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.

Will China's Stock Market Continue to Soar? - Here Is the Outlook and Investment Strategy

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

China TCM (570.HK) Update - The Disappointing 24H1 Results Will Not Affect the Privatization Process

China TCM (570.HK) Privatization Update- Pre-Conditions Won't Be “An Obstacle” to the Entire Process

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

Event-Driven

China Traditional Chinese Medicine / Event-Driven

China Traditional Chinese Medicine (570 HK)

<ul>
<li>Investors are concerned the Long Stop Date may be extended.But the style of SOEs is rigorous, which means CNPGC has anticipated the potential delays and reserved more time in advance. </li>
<li>Although CNPGC can extend Long Stop Date, this indicates CNPGC fails to complete the set work in scheduled time, which is equivalent to admitting its previous work arrangement was "inappropriate".</li>
<li>If there’re unexpected circumstances, one possible scenario is privatization would be completed before the Chinese New Year.Because entering 2025, integrating China TCM and Taiji will be the focus of CNPGC.</li>
</ul>


Investors are concerned the Long Stop Date may be extended.But the style of SOEs is rigorous, which means CNPGC has anticipated the potential delays and reserved more time in advance. 
Although CNPGC can extend Long Stop Date, this indicates CNPGC fails to complete the set work in scheduled time, which is equivalent to admitting its previous work arrangement was "inappropriate".
If there’re unexpected circumstances, one possible scenario is privatization would be completed before the Chinese New Year.Because entering 2025, integrating China TCM and Taiji will be the focus of CNPGC.


Chongqing Taiji Industry (Group) A (600129 CH)

China TCM (570.HK) Privatization Update - The Long Stop Date to Extend or Not?