Initiating Coverage of CSPC (1093 HK) With Narrow Moat Rating, FVE of HKD 21.0 Per Share
We initiate coverage on CSPC Pharmaceutical (1093 HK), or CSPC, with a narrow moat rating and a fair value estimate of HKD 21.0 per share, implying...
386 Views
China Shineway(2877: HK): Beneficiary from Deregulation of Non-Essential Drug in Grassroots Level
A year ago, I wrote about China Shineway Pharmaceutical Group Ltd. (2877 HK) that has a couple of low-cost drugs that sell in the second and third...
464 Views
Ascletis Pharma IPO Preview: Drug-Fuelled Euphoria Needed to Justify Valuation
Ascletis Pharma Inc (AP HK) which specialises in developing drugs to treat HCV (hepatitis C virus), HIV and liver cancer, is the first pre-profit...
746 Views
CHINA HEALTHCARE - China Improving Healthcare Standards, Positive News for Pharma and Diagnostics
Quality and safety standards of drugs and medical devices will be stricter in China. CFDA may soon launch a two-track testing procedure for...
148 Views
Smartkarma: ECM Coverage Weekly Update (14 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Buckle up! We are in...
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