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 (Dec.8) - TCM VBP Update, GLP-1's Good Story Broke, China TCM's Sudden Rally

China Healthcare Weekly (Dec.15) - 10th VBP Results, WuXi Shares Surge, Newjf Will Be Successful

Ping An Good Doctor (1833.HK) - A Vicious Cycle?

Ping An Healthcare and Technology (1833 HK) - Privatization Ahead?

Ping An Healthcare and Technology (1833.HK) - Valuation Logic May Completely Change Due to New Path

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

Event-Driven

Ping An Healthcare and Technology / Event-Driven

Ping An Healthcare and Technology (1833 HK)

<ul>
<li>PAGD’s Special Dividend announcement made investors “unhappy”. PAGD's operation after IPO is a big failure, which is why there were large amounts of funds left that were not used.</li>
<li>Being a "vassal" of Ping An Group won’t bring high valuation due to limited growth potential. There’s still room for stock price/valuation to decline. Investors need not rush to buy.</li>
<li>The Special Dividend will be approved. Ping An's idea is to increase shareholding ratio by distributing dividends, which can also lower PAGD’s stock price, providing opportunity for a low-price privatization.</li>
</ul>


PAGD’s Special Dividend announcement made investors “unhappy”. PAGD's operation after IPO is a big failure, which is why there were large amounts of funds left that were not used.
Being a "vassal" of Ping An Group won’t bring high valuation due to limited growth potential. There’s still room for stock price/valuation to decline. Investors need not rush to buy.
The Special Dividend will be approved. Ping An's idea is to increase shareholding ratio by distributing dividends, which can also lower PAGD’s stock price, providing opportunity for a low-price privatization.


Ping An Healthcare and Technology (1833 HK) - About The Special Dividend and the Outlook