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WuXi AppTec leads the surge of Hong Kong stock pharmaceutical shares, while Global Biomedical investment and financing shows signs of recovery.
① The WuXi AppTec system leads the rise of Hong Kong pharmaceutical stocks, which Bullish factors are worth paying attention to? ② Global Biomedical investment and financing has seen some recovery, how do Institutions view it?
Sinopharm Group's Subsidiary Expects Up to 65% Lower Attributable Profit for 2024
Sinolink: The policy inflection point is clear, suggesting to start increasing allocation in the pharmaceutical sector.
In the segmented Industry, it is recommended to focus on allocating resources to Innovative Drugs and left-side Sectors (such as Medical Device, Traditional Chinese Medicine, Consumer Medical, chain pharmacies, etc.) for opportunities in reverse situations of individual stocks as the two main lines.
Zhao Yin International: The Class B medical insurance catalog will be implemented within the year, Innovative Drugs will open up domestic payment space.
Zhao Yin International is Bullish on the valuation recovery of the Medical and Pharmaceutical Industry.
Sinopharm Group: Impairment on Goodwill, Other Assets Weighed on Results>1099.HK
Sinopharm Group Sees 2024 Net CNY561.0M-Net CNY760.0M >1099.HK
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