BIDU - Global Cord Blood Is An Undervalued Business With Accelerating Growth Benefiting From China's Policy Changes

• Global Cord will benefit from China’s tutoring regulatory changes due to higher disposable income for expecting parents and increased newborns.
• The company is experiencing an acceleration in new subscribers and revenue growth as China’s economy re-opens.
• Policy risks are manageable, and changes could result in a significant expansion, as 70% of China’s newborns are still born in unlicensed regions.
• Shares trade at a steep discount to intrinsic value of $16/share (which is growing at +11.8%per year) due to a few well-known investor concerns.
• Sanpower’s restructuring and re-focus on core operations is unappreciated by the market as a catalyst for Global Cord to begin returning capital to shareholders or become a target.

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