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.

Karuna Therapeutics Inc (KRTX.US) - This Company Is Worth Bristol Myers Squibb Paying a High Premium

China Healthcare Week (Mar.8) - GLP-1s, “Crowding Out Effect” in Healthcare, Microport's Trouble

China Healthcare Weekly (Mar.15)- New Policy of Innovative Drug, TCM Formula Granules, Xingqi Pharma

Pre-IPO Numans Health Food Holdings - Due to Flawed Business Model, Future Growth Is Uncertain

China Traditional Chinese Medicine (570.HK) - Will This Privatization Rumor Come True ?

China Traditional Chinese Medicine (570.HK) - New Information on Privatization

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

Escalation of Israel-Hamas War - Here's How Investors Should Position Themselves in Dramatic Changes

Event-Driven

Chongqing Taiji Industry (Group) A / Event-Driven

Chongqing Taiji Industry (Group) A (600129 CH)

<ul>
<li>In the past few years, a big problem of Taiji is weak performance/low valuation. The main purpose of mixed-ownership reform with CNPGC is to improve operational efficiency and enhance profitability.</li>
<li>CNPGC made a clear commitment to solve the horizontal competition issue. So, after the privatization of China TCM is completed, it's worth noting whether it will be merged into Taiji.</li>
<li>2024 is expected to see Taiji launch new M&amp;A deals, which would bring a qualitative leap for Taiji. Market value of Taiji is expected to at least double. </li>
</ul>


In the past few years, a big problem of Taiji is weak performance/low valuation. The main purpose of mixed-ownership reform with CNPGC is to improve operational efficiency and enhance profitability.
CNPGC made a clear commitment to solve the horizontal competition issue. So, after the privatization of China TCM is completed, it's worth noting whether it will be merged into Taiji.
2024 is expected to see Taiji launch new M&amp;A deals, which would bring a qualitative leap for Taiji. Market value of Taiji is expected to at least double. 


China Traditional Chinese Medicine (570 HK)

Will China TCM (570.HK) Be Incorporated into Taiji Group (600129.CH)? –If Yes, Valuation Will Double