HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Bloomage Biotechnology Vs Yunnan Botanee Bio-Technology - Accumulate Richly and Break Forth Vastly

Huadong Medicine Co Ltd (000963.CH) - A “Dark Horse” to Reverse Performance Dilemma

Huadong Medicine (000963.CH) 2022H1 - Huadong Is Back on Track. If Shares Pullback, Then Be Long

Industry Report - Insights on China Cosmetic Contact Lens Market

Bloomage Biotechnology (688363.CH) - Opportunities Coexist with Challenges

Imeik Technology Development (300896.CH) - The Valuation Bubble?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

Yunnan Botanee Bio-Technology / Equity Bottom-Up

Yunnan Botanee Bio-Technology (300957 CH)

<p>On August 10, <a href="https://www.smartkarma.com/entities/yunnan-botanee-bio-technology" target="_blank" data-smartkarma-citation="entities:33954:1" rel="noopener">Yunnan Botanee Bio-Technology (300957 CH)</a> released its 2021/1H financial results. In the first half of 2021, Botanee achieved revenue of RMB1.412 billion, up 49.94% YoY. Net profit attributed to shareholders was RMB265 million, up 65.28% YoY. Net profit after deducting non-recurring gains and losses was RMB253 million, up 68.46% YoY. The performance was outstanding, but the market seemed to have very modest response. Botanee’s share price was just up 1.02% on August 11 and 3.98% on August 12 but down 5.35% on August 13. So, how is this Company? What are the concerns behind positive financial results?</p>

On August 10, Yunnan Botanee Bio-Technology (300957 CH) released its 2021/1H financial results. In the first half of 2021, Botanee achieved revenue of RMB1.412 billion, up 49.94% YoY. Net profit attributed to shareholders was RMB265 million, up 65.28% YoY. Net profit after deducting non-recurring gains and losses was RMB253 million, up 68.46% YoY. The performance was outstanding, but the market seemed to have very modest response. Botanee’s share price was just up 1.02% on August 11 and 3.98% on August 12 but down 5.35% on August 13. So, how is this Company? What are the concerns behind positive financial results?

Guangdong Marubi Biotechnology (603983 CH)

Botanee Bio-Technology (300957.CH)-The Success of WINONA Cannot Cover up the Concerns on the Outlook