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 (Jan.26)- Stocks Best Buying Point, Tragic PD-L1, Tiantan Biological Product

China Healthcare Weekly (Feb.2) - US Strike on China CXOs, CSPC Innovation, Peach Picking Period

China Medical System (867 HK) - A Wise Choice in a Bear Market

Pre-IPO MIXUE Group - The Snow King Opens up a Lot More Room for Imagination than Expected

Pre-IPO Guming Holdings - The Current Market Position Is Not Secure

Gushengtang (2273.HK) - Some New Business Updates and Positive Performance Forecasts

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

2024 China’s Capital Market Outlook - Santa Claus Is Knocking on the Door

Event-Driven

Shanghai RAAS Blood Products C / Event-Driven

Shanghai RAAS Blood Products C (002252 CH)

<ul>
<li>Geopolitical risks have led to foreign companies planning to withdraw from China.It’s also difficult to allow foreign companies to control China’s core strategic assets.So, Grifols and RAAS’ “breakup” is inevitable.</li>
<li>This acquisition is an important milestone in the development of Haier’s big health industry. RAAS’s valuation also has room to rise further after being acquire by Haier due to synergies.</li>
<li>In the case of slowing growth in the home appliance market, this is a wise move for Haier.However, potential goodwill impairment in GDS is a risk for Haier/RAAS and investors.</li>
</ul>


Geopolitical risks have led to foreign companies planning to withdraw from China.It’s also difficult to allow foreign companies to control China’s core strategic assets.So, Grifols and RAAS’ “breakup” is inevitable.
This acquisition is an important milestone in the development of Haier’s big health industry. RAAS’s valuation also has room to rise further after being acquire by Haier due to synergies.
In the case of slowing growth in the home appliance market, this is a wise move for Haier.However, potential goodwill impairment in GDS is a risk for Haier/RAAS and investors.


Beijing Tiantan Biological Products (600161 CH)

Hualan Biological Engineering (002007 CH)

Jiangxi Boya Bio Pharmaceutical (300294 CH)

Haier Group to Buy $1.8B Stake in Shanghai RAAS from Grifols – A New Chapter Begins