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绿叶制药 (2186 HK) 医疗保健
分析师 建议 目标股价 上升/下降(%)
萧智舜 买入 HKD13.00 108.1
总市值(十亿港元/十亿美元) 日均成交额(百万美元) 收盘 11月 20 52周最高/最低(港元)
20.5/2.6 13.6 HKD6.25 4.8 - 9.9
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股票数据
 一天一周一个月三个月六个月一年从月初从年初
绝对回报 (%) (3.10) (2.04) 3.82 (7.82) (35.50) 17.48 3.31 1.30
绝对回报 (美元, %) (3.11) (2.06) 3.94 (7.62) (35.36) 17.15 3.42 1.05
相对于 HSI 回报 (%) (1.08) (2.22) 2.73 (1.45) (18.73) 29.17 (0.14) 14.93
 
最新五个研究报告
下面包含5个最新的研究报告,请到研究报告存库页面检索所有相关文件。
 
绿叶制药 (2186 HK) 维持稳健前景 - 9月 6, 2018 (9 页)  
8月26日,绿叶制药公布其2018年中期核心利润为人民币5.73亿元(同比增长25%),占我们18财年预期的44.7%(17年中期:43.2%)并占分析师一致预期的45.8%。我们预计2018年(1)力扑素销售额保持17%的同比增速(2018年上半年:大于15%),基于其竞争对手只攻占传统的紫杉醇市场;及(2)贝希销售保持30%的同比增速,贝希和其竞争对手通过一致性评价换取医院的优先采购。我们下调目标价至13.00港元,维持买入评级。

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)  
基于绿叶制药(1)已获绝大多数股东投票支持其收购阿斯利康公司思瑞康(精神科药)在51个国家的业务;及(2)已全额付清首笔2.6亿美元的款项,此笔思瑞康授权交易已于6月28日完成,总现金代价为5.46亿美元。我们将2018-2020财年的盈利估计分别提高11%/19%/20%,上调目标价至14.00港元并维持“买入”评级。

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.


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