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.

Beijing Tiantan Biological Products (600161CH)-A Good Defensive Investment Target but May Overvalued

China Healthcare Weekly (Dec.2)- VBP Correction, Sales Ability Overweigh R&D, Expectation Difference

Sichuan Kelun Pharmaceutical (002422.CH) - The Deal with Merck Brightens the Outlook; A Dark Horse?

China Funeral Industry - Investment Opportunity with Both Alpha and Beta Superposition

Sihuan Pharmaceutical Hldgs (460.HK)- Privatization Rumor, Upside Potential and Concerns on Business

Sihuan Pharmaceutical (460.HK) - The Potential Disposal of Generic Drug Business and the Outlook

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

Equity Bottom-Up

Sihuan Pharmaceutical Hldgs / Equity Bottom-Up

<ul>
<li>Sihuan is pursuing strategic adjustments actively, aiming to further improve the overall operating efficiency and financial performance of the Company. We summarized some business updates. </li>
<li>Based on our analysis, Sihuan's business transformation to innovative drugs and medical aesthetics may not end up well, despite that they are “a good story” for the time being.</li>
<li>Without persuasive long-term logic, share price of Sihuan could underperform. Therefore, considering the characteristics of Sihuan, we advise investors to do short-term trading – buy low and sell high.</li>
</ul>


Sihuan is pursuing strategic adjustments actively, aiming to further improve the overall operating efficiency and financial performance of the Company. We summarized some business updates. 
Based on our analysis, Sihuan's business transformation to innovative drugs and medical aesthetics may not end up well, despite that they are “a good story” for the time being.
Without persuasive long-term logic, share price of Sihuan could underperform. Therefore, considering the characteristics of Sihuan, we advise investors to do short-term trading – buy low and sell high.


Sihuan Pharmaceutical (460.HK) - About the Recent Business Adjustments and the Outlook