China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look

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China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look

Barron's2021-03-19

Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...

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YH17
·2021-03-22
Health care counter....
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Shifeng
·2021-03-22
Why not Ping An healthcare? Haha, healthcareis always essential in aging society.
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RonnieSG
·2021-03-22
This is huge, also considering the advancement of the Chinese scientists and support facilities
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PooYen
·2021-03-22
Please like and comment.
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1
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- Phantom121:
  Please like and comment.
  2021-03-22
  Reply
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Skyyyyyyyy
·2021-03-22
Opportunity abounds in this sector!
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LEEQX
·2021-03-22
Healthcare?
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1
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Sakelee
·2021-03-21
Chinese medical.. tcm ??
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Timtan85
·2021-03-21
Ok great
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ApacheFire
·2021-03-21
Need to be wary of Chinese stocks.
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Lailailai
·2021-03-21
[得意]
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1
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AppleMango
·2021-03-21
Interesting
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1
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xoxoll
·2021-03-21
Help me like and comment
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3
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- xoxoll:
  Thank you
  2021-03-21
  Reply
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- beankim:
  yes
  2021-03-21
  Reply
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Barbarazhao
·2021-03-21
Agree. I bought Pingan Health and JD health.
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2
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Davewrc
·2021-03-21
Good
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3
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UTOtrader
·2021-03-21
Is it ? Like me follow me but dont love me ok$$$
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2
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黑豹钻石拳
·2021-03-21
[摳鼻]
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4
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- The Knight:
  :) You neVer Know with China
  2021-03-23
  Reply
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- 黑豹钻石拳:
  [得意]
  2021-03-21
  Reply
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- N30:
  [思考]
  2021-03-21
  Reply
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Kenny77
·2021-03-21
Health care is like essential business
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2
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- Atwosome:
  High 5
  2021-03-21
  Reply
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- 黑豹钻石拳:
  [惊讶]
  2021-03-21
  Reply
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Joyce33
·2021-03-21
Good read!
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4
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- Yonglii:
  ?
  2021-03-21
  Reply
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张家二少爷
·2021-03-20
Like pls
Reply
6
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- PooYen:
  [微笑][微笑]
  2021-03-21
  Reply
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- Donovon:
  Response pls
  2021-03-21
  Reply
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dahae
·2021-03-20
agree
Reply
4
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Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. 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A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. 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Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. 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Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359111699,"gmtCreate":1616373344211,"gmtModify":1704793138512,"author":{"id":"3554690739454545","authorId":"3554690739454545","name":"Shifeng","avatar":"https://static.tigerbbs.com/7eba636a69f64b047187455fad28835a","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3554690739454545","idStr":"3554690739454545"},"htmlText":"Why not Ping An healthcare? Haha, healthcareis always essential in aging society.&nbsp;","listText":"Why not Ping An healthcare? Haha, healthcareis always essential in aging society.&nbsp;","text":"Why not Ping An healthcare? Haha, healthcareis always essential in aging society.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359111699","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359139189,"gmtCreate":1616372564841,"gmtModify":1704793121540,"author":{"id":"3567295126071659","authorId":"3567295126071659","name":"RonnieSG","avatar":"https://static.tigerbbs.com/20c3815bb0969cd4ea7a26f56e53df31","vip":1,"crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3567295126071659","idStr":"3567295126071659"},"htmlText":"This is huge, also considering the advancement of the Chinese scientists and support facilities&nbsp;","listText":"This is huge, also considering the advancement of the Chinese scientists and support facilities&nbsp;","text":"This is huge, also considering the advancement of the Chinese scientists and support facilities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359139189","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359374736,"gmtCreate":1616370605525,"gmtModify":1704793093005,"author":{"id":"3576743360399762","authorId":"3576743360399762","name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3576743360399762","idStr":"3576743360399762"},"htmlText":"Please like and comment.","listText":"Please like and comment.","text":"Please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/359374736","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3848646,"gmtCreate":1616371617619,"gmtModify":1680781205314,"authorId":3560474608445356,"author":{"id":3560474608445356,"idStr":"3560474608445356","authorId":3560474608445356,"name":"Phantom121","avatar":"https://community-static.tradeup.com/news/e8c486af0a68427c4203e2d36d27c057","vip":1,"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":359374736,"type":1,"supId":0,"prevId":0,"content":"Please like and comment.","text":"Please like and comment.","html":"Please like and comment."}],"langContent":"EN"},{"id":359376193,"gmtCreate":1616370261612,"gmtModify":1704793087752,"author":{"id":"3559615530448068","authorId":"3559615530448068","name":"Skyyyyyyyy","avatar":"https://static.tigerbbs.com/8012dce89019095bbdf1391137a442e2","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3559615530448068","idStr":"3559615530448068"},"htmlText":"Opportunity abounds in this sector!","listText":"Opportunity abounds in this sector!","text":"Opportunity abounds in this sector!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359376193","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359345500,"gmtCreate":1616369554700,"gmtModify":1704793078665,"author":{"id":"3574909859269652","authorId":"3574909859269652","name":"LEEQX","avatar":"https://static.tigerbbs.com/cc9d14e1a5f5e174fdc00fc72ed4ba3a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3574909859269652","idStr":"3574909859269652"},"htmlText":"Healthcare?&nbsp;","listText":"Healthcare?&nbsp;","text":"Healthcare?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359345500","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359313886,"gmtCreate":1616341004245,"gmtModify":1704793005593,"author":{"id":"3573364802612586","authorId":"3573364802612586","name":"Sakelee","avatar":"https://static.tigerbbs.com/4bb124d89183e5bf76f301af83325276","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573364802612586","idStr":"3573364802612586"},"htmlText":"Chinese medical.. tcm ??","listText":"Chinese medical.. tcm ??","text":"Chinese medical.. tcm ??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359313886","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359925084,"gmtCreate":1616326407448,"gmtModify":1704792918099,"author":{"id":"3573460795152662","authorId":"3573460795152662","name":"Timtan85","avatar":"https://static.tigerbbs.com/5ac241a703d94ceba483abb0655d0b6b","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573460795152662","idStr":"3573460795152662"},"htmlText":"Ok great","listText":"Ok great","text":"Ok great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359925084","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359938700,"gmtCreate":1616316011700,"gmtModify":1704792862942,"author":{"id":"3560730969024945","authorId":"3560730969024945","name":"ApacheFire","avatar":"https://community-static.tradeup.com/news/dadb20729b4de235c5471810de88a90d","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3560730969024945","idStr":"3560730969024945"},"htmlText":"Need to be wary of Chinese stocks.&nbsp;","listText":"Need to be wary of Chinese stocks.&nbsp;","text":"Need to be wary of Chinese stocks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359938700","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359041648,"gmtCreate":1616307345484,"gmtModify":1704792807488,"author":{"id":"3571302514057319","authorId":"3571302514057319","name":"Lailailai","avatar":"https://static.tigerbbs.com/c27cb3580fc538fd97b8bb476e98995b","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3571302514057319","idStr":"3571302514057319"},"htmlText":"[得意]&nbsp;","listText":"[得意]&nbsp;","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359041648","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":359026086,"gmtCreate":1616303931645,"gmtModify":1704792783565,"author":{"id":"3567141277226150","authorId":"3567141277226150","name":"AppleMango","avatar":"https://static.tigerbbs.com/68d3e430c230d4cfd4e97044c56f2b6d","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3567141277226150","idStr":"3567141277226150"},"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359026086","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":359015843,"gmtCreate":1616300305382,"gmtModify":1704792745876,"author":{"id":"3572249185724220","authorId":"3572249185724220","name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3572249185724220","idStr":"3572249185724220"},"htmlText":"Help me like and comment","listText":"Help me like and comment","text":"Help me like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/359015843","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3845432,"gmtCreate":1616300596353,"gmtModify":1680781152887,"authorId":3572249185724220,"author":{"id":3572249185724220,"idStr":"3572249185724220","authorId":3572249185724220,"name":"xoxoll","avatar":"https://static.tigerbbs.com/8ed65c2962af2a6fbd414f4d6fe9e378","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":359015843,"type":1,"supId":3845401,"prevId":0,"content":"Thank you ","text":"Thank you ","html":"Thank you "},{"id":3845401,"gmtCreate":1616300344948,"gmtModify":1680781151786,"authorId":3568042901804000,"author":{"id":3568042901804000,"idStr":"3568042901804000","authorId":3568042901804000,"name":"beankim","avatar":"https://static.tigerbbs.com/7e86bf0ae7dd84473464d6af842304eb","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-1","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Boss Tiger","description":"The transaction amount of the securities account reaches $100,000","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":"60.54%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":359015843,"type":1,"supId":0,"prevId":0,"content":"yes","text":"yes","html":"yes"}],"langContent":"EN"},{"id":359098136,"gmtCreate":1616297530625,"gmtModify":1704792716473,"author":{"id":"3576888762442253","authorId":"3576888762442253","name":"Barbarazhao","avatar":"https://static.tigerbbs.com/40f6fdeabe0e8cac300f1fd2a17eb3ac","vip":1,"crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3576888762442253","idStr":"3576888762442253"},"htmlText":"Agree. I bought Pingan Health and JD health.&nbsp;","listText":"Agree. I bought Pingan Health and JD health.&nbsp;","text":"Agree. I bought Pingan Health and JD health.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359098136","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350757139,"gmtCreate":1616293647321,"gmtModify":1704792669436,"author":{"id":"3564793761238858","authorId":"3564793761238858","name":"Davewrc","avatar":"https://static.tigerbbs.com/0e266f0a0a4e99f7abeb0b295977053c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3564793761238858","idStr":"3564793761238858"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350757139","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350722375,"gmtCreate":1616292212997,"gmtModify":1704792653286,"author":{"id":"3574547619690492","authorId":"3574547619690492","name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3574547619690492","idStr":"3574547619690492"},"htmlText":"Is it ? Like me follow me but dont love me ok$$$","listText":"Is it ? Like me follow me but dont love me ok$$$","text":"Is it ? Like me follow me but dont love me ok$$$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350722375","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":350769907,"gmtCreate":1616290431409,"gmtModify":1704792631840,"author":{"id":"3570880740385047","authorId":"3570880740385047","name":"黑豹钻石拳","avatar":"https://community-static.tradeup.com/news/b985aa64c924e2e2db014d0b48b16d96","vip":1,"crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3570880740385047","idStr":"3570880740385047"},"htmlText":"[摳鼻]&nbsp;","listText":"[摳鼻]&nbsp;","text":"[摳鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/350769907","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3858166,"gmtCreate":1616459033682,"gmtModify":1680781344557,"authorId":3570437600969291,"author":{"id":3570437600969291,"idStr":"3570437600969291","authorId":3570437600969291,"name":"The Knight","avatar":"https://static.tigerbbs.com/75dcd9b9c7a6f69cb6e3d99df5c339df","vip":1,"currentWearingBadge":{"badgeId":"4e86300037264823b9bb00ff44fc0f19-5","templateUuid":"4e86300037264823b9bb00ff44fc0f19","name":"Live trading challenger","description":"for 10 months","bigImgUrl":"https://community-static.tradeup.com/news/50836b6acaa4041c6613cc97eeeb364b","smallImgUrl":"https://community-static.tradeup.com/news/a6b8bf4481e36ae8a863eae5098461e6","grayImgUrl":"https://community-static.tradeup.com/news/91c1c1e4d3607b46e414ab97cc6dd982","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5600},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350769907,"type":1,"supId":0,"prevId":0,"content":":) You neVer Know with China","text":":) You neVer Know with China","html":":) You neVer Know with China"},{"id":3846376,"gmtCreate":1616313783903,"gmtModify":1680781162045,"authorId":3570880740385047,"author":{"id":3570880740385047,"idStr":"3570880740385047","authorId":3570880740385047,"name":"黑豹钻石拳","avatar":"https://community-static.tradeup.com/news/b985aa64c924e2e2db014d0b48b16d96","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 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Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.06","exceedPercentage":"93.30%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.15","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":350769907,"type":1,"supId":0,"prevId":0,"content":"[思考]","text":"[思考]","html":"[思考]"}],"langContent":"CN"},{"id":350713307,"gmtCreate":1616288633109,"gmtModify":1704792608991,"author":{"id":"3553679778150469","authorId":"3553679778150469","name":"Kenny77","avatar":"https://static.tigerbbs.com/77c5e512c4b7983d3f3075d8ec4c2f2d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3553679778150469","idStr":"3553679778150469"},"htmlText":"Health care is like essential business&nbsp;","listText":"Health care is like essential business&nbsp;","text":"Health care is like essential business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/350713307","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3844203,"gmtCreate":1616290100229,"gmtModify":1680781136624,"authorId":3571305152732730,"author":{"id":3571305152732730,"idStr":"3571305152732730","authorId":3571305152732730,"name":"Atwosome","avatar":"https://static.tigerbbs.com/2085a92415ef32924f70d916d490adce","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.03.31","exceedPercentage":"93.89%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350713307,"type":1,"supId":0,"prevId":0,"content":"High 5","text":"High 5","html":"High 5"},{"id":3844254,"gmtCreate":1616290449517,"gmtModify":1680781133886,"authorId":3570880740385047,"author":{"id":3570880740385047,"idStr":"3570880740385047","authorId":3570880740385047,"name":"黑豹钻石拳","avatar":"https://community-static.tradeup.com/news/b985aa64c924e2e2db014d0b48b16d96","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.19","exceedPercentage":"93.75%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350713307,"type":1,"supId":0,"prevId":0,"content":"[惊讶]","text":"[惊讶]","html":"[惊讶]"}],"langContent":"EN"},{"id":350465203,"gmtCreate":1616256255302,"gmtModify":1704792510626,"author":{"id":"3577362791587323","authorId":"3577362791587323","name":"Joyce33","avatar":"https://static.tigerbbs.com/e7ffccc59fe91ca557d0a659ad5e5b8c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577362791587323","idStr":"3577362791587323"},"htmlText":"Good read!&nbsp;","listText":"Good read!&nbsp;","text":"Good read!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/350465203","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3843663,"gmtCreate":1616284258468,"gmtModify":1680781126385,"authorId":3575089004877168,"author":{"id":3575089004877168,"idStr":"3575089004877168","authorId":3575089004877168,"name":"Yonglii","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350465203,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"EN"},{"id":350485002,"gmtCreate":1616253809806,"gmtModify":1704792500600,"author":{"id":"3578640057424295","authorId":"3578640057424295","name":"张家二少爷","avatar":"https://community-static.tradeup.com/news/7a12bca4ab5f122bdf3f13efcca1ec27","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3578640057424295","idStr":"3578640057424295"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/350485002","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3843642,"gmtCreate":1616283915103,"gmtModify":1680781123410,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350485002,"type":1,"supId":3843437,"prevId":0,"content":"[微笑][微笑]","text":"[微笑][微笑]","html":"[微笑][微笑]"},{"id":3843437,"gmtCreate":1616278447603,"gmtModify":1680781116733,"authorId":3563067678826056,"author":{"id":3563067678826056,"idStr":"3563067678826056","authorId":3563067678826056,"name":"Donovon","avatar":"https://static.tigerbbs.com/0c49b742fc2acedd0736cd6626a70aee","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.42%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":350485002,"type":1,"supId":0,"prevId":0,"content":"Response pls ","text":"Response pls ","html":"Response pls "}],"langContent":"EN"},{"id":350546756,"gmtCreate":1616239786275,"gmtModify":1704792412810,"author":{"id":"3560092322694803","authorId":"3560092322694803","name":"dahae","avatar":"https://static.tigerbbs.com/137beae1f6048901843924ba46796740","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3560092322694803","idStr":"3560092322694803"},"htmlText":"agree&nbsp;","listText":"agree&nbsp;","text":"agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350546756","repostId":1112503569,"repostType":4,"repost":{"id":"1112503569","pubTimestamp":1616162938,"share":"https://ttm.financial/m/news/1112503569?lang=&edition=fundamental","pubTime":"2021-03-19 22:08","market":"us","language":"en","title":"China’s Healthcare Companies Are the Next Big Thing. Where Investors Should Look","url":"https://stock-news.laohu8.com/highlight/detail?id=1112503569","media":"Barron's","summary":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whet","content":"<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.</p>\n<p>Names likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare &amp; Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”</p>\n<p>From a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.</p>\n<p>From this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.</p>\n<p>Tom Masi, co-manager of the emerging wealth strategy at GW&amp;K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.</p>\n<p>Healthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).</p>\n<p>This untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”</p>\n<p>Another outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.</p>\n<p>If Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.</p>\n<p>When it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&amp;K’s Masi says.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China’s Healthcare Companies Are the Next Big Thing. 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Where Investors Should Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-19 22:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up ...</p>\n\n<a href=\"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.barrons.com/articles/treasury-yields-have-surged-here-are-some-income-options-51615550401","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112503569","content_text":"Chineseinternet stocksmight be showing their age over the past month or so, as investors wonder whether the likes ofAlibaba Group Holding(ticker:BABA) andTencent Holdings(700.Hong Kong) can keep up their feverish growth pace. But a new industry could be just coming into its own: healthcare.\nNames likeWuXi Biologics(2269.Hong Kong) andPing An Healthcare & Technology(1833.Hong Kong) have a fraction of the online giants’ market cap. A confluence of factors all but assures that they will get much bigger: an aging population, bottlenecks in China’s state medical system, surging prowess in drug research, and state support. “The opportunity in Chinese healthcare is completely better than in e-commerce,” says Taizo Ishida, who runs the emerging Asia strategy for Matthews Asia. “The pipeline is solid, and stocks are still cheap in a way.”\nFrom a standing start around 2009, Chinese drugmakers have advanced to rival the West in biotechnology. Last year smashed all investment records with 80 new public companies and $29 billion in private-equity investment, says Greg Scott, CEO of consulting firm ChinaBio. “I’d say they can’t maintain this pace, but I’ve been saying that for a number of years,” he quips.\nFrom this deluge, a few companies are emerging with track records and diversified income streams that don’t depend on a single blockbuster. WuXi Biologics is Ishida’s favorite. Its bread and butter is testing and manufacturing for other pharma powers. This assures steady earnings, while it experiments with its own drugs. “WuXi Biologics is becoming the TSMC of medical,” Ishida says, referring toTaiwan Semiconductor Manufacturing(TSM), the linchpin of global microchip production.\nTom Masi, co-manager of the emerging wealth strategy at GW&K Investment Management, is partial toJiangsu Hengrui Medicine(600276.China), a veteran generics maker that has upgraded to biotech. It’s battlingInnovent(1801.Hong Kong) andBeiGene(BGNE) for supremacy in China’s enormous oncology market.\nHealthcare innovationoutside the laboratory is no less vibrant, and potentially lucrative, in China. Communist planners of yore routed all medical needs, from treatment for a lingering cold to brain surgery, through hospital centers, where harried physicians may see 100 patients a day, says Chelsea Rodstrom, analyst for the recently launchedGlobal X China Disruptionexchange-traded fund (KEJI).\nThis untenable situation became intolerable during the Covid-19 pandemic. Ping An Healthcare, a spin-off of China’s top insurance company, saw explosive growth for its Good Doctor telemedicine service, which the state supported by reimbursing for the visits. “Healthcare is a perfect nexus for all the innovative themes in China,” Rodstrom says. “It’s using tech and AI to address demographic trends.”\nAnother outmoded legacy is hospitals’ monopoly on dispensing drugs, leaving Chinese patients waiting for hours just to get prescriptions filled. The nation’s tech powers are on this problem with a vengeance.Alibaba Health Information Technology(241.Hong Kong), sister firm to the e-commerce giant, is focusing on an online pharmacy. Hot on its heels isJD Health International(6618.Hong Kong), which was spun off from rival merchantJD.com(JD) late last year.\nIf Chinese healthcare shares are cheap, compared with internet stocks, they are still expensive, based on their own histories. Ping An healthcare jumped 50% over the past year. WuXi Biologics has tripled. The whole sector corrected lately.\nWhen it will rebound is a big question. “Over the next three months, it might get interesting to increase our positions,” GW&K’s Masi says.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":173,"commentSize":29,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}