6 Comentarios
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Avatar de Angel

Gracias Jose! Un placer leerte.

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Avatar de Researching Global Stocks

Gracias Angel!!!

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Avatar de Michal

Very useful article, thank you Jose!

I struggle a bit with the math though. In 2022 Kidney medicine revenue was 1,569,418,000 RMB. If we take annual cost of 8,400 RMB per patient, we get 186,835 patients on kidney granules, which is obviously too high (8.2% of Chinese population is 115,784,000). I'm probably making an obvious logical error somewhere.

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Avatar de Researching Global Stocks

I think it is the optimistic calculation that the company makes, that there are many potential clients. We will see over time if we reach them...

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Avatar de flo

Muchisimas gracias Jose!! Me ha gustado mucho tu análisis de Consum..a ver si baja y compro..yo estoy como Ciprés, que me encanta la chatarra hongkonesa!! Jaja

Nos vemos el jueves en el directo.Un saludo y Long Momentum!!

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Avatar de Researching Global Stocks

Gracias por tus palabras Flo! Recuerda que hay mucha mas información que esta publicación para estudiar Consun.

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