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Hong Kong stocks in the pharmaceutical sector soared! Kai Medical surged more than 22%. Institutions claim that tariffs have "no impact" on the wave of Innovative Drugs going abroad.
① How do government policy support and the overseas expansion of Innovative Drugs become a new growth engine for Hong Kong stock pharmaceutical companies? ② Why does Zhongtai International believe that tariffs have limited impact on Innovative Drug companies?
Sinopharm Group (HKG:1099) Shareholders Have Endured a 12% Loss From Investing in the Stock a Year Ago
SINOPHARM (01099.HK) will release its Earnings Reports on April 25.
$SINOPHARM (01099.HK) will release its Earnings Reports on April 25, and investors are advised to pay attention. How were the previous results? For Q1 2024, the revenue was 147.266 billion yuan, net income was 2.398 billion yuan, and EPS was 0.46 yuan. Futubull reminder: 1. There are no hard regulations on the fiscal year division for companies listed on the Hong Kong and American stock markets; it is entirely determined by the companies themselves. Therefore, each Earnings Reports period can serve as the closing date for the company's annual report, and does not follow the natural year as the fiscal year. 2. Generally, the company will hold an Earnings Reports meeting either on the stated report release date or around that date.
Has the SSE Health Care theme Index risen again? This year, the public fund performance has shuffled, with the highest return of the health care theme Fund exceeding 44%, and Inflow of capital has accelerated.
As of April 16, two SSE Health Care theme Index Funds have entered the top 10 performances of actively managed equity funds this year; Since April, multiple Hwabao WP CSI Medical Service ETFs have seen significant net subscriptions, with the total amount of fund shares for these medical ETFs reaching a new high; Fund managers believe that the pharmaceutical sector is not just undervalued in parts, but is comprehensively undervalued, and the nature of Innovative Drugs has changed.
Brokerage morning meeting highlights: The current rare earth Sector is well-prepared for both offense and defense, it is recommended to pay active attention.
In today's Brokerage morning meeting, China Securities Co.,Ltd. proposed that the current Rare Earth Sector has both offensive and defensive capabilities, suggesting active attention; HTSC indicated that the AI Medical industry trend is accelerating; China International Capital Corporation believes that the total telecom capital expenditure will be under pressure in 2025, focusing on structural growth opportunities such as computing power and 5G-A.
Caitong: Innovative Drugs and Medical Devices remain an important main line in this round of the bull market in the Medical industry.
The country is likely to accelerate the introduction of policies to encourage expanded domestic demand, which is Bullish for the sectors focused on domestic consumption, including Traditional Chinese Medicine, Medical Services, Internet medicine and pharmacies, medical aesthetics, etc., as an extension of the Health China logic.
Cui Nyonya Kueh :
Musang Siguntang : ???