Alibaba Health Information

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https://www.onvista.de/aktien/ALIBABA-HEALTH-INFORMATION…


mal einen thread erstellt-

[Pebbles]

Und warum?

http://www.nutraingredients-asia.com/Markets-and-Trends/Alib…

Keine eigene Homepage, kein eigenes Profil und Kurse die seit Jahren eher seitwärts laufen.

Was also ist der Grund für das Interesse

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wo Alibaba drauf steht = synonym mit Erfolg- denkbar?

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http://ir.alihealth.cn/en/ir_index.php


homepage- mußte mich erst mal tiefer in dir Materie eingraben...

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http://file.irasia.com/listco/hk/alihealth/annual/2017/ar2…



but: DYOR

ich bin drin

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und, wenn ich mir die Zahl der Aufrufe ansehe, wohl Allein-Investor hier

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ALIBABA steigt und steigt

IMO eine mögliche Frage der Zeit, bis sich auch hier etwas bewegt bei A. Health

DYOR

[Findik2]

Was habt ihr an derzeitigen Informationen über Ali Health?

Wer ist investiert?

Ich lese mich diese Woche ein

Bis bald

[price-of-success]

Ich bin investiert.

[Findik2]

Hab auch 20000 Stk. im Depot. Das Wachstum ist gigantisch!!!
.... war das heute erst der Anfang???

Die harten Fakten:
Umsatz Bilanz 17: 60.936.036 € / 475.078.000 Chinesischer Renminbi Yuan
Umsatz Bilanz 16: 7.259.176 € / 56.595.000 Chinesischer Renminbi Yuan 739.4 % Erhöhung
Umsatz Bilanz 15: 2.206.837 € / 17.195.000 Chinesischer Renminbi Yuan 220,0 % Erhöhung
Eigenkapital: 151.165.580 €
Cashburnrate von 5 ist noch ok...
Current assets Umlaufvermögen Bilazn 17: 104.012.280 € / 810.915.000 Chinesischer Renminbi Yuan
Current liabilities 45.338.202 € / 353.472.000 Chinesischer Renminbi Yuan
Verlust: - 26.624.419 €
MK 504.123.698 € / 3.930.319.269 Chinesischer Renminbi Yuan

Jetzt ein paar nützliche Links:
http://www.pharma-relations.de/news/wachstumsmarkt-apotheken…

http://file.irasia.com/listco/hk/alihealth/annual/2017/ar201…
Alibaba owns about 54% of Ali Health, according to FactSet.

http://www.manager-magazin.de/finanzen/artikel/a-1034132.htm…

https://www.bloomberg.com/news/articles/2017-02-12/china-s-t…

https://www.pharmazeutische-zeitung.de/index.php?id=64346
Nach Angaben der Zeitung »The Economic Times« soll der pharmazeutische Markt in China sich bis zum Jahr 2020 auf 200 Milliarden Dollar (rund 180,5 Milliarden Euro) verdoppeln.

https://de.statista.com/statistik/daten/studie/256128/umfrag…
Generika gehen ab!

https://de.statista.com/statistik/daten/studie/298657/umfrag…
Pharmamarkt geht ab

Ausschnitte aus dem Annual Report 2016 welche mich stark positiv stimmten:
Compared to China’s huge pharmaceutical market, pharmaceutical e-commerce in China is still at a nascent stage of development, with pharmaceutical e-commerce making up only approximately 3% of pharmaceutical sales in China, which means there is still huge potential for its development.
The Group aspires to create an Internet-based drug distribution and sales system that covers the entire industry chain, thereby enhancing the efficiency of the healthcare product supply chain and bringing benefits to all market participants and consumers.

In relation to intelligent medicine, the Group actively organized the provision of online health consultation services by pharmaceutical professionals through end-user applications such as the Ali Health mobile application, and the Taobao, Tmall and Alipay mobile applications, allowing users to easily obtain real-time professional guidance.

As at the end of the year ended March 31, 2017, more than 5,000 enterprises from the drug, food and nutritional supplement industries had signed up with the Group to join its Ma Shang Fang Xin platform, among which the number of pharmaceutical manufacturers which signed up accounted for more than half of the total number of pharmaceutical manufacturers in China.

With strong support from Alibaba Group and our ongoing investment in the expansion of strategic businesses and in nurturing talent, we believe that the Group is well-positioned to satisfy the considerable demand in China’s healthcare market and that our business will maintain strong growth in the next few years.

On September 13, 2016, the service agreement entered into between the Group and Zhejiang Tmall Technology Co., Ltd and Zhejiang Tmall Network Co., Ltd (together, the “Tmall Entities”) dated August 24, 2016 became effective. Pursuant to the service agreement, the Group commenced the provision of merchants’ business development, merchant customer services, technical support and other outsourced and value-added services for certain pharmaceutical-related categories (including over-the-counter drugs, medical devices, contact lenses and solutions, sexual health and family planning products, medical services and other categories) on the Tmall platform in consideration for a service fee payable by the Tmall Entities to the Group. The service fee is equivalent to 21.5% of the fees paid by the merchants to the Tmall Entities and their affiliates in respect of the value of completed sales of products or services under the relevant categories on Tmall. In tandem with the ongoing growth of Tmall’s pharmaceutical categories’ e-commerce business, the said service agreement has become a steady and fast-growing source of revenue for the Group.

Furthermore, the Group took the lead to form a Chinese pharmaceutical online to offline (“O2O”) pioneer alliance, which covers more than 20,000 pharmacy outlets in over 100 cities in China through cooperation with more than 200 offline pharmaceutical chains.

During the year, the Group actively organized the provision of online health consultation services in various areas and at multiple levels by certified doctors, pharmacists and other third-party professionals via end-user applications such as the Ali Health mobile application, and the Taobao, Tmall and Alipay mobile applications, allowing users to easily obtain real-time professional guidance.

The Group will continue to improve its health management platform, with a view to providing round-the-clock health management services to consumers for their full life cycle. Going forward, together with those who share our vision, we will explore the creation of personalized electronic health records for the public through the use of big data analysis and application, to promote integrated healthcare services covering prevention, treatment, rehabilitation and health management throughout the full life cycle.

The aging Chinese population, increasing public awareness about health issues and the progress of government- backed medical reforms have combined to create huge opportunities in China’s pharmaceutical and healthcare market. Leveraging on the strong support of Alibaba Group and our investments in various strategic businesses and high-calibre talent, we believe that the Group will be favourably positioned to tap into the strong demand in China’s pharmaceutical and healthcare market and sustain positive development in the following years.

The Group officially commenced its B2C pharmacy business in September 2016. Since its launch, the business has registered robust growth as a new operation. This business has grown rapidly to become our most important source of revenue in the next stage of the Group’s development.
The service agreement between the Group and the Tmall Entities under Alibaba Group officially became effective on September 13, 2016. Pursuant to the service agreement, the Group commenced the provision of merchants’ business development, merchant customer services, technical support and other outsourced and value-added services for certain pharmaceutical-related categories on the Tmall platform in consideration for certain service fees. In tandem with the ongoing growth of Tmall’s pharmaceutical categories e-commerce business, the said service agreement has become a steady and fast-growing source of revenue for the Group.

Share of profits of a joint venture represented the share of net operating results of our 49%-owned joint venture, Beijing Honglian 95 Information Industries Company Limited^ (北京鴻聯九五信息產業有限公司) (“HL95”)), an enterprise engaged in telecommunications and information value-added services. The share of profits of HL95 for the year ended March 31, 2017 amounted to RMB9,480,000, representing a decrease of RMB2,412,000 or 20.3% as compared to RMB11,892,000 for the preceding year. The decrease in share of profit was mainly attributable to the intensified competition in call center business.
Employees are regarded as the most important and valuable assets of the Group. The number of full-time employees of the Group as at March 31, 2017 was 384 (263 as at March 31, 2016). The Group’s policy is to maintain a competitive pay structure and employees are rewarded based on their performance and with appropriate incentives including cash bonuses and through the use of the Share Award Scheme (as defined below), details of which are set out under the paragraphs headed “Share Award Scheme” in this report.

Executive Director:
Ms. Chen Xiao Ying (Executive Vice Chariman)
Mr. Wang Lei (CEO)
Mr. WANG Lei, aged 37, was appointed as an executive Director and a chief executive officer of the Company on April 17, 2015. Prior to his current position, Mr. Wang was the general manager of Alibaba Group’s Taobao Diandian business from September 2013. Mr. Wang has held various positions within Alibaba Group since he joined in 2003, including customer relationship management product manager and Alibaba call center project manager from September 2003 to December 2005, P4P project manager of Yahoo China from January 2006 to May 2007, senior manager of Alimama product and operations department from June 2007 to December 2008, B2B advertising product and operations department director from January 2009 to May 2011, senior director of B2B advertising service department and commercial product department from June 2011 to July 2012 and O2O workshop senior director of Alibaba Group’s mobile Internet business department from August 2012 to August 2013. Mr. Wang obtained a bachelor’s degree in engineering from China Jiliang University, PRC in June 2001.

Competitive Risks
In China, there is intense competition in internet healthcare; the continual reiterations of business development and commercial operational models as well as major moves or decisions by major competitors in the industry and new entrants may bring potential threats to and have adverse impact on the Company’s business development competitive advantages.

Regulatory Risks
As the Company operates its principal • businesses under a strict regulatory regime, if we breach applicable regulatory requirements, we may be subject to penalties which may adversely affect our brand reputation and business. If we do not have a timely understanding of changes in and updates on the applicable policies, rules and regulations, or do not sufficiently assess the impact of policies and regulations changes on our business operation, management would be unable to adopt mitigating measures on a timely basis, which would affect the Company’s regular business activities and its business continuity

Information Technology and Data Management Risks
As an Internet company, information technology and data management form a solid foundation and an important infrastructure for the Company’s business development and operation, as well as one of the competitive advantages to help the Company maintain high innovation levels and to become an industry leader. Any failure or postponement in our product R&D, disruption of transactions due to malfunctioning information systems, or leakage or loss of or unauthorized tampering of our data would have a material adverse impact on us achieving our strategic objectives, our brand reputation, business continuity and customer satisfaction.
5. OUTLOOK AND KEY ACTION PLAN FOR FY2018
• Continue to reinforce the Company’s risk management and internal control structure and implementation efforts, and continually improve the Company’s risk management capabilities and culture to ensure compliance with the Corporate Governance Code of the Hong Kong Stock Exchange and alignment with best industry practices.
• Continue to assist and supervise each business line and functional department to promote and optimize the design, implementation and operation of our risk management and internal control systems.
• Continue to focus on material changes and updates of key risks and make timely adjustments to the risk mitigation actions and solutions accordingly.
• Continue to establish and enhance relevant policies, business procedures and internal control guidance which are published on the policy management system platform for staff to access and study.
• Conduct ongoing independent monitoring and assessment on the design and effective implementation of the internal control activities for material risks.
• Continue to provide more risk management trainings for all staff, to enhance their awareness of risk management, promote our risk management culture, reinforce the accountability mechanism, and ensure execution of the Company’s risk management strategies.
Ali Health

Mr. Yongming Wu, also known as Eddie, served as Senior Vice President of Corporate Development at Alibaba Group Holding Limited since 2011. Mr. Wu also serves as Partner in Zhejiang Ricebank Asset Management Co., Ltd. He is an Advisor at Eleven Two Capital. Mr. Wu served as Special Assistant to the Chairman of the Board directors of Alibaba Group Holding Limited. He co-founded Alibaba Group Holding Limited and served as a its President since January 2013. In this role, Mr. Wu oversaw three business units, including mobile, WangWang and application development and music. He joined Alibaba Group in 1999. Mr. Wu served in a variety of management roles since the Alibaba's inception, including heading technology development departments within Alipay, Taobao and China Yahoo!, as well as leading Taobao's search advertising development department. Since he joined Alibaba Group, he served as Technology Director of Alibaba (China) Technology Co., Ltd. from 1999 to 2004, Technology Director of Alipay (China) Informa Technology Co., Ltd. from 2004 to 2005, Business Department Director of Beijing Yahoo! Information Technology Co., Ltd. from 2005 to 2007, General Manager of Hangzhou Alimama Technology Co., Ltd. from May 2007 to September 2008, Chief Technology Officer of Taobao (China) Software Co., Ltd. from 2008 to 2011 and responsible for Alibaba Group's search business, advertising business and mobile business from 2011 to 2014. Before joining Alibaba Group, Mr. Wu was an engineer at Beijing Cofortune Information Technology Co., Ltd.from 1998 to 1999 and an Engineer at China Yellow Pages Information Technology Co., Ltd. from 1997 to 1998. He served as President of Etao.com (also known as, eTao). He worked at China Pages and later spearheaded the technology development for the website of China’s Ministry of Foreign Trade and Economic Cooperation (MOFTEC). Mr. Wu has been the Chairman and Non-Executive Director of Alibaba Health Information Technology Limited since April 17, 2015. He served as a Director at Momo Inc. since October 2013. Mr. Wu was previously a Director of AutoNavi Holdings Limited, a then NASDAQ-listed company, from May 2013 to July 2014. He holds a Bachelor's degree in computer science from Zhejiang University of Technology in 1996.

Was machen andere Unternehmen?
Die "Mitbewerber" in anderen Ländern (wobei China ja immer sein eigenes Süppchen kocht aber der Vergleich zu den großen anderen Mitbewerbern lässt erahnen wo wir uns hinbewegen könnten:
https://de.wikipedia.org/wiki/Zur_Rose_Group
Rose Group
Umsatz: 768.306.734 €
Umlaufvermögen: 139.459.375 €
Kurzfristige Verbindlichkeiten: 120.737.721 €
Verlust: - 11.154.199 €
MK 622.910.461 €
Umsatzwachstum kleiner 5%

Walgreen
Umsatz: 99.834.958.558 €
Gewinn: 3.550.129.799 €
MK: 60.986.715.673 €
Umsatzwachstum: ca. 10%

Also: Wie ist eure Meinung? Heute hat sie ja schön zugelegt!

Wie immer ist das keine Kauf / Verkaufs oder auch Handlungsempfehlung. Ich hafte nicht für falsch geschriebene und gedeutete Inhalte usw. und so fort.