发布于: 雪球转发:1回复:1喜欢:0
Chan's family is, in fact, very good that they've shown their discipline on walking away from occasions on HK/China hospital deals. The family cares a lot for long-term value of the company, by their interest alignment through their >56% direct & other close-circle stakes. 

However, they didn't do enough to unlock the value hidden in Asia Insurance Co., Ltd("AI") & 5% stakes of PICC Life, yet. If they sell or spin-off AI, and/or handle PICC Life stakes better than now that carrying at cost. $亚洲金融(00662)$ shall become a daring to many funds. Their close-tie with PICC always suggest possiblities.

By revaluing AI & PICC Life to private-market-value, value per share shall be well over $10.
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2015-05-20 16:54
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2015-05-21 12:01

Totally agree with you.