In today’s briefing:
- China Healthcare Weekly (Jun.9) – Pediatric TCM New Policy, Long-Term Money Dislikes A-Share, Clover
- Galaxy Entertainment: A Macau Market Leader with Room to Grow Even near Term
- The Home Depot Inc.: Can It Bounce Back From This Dull Phase? – Key Drivers
China Healthcare Weekly (Jun.9) – Pediatric TCM New Policy, Long-Term Money Dislikes A-Share, Clover
- The General Office of National Health Commission issued a notice on further strengthening the management of clinical medication for children. Pediatric TCM is more popular, with decent growth potential.
- Long-Term money choosing to leave A-share isn’t due to geopolitical risks. If outlook isn’t good, the logic of capital’s allocation in A-share isn’t based on promising growth, but on liquidity instead.
- We analyzed key points of Clover Biopharmaceuticals (2197 HK). The Company has entered a vicious cycle. If Clover is abandoned by the market, it will lead to lack of liquidity.
Galaxy Entertainment: A Macau Market Leader with Room to Grow Even near Term
- Conventional corporate wisdom says market leaders have less room to grow and must concentrate on holding share. Not true.
- As Macau recovery gains steam, Galaxy is meeting challenges with its expansion likely to move its dominant market share higher as the total pie grows.
- The company’s focus is on capacity as well as diversity of offerings bolstered by a balance sheet among the healthiest in the sector.
The Home Depot Inc.: Can It Bounce Back From This Dull Phase? – Key Drivers
- Home Depot delivered a disappointing set of results as the company was unable to meet the revenue expectations as well as earnings expectations of Wall Street.
- However, despite these challenges, Home Depot observed strength in key spring-related categories, such as live goods and other garden-related products, where the weather was more favorable.
- Despite the challenges, Home Depot’s dedicated team prioritizes associates and customers, delivering value and service throughout the quarter.
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