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Shelton Emerging Markets Fund's investment thesis on CSPC Pharmaceutical Group ($1093.HK) — Q2 2025 | Buyside Digest

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$1093.HKCSPC Pharmaceutical Group

BULL

Shelton Emerging Markets Fund

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$9.19USD

Current Market Price

Market Cap$96.9B

Pitch Price$8.15

Technical Chart

From the Fund Letter

The company gained 56.41% in Q2 2025, buoyed by approvals for five new generic drugs since the start of 2025, a robust balance sheet, and strong management confidence.

— Derek Izuel

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