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𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐔𝐩𝐝𝐚𝐭𝐞 $00241.HK (Alibaba Health Information Tec)

𝐓𝐨𝐝𝐚𝐲, 𝐀𝐥𝐢𝐛𝐚𝐛𝐚 𝐇𝐞𝐚𝐥𝐭𝐡 (𝟎𝟐𝟒𝟏) 𝐟𝐞𝐥𝐥 𝐛𝐲 𝟔.𝟖𝟔 𝐩𝐞𝐫𝐜𝐞𝐧𝐭, 𝐛𝐞𝐢𝐧𝐠 𝐭𝐡𝐞 𝐰𝐨𝐫𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐫 𝐨𝐟 𝐭𝐡𝐞 𝐇𝐨𝐧𝐠 𝐊𝐨𝐧𝐠 𝐒𝐭𝐨𝐜𝐤 𝐄𝐱𝐜𝐡𝐚𝐧𝐠𝐞. 𝐇𝐨𝐰 𝐜𝐨𝐨𝐥 𝐢𝐬 𝐭𝐡𝐚𝐭! 𝐘𝐨𝐮 𝐰𝐚𝐧𝐧𝐚 𝐤𝐧𝐨𝐰 𝐰𝐡𝐲?


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).


𝐈𝐧 𝐭𝐡𝐞 𝐫𝐞𝐜𝐞𝐧𝐭 𝐫𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐩𝐞𝐫𝐢𝐨𝐝, 𝐭𝐡𝐞 𝐆𝐫𝐨𝐮𝐩 𝐫𝐞𝐩𝐨𝐫𝐭𝐞𝐝 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐚𝐧𝐝 𝐠𝐫𝐨𝐬𝐬 𝐩𝐫𝐨𝐟𝐢𝐭 𝐨𝐟 𝐑𝐌𝐁𝟏𝟓,𝟓𝟏𝟖.𝟓 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐚𝐧𝐝 𝐑𝐌𝐁𝟑,𝟔𝟏𝟕.𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧, 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐢𝐧𝐠 𝐚 𝐲𝐞𝐚𝐫-𝐨𝐧-𝐲𝐞𝐚𝐫 𝐠𝐫𝐨𝐰𝐭𝐡 𝐨𝐟 𝟔𝟏.𝟕% (𝐫𝐞𝐯𝐞𝐧𝐮𝐞) 𝐚𝐧𝐝 𝟔𝟐.𝟏% (𝐠𝐫𝐨𝐬𝐬 𝐩𝐫𝐨𝐟𝐢𝐭), 𝐫𝐞𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞𝐥𝐲.


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!


𝐌𝐲 𝐕𝐞𝐫𝐝𝐢𝐜𝐭: 𝐁𝐮𝐲!


BR

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