China TCM (570.HK) Update - Despite Doubts, This Privatization Seems “Mandatory”
Xinyao has highlighted this Insight as a Top Pick
344 Views06 May 2024 08:55
Some investors have concerns that the privatization may fail, but China TCM's privatization seems "mandatory", which will lead to spin-off/integrations ahead. We analyzed the big picture/logic behind
What is covered in the Full Insight:
- Investor concerns and Morgan Stanley's target price
- Background and the logic of privatization
- CNPGC's past actions and newly acquired companies
- Chongqing Taiji Industry (Group) A's business structure
- Horizontal competition issues and potential resolution
SUMMARY
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Full Insight
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Xinyao (Criss) Wang
HK/China Healthcare Analyst (ex-Fosun Pharma)
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