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.

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

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

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

Event-Driven

Ping An Healthcare and Technology / Event-Driven

Ping An Healthcare and Technology (1833 HK)

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<li>
<a href="https://www.smartkarma.com/entities/hopson-development-holdings" target="_blank" data-smartkarma-citation="entities:8108:1" rel="noopener">Hopson Development (754 HK)</a> is cash-strapped and it will most likely choose cash dividend, which would increase the likelihood that Glorious Peace's shareholding ratio will increase to more than 50%.</li>
<li>If PAGD’s share price is higher than HK$6.12, there is arbitrage opportunity. Since Ping An may hope other shareholders to choose cash dividends, future stock price may fall below HK$6.12</li>
<li>A risk point is Ping An can actually wait for other shareholders to make their choices before making the final decisions based on the stock price situation at that time.</li>
</ul>



Hopson Development (754 HK) is cash-strapped and it will most likely choose cash dividend, which would increase the likelihood that Glorious Peace's shareholding ratio will increase to more than 50%.
If PAGD’s share price is higher than HK$6.12, there is arbitrage opportunity. Since Ping An may hope other shareholders to choose cash dividends, future stock price may fall below HK$6.12
A risk point is Ping An can actually wait for other shareholders to make their choices before making the final decisions based on the stock price situation at that time.


Ping An Healthcare and Technology (1833 HK) - Cash Dividend Or Scrip Dividend?