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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 HKD14.00 67.1
总市值(十亿港元/十亿美元) 日均成交额(百万美元) 收盘 7月 23 52周最高/最低(港元)
27.4/3.5 28.1 HKD8.38 4.0 - 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 (%) (2.56) (3.68) 1.70 3.58 23.24 84.99 4.10 35.82
绝对回报 (美元, %) (2.55) (3.68) 1.66 3.49 22.76 84.05 4.06 35.21
相对于 HSI 回报 (%) (2.67) (2.68) 5.39 10.19 37.43 79.18 6.51 41.38
 
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) 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.

Luye Pharm Group (2186 HK) Profit growth likely to recover from 2018 - 9月 5, 2017 (10 页)  
Over the call with Management on 29 Aug, we expect (1) slacked sales of Lipusu and Rivastigmine in 1H17 will rejuvenate from 2H17 post revamp; (2) competition between local generic of Abraxane and Lipusu will not happen after 3 years; (3) Beixi sales to keep 40%/30% y-o-y in FY17-18; (4) earnings growth to be back at 13%/19% y-o-y in FY18-19 from FY17’s 4% y-o-y decline. Maintain BUY with lower SOTP-TP at HKD5.40 on smaller sales, gross margin and bigger opex to sales.


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