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.

Shanghai Fosun Pharmaceutical (2196.HK) - Performance Pain Points and Henlius’ Privatization Outlook

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

Pre-IPO S.F. Holding (6936 HK) - Thoughts on Valuation and the Outlook

Shanghai Henlius Biotech (2696.HK) Privatization Update- Looks Like "An Agreement" Has Been Reached?

Equity Capital Markets

<ul>
<li>The Time-definite express services are actually a double-edged sword for S.F.- Although it helps S.F. establish core competitiveness, such strategy limits the Company's market share and growth ceiling in China.</li>
<li>The issue here is that S.F. has encountered growth bottlenecks, but due to its heavy asset model, the only truly suitable solution is internationalization, which however is full of uncertainties.</li>
<li>S.F. is facing many challenges. The IPO final offer price of HK$34.3 is expensive, which might explain why S.F.'s share price has been a bit “boring” since its listing.</li>
</ul>


The Time-definite express services are actually a double-edged sword for S.F.- Although it helps S.F. establish core competitiveness, such strategy limits the Company's market share and growth ceiling in China.
The issue here is that S.F. has encountered growth bottlenecks, but due to its heavy asset model, the only truly suitable solution is internationalization, which however is full of uncertainties.
S.F. is facing many challenges. The IPO final offer price of HK$34.3 is expensive, which might explain why S.F.'s share price has been a bit “boring” since its listing.


S.F. Holding (6936 HK) - Here's Why Post-IPO Share Price Performance Is So "Boring"