Guosen Securities (HK)  
Skip Navigation Links

分析师 建议 目标股价 上升/下降(%)
总市值(十亿/十亿美元) 日均成交额(百万美元) 收盘 52周最高/最低()
/ -
+ 财务摘要 点击图标下载Excel版本
- 损益表 点击图标下载Excel版本
- 资产负债表 点击图标下载Excel版本
- 财务比率 点击图标下载Excel版本
- 杜邦分析 点击图标下载Excel版本
- 现金流 点击图标下载Excel版本
绝对回报 (%) (1.74) (2.38) (5.85) (10.69) (12.77) (25.08) 0 (22.77)
绝对回报 (美元, %) (1.74) (2.38) (5.85) (10.69) N.A. (24.21) N.A. (22.36)
相对于 HSI 回报 (%) 0.07 1.85 2.92 (4.76) N.A. (13.78) 7.41 (5.47)
绿叶制药 (2186 HK) 维持稳健前景 - 9月 6, 2018 (9 页)  

绿叶制药 (2186 HK) 来自阿斯利康的药品助推盈利增长 - 7月 4, 2018 (11 页)  

Luye Pharma Group (2186 HK) Jan-Feb 18 on track and R&D on progress - 4月 12, 2018 (6 页)  
On 10 April, Luye Pharm announced its LY03003 (Rotigotine Extended Release Microsphers) has been approved from the CFDA to proceed to China’s Phase III clinical trial. From Jan to Feb 2018, based on IQVIA, existing core products sales of Lipusu, Beixi and Xuezhikang at 26%/22%/11% y-o-y growth appear to be broadly on-track with our full-year growth at 17%/29%/15% y-o-y. Maintain BUY with higher TP at HKD11.46 on bigger LY03003’s success rate for R&D valuation.

Luye Pharma Group (2186 HK) Lifting TP on adding major R&D valuation - 4月 9, 2018 (21 页)  
On 26 Mar, Luye Pharm released its FY17 net profit at RMB981m; core profit at RMB1,061m (+14% y-o-y) beat ours and Bloomberg estimate by 19%/14%. Both the company and we are confident of, in FY18, (1) Lipusu’s competition with generic Abraxane will not occur on its good record of efficacy; and (2) Beixi sales to keep 30% y-o-y. Our SOTP-TP climbs to HKD11.30, on (1) higher sales and lower opex to sales; and (2) adding drug delivery’s and biodrug’s R&D valuation. Keep BUY.

China Healthcare Focus on biotech and high-end drugmakers - 3月 14, 2018 (18 页)  
In the upcoming (Dec-ended) result season and from those stocks we actively cover, we expect biotech (Genscript) and high-end drugmakers (3SBio and Livzon Pharm) to have in-line results with Bloomberg consensus and ours. Moreover, concentrated Chinese medicine granule (CCMG) leader (China TCM) is forecast to beat consensus, on recovering finished drug and stable CCMG sales and margins. We see drug-makers like United Lab, Luye and Sinopharm as the key distributor would likely fall short of consensus estimate.

CopyRight © 2009-2015 国信证券(香港)经纪有限公司版权所有