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.

Keymed Biosciences (2162.HK) - Behind the Plunge in Share Price and the Outlook

China Healthcare Weekly (May.19) - "Hedge Logic" Of CXO, Beijing's DRG+VBP Policy, Zylox-Tonbridge

CStone Pharmaceuticals Placement (2616.HK) - There Is No Certainty that the Dilemma Will Reverse

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

CStone Pharmaceuticals / Equity Bottom-Up

<ul>
<li>In the second half of this year, innovative device companies could be listed on the SSE STAR Market one after another, which is a systematic opportunity.</li>
<li>Shareholders' reduction in CXO will continue. Then, CXO could become a company mainly controlled by various funds, with the original owners all cashing out and leaving, such as WuXi AppTec. </li>
<li>We analyzed some key points of <a href="https://www.smartkarma.com/entities/cstone-pharmaceuticals" target="_blank" data-smartkarma-citation="entities:27882:1" rel="noopener">CStone Pharmaceuticals (2616 HK)</a>. We remain conservative about the Company, and its stock price may continue to remain weak.</li>
</ul>


In the second half of this year, innovative device companies could be listed on the SSE STAR Market one after another, which is a systematic opportunity.
Shareholders' reduction in CXO will continue. Then, CXO could become a company mainly controlled by various funds, with the original owners all cashing out and leaving, such as WuXi AppTec. 
We analyzed some key points of CStone Pharmaceuticals (2616 HK). We remain conservative about the Company, and its stock price may continue to remain weak.


China Healthcare Weekly (Jun.2) - New Era for Medical Device, Shareholders' Reduction in CXO, Cstone