Opinions
Christine Tan
Shanghai Fosun Pharmaceutical Group
2196-HK
COMMENT
Sep 30, 2016
N/A
Stock price when the opinion was issued
Healthcare
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A Chinese health care stock? Healthcare is a secular growth theme that she really, really likes. She focuses on larger companies for diversification and balance sheet quality. A very diversified group selling generics as well as Chinese traditional medicines (TCMs). They also manufacture and sell devices. Around 70% of China’s drug spending is actually TCMs. The stock is very inexpensive trading at around 17X earnings.