Northbound Flows (July): Two Months of Outflows
We analyzed the Shanghai/Shenzhen Connect Scheme for July and highlight outflows for CATL, Zhongji, Moutai, Wuliangye, Mindray.
305 Views
China Healthcare Weekly (July.14) - CXO's Disputed Business Model, Remegen Shares Plunged, Kelun Bio
China CXOs prioritize investment over R&D, leading to potential conflicts of interest. Investors challenged RemeGen due to poor outlook. After...
405 Views
Wuxi XDC Lock-Up - US$300m Lockup Expiry Could See Some Selling Owing to the Regulatory Overhang
WuXi XDC Cayman (2268 HK) was listed in Hong Kong on 17th Nov 2023 after raising US$470m. Its six-month lockup will expire on 16th May 2024.
419 Views
A-H Premium Weekly (Apr 26th): Zoomlion, Sinotrans, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Zoomlion Heavy, Sinotrans, Remegen.
348 Views
[Blue Lotus Healthcare Sector Update]: Bottom-Fishing at the Bottom of the Business Cycle
Liquidity crises in healthcare innovation present buying opportunity;PD-1 exceeds expectations with 20%YoY growth forecast for 2024;Biosimilars...
215 Views