After the unsuccessful privatization of HENLIUS, FOSUN PHARMA took action to increase its Shareholding. Is it continuing to send Bullish signals? | Quick read of the announcement.
① After the privatization failure last year, FOSUN PHARMA continues to signal its bullish outlook on HENLIUS, and today increased its shareholding in HENLIUS; ② HENLIUS had impressive performance last year, and recently has been actively releasing positive news.
Boai NKY Medical: Last year's Net income decreased by about 30% year-on-year, the proportion of Medical Services Business fell below 10% | Interpretations
① The gross margin of the PVP series products is under pressure, and the company's revenue will increase while profits decrease in 2024; ② The Medical Services business now accounts for less than 10% of the company's performance.
Jimin Health: The 'Vice President Seal Forgery Case' may cause the company a loss of approximately 30 million yuan.
① Jimin Health is preparing to respond actively, ready to make some concessions to maintain customer cooperation; ② The losses that this matter could cause are about 30 million yuan, leading to an expansion of Jimin Health's losses last year; ③ Industry experts claim that Jimin Health has leaned towards compromising with Dealers, that is, customers, and has also recognized that there are issues with its internal management.
Guangzhou Wondfo Biotech: Expanding business in developing countries to hedge risks in the US market | Directly addressing the Earnings Conference.
① Guangzhou Wondfo Biotech responded in the Earnings Conference that the expansion of Business in developing countries and the growth of domestic Business can effectively hedge against potential risks in the USA Business. ② Wang Jihua believes that starting in 2024, the domestic POCT market will stabilize and recover.
The impact of U.S. tariff policy on the company is relatively small. Daan Gene Co.,Ltd.: There is currently no plan for shareholding increase | Spotlight on Earnings Conference.
① During the Earnings Conference, Daan Gene Co.,Ltd. General Manager Huang Luo stated that the current diagnostic reagent industry is experiencing both an expansion in market size and intensified market competition. ② The company indicated that since overseas revenue accounts for a small proportion, the USA's tariff increases have a limited impact on the company, but there are currently no plans for Shareholding.
Which Technology stocks have alpha potential under the "tariff storm"? A lengthy report from Morgan Stanley reveals the key words: AI, cloud platforms, and Cybersecurity.
The report specifically pointed out that AI/ML occupies the highest priority in the IT budget, followed closely by Cybersecurity Software, while Microsoft and Amazon continue to lead the wave of cloud migration.