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 (Dec.15) - 10th VBP Results, WuXi Shares Surge, Newjf Will Be Successful

Fosun Tourism (1992.HK) Privatization - The Cancellation Price Is Not Good Enough

Pre-IPO Xunfei Healthcare Technology (PHIP Updates) - Profitability Are Always the Pain Points

Greatview Aseptic Packaging (468.HK) - The Story Behind The “Hostile Offer”

Greatview Aseptic Packaging (468.HK) Update - Some New Information Worth the Attention

CPMC Holdings (906.HK) Update - These Are the Reasons Why We Find This Deal "Tricky"

CPMC Holdings (906.HK) Privatization Update - Will ORG Withdraw Midway?

Event-Driven

Greatview Aseptic Packaging / Event-Driven

<ul>
<li>Newjf’s Yuan Xunjun and Guo Xiaohong are both lawyers. They should be more familiar with the Pre-Condition requirements. Newjf has obtained SAMR clearance and we think Newjf will fulfill Pre-Conditions.</li>
<li>Bi Hua and Hong Gang's “new initiative” based on Nov.28 announcement may not necessarily succeed, since Newjf has a lot of room for rebuttal here and its Offer is attractive.</li>
<li>Greatview’s chairman and Cloudview are in discussions with financial advisers to make a counterbid.Considering that this may be a "noise",we recommend prioritizing Newjf's Offer before any higher Offer from Greatview.</li>
</ul>


Newjf’s Yuan Xunjun and Guo Xiaohong are both lawyers. They should be more familiar with the Pre-Condition requirements. Newjf has obtained SAMR clearance and we think Newjf will fulfill Pre-Conditions.
Bi Hua and Hong Gang's “new initiative” based on Nov.28 announcement may not necessarily succeed, since Newjf has a lot of room for rebuttal here and its Offer is attractive.
Greatview’s chairman and Cloudview are in discussions with financial advisers to make a counterbid.Considering that this may be a "noise",we recommend prioritizing Newjf's Offer before any higher Offer from Greatview.


Shandong Xinjufeng Technology Packaging (301296 CH)

Greatview Aseptic Packaging (468.HK) - Newjf Already Has an Upper Hand