Daily BriefsHealthcare

Daily Brief Health Care: Hangzhou Tigermed Consulting C and more

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

By Xinyao (Criss) Wang

  • 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?

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