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 (Aug.18)- COVID Is Here, BIOSECURE Act Update, Livzon Deserves More Patience

Sino Biopharmaceutical (1177.HK) 24H1 - The Concerns Behind the Performance Turnaround

China Healthcare Weekly (Aug.25)- China TCM 24H1 Profit Warning, Financing Activities, Giant Biogene

China TCM (570.HK) Privatization Update - Things Are Still Manageable

CPMC Holdings (906.HK) Privatization Update- Due to Risk Behind ORG's Offer, Baosteel Is a Wiser Bet

Legend Biotech (LEGN.US) Offer Update - Some New Information About the Takeover Worth the Attention

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

Event-Driven

Greatview Aseptic Packaging / Event-Driven

<ul>
<li>The connection between Newjf and Greatview is deep. Newjf expressed an interest in acquiring Greatview early on, but the two parties didn’t reach an agreement. Greatview is not entirely “innocent”.</li>
<li>Newjf's decision to forcibly acquire Greatview at this moment should be made after careful consideration. Mengniu may not necessarily oppose this merger. Mengniu is likely to take a neutral stance. </li>
<li>Newjf’s Offer is attractive. In the absence of a more realistic action by Greatview to make a higher Offer, we advise investors not to walk away from Newjf’s Offer easily.</li>
</ul>


The connection between Newjf and Greatview is deep. Newjf expressed an interest in acquiring Greatview early on, but the two parties didn’t reach an agreement. Greatview is not entirely “innocent”.
Newjf's decision to forcibly acquire Greatview at this moment should be made after careful consideration. Mengniu may not necessarily oppose this merger. Mengniu is likely to take a neutral stance. 
Newjf’s Offer is attractive. In the absence of a more realistic action by Greatview to make a higher Offer, we advise investors not to walk away from Newjf’s Offer easily.


Inner Mongolia Yili Industrial Group (A) (600887 CH)

Shandong Xinjufeng Technology Packaging (301296 CH)

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