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๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐”๐ฉ๐๐š๐ญ๐ž $00241.HK (Alibaba Health Information Tec)

๐“๐จ๐๐š๐ฒ, ๐€๐ฅ๐ข๐›๐š๐›๐š ๐‡๐ž๐š๐ฅ๐ญ๐ก (๐ŸŽ๐Ÿ๐Ÿ’๐Ÿ) ๐Ÿ๐ž๐ฅ๐ฅ ๐›๐ฒ ๐Ÿ”.๐Ÿ–๐Ÿ” ๐ฉ๐ž๐ซ๐œ๐ž๐ง๐ญ, ๐›๐ž๐ข๐ง๐  ๐ญ๐ก๐ž ๐ฐ๐จ๐ซ๐ฌ๐ญ ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐ž๐ซ ๐จ๐Ÿ ๐ญ๐ก๐ž ๐‡๐จ๐ง๐  ๐Š๐จ๐ง๐  ๐’๐ญ๐จ๐œ๐ค ๐„๐ฑ๐œ๐ก๐š๐ง๐ ๐ž. ๐‡๐จ๐ฐ ๐œ๐จ๐จ๐ฅ ๐ข๐ฌ ๐ญ๐ก๐š๐ญ! ๐˜๐จ๐ฎ ๐ฐ๐š๐ง๐ง๐š ๐ค๐ง๐จ๐ฐ ๐ฐ๐ก๐ฒ?


Alibaba Health is an investment company primarily engaged in the pharmaceutical e-commerce business. The company provides e-commerce platform services. The e-commerce platform services include providing e-commerce platform maintenance related software services to Blue Cap Health food retailers on "Tmall.com" and providing outsourced and value-added services to "Tmall" companies. In addition, the Company is also engaged in the online and offline sales of self-operated health products, the establishment of medical service network and other health-related services, and the provision of tracking services, particularly for the pharmaceutical industry in the People's Republic of China (PRC).


๐ˆ๐ง ๐ญ๐ก๐ž ๐ซ๐ž๐œ๐ž๐ง๐ญ ๐ซ๐ž๐ฉ๐จ๐ซ๐ญ๐ข๐ง๐  ๐ฉ๐ž๐ซ๐ข๐จ๐, ๐ญ๐ก๐ž ๐†๐ซ๐จ๐ฎ๐ฉ ๐ซ๐ž๐ฉ๐จ๐ซ๐ญ๐ž๐ ๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐š๐ง๐ ๐ ๐ซ๐จ๐ฌ๐ฌ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ ๐จ๐Ÿ ๐‘๐Œ๐๐Ÿ๐Ÿ“,๐Ÿ“๐Ÿ๐Ÿ–.๐Ÿ“ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง ๐š๐ง๐ ๐‘๐Œ๐๐Ÿ‘,๐Ÿ”๐Ÿ๐Ÿ•.๐Ÿ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง, ๐ซ๐ž๐ฉ๐ซ๐ž๐ฌ๐ž๐ง๐ญ๐ข๐ง๐  ๐š ๐ฒ๐ž๐š๐ซ-๐จ๐ง-๐ฒ๐ž๐š๐ซ ๐ ๐ซ๐จ๐ฐ๐ญ๐ก ๐จ๐Ÿ ๐Ÿ”๐Ÿ.๐Ÿ•% (๐ซ๐ž๐ฏ๐ž๐ง๐ฎ๐ž) ๐š๐ง๐ ๐Ÿ”๐Ÿ.๐Ÿ% (๐ ๐ซ๐จ๐ฌ๐ฌ ๐ฉ๐ซ๐จ๐Ÿ๐ข๐ญ), ๐ซ๐ž๐ฌ๐ฉ๐ž๐œ๐ญ๐ข๐ฏ๐ž๐ฅ๐ฒ.


The rapid growth in revenue and gross profit reflects the strong performance of the pharmaceutical e-commerce platform business and the pharmaceutical direct sales business during the reporting period. Driven by their strategy which focuses on drug sales and services through pharmaceutical direct sales business and the enrichment of supply of non-drug healthcare products by introducing merchants to their e-commerce platforms, "Tmall Medicine" is currently the largest pharmaceutical e-commerce platform in China, while Alibaba Health is the largest online medicine retailer in terms of drug sales amount. The GMV from their e-commerce platform business recorded an accelerated year-on-year growth of 47.5%. The revenue from drugs generated from the pharmaceutical direct sales business under the brand of "Alibaba Health" increased by 86.1% year-on-year, accounting for 64.8% of the revenue of the business.


See doc.irasia.com/listco/hk/alihealth/interim/2021/intrep.pdf and doc.irasia.com/listco/hk/alihealth/annual/2021/res.pdf for more up-to-the-minute key financial figures of the company.


Due to the political tensions and the current market environment, the share is favorably valued despite these strong figures. At current conditions, a decline in the share price under these circumstances is a good opportunity to acquire a fast-growing company in the healthcare e-commerce sector and diversify the portfolio like I did. What do you think? Let me know!


๐Œ๐ฒ ๐•๐ž๐ซ๐๐ข๐œ๐ญ: ๐๐ฎ๐ฒ!


BR

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