China Population Policies Impact on Healthcare Companies Series - Part 3

981 Views05 Jan 2024 10:32
  • Starting from November 1st 2023, Guangxi Zhuang Autonomous Region will include some therapeutic assisted reproductive medical services in the payment scope of basic medical insurance and work-related injury insurance funds.
  • Livzon’s 23Q3 performance was below expectations, which is related to China’s anti-corruption campaign started from 23H2. Considering the Chairman's proposal to repurchase shares, we should be more patient with Livzon.
  • BGI is still digesting the impact of COVID revenue, and would experience a performance low point in 2023.However, BGI belongs to the direction of national key science and technology projects.
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
ChinaHealth CareEquity Bottom-UpThematic (Sector/Industry)