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Hutchmed (China) Newsroom
Guoyuan Securities 2025 CSI SWS Health Care index investment strategy report: Bullish on innovation and overseas expansion, focusing on upward fundamental segmentation tracks.
The international expansion of the pharmaceutical industry remains an essential path for our country's pharmaceutical companies in the future, and companies with strong product capabilities and channel capabilities are expected to gain an advantage.
UBS Group: Maintains Buy rating on Hutchmed (China) (00013) with the Target Price lowered to HKD 38.7.
UBS Group expects Hutchmed (China) to achieve sustainable profitability starting in 2025, with net profit projected to increase to 0.452 billion dollars.
UBS Group lowered the Target Price of Hutchmed (China) (00013.HK) to 38.7 yuan with a rating of "Buy".
The UBS Group research report cites Hutchmed (China) management stating that the timeline for the sale of Shanghai Hutchmed is on schedule, with the Trade expected to be completed in the first quarter of this year. Management indicated that this divestment is expected to generate an investment return of 0.477 billion USD, and the cash obtained will help the company focus on the research and development of innovative therapies, especially in the antibody-targeted conjugate therapy (ATTC) platform. The firm anticipates that the company will achieve sustainable profits from 2025, with net profit expected to increase to 0.452 billion USD, although the net profit forecasts for 2026 and 2027 have been lowered by 55.6% and 39.5% respectively. The firm has set the company’s Target Price at
Major bank rating丨BOCOM INTL: Raised the Target Price of Hutchmed (China) to HKD 44, maintaining a "Buy" rating.
On January 8, Global Tong announced that BOCOM INTL issued a report stating that Hutchmed (China) announced it would sell its 45% equity in Shanghai Hutchison Pharmaceuticals to SH PHARMA and Shanghai Jinpu Healthcare for $0.608 billion in Cash. The company expects that the transaction will bring in $0.477 billion in pre-tax earnings, a significant portion of which will be reflected in the 2025 performance. The bank believes the conditions of this transaction are reasonable and beneficial for the company's long-term development, raising the Target Price to HKD 44, maintaining a Buy rating. The company plans to use the proceeds for the development of its internal product pipeline, advancing its core Business strategy, focusing on: 1) next-generation antibody-drug conjugates (
BOCOM INTL: Maintains Buy rating for Hutchmed (China) (00013) with the Target Price raised to 44 HKD.
BOCOM INTL believes that the conditions of this Trade involving Hutchmed (China) are reasonable and beneficial for the company's long-term development.
[Brokerage Focus] BOCOM INTL raised the Target Price for Hutchmed (China) (00013) by 8.9%, stating that the sale of affiliated company equity is beneficial for the company's long-term development.
Jinwu Financial News | BOCOM INTL issued a Research Report stating that Hutchmed (China) (00013) announced the sale of its 45% stake in Shanghai Hutchmed to Shanghai Jinpu Health and SH PHARMA for $0.608 billion (approximately 14 times the 2023 PE) in Cash. Jinpu Health and SH PHARMA will acquire 35% and 10% stakes in Shanghai Hutchmed for $0.473 billion and $135 million in Cash, respectively, while Hutchmed will retain a 5% stake after the Trade. The company expects the above transaction to yield $0.477 billion in pre-tax profit, most of which will be reflected in the 2025 results. The firm indicated that the company plans to use the proceeds from the above.
Express News | HUTCHMED (China) Ltd : BofA Global Research Cuts Price Objective to $26 From $30
Hutchmed (China) sold Traditional Chinese Medicine Assets and gained $0.477 billion, with a commitment that the annual profit will grow by at least 5% over three years.
The management stated that the expected revenue from this sale is approximately $0.477 billion, which is pre-tax income, most of which will be recognized in 2025. This Trade has a three-year transition period, and subsequent income will be recognized gradually in 2026 and 2027.
BofA Securities Maintains Hutchmed (China)(HCM.US) With Buy Rating, Cuts Target Price to $26
Hong Kong Stock Market Afternoon Review | All three major indices fell, with the Hang Seng Index down nearly 2%; Network Technology stocks declined, with Tencent down nearly 7% and Xiaomi down over 8%; some mineral stocks rose against the trend, with CGN
Network Technology stocks fell, with XIAOMI-W down 8.13% and TENCENT down 6.79%; Biotechnology stocks declined, with EVEREST MED-B down 6.35% and WUXI BIO down 4.22%; Shipping and Ports stocks weakened, with COSCO Shipping Holdings down 3.47% and CHINA MER PORT down 2.49%.
Pharmaceutical stocks have become a transitional theme at present, and the performance line may be further valued by the market.
Track the entire lifecycle of the main sector.
Statistics on the fluctuations in the proportion of the Hong Kong Stock Connect | January 7th
Statistics on the significant changes in the share of Hong Kong Stock Connect | January 6, 2025
Hutchmed (China) (0013.HK): The sale of non-core Assets has been completed, and sufficient Cash flow is used to promote ATTC research and development.
Reiterate the "Buy" rating, slightly raise the Target Price to $26.5 / HK$41.3. The ample Cash flow from the sale of non-core Assets Shanghai and Huang Pharmaceuticals is expected to be invested in the company's antibody-drug conjugate (ATTC) platform, candidate.
Hutchmed (China) (0013.HK): Excellently priced sale of equity in affiliated company, promising pipeline progress, and raising the Target Price.
Selling a non-core joint venture for 0.608 billion dollars to further focus on innovation and research and development priorities. On January 1, 2025, Hutchmed (China) announced that it would acquire 0.608 billion dollars (approximately 14 times the PE for 2023) in Cash from Shanghai.
Express News | Trump: Reports regarding the imposition of general tariffs on key imported Commodities are inaccurate.
HSBC Research's investment rating and Target Price for pharmaceutical stocks (table).
HSBC Research has released a report listing the investment ratings and Target Prices for Chinese pharmaceutical stocks as follows: Stocks | Investment Rating | Target Price (HKD) FOSUN PHARMA (02196.HK) | Hold | 13 HKD HANSOH PHARMA (03692.HK) | Buy | 22 HKD CHINA NATIONAL PHARMACEUTICAL (01177.HK) | Buy | 4.1 HKD CSPC PHARMA (01093.HK) | Hold | 5.2 HKD CMS (00867.HK) | Buy | 9.5 HKD LIVZON PHARMA (01513.HK) | Buy
HSBC Research: The visibility of the pharmaceutical and medical device sub-sectors in mainland China has increased. Preference for BEIGENE (BGNE.US), China National Pharmaceutical Group (01177.HK), and HYGEIA HEALTH (06078.HK), among others.
HSBC Research published a report indicating that the mainland pharmaceutical and healthcare Industry experienced a difficult year last year. With a low profit comparison base, a slowdown in policy impact, and improved visibility of growth recovery, the firm is more optimistic about the Industry's outlook this year, expecting that overseas expansion will be one of the pillars for the Industry this year. The rapidly changing policies and macro environment require pharmaceutical company management to adapt quickly, while tightened medical insurance is expected to encourage management to increase investments to boost revenue. The firm stated that the valuation of the mainland pharmaceutical and healthcare Industry is currently one standard deviation below the historical forward average. As profits are expected to bottom out and recover this year, the average earnings per share for the pharmaceutical and healthcare companies covered by the firm is expected to increase by 1.
Hong Kong stock movement | Hutchmed (China) (00013) rises over 4%. The company's sale of non-core Traditional Chinese Medicine Assets will further strengthen its capital and debt structure.
Hutchmed (China) (00013) rose over 4%, as of the time of writing, it increased by 4.3%, trading at HKD 24.25, with a transaction volume of HKD 61.2538 million.
Private Equity Firms Are HUTCHMED (China) Limited's (LON:HCM) Biggest Owners and Were Rewarded After Market Cap Rose by UK£120m Last Week
Hutchmed (China) (0013.HK): Sale of non-core Traditional Chinese Medicine Assets to focus on innovation.
Report Overview: The company sells Traditional Chinese Medicine Assets at fair prices, using the funds obtained for innovative platform development. The NDA submission for Savolitinib for domestically resistant EGFR is in progress and included in priority review, while the NDA submission to the USA is promising, maintaining a Shareholding rating.