In today’s briefing:
- China Healthcare Weekly (Dec.25) – Stock Picking Strategy, Logic Flaws Behind a Good Story, Tigermed
China Healthcare Weekly (Dec.25) – Stock Picking Strategy, Logic Flaws Behind a Good Story, Tigermed
- In the Chinese pharmaceutical industry, stock selection strategies can be divided into “defensive” and “offensive”. We need to combine the judgment of the cycle to choose a stock picking strategy.
- Domestic innovative pharmaceutical companies have the opportunity to create a high gross-margin incremental market of over RMB1 trillion through successful internationalization, but we pointed out the logical flaw behind.
- We analyzed the key points of Hangzhou Tigermed Consulting (3347 HK). It seems insiders don’t have firm confidence in the prospects, so why should investors rush to buy the bottom?