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 (May12)-Policy Catalyst in Medical Device, GLP-1 Overvaluation, Pientzehuang

China National Medicines (600511.CH) - After Restructuring, Performance Growth Is Guaranteed

L'Occitane (973.HK) Privatization - The Offer Price Is Good Enough

China TCM (570.HK) - Latest Updates on Privatization and the Potential Merger with Taiji Group

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

Tiantan (600161CH) To Acquire Weiguang (002880CH)- New King Rises in China's Blood Products Industry

Event-Driven

China Traditional Chinese Medicine / Event-Driven

China Traditional Chinese Medicine (570 HK)

<ul>
<li>Some investors have concerns that the privatization may fail. We also noticed that Morgan Stanley raised China TCM's target price to HK$5.4. However, the privatization of China TCM seems “mandatory”.</li>
<li>At this stage, some background information is worth the attention, which will help investors better understand the logic behind this privatization and thus resolve the "confusion".</li>
<li>According to regulatory requirements, it's expected that both CNPGC and Taiji will integrate resources in pharmaceutical manufacturing and distribution sectors, so as to solve horizontal competition issue between the two.</li>
</ul>


Some investors have concerns that the privatization may fail. We also noticed that Morgan Stanley raised China TCM's target price to HK$5.4. However, the privatization of China TCM seems “mandatory”.
At this stage, some background information is worth the attention, which will help investors better understand the logic behind this privatization and thus resolve the "confusion".
According to regulatory requirements, it's expected that both CNPGC and Taiji will integrate resources in pharmaceutical manufacturing and distribution sectors, so as to solve horizontal competition issue between the two.


Shanghai Shyndec Pharmaceutical (600420 CH)

Chongqing Taiji Industry (Group) A (600129 CH)

중국 TCM(570.HK) 업데이트 - 의심에도 불구하고 이 민영화는 &quot;의무적&quot;으로 보인다

China Traditional Chinese Medicine

중국 TCM(570.HK) 업데이트 - 의심에도 불구하고 이 민영화는 &quot;의무적&quot;으로 보인다

중국 TCM(570.HK) 업데이트 - 의심에도 불구하고 이 민영화는 "의무적"으로 보인다