HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

China Shineway Pharmaceutical (2877.HK) - Some Points Worth the Attention

China Healthcare Weekly (Feb.3)- CanSino, Blood Products Shortage, Don't Be Greedy in Front of Rally

Remegen Co Ltd (9995.HK) - There's Expectation Difference in Valuation; Trading Opportunity Occurs

Zhangzhou Pientzehuang Pharmaceutical (600436.CH) - Disappointing Performance Is Just the Beginning

China Traditional Chinese Medicine (570.HK) - Short-Term Performance Pressure Is Hard to Avoid

China Shineway Pharmaceutical (2877HK)-Shineway Is Undervalued, but Downside Risk Is Hard to Control

Gravity Works As WeWork Doesn't; Now Plan B

Equity Bottom-Up

China Traditional Chinese Medicine / Equity Bottom-Up

China Traditional Chinese Medicine (570 HK)

<ul>
<li>China TCM’s privatization rumor led to large fluctuation of its share price last week. Since there have been related rumors twice, this may not be completely over yet.</li>
<li>China TCM’s performance may not rebound quickly due to short-term challenges in concentrated TCM granules business. </li>
<li>However, the decline in the revenue side could be a temporary phenomenon. After a difficult period, if the Company's business could recover as expected, share price would rebound. </li>
</ul>


China TCM’s privatization rumor led to large fluctuation of its share price last week. Since there have been related rumors twice, this may not be completely over yet.
China TCM’s performance may not rebound quickly due to short-term challenges in concentrated TCM granules business. 
However, the decline in the revenue side could be a temporary phenomenon. After a difficult period, if the Company's business could recover as expected, share price would rebound. 


China Traditional Chinese Medicine (570.HK) - The Privatization Rumor and the Outlook