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Hong Kong stocks Concept tracking | The recovery of beauty Consumer purchasing cycles returns to normal in 2024, with a rise of new domestic beauty and personal care brands (including Concept stocks).
The output value of the Cosmetic industry in Guangzhou has exceeded 100 billion yuan.
GF SEC: Maintain the "Buy" rating for Juzi Biotechnology (02367) with a fair value of 55.72 HKD.
GF SEC expects that Juxi Bio's net income for the years 2024-2026 will be 2.12, 2.658, and 3.174 billion yuan.
One Giant Biogene Holding Insider Has Reduced Their Stake
Pharmaceutical stocks receive new funding attention, with Giant Biotechnology soaring over 8%.
① What is the reason for Yiming Angke's rise? ② How do institutions view this round of national medical insurance negotiations?
【Brokerage Focus】Bank of America: The rise and reshuffling of local cosmetic brands in China, with the stability of international brand prices being key.
Jingu Financial News | Bank of America Securities recently held a meeting, inviting leading online cosmetic distributors to share insights. The november 11 shopping festival-related in 2024 started about 10 days earlier than 2023, divided into three waves of promotions, with the first wave in October being the most effective, but the marginal utility of the subsequent two waves gradually weakened. According to Syntun's data, the retail sales of cosmetics during the november 11 shopping festival-related reached 96 billion yuan, a year-on-year growth of 22.5% (2023 had a low base, -4.0%). Proya Cosmetics (603605) performed well and became the top Tmall beauty brand.
[Brokerage Focus] CICC Securities: Several heavyweight domestically produced innovative drugs included in medical insurance, fund revenue and expenditure expected to improve.
Jingu Financial News | CMB International released a research report, stating that the MSCI Chinese medical index has cumulatively fallen by 17.6% since the beginning of the year, underperforming the MSCI China index by 30.1%. Benefiting from overseas interest rate cuts and domestic macroeconomic improvements, the medical industry, as a high elasticity sector, is expected to outperform the market. The new version of the medical insurance catalogue has been announced, with multiple heavyweight domestic innovative drugs included. The bank expects the price reduction of renewed varieties to be moderate, reflecting the strong support of the medical insurance fund for innovative drugs. In September and October this year, the balance of basic medical insurance (centralized fund) has significantly improved. As the policy focus shifts to stimulating the economy, the bank believes that the financial status of the medical insurance fund is
Giant Biogene Holding Co., Ltd. (HKG:2367) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
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