bullish
Giant Biogene (2367.HK) Placement - A Turning Point in Performance Growth Has Emerged
733 Views20 May 2024 08:55
Giant Biogene's growth is slowing down with uncertain long-term outlook.Selling Class III medical devices faces challenge in marketing.Reasonable valuation is P/E of 20-30x based on current situation
What is covered in the Full Insight:
- Performance slow down
- Company Strategy and Challenges
- Competition in Medical and Skincare products
- Evaluation of Current situation
- Forecasted Growth and its Analysis
Boomeranged on Fri, 21 Jun 2024 09:06
Based on the data from Tiktok channel, GMV of Comfy/Collagen was RMB190/396 million (+62%/+674% YoY respectively) from May 24 to Jun.18 (the 618 shopping festival). However, a conflicting info is insiders were net sellers of Giant Biogene during the past year (selling at about HK$47/share). To be conservative, investors can also consider reducing their positions. The next catalyst is 24H1 results.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Top 5%
Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
Price Chart(Sign Up to Access)
- Giant Biogene (2367.HK) - The Key to Valuation Expansion and Short-Term Catalyst11 Nov 2024
- BeiGene (6160.HK/BGNE.US/688235.CH) 24Q1- A Breakeven Point Is on the Horizon, but It Is Not Stable13 May 2024
- L'Occitane (973.HK) Privatization - The Offer Price Is Good Enough07 May 2024
- China TCM (570.HK) Update - Despite Doubts, This Privatization Seems “Mandatory”06 May 2024
x