China Healthcare Weekly (Nov.24) - 10th VBP, Biotech Valuation Logic, China Resources Reorganization
The 10th national VBP kicks off. Chinese Biotech face valuation discount when included in global valuation system. China Resources is undergoing...
721 Views
HKBN (1310 HK): China Mobile Comes Knocking. Again.
Shares are suspended - so there's nothing to be done right now. A rumoured HK$5/share is probably ok. A 16% premium to last close. But perhaps ~33%...
750 Views
Merger Arb Mondays (18 Nov) - Henlius, GAPack, Xingda, Seven & I, Fuji Soft, NEC Networks, Macromill
This week, the highest gross spreads are Renewable Japan (80.3%), Henlius (22.1%), Macromill (18.4%), Seven & I (14.8%), Canvest (14.0%), GA Pack...
484 Views
Merger Arb Mondays (11 Nov) - Canvest, Get Nice, I-PEX, LAC, I'rom, Net One, Fuji Soft, NEC Networks
This week, the highest gross spreads are I-PEX (47.6%), LAC (29.5%), Seven & I (25.1%), Henlius (17.1%), Get Nice Financial (14.5%), Canvest...
511 Views
China Healthcare Weekly (Nov.10)-Biotech Model Validation, CNPGC Need to Fulfill Commitment to Taiji
Out-licensing early-stage pipelines is the worst option. China Biotech at a critical point in verifying business models. CNPGC has other methods to...
578 Views