No Data
[Brokerage Focus] BOCOM INTL: The impact of USA drug price reforms may be manageable but still requires observation.
Jinwu Financial News | BOCOM INTL Research Reports indicate that Trump signed an executive order. This order aims to significantly reduce pharmaceutical prices in the USA by eliminating intermediaries in drug sales and the most-favored-nation policy. Furthermore, the second draft of the collection procurement policy optimization plan compared to the first draft provides hospitals and enterprises with greater flexibility and emphasizes practical operability and rationality. The bank stated that this executive order to lower drug prices in the USA is actually a continuation of Trump’s first term most-favored-nation drug pricing policy, but it still lacks specific implementation details. Combined with the existence of various interest group games, there is currently a certain degree of excessive concern in the Sector, and domestically produced Low Stock Price pharmaceuticals may or...
【Brokerage Focus】Guosen Securities maintains the "outperform" rating for WUXI XDC (02268), indicating its strong growth in performance and Orders.
Jinwu Financial News | Guosen's Research Reports indicate that WUXI XDC (02268) will achieve main Business revenue of 4.052 billion yuan (+90.8%) and net income of 1.07 billion yuan (+277.2%) in 2024, with Non-IFRS adjusted net income of 1.174 billion yuan (+184.8%). In 2024, the company's gross margin will be 30.6% (+4.3pp) and net margin will be 26.4% (+13.3pp), significantly improving profitability. Growth will accelerate in the second half of the year, confirming the high prosperity of the ADCCDMO Industry. The report mentions that as of the end of 2024, the company has accumulated
Hong Kong stock market midday review | All three major Indexes rose, with the Tech Index up 1.91%; Apple Suppliers and China-Affiliated Brokerage stocks increased, SUNNY OPTICAL rose over 10%, and China International Capital Corporation rose over 4%.
Network Technology stocks showed mixed performance, with XIAOMI-W down 3.41% and JD-SW up 2.97%; Biotechnology stocks fell for many, with BEIGENE down 7.91% and ASCENTAGE-B down 7.68%; Pharmaceutical stocks generally declined, with 3SBIO down 7.62% and INNOVENT BIO down 6.01%.
Outperforming the Large Cap in the past 4 months! Hong Kong stocks for Innovative Drugs are gaining strength again, with Institutions expecting that the pharmaceutical main theme may run through the entire year.
① Hong Kong stocks of Innovative Drugs are strengthening again, which Bullish catalysts are Institutions focusing on? ② The Biomedical Index has outperformed the Large Cap for the past four months; how strong has its performance been this year?
Hong Kong market quick review | The three major Indexes showed mixed results, with the Hang Seng Index up 0.13%; Machinery and Mainland Real Estate stocks performed well, new stock Boleton surged over 38%, MORIMATSU INTL rose nearly 6%; RADIANCE HLDGS inc
Network Technology stocks declined, XIAOMI-W fell by 2.81%, Alibaba-W dropped by 2.02%; Casinos and Gaming stocks generally rose, MELCO INT'L DEV increased by 4.73%, SANDS CHINA LTD rose by 2.67%; Pharmaceutical stocks weakened, GRANDPHARMA rose by 13.36%, 3SBIO fell by 6.62%.
Trump is at it again: reducing the approval time for domestic pharmaceutical companies in the USA.
Trump's obsession with the Industry Chain should not be underestimated!
