Zhangzhou Pientzehuang Pharmaceutical (600436CH) 22H1- 2022 Is Stressful but Shares Will Bounce Back
Pien Tze Huang's performance slows down this year. Shares could continue to fall due to overvaluation, but will bounce back due to its high moat....
279 Views
Dong E E Jiao (000423.CH) - Could the New Chairman Turn Things Around?
The raw material (donkey skin) shortage is a big concern for Dong-E-E-Jiao's future development, together with low inventory turnover,fierce...
230 Views
The Concerns and Outlook About the Recent Rally in Traditional Chinese Medicine (TCM) Sector
The insight mainly analyzed the logic behind the recent rally in TCM sector, the policy impact, the concerns on limited resources, VBP,...
289 Views
Guangzhou Baiyunshan Pharmaceutical Holdings (874.HK) - Conservative About the Outlook
This insight analyzed Baiyunshan’s 2021Q3 performance, the core business segments, the comparison with peers, the concerns on business transition,...
471 Views
Beijing Tong Ren Tang Chinese Medicine: A Turnaround Worth A Look
Beijing Tong Ren Tang Chinese Medicine can be a rare turnaround case in our opinion, thanks to its wide moat and compounding capability.
529 Views