$FOSUN PHARMA (02196.HK)$
1. Will Fosun go bankrupt?
No, it won't. It's just that the debt ratio is high and liquidity is tight. However, the company's business development is sound, and its cash flow is OK. This year, the exit funds are larger than the investment funds, and the investment in scientific and technological innovation continues. The company has no default and the bank has good credit.
two。 Why not pledge equity when Shanghai Fosun Pharmaceutical reduces his holdings?
I don't know what the major shareholders are doing. However, with a total reduction of 3% of the shares, there is not much capital of more than 3 billion. And 2% go bulk, the effect of reduction on market psychology is greater than the direct impact.
3. Fosun's liquidity is tight, why does Yuyuan Garden still have a lot of money to invest in Fuyou land?
The Fuyou site is too attractive and the location is too good. Fosun has reduced its holdings in the secondary market by several billion this year, and there may also be funds to invest in Fuyou plots.
4. Shanghai Fosun Pharmaceutical trend?
Short-term pressure, Mr. Market may be very angry about the reduction, the follow-up worry-free. The fundamentals of the company are getting better and better, and I feel that the price will be increased by 42. 5%. If the purchase is less than 42, the loss probability of the value investment is small.