On the real "Sambo" reorganization start on real medicine or become the biggest winner

Every reporter Tri Dan Shaoxiaofen yesterday, on the real department of three listed companies on the real medicine, Shanghai Medicine, Chinese and western medicine respectively suspended. Three companies also announced that, as a result of the planning of major restructuring matters, the company's shares since June 18 suspended for five working days. The suspension of three companies means that the consolidation of medical assets in the real world has entered its final stage.　　A pharmaceutical industry researcher said that before the implementation of specific plans can not determine the benefits of three companies, but the two-tier market three listed companies after the exchange of trading opportunities. A year of gestation according to the previous acquisition report, the Department will propose and launch a specific programme to eliminate competition in the industry before June 30, 2009.　　Since July 2 last year, the group's equity transfer began to calculate, on the real assets Restructuring program after a year of brewing finally to break out of the shell. July 2 last year, Shanghai Pharmaceutical and Chinese and western pharmaceutical industry issued a major announcement, the two companies in the actual control of the Shanghai Sasac decided to medicine Group Two shares of the east, respectively, 30% state-owned shares of the drug group transferred to the real group.　　After the change of stock right, the real group holds 60% of the pharmaceutical group, and becomes the controlling shareholder of Shanghai Medicine and Chinese and western medicine industry. October 23, 2008, Shanghai Medical publication of the acquisition report, on the basis of the principle of reorganization, the timetable for preliminary determination. With the pace of real-world reorganization accelerating, the market's attention gradually focused on three listed companies. December 13, Shanghai medical release announced that the board of Directors to nominate the current chairman of the real medicine Lu Mingfang as a candidate for the third board of directors. Analysts agree that this round of personnel changes means that the consolidation of the real medicine assets will enter a real phase.　　News disclosure, on the real line of three pharmaceutical listed companies by the market frenzy, a short week of huge gains. "Medicine Group is a comprehensive pharmaceutical group, which has a large number of subsidiaries, only large categories of focus varieties have 68." Therefore, the reorganization of it in the market-oriented conditions, to settle in the healthy development of the industry, but also to fully consider the interests of all investors, to find the corresponding balance point, it will also involve a lot of legal and technical conditions, so it takes a time process.　　"For the reorganization, on the real Medicine Chairman and pharmaceutical Group chairman Lu Mingfang said. The most optimistic about the real medicine "now the specific restructuring plan has not come out, three companies later play the role is not easy to say." However, I think the market will certainly seize the Shanghai pharmaceutical asset reorganization of the trading opportunities. A pharmaceutical industry researcher said.　　Apparently, the researcher was cautious about the benefits of the three listed companies after the reorganisation, but he was optimistic about market opportunities. According to a previous "most popular" version, the most likely way to restructure is to inject the group's pharmaceutical industry into real medicine, including Chinese medicine, chemicals, biopharmaceutical and medical devices,Pharmaceutical business as a whole into Shanghai medicine, the Chinese and western pharmaceutical industry will be sold as Shell resources. "If according to this plan, on the real medicine should be the biggest winner, after the integration of its operating strength and profitability will have a relatively large change, the strength of Shanghai medicine will be strengthened, the Chinese and western pharmaceutical industry mainly look at restructuring." From the market opportunity point of view, three listed companies have the opportunity. The researcher told reporters.　　Joint Securities and pharmaceutical industry researcher Gubangqing also said that the reorganization of the main purpose is to solve the problem of competition, and this restructuring is the most economical way, the reorganization of assets is conducive to the real pharmaceutical industry assets bigger. Group Benefit securities that the original unlisted pharmaceutical assets of the group with traditional Chinese medicine assets, in 2008, the group contributed net profit of about 146 million yuan. And the remaining unlisted assets of the pharmaceutical group can contribute to the net profit of about 145 million yuan. If the reorganization is the pharmaceutical industry injected into the real medicine, pharmaceutical business into Shanghai medicine, then the real medicine can inject assets of 2008 years net profit of about 290 million yuan. Group beneficial Securities said that if the net profit in the second half of 2009 increased by 150 million yuan, 2010 annual net profit increase of 300 million yuan estimate, the company is currently low valuations, to give the company "buy" investment advice.