CO - Pounce On Global Cord For The Year Of The Tiger

• Global Cord has delivered better results than expected over the last three quarters with 10% y/y rev growth and 18% profit growth.
• Sanpower completing its restructuring may facilitate capital return or Global Cord being acquired by Sanpower.
• China's policy shift from regulation to growth will benefit Global Cord.
• The Year of the Tiger will drive a meaningful increase in births in China which will boost subscriber growth and accelerate revenue growth.
• Estimate fair value $35/share in 2028, driving 47% potential CAGR over the next 6 years.

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