In today’s briefing:
- Presentation for Impact of Russia/Ukraine War on Asian Markets-Tiantan Biological Products(600161CH)
- CSPC Pharmaceutical (1093 HK): 2021 Results Review- Double-Digit Top-Line Growth, Driven By Oncology
Presentation for Impact of Russia/Ukraine War on Asian Markets-Tiantan Biological Products(600161CH)
- In the context of both the war and the pandemic, the blood products market would be a field of high-quality investment.
- Due to strict policy supervision, the number of plasma stations is the core competitiveness of enterprises in this industry, which basically determines the scale and outlook of blood products enterprises.
- With the background of state-owned enterprise and also having the most plasma stations among peers,Tiantan Biological Products (600161 CH) has an innate advantage over other competitors, with more certainty in long term.
CSPC Pharmaceutical (1093 HK): 2021 Results Review- Double-Digit Top-Line Growth, Driven By Oncology
- CSPC Pharmaceutical Group (1093 HK) shares climbed nearly one-month highs after strong 2021 results and new drug approval. The company has recommended final dividend of HKD 0.10/share.
- 2021 revenue increased 12% y/y to RMB28 billion, mainly driven by the growth in the finished drug businesses. This has eased concern of CSPC’s revenue sensibility to pricing headwind.
- The company is on track to launch more than 30 innovative and new-formulation drugs, and over 60 generic drugs in the next five years.
Before it’s here, it’s on Smartkarma
