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Sino Biopharmaceutical Ltd: 1 director

A director at Sino Biopharmaceutical Ltd bought 1,000,000 shares at 6.470HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...

Benjaphol Suthwanish ... (+15)
  • Benjaphol Suthwanish
  • Carol Dou Xiao Qin
  • Claire Wang Kelai
  • Damon Shen
  • Desmond Chong Chee Wai
  • Ejann Hiew
  • Jieqi Liu
  • John Cheong Ming Chern
  • Posmarito Pakpahan
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Sunny Chen
  • Tham Mun Hon
  • Thanawat Thangchadakorn
  • Wei Xiang Ku

Regional Morning Meeting Notes: Wednesday, July 16, 2025

GREATER CHINA Economics Economic Activity Resilient 1H25 growth of 5.3% yoy belies rising downside pressure. Sector Healthcare Weekly: Gaining strength on robust earnings outlook and pipeline growth. Maintain OVERWEIGHT. Property Property sales and prices weakened further in J...

Greater China Research Team
  • Greater China Research Team

Greater China Strategy: Alpha Picks -- July Conviction Calls

June’s HSI and MSCI China Index rose 3.4% mom and 4.0% mom respectively, despite the pullback due to the Middle East tensions. July may see increased volatility as the US looks to bring the tariff negotiations to a close. At this juncture, we continue to favour domestic policy beneficiaries and sector leaders. New additions to our BUY list are CATL, KE Holdings, Longfor, Midea Group, Tencent and Tencent Music Entertainment. We take profit on Prudential.

Regional Morning Meeting Notes: Thursday, July 03, 2025

GREATER CHINA Strategy Alpha Picks: July Conviction Calls Add CATL, KE Holdings, Longfor, Midea Group, Tencent and TME to our BUY list. Take profit on Prudential. Sector Online Games Upcoming new game releases to capitalise on the summer holiday season. INDONESIA Strategy Alpha Picks: Good Performances In June Our new alpha picks are ANTM, BBCA, ERAA, ICBP, MYOR, MIKA...

BJC BERLI JUCKER PUBLIC CO. LTD.
AEONTS AEON THANA SINSAP (THAILAND) PCL
CK CH. KARNCHANG PCL
KTC KRUNGTHAI CARD PCL
A0M4P7 HAN'S LASER TECHNOLOGY INDUSTRY GROUP CO. LTD. CLASS A
00291 CHINA RESOURCES BEER (HOLDINGS) CO. LTD.
ANTM PT ANEKA TAMBANG TBK
BN2 VALUETRONICS HOLDINGS
3K1 KINGSOFT CORP. LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
AMRT SUMBER ALFARIA TRIJAYA TBK PT
AIY IFAST
COM7 COM7
558 UMS HOLDINGS LIMITED
MYOR MAYORA INDAH
C52 COMFORTDELGRO CORPORATION LIMITED
KBANK KASIKORNBANK PUBLIC CO. LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
BBCA PT BANK CENTRAL ASIA TBK
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
ERAA ERAJAYA SWASEMBADA
TLKM PT TELKOM INDONESIA (PERSERO) TBK CLASS B
000333 MIDEA GROUP CO. LTD. CLASS A
00700 TENCENT HOLDINGS LTD.
TCAP THANACHART CAPITAL PCL
MIKA MITRA KELUARGA KARYASEHAT
SAWAD SRISAWAD CORPORATION PUBLIC COMPANY LTD
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
01810 XIAOMI CORP. CLASS B
VSI V.S. INDUSTRY BERHAD
MTC MUANGTHAI CAPITAL PCL
SSG SHENG SIONG GROUP LTD
ICBP INDOFOOD CBP SUKSES MAKMUR T
CPALL TB CP ALL
01801 INNOVENT BIOLOGICS INC.
PROP PROPNEX LTD
FEH FOOD EMPIRE HOLDINGS LTD
FRKN FRENCKEN GROUP LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
09988 ALIBABA GROUP HOLDING LTD.
09999 NETEASE INC
CICT CAPITALAND INTEGRATED COMMERCIAL TRUST
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
02618 JD LOGISTICS INC
02423 KE HOLDINGS INC.
CLAR CAPITALAND ASCENDAS REIT
SDG SD GUTHRIE BHD
STECON STECON GROUP PUBLIC COMPANY LIMITED
1698 HK TENCENT MUSIC ENTERTAINMENT GROUP
TIDLOR TIDLOR HOLDINGS PCL
3750 CONTEMPORARY AMPEREX TECHNOLOGY (3750 HK)
Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Entering a new phase of accelerated growth. Upgrade ...

China's biotechnology sector has entered an accelerated growth phase, with firms expanding their innovative commercial product portfolios, achieving significant outlicensing deals and enjoying unexpected profitability. With an unprecedented showing of 74 oral presentations at ASCO 2025, the sector highlighted its robust pipeline and expanding role in global innovation. Sustained policy support and globalisation efforts will further support this expansion. Upgrade to OVERWEIGHT with Innovent, Han...

Carol Dou Xiao Qin ... (+12)
  • Carol Dou Xiao Qin
  • Gigi Cheuk
  • Heidi Mo Jinghui
  • Jack Lai Yuan Khai
  • John Cheong Ming Chern
  • Julia Pan Mengyao
  • Kate Luang
  • Lester Siew
  • Ming San Soong
  • Sunny Chen
  • Thanawat Thangchadakorn
  • Willinoy Sitorus

Regional Morning Meeting Notes: Thursday, June 19, 2025

GREATER CHINA Sector Healthcare Entering a new phase of accelerated growth. Upgrade to OVERWEIGHT. Internet 618 Festival – Evolving consumer trends and continued focus on value for money. Small/Mid Cap Highlights JBM Healthcare (2161 HK/BUY/HK$2.85/Target: HK$3.31) Takeaways from luncheon. INDONESIA Update Kalbe Farma (KL...

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Entering a new phase of accelerated growth. Upgraded...

China's biotechnology sector has entered an accelerated growth phase, with firms expanding their innovative commercial product portfolios, achieving significant outlicensing deals and enjoying unexpected profitability. Moreover, Chinese biotech firms had an unprecedented showing at ASCO 2025, with 74 oral presentations highlighting their robust pipelines and the sector's strong growth trajectory. Sustained policy support and globalisation efforts will further support this expansion. Upgrade to O...

Greater China Research Team
  • Greater China Research Team

Greater China Strategy Alpha Picks: June Conviction Calls

The HSI and MSCI China index rebounded 5.3% mom and 3.5% mom respectively in May, after China and the US agreed on a 90-day tariff truce. Nonetheless, geopolitical uncertainties and tariff war risks remain. Hence, we continue to favour domestic policy beneficiaries and defensive sectors that have been gaining traction in recent weeks. New additions to our BUY list are Prudential and Sino Biopharm, and we take profit on SHKP and Trip.com.

Adrian Loh Tzum Yung ... (+9)
  • Adrian Loh Tzum Yung
  • Desmond Chong Chee Wai
  • Greater China Research Team
  • Kasemsun Koonnara
  • Kong Ho Meng
  • Malaysia Research Team
  • Roy Chen Chengzhi
  • Vincent Khoo Boo Aik
  • Willinoy Sitorus

Regional Morning Meeting Notes: Wednesday, June 04, 2025

GREATER CHINA Strategy Alpha Picks: June Conviction Calls Add Prudential and Sino Biopharm to our BUY list. Take profit on SHKP and TCOM. Update Qingdao Port International (6198 HK/NOT RATED/Price: HK$6.54) Key takeaways from NDR. INDONESIA Update Sumber Alfaria Trijaya (AMRT IJ/BUY/Rp2,620/Target: Rp3,000) Synergy potential from Lawson; expansion outside Java remains intact. MALAYSIA Strategy 1Q25 Results Wrap-Up ...

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Drug Innovators Continue To Drive Market Growth

Drug innovators beat consensus with strong 2024/1Q25 results. Biopharma is set to outperform in 2025 with robust innovative pipelines and effective globalisation strategies. Internet healthcare players will maintain solid revenue growth and improve profitability in 2025/FY26. Medical devices and leading hospital players should recover steadily in 2025, while ICL and TCM companies may face continued policy uncertainties. Geopolitical risks remain a threat to CRDMO majors. Maintain UNDERWEIGHT.

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Prefer leading drug innovators and internet healthca...

Most domestic biopharmaceutical companies expect the US-China trade tensions to have limited impact in the short term, while the long-term impact remains uncertain. We prefer drug innovators focusing on domestic operations and internet healthcare players. The out-licensing business model is unlikely impacted by the trade tensions, while CRDMO players could face considerable geopolitical risks. Maintain UNDERWEIGHT. Our top picks are Innovent, Hansoh Pharma, Ali Health and PAGD.

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

Sino Biopharmaceutical (1177 HK): 2024: Earnings beat; expects double-...

Sino Biopharm reported a 10.2% yoy revenue growth in 2024, slightly below expectations, but achieved a robust 33.5% yoy increase in adjusted net earnings. Expecting robust sales of innovative drugs, the company guided double-digit revenue growth for 2025. With its innovation pipeline maturing, it targets to launch over 10 new innovative products in 2025-27, underpinning sustained long-term growth. Maintain BUY and target price of HK$5.00.

Bella Lu Yifei ... (+12)
  • Bella Lu Yifei
  • Carol Dou Xiao Qin
  • Colin Lee
  • Gigi Cheuk
  • Greater China Research Team
  • Johnny Yum Chung Man
  • Julia Pan Mengyao
  • Kate Luang
  • Ken Lee
  • Kenny Yong Hui Lim
  • Ming San Soong
  • Sunny Chen

Greater China Daily: Friday, March 21, 2025

KEY HIGHLIGHTS Results AAC Technologies (2018 HK/BUY/HK$52.05/Target: HK$57.70) AAC’s 2H24’s earnings grew 114% yoy which exceeded expectations, thanks to a solid beat in the precision mechanics business, although this was partially offset by weaker margins from the optics and MEMs businesses. Nevertheless, we continue to expect solid revenue growth and margin expansion in 2025, driven by increasing exposure from the automotive acoustics business and edge AI-related components. Upgrade to BUY ...

Adrian Loh Tzum Yung ... (+17)
  • Adrian Loh Tzum Yung
  • Arsit Pamaranont
  • Bella Lu Yifei
  • Carol Dou Xiao Qin
  • Colin Lee
  • Gigi Cheuk
  • Jack Goh Tooan Orng
  • Jo Yee Ng
  • Johnny Yum Chung Man
  • Julia Pan Mengyao
  • Kate Luang
  • Ken Lee
  • Kenny Yong Hui Lim
  • Ming San Soong
  • Posmarito Pakpahan
  • Sunny Chen
  • Willinoy Sitorus

Regional Morning Notes - Friday, March 21, 2025

GREATER CHINA Results AAC Technologies (2018 HK/BUY/HK$52.05/Target: HK$57.70): 2H24: Revenue and earnings beat; expect growth from auto and edge AI themes. Upgrade to BUY. Crystal International (2232 HK/BUY/HK$5.36/Target: HK$6.18): 2024: Record-high dividend payout; long-term wallet share gains intact. Geely Auto (175 HK/BUY/HK$18.24/Target: HK$29.00): 2024: Core earnings up 50% yoy, beating estimates. Maintain BUY. PDD Holdings (PDD US/BUY/US$125.92/Target: US$140.00): 4Q24: Earnings largely ...

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Outperformers empowered by AI revolution.

AI revolution is a key trend of the healthcare industry for the long term. It will drive innovation, improve efficiency and enhance patient outcomes. AI technologies hold transformative potential in various areas. By leveraging genomic, clinical and molecular data, it is changing medical diagnosis, drug R&D and delivery of precision medical care, ultimately leading to better medical outcomes. The internet healthcare and ICL segments are the most direct beneficiaries in the short term.

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: CRDMO leaders take a temporary reprieve, aiming fast...

With slower-than-expected improvement in biotech funding, 2025 remains a challenging year for most biotech and CRO/CDMO companies. However, the delay of the Biosecure Act in 2024 offers a temporary reprieve for leading CRDMO companies. WuXi Bio and WuXi AppTec are likely to deliver faster revenue growth in 2025 vs 2024, supported by their competitive strength in obtaining new projects and customers, despite the considerable geopolitical risks. Maintain UNDERWEIGHT.

Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: The challenging but rewarding journey of globalisati...

The global pharmaceutical market reached a value of US$1.09t in 2023, 10x China’s size. Despite considerable geopolitical risks, leading domestic biopharmaceutical firms are going global in pursuit of promising growth potential and higher margins. Adopting effective globalisation strategies, BeiGene and HUTCHMED are frontrunners with two and one novel therapeutics respectively. Their robust product pipelines also bode well for their long-term prospects in the global market. Our top pick is HUTCH...

Bella Lu Yifei ... (+18)
  • Bella Lu Yifei
  • Benjaphol Suthwanish
  • Carol Dou Xiao Qin
  • Chong Lee Len
  • Colin Lee
  • Damon Shen
  • Jieqi Liu
  • Johnny Yum Chung Man
  • Jonathan Koh
  • Julia Pan Mengyao
  • Ken Lee
  • Kong Ho Meng
  • Ming San Soong
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Stevanus Juanda
  • Sunny Chen
  • Tanaporn Visaruthaphong

Regional Morning Meeting Notes: Friday, January 17, 2025

GREATER CHINA Sector Automobile Weekly: PV sales down 10% yoy but up 8.5% wow; EVs gain on subsidy rollout. Maintain MARKET WEIGHT. Top BUYs: Geely, CATL, Fuyao and Desay. Healthcare The challenging but rewarding journey of globalisation amid rising geopolitical risks. Internet ...

300014 EVE ENERGY CO. LTD. CLASS A
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
00992 LENOVO GROUP LIMITED
ASM PACIFIC TECHNOLOGY LIMITED
D05 DBS GROUP HOLDINGS LTD
01093 CSPC PHARMACEUTICAL GROUP LIMITED
UNTR PT UNITED TRACTORS TBK
U11 UNITED OVERSEAS BANK LTD. (SINGAPORE)
TOP THAI OIL PUBLIC CO. LTD.
01177 SINO BIOPHARMACEUTICAL LIMITED
EGH EUREKA GROUP HOLDINGS
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
M3I MINTH GROUP LIMITED
601888 CHINA TOURISM GROUP DUTY FREE CORPORATION LIMITED CLASS A
002340 GEM CO. LTD. CLASS A
5Z0 ZHONGSHENG GROUP HOLDINGS LTD.
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
002709 GUANGZHOU TINCI MATERIALS TECHNOLOGY CO LTD CLASS A
00700 TENCENT HOLDINGS LTD.
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
02669 CHINA OVERSEAS PROPERTY HOLDINGS LIMITED
01585 YADEA GROUP HOLDINGS LTD.
2333 GREAT WALL MOTOR CO. LTD. CLASS H
1211 BYD COMPANY LIMITED CLASS H
2338 WEICHAI POWER CO. LTD. CLASS H
AXIATA AXIATA GROUP BERHAD
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
3933 THE UNITED LABORATORIES INTE
WPRTS WESTPORTS HOLDINGS BHD
HCM HUTCHISON CHINA MEDITECH LIMITED
06098 COUNTRY GARDEN SERVICES HOLDINGS CO. LTD.
01801 INNOVENT BIOLOGICS INC.
TGIF 1933 INDUSTRIES
1772 GANFENG LITHIUM CO. LTD. CLASS H
601138 FOXCONN INDUSTRIAL INTERNET CO. LTD. CLASS A
300750 CONTEMPORARY AMPEREX TECHNOLOGY CO. LTD. CLASS A
6049 POLY PROPERTY SERVICES CO LTD
3606 FUYAO GLASS INDUSTRY GROUP CO LTD-H
603305 NINGBO XUSHENG AUTO TECHNOLOGY (A)
09999 NETEASE INC
01209 CHINA RESOURCES MIXC LIFESTYLE SERVICES (RED CHIP)
3692 HANSOH PHARMACEUTICAL GROUP
06160 BEIGENE LTD.
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
300765 CSPC INNOVATION PHARMACEUTICAL CO L
Z29 029 GROUP SE
02015 LI AUTO INC
600699 JOYSON ELECTRONICS CORP
Carol Dou Xiao Qin ... (+2)
  • Carol Dou Xiao Qin
  • Sunny Chen

China Healthcare: Stay focused, stay innovative.

Biopharmaceutical companies are embracing the new year with new product approvals and out-licensing deals, while leading CRDMO companies are divesting their overseas businesses. We expect the biopharmaceutical segment to continue recovering, supported by a lower capital cost and constant innovative product launches in China and overseas. The considerable geopolitical risks, however, may continue to cloud the CRDMO segment’s growth outlook. Maintain UNDERWEIGHT.

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