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 Healthcare Weekly (Aug.17) - GLP-1s Inflection Point, Novartis to Acquire Avidity Biosciences

Kangji Medical (9997 HK) Privatization - The Cancellation Price Is Not Attractive

Pre-IPO Aux Electric Co (PHIP Updates) - Concerns About Business Model and Valuation Outlook

Will China TCM (570.HK) Be Incorporated into Taiji Group (600129.CH)? –If Yes, Valuation Will Double

WuXi AppTec (2359.HK/603259.CH) 25H1 - The Turning Point of Performance Has Been Confirmed

China TCM (570.HK) - About the 25H1 Profit Warning and the Outlook

What Happens to China Healthcare? - The Soaring Shares, the Turning Point, and the Top Picks

Equity Bottom-Up

Chongqing Taiji Industry (Group) A / Equity Bottom-Up

Chongqing Taiji Industry (Group) A (600129 CH)

<ul>
<li>The current channel inventory digestion has been ongoing for nearly a year. If the terminal sales data in 25Q3 improves, it is expected to support the revenue recovery in 25Q4.</li>
<li>China TCM and CNPGC had signed relevant agreement on the free transfer of equity. Investors think this is paving the way for the future integration of China TCM and Taiji.</li>
<li>Investors have reignited interest in betting on China TCM's privatization and merger with Taiji .According to Taiji, CNPGC will still fulfill its commitment to resolving the issue of horizontal competition</li>
</ul>


The current channel inventory digestion has been ongoing for nearly a year. If the terminal sales data in 25Q3 improves, it is expected to support the revenue recovery in 25Q4.
China TCM and CNPGC had signed relevant agreement on the free transfer of equity. Investors think this is paving the way for the future integration of China TCM and Taiji.
Investors have reignited interest in betting on China TCM's privatization and merger with Taiji .According to Taiji, CNPGC will still fulfill its commitment to resolving the issue of horizontal competition


China Traditional Chinese Medicine (570 HK)

Chongqing Taiji Industry (Group) (600129 CH) - Investors Are Betting on the Merger with China TCM