Walgreens Boots Alliance Inc (WBA)

[Robbay]

A changing Playbook:

This Is the title of the KKR report, it can be found at the KKR.com web site.
As you read, China's retail Rx market is more of the Old homeopathic, acupuncture treatments than the Rx controlled retail market,that developed countries have in place.

China has a tiered healthcare structure, that dispenses Rx's from their hospital's. That is how A/B is focusing on growth.
There also are small developing area's within China that are changing(slowly), according to this report where a few medications are being allowed to be purchased outside of the State controlled system..
You will not See a American Rx Sushi take-out presence there anytime soon..

As for this being a small revenue driver from China to A/B, this is true, but the Market Makers Know China is turning to "protein" for inward consumption as a growth direction, and my yet to be Huntsmen friends are there.
Will this benefit Walgreens current managers??
Only with its association with A/B including a minor 45% investment.
This is nothing to Stand-On Facing Mr. Market.

Goldman Sachs global outlook is very similar within a % point or two, However...., our shared view on LNG as a growing energy source was front and Center, with these two's MM current ownership Investments.

Did you have any thoughts on where Walgreens S/P will be this Summer??

Regards,