CSPC Pharmaceutical (1093 HK) - New Products to Contribute Meaningful Revenue in 2024
FY23 results in line with expectation. CSPC reported FY23 revenue of RMB31.45bn (+1.7% YoY) and attributable net profit of RMB5.87bn (-3.6% YoY),...
China Traditional Chinese Medicine (570 HK): Disaster as Offer Lapses, Potential Deal Break Price
This deal break caught many, including me, off guard. There are lessons to be learnt and questions to be asked. Shareholders will have a bruising...
China Macro: Sector Positioning Update
Sector positioning among active China Funds. Industrials and Consumer Staples Remain Top Overweights, Energy shows signs of a turnaround, whilst...
China's Weight Loss Drug Market – The Investment Opportunities and the Risks Behind
The GLP-1 target has been recognized as a blockbuster target, which has attracted great enthusiasm from investors.We analyzed related investment...
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