costs around USD 53-72k per year. Daily dosage for UCG costs RMB 20 which is RMB 7200 or USD 1028 per year. Cost saving effect: 80-90%Attractive valuation. TTM PE 14x vs 20x industry, EBIT margin 38.26% vs 2.13% industry, no debt. 

Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet!

China

Consun Pharmaceutical Group Limited is a pharmaceutical company engaged in the research, manufacturing and sale of modern Chinese medicines and medical contrast medium in the People's Republic of China.

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Consun Pharmaceutical (1681 HK)

Consun Pharmaceutical Group: Company Buys Back 146.1m Shares from Hony Capital

Henry Soediarko wrote on Consun Pharmaceutical Group ("Consun", 1681 HK) in November 2016. His detailed insight on the company can be found in...

Crispin Francis

Long Term, Pure Play in Chinese Ageing Population with Pristine Balance Sheet!

Substitute product. In the aging population in China where older people (70 years and older) are more prone to Chronic Kidney Disease (CKD) and...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)