- 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.
For further details see:
Pounce On Global Cord For The Year Of The Tiger