Analysis of the Cabio Biotech(Wuhan) acquisition case: How does the symbol Ouyi Bio support a valuation of 1.3 billion with earnings of 0.043 billion over three quarters?|Focus
① Jinzheng Assessment stated that future expected profitability is at the core of a company's value, and it is estimated that Ouyi Biological's revenue will reach 0.48 billion yuan, 0.558 billion yuan, and 0.637 billion yuan from 2025 to 2027 respectively; ② "Valuation inclusivity does not mean accepting overvaluations, but rather accepting valuations that clearly analyze the business logic and valuation logic of mergers and acquisitions," said Lin Li, president of Jinzheng Assessment.
The trade price is 0.831 billion yuan! Cabio Biotech(Wuhan) disclosed the latest restructuring plan: it intends to reduce one trading counterpart and raise 0.269 billion yuan through a private placement.
① Both parties signed a performance commitment, promising that the Net income of Ouyi Biotech will not be less than 0.27 billion yuan in total for the fiscal years 2025, 2026, and 2027; ② The profits of Cabio Biotech(Wuhan) are expected to further increase. The company estimates that its revenue for the first three quarters of 2024 will rise from 0.387 billion yuan before the Trade to 0.655 billion yuan; the Net income attributable to the parent company will increase from 83.8902 million yuan to 0.113 billion yuan.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
Jiangsu Lianhuan Pharmaceutical: After nearly 0.3 billion failed placement, plans to borrow 0.2 billion from Banks for Innovative Drugs project "waiting for rice to cook" | Quick read announcement.
① Following the termination of the fundraising plan through the issuance of Convertible Bonds last year, Jiangsu Lianhuan Pharmaceutical has announced the termination of the plan to raise funds by issuing Stocks to specific targets through a simplified procedure. ② In order to develop Innovative Drugs projects, Jiangsu Lianhuan Pharmaceutical intends to apply for a research and development loan from the Jiangsu branch of the National Development Bank, with a credit amount of 0.24 billion yuan.
This week, 14 more companies added! Guangzhou Ruoyuchen Technology and several other stocks disclosed their shareholding buyback and refinancing plans, with a list of related A-shares overview.
① Share Buyback and Shareholding continue to be implemented, according to incomplete Statistics, as of the time of writing, 14 listed companies have disclosed information related to Share Buyback and Shareholding this week (see the attached table); ② Alpha Group, Guangzhou Ruoyuchen Technology, Sinocare Inc., Hunan Jiudian Pharmaceutical, Zhejiang Dafeng Industry, Yachuang Electronics, and Changjiang & Jinggong Steel Building among others have received special loan limits exceeding 0.1 billion yuan.
There are multiple violations in fund management, Baotou Dongbao Bio-tech has received regulatory "double letters" consecutively | Quick read announcement.
① Baotou Dongbao Bio-tech has received warning letters from the Inner Mongolia Securities Regulatory Commission and the Shenzhen Stock Exchange, which have been recorded in the integrity file of the securities and futures market; ② The company was found by the Inner Mongolia Securities Regulatory Commission during an on-site inspection to have issues such as exceeding the authorized limit for Cash management balance, purchasing investment products beyond the authorized time, and not disclosing delays in fundraising projects; ③ Since last year, due to the impact of short-term market fluctuations, the company's performance has faced a decline, with product sales and prices decreasing year on year.