YI · 111, Inc. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on YI. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About YI · 111, Inc.
111, Inc., together with its subsidiaries, operates an integrated online and offline platform in the healthcare market in the People's Republic of China. It operates through two segments, B2C and B2B. The company offers supply chain integration services that help pharmaceutical companies manage products through online and offline channels; product promotion, customer analytics, patient education, and brand awareness services; and marketing and channel data services. It also provides 1 Pharmacy online wholesale pharmacy that offers pharmaceutical and other health and wellness products; and 1 Medicine Marketplace online retail pharmacy that provides drugs, nutritional supplements, medical supplies and devices, personal care, and baby products. In addition, the company offers online loan application services; cloud-based inventory management services; smart procurement services, which collect pharmacies' historical purchase orders and inventory data; and Hawkeye automated salesforce tool, as well as online consultation, e-prescription, and data services. Further, its pharmacies provide drugs, including prescription and over-the-counter drugs comprising Western and Chinese medicines; nutritional supplements, such as vitamins and dietary products; contact lenses; medical supplies and devices that consists of bandages and thermometers; and personal care products that include skin care, birth control, sexual wellness, and baby products. Additionally, the company offers research and development, and consulting services; warehousing, procurement, and logistics services; and software development and information technology support services. It serves pharmacies, pharmaceutical companies, medical professionals, and marketplace sellers. The company was formerly known as New Peak Group and changed its name to 111, Inc. in April 2018. 111, Inc. was founded in 2010 and is headquartered in Shanghai, the People's Republic of China.
Live Quote
SELL (score -6) · 12-1 mom -29.3% · RSI 39.6 · below_both · -48.8% from high
Targets blend Wall Street consensus (? analysts: low — / mean — / high —) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
111, Inc. (YI) is a Chinese tech-enabled B2C/B2B pharmacy platform with ~$47M market cap. The investigation trigger was 3 Form 4 filings in 14 days, but reading them reveals all transactions were RSU vesting events — not open-market purchases. Three directors (Luo Jun Justin, Sun Jian David, Chen Yang Luke) received large RSU grants (378K–413K shares each on May 11-12 with full or 4-year vest schedules), then sold modest quantities to cover tax withholding at ~$0.25-$0.27/ADS. Zero open-market P-code purchases in the period. The business is severely deteriorating: revenue down 26.7% YoY, operating margin -0.01%, net profit margin -0.53%, debt-to-equity of 119.66, and FCF that barely covers interest. Price has collapsed from a January 2026 spike (~$2.60 to $8.38) back to $5.44 with no recovery catalysts visible. No options market data available — thin micro-cap with illiquid ADRs. This is not a promising setup.
Lessons Referencing This Ticker
In cybersecurity names during AI-capex peaks, executive sales (even Rule 10b5-1) at prices significantly below current spot should be weighted more heavily than analyst upgrades. Insiders are closer to the data and may be positioning for a plateau.
extracted Jun 19, 2026 from 2026-06-01-PANW-earnings-debit-call