[Brokerage Focus] Bocom Intl expects current high cost performance in medical sector, but industry sentiment has not fully recovered.

Jingu Finance Xintong | Bank of Communications International released the outlook for the pharmaceutical industry in the second half of 2024. They think that the pharmaceutical sector currently has high cost-effectiveness, but institutional positions have fallen to a low level and industry sentiment has not fully recovered. The bank recommends laying out three main themes in 2H24: 1) The Davis double-click opportunity of valuation bottoming out and performance rebounding; 2) Innovation is the theme of the industry's long-term development, taking into account the potential for product export; 3) Defensive opportunities with stable performance and high shareholder returns. The bank's preference ranking for segmented sectors is as follows: prescription drugs = innovative drugs > high dividend traditional Chinese medicine/circulation > private hospitals > CXO. Specifically, prescription drugs - performance growth rebound + valuation.

金吾財訊Jun 5 20:35 ET

Changes in Hong Kong stocks | Yao Ming Union (02268) is now up more than 6%. The company is benefiting from the booming development of the ADC industry and the construction of a production base in Singapore begins

The Zhitong Finance App learned that Yao Ming United (02268) is now up more than 6%. As of press release, it has risen 5.63% to HK$15.76, with a turnover of HK$37.474 million. Huachuang Securities pointed out that oncology immunotherapy (IO) has become the cornerstone of the field of oncology. It has been approved for the treatment of more than 20 types of cancer, and the global annual sales volume exceeds 40 billion US dollars. IO+ADC has become the main line of tumor immunity in the next 5-10 years; of the current IO therapies, nearly half of the current IO therapies may be upgraded from IO+ chemotherapy to IO+ADC, and the relevant indication market is expected to expand by 100-200%; China ADC

Zhitong FinanceMay 30 23:48 ET

WuXi XDC Cayman Inc.'s (HKG:2268) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

WuXi XDC Cayman Inc. (HKG:2268) shareholders won't be pleased to see that the share price has had a very rough month, dropping 26% and undoing the prior period's positive performance. Longer-term s

Simply Wall StMay 26 20:45 ET

Read This Before Judging WuXi XDC Cayman Inc.'s (HKG:2268) ROE

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is for those who would like to learn about Return On Equity (ROE). To keep the less

Simply Wall StMay 21 23:58 ET

WuXi XDC Cayman's Profit Up 82% in 2023

WuXi XDC Cayman (HKG:2268) recorded an 82% rise in attributable profit for the year 2023 to 283.5 million yuan from 155.7 million yuan in 2022, according to the company's annual report posted on the H

MT NewswiresMay 1 06:22 ET

[Broker Focus] Minsheng Securities indicates that Pharmaceutical Federation (02268) has drastically raised the upper limit of raw material purchase agreements and maintained a “recommended” rating

Jinwu Financial News | According to the Minsheng Securities Research Report, the Pharmaceutical Federation (02268) issued an announcement to raise the upper limit of the raw material procurement service agreement from 32.6 million yuan to 80 million yuan (+145%) in 2024, and raise the upper limit from 21.3 million yuan to 75 million yuan (+252%) in 2025. Demand for raw materials from Yao Ming Biotech has further increased, and all terms and conditions of the procurement service agreement have remained unchanged. The bank indicates that in order to meet customer needs, companies must promptly purchase relevant raw materials and make inventory reserves to ensure the normal progress of the existing XDCCRDMO project

金吾財訊Apr 30 02:10 ET