Hutchison Whampoa Restructuring: Next Move for Watson's? Part Two

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Thematic (Sector/Industry)

Hong kong Industrials / Thematic (Sector/Industry)

<p>Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr. Pessina had built up Alliance Boots into a leading European and Asian health &amp; beauty retail chain. We expect the company to resume its acquisition program, but the US market looks like the top priority at the moment. WBA will increase its presence in Asia: the only question is timing.</p>

Walgreens Boots Alliance (WBA: US) has named Executive Vice Chairman and interim CEO Stefano Pessina as CEO, a move that has been expected. Mr. Pessina had built up Alliance Boots into a leading European and Asian health &amp; beauty retail chain. We expect the company to resume its acquisition program, but the US market looks like the top priority at the moment. WBA will increase its presence in Asia: the only question is timing.

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Walgreens Boots Alliance Names Permanent CEO: Global Expansion to Continue