Special Situations, Content Strategist, Smartkarma

Crispin Francis

Special Situations, Content Strategist

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Event-Driven

China Nepstar Chain Drugstore / Event-Driven

This is a quick update on <a href="https://www.smartkarma.com/profiles/13" target="_blank" data-smartkarma-citation="accounts:13">Kemp Dolliver's</a> previous insight "<a href="https://www.smartkarma.com/insights/d4903121-73ad-4c04-9709-f47538533949" target="_blank" data-smartkarma-citation="insights:1023">Who's Optimistic About Pharmacy's Future in China? China Nepstar's Controlling Shareholder</a>."<h2>Latest News</h2><blockquote>
SHENZHEN, China, March 16, 2016 /PRNewswire/ -- China Nepstar Chain Drugstore Ltd. (NYSE: NPD) ("Nepstar" or the "Company"), a leading retail drugstore chain in China based on the number of directly operated stores, announced today that it has entered into a definitive Agreement and Plan of Merger (the "Merger Agreement") with China…
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This is a quick update on Kemp Dolliver's previous insight "Who's Optimistic About Pharmacy's Future in China? China Nepstar's Controlling Shareholder."Latest News
SHENZHEN, China, March 16, 2016 /PRNewswire/ -- China Nepstar Chain Drugstore Ltd. (NYSE: NPD) ("Nepstar" or the "Company"), a leading retail drugstore chain in China based on the number of directly operated stores, announced today that it has entered into a definitive Agreement and Plan of Merger (the "Merger Agreement") with China…


Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

What will China look like in 2025? This is a follow up to our <a href="https://www.smartkarma.com/insights/outlook-for-china-10-predictions-for-the-next-10-years" target="_blank" data-smartkarma-citation="insights:2955">Outlook for China:10 Predictions for the Next 10 Years</a> presentation, where we present 10 key data visualisations to back up 10 bold predictions we expect to play out in China over the next 10 years.In this note we provide more background to the thinking behind our predictions.Analyst: Daniel Rohr, CFAChina's faltering economy has sent shivers through the global markets in 2016, and for good reason.As the world's second-largest economy…

What will China look like in 2025? This is a follow up to our Outlook for China:10 Predictions for the Next 10 Years presentation, where we present 10 key data visualisations to back up 10 bold predictions we expect to play out in China over the next 10 years.In this note we provide more background to the thinking behind our predictions.Analyst: Daniel Rohr, CFAChina's faltering economy has sent shivers through the global markets in 2016, and for good reason.As the world's second-largest economy…

In this presentation, we present a series of data visualisations to back up 10 bold predictions we expect to play out in China over the next 10 years.Our predictions are based on three basic assumptions:<ol><li>Demographic: China is aging and its workforce is shrinking.</li><li>Economic: China will rebalance.</li><li>Political: Beijing values stability and control above all else.</li></ol>Analyst: Daniel Rohr, CFA

In this presentation, we present a series of data visualisations to back up 10 bold predictions we expect to play out in China over the next 10 years.Our predictions are based on three basic assumptions:Demographic: China is aging and its workforce is shrinking.Economic: China will rebalance.Political: Beijing values stability and control above all else.Analyst: Daniel Rohr, CFA

Outlook for China:10 Predictions for the Next 10 Years

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Bloomberg has published a story (that others have cited) that WuXi Pharmatech has picked bankers for an HK listing of its biologics manufacturing subsidiary later this year. The offering reportedly would value the business at US$1.5 billion, which approximates its implied value when the company listed a minority stake on the NEEQ last year <a href="https://www.smartkarma.com/insights/wuxi-pharmatech-how-to-argue-for-a-few-dollars-more" target="_blank" data-smartkarma-citation="insights:1061">WuXi PharmaTech: How to Argue for a Few Dollars More</a> .We have two conclusions for people interested in this name:<ol><li>Keep a copy of the above-referenced Insight…</li></ol>

Bloomberg has published a story (that others have cited) that WuXi Pharmatech has picked bankers for an HK listing of its biologics manufacturing subsidiary later this year. The offering reportedly would value the business at US$1.5 billion, which approximates its implied value when the company listed a minority stake on the NEEQ last year WuXi PharmaTech: How to Argue for a Few Dollars More .We have two conclusions for people interested in this name:Keep a copy of the above-referenced Insight…

Coming to the HKEX Soon....................

The decline in equity markets has created opportunities to buy a variety of healthcare stocks at attractive valuations. Insider purchases have increased significantly recently. In addition, some margin calls involving controlling shareholders highlight the degree of dislocation and opportunity in the market. Names we find particularly intriguing are China TCM (570 HK), UMP Healthcare (722 HK), and Modern Dental Group (3600 HK).

The decline in equity markets has created opportunities to buy a variety of healthcare stocks at attractive valuations. Insider purchases have increased significantly recently. In addition, some margin calls involving controlling shareholders highlight the degree of dislocation and opportunity in the market. Names we find particularly intriguing are China TCM (570 HK), UMP Healthcare (722 HK), and Modern Dental Group (3600 HK). 

China

Guangzhou Baiyunshan Pharmaceutical Holdings Co., Ltd. manufactures and sells Chinese patent medicine. The Company also wholesales, retails, imports, and exports Western and Chinese pharmaceutical products and various medical apparatus.

Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Guangzhou Baiyunshan Pharmaceutical Holdings

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Guangzhou Baiyunshan Pharmaceutical Holdings (874 HK)

Just What the Doctor Ordered

This is a quick update on Kemp Dolliver's previous insight "Who's Optimistic About Pharmacy's Future in China? China Nepstar's Controlling...

Crispin Francis

What Will China Look Like in 2025?

What will China look like in 2025? This is a follow up to our Outlook for China:10 Predictions for the Next 10 Years presentation, where we present...

Morningstar, Inc.

Outlook for China:10 Predictions for the Next 10 Years

In this presentation, we present a series of data visualisations to back up 10 bold predictions we expect to play out in China over the next 10...

Morningstar, Inc.

Coming to the HKEX Soon....................

Bloomberg has published a story (that others have cited) that WuXi Pharmatech has picked bankers for an HK listing of its biologics manufacturing...

Kemp Dolliver, CFA

Time to Go Shopping for Healthcare

The decline in equity markets has created opportunities to buy a variety of healthcare stocks at attractive valuations. Insider purchases have...

Kemp Dolliver, CFA

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52-week Range

Market Cap (USDm)

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Dividend (Yield)