● The regulatory and other uncertainties in the Chinese market directly impact sectors like fintech, gaming and education.
● Winners will be companies that have benefited from the regulatory change or captured the newly emerging opportunities.
● We are bullish on Hailiang Education, WiMi Hologram Cloud, 360 DigiTech and New Frontier Health and will explain the reasons in this article.
New Frontier Health (NFH:NYSE)
New Frontier Health, the parent company of one of Asia's largest high-end medical service providers – United Family Healthcare, offers customized healthcare services. The company includes over 600 full-time doctors from 25 countries, over 1,000 part-time specialists and over 1,000 nurses.
In early 2020, the COVID-19 outbreak affected the company's business. resulting in a lower income level at the pediatric and O.B departments that year. However, it is clear now that New Frontier is recovering from the pandemic with growing revenue, narrowing net losses and upping EBITDA, while it has been dropping operating expenses. It is proven that the overall operational efficiency and profitability have been improved.
In February of 2021, the buying party of New Frontier made a privatization offer to buy back all the common stocks at USD 12 per share, to delist the company from the NYSE. The next step will be the IPO on the Hong Kong bourse.
Aging China presents new growth opportunities for private healthcare companies. the planned exchange 'migration' may also help the company to overcome undervaluation in the US capital market and gain more recognition from the local investors in Hong Kong.
For the full article with the charts, please visit the original link.
● Winners will be companies that have benefited from the regulatory change or captured the newly emerging opportunities.
● We are bullish on Hailiang Education, WiMi Hologram Cloud, 360 DigiTech and New Frontier Health and will explain the reasons in this article.
New Frontier Health (NFH:NYSE)
New Frontier Health, the parent company of one of Asia's largest high-end medical service providers – United Family Healthcare, offers customized healthcare services. The company includes over 600 full-time doctors from 25 countries, over 1,000 part-time specialists and over 1,000 nurses.
In early 2020, the COVID-19 outbreak affected the company's business. resulting in a lower income level at the pediatric and O.B departments that year. However, it is clear now that New Frontier is recovering from the pandemic with growing revenue, narrowing net losses and upping EBITDA, while it has been dropping operating expenses. It is proven that the overall operational efficiency and profitability have been improved.
In February of 2021, the buying party of New Frontier made a privatization offer to buy back all the common stocks at USD 12 per share, to delist the company from the NYSE. The next step will be the IPO on the Hong Kong bourse.
Aging China presents new growth opportunities for private healthcare companies. the planned exchange 'migration' may also help the company to overcome undervaluation in the US capital market and gain more recognition from the local investors in Hong Kong.
For the full article with the charts, please visit the original link.