China Traditional Chinese Medicine (TCM) Industry - TCM Is Becoming Indispensable in the Portfolio
The current policy environment in China indicates that TCM is core asset of pharmaceuticals, not innovative drug R&D. It''s time to take TCM...
330 Views
China's 2023 Government Work Report in 14th NPC - The Highlights and the Outlook
We analyzed our interpretation on China's 2023 Government Work Report in 14th NPC, including GDP growth, CPI, fiscal/monetary policy, valuation...
382 Views
China Healthcare Weekly (March.3) - TCM New Policy, Pfizer to Acquire Seagen, Haohai Biological
New favorable policy for TCM industry was released. We analyzed our top picks. Pfizer is in talks to acquire Seagen, but we're conservative about...
492 Views
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.
379 Views
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...
345 Views