Northbound Flows (Dec 16th): CMB, Shanghai Intl Airport, Tongwei
We analyzed the Shanghai/Shenzhen Connect Scheme for last week and highlight flows for CMB, Shanghai Intl Airport, Tongwei.
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Zhangzhou Pientzehuang Pharmaceutical (600436.CH) - Disappointing Performance Is Just the Beginning
The investment logic of PienTzeHuang has changed, with more downside in valuation ahead. It's time to think about long logic from a broader...
347 Views
China Healthcare Weekly (Nov4)-Opportunity in Culture Medium, European API, Long Logic of Investment
Culture medium will have a rapid growth period. Due to high costs, EU Pharma face difficulty in sustaining production.Mr Market begins to think...
240 Views
Russia-Ukraine War Episode 2 - The Balance Could Tilt Again and Its Impact on Healthcare Industry
The first episode of Russia-Ukraine war has ended and entered a new phase.As it becomes "small world war",the balance may tilt again. It's also a...
242 Views
China Healthcare Weekly (Oct.7)- Biotech Accept Reality, Import Substitution Logic, Consumer Medical
Although unwilling, biotech will face the harshest truth in 2023; Import substitution isn't good logic. Investors should know "when to join" &...
282 Views