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港股午评 | 医美概念股爆发!四环医药大涨超13%,瑞丽医美涨超12%

Hong Kong Stock Afternoon Review | Medical and aesthetic concept stocks explode! Sihuan Pharmaceutical surged more than 13%, and Ruili Medical Beauty rose more than 12%

富途資訊 ·  Jul 14, 2021 12:06

Futu News, July 14. The three major indexes of Hong Kong stocks diverged in the morning trading. The Hang Seng Index fell 0.58% to 27801 points, the National Index fell 0.44% to 10068 points, and the Hang Seng Technology Index rose 0.37% to 7688 points.

Plate aspectMedical concept stocks continued to rise, Sihuan Pharmaceuticals rose more than 13%, Ruili Medical Beauty rose more than 12%, and Furui Medical Technology rose more than 11%.

Coal stocks were strong, with Yanzhou Coal shares up nearly 8 per cent, China Coal Energy up more than 3 per cent and China Shenhua Energy more than 1 per cent.

Education stocks rose, China Oriental Education rose by more than 8%, New Oriental Education & Technology Group-S by more than 6%, and Tianli Education by more than 4%.

Automobile stocks fell back collectively, Byd Company Limited fell nearly 5%, Geely Automobile and Guangzhou Automobile Group fell nearly 3%.

Individual stocks$Wuxi Biologics (02269.HK) $It rose by more than 7%, and the net profit in the first half of the year increased by more than 135%.Wuxi Biologics announced this morning that the group expects the profits attributable to equity shareholders of the company to increase by more than 135% in the six months ended June 30, 2021, compared with those attributable to equity shareholders in the same period last year.

$Byd Company Limited (01211.HK) $It fell nearly 5%, and its holdings were reduced by shareholders.Himalayan Capital, BYD's main shareholder, reduced its stake in BYD's H shares by 7.14 million shares, or 0.68%, last Thursday, at an average price of HK $227.62 per share, cashing out about HK $1.625 billion, with the latest holdings reduced to 6.35%, according to the Stock Exchange. It is reported that Himalayan Capital is a hedge fund founded by Warren Buffett's beloved apprentice Li Lu and is the second largest shareholder in BYD's H shares by the end of last year.

$Genscript Biotech Corporation (01548.HK) $Up more than 6%, Guojun International: recommend technology and medicine with reasonable valuation.Guotai Junan recently released a research report saying that medical innovation has been booming for a long time and is bullish on leading companies. Leading companies with deep R & D pipelines and strong sales capacity have long-term development strength; Biotech, a leader whose R & D and commercialization capabilities have been initially verified, has entered a positive cycle; CRO/CDMO leaders, which are dominated by overseas income, continue to benefit from the high global investment in biomedical innovation and technological iterations, and will also continue to benefit from the rise of local innovative drugs. Recent market fluctuations or more from the previous growth of the strong sectors of the valuation digestion, the industry trend has not changed.

$Ojai Vision Biology-B (01477.HK) $Increased by more than 7%, self-developed new drugs for the development of myopia in children have been approved to carry out phase III clinical trials.Kangwei Bio-B (01477.HK) announced that OT-101 (0.01% atropine sulfate eye drops), a new self-developed drug for the development of myopia in children, has been approved by the Drug Evaluation Center (CDE) of the State Drug Administration of the people's Republic of China to conduct an III phase, randomized, double-blind, parallel, placebo-controlled, multicenter clinical trial on the safety and effectiveness of myopia progression in children. As of press time, Okangwei Bio-B rose 5.37% to HK $26.50, with a turnover of HK $16.1408 million.

$Xtep International (01368.HK) $Fell nearly 7%, released Yingxi Motors increased the target price to 17 yuan.The company issued an earnings forecast yesterday, expecting net profit attributable to shareholders to grow by more than 65 per cent in the first half of the year, and retail sales revenue to rise 40 per cent year-on-year by 45 per cent. According to a report issued by JPMorgan, Xtep's strong performance is believed to benefit from the company's optimization of online and offline channels, the provision of solid products, the enhancement of brand equity, the market's goodwill towards mainland brands, and so on. The bank raised Xtep's profit forecast from 2021 to 2023 by 5% to 10%, raising its target price from 12.50 yuan to 17 yuan, maintaining the "overweight" rating.

$medium mobile games (00302.HK) $Up nearly 7%, Tianfeng Securities gave the first "buy" rating to middle-hand games, with a target price of HK $6.97.According to a research report released by Tianfeng Securities, the self-research ability of middle-hand games continues to improve, and the R & D team continues to expand; the subsequent game reserves are rich, and mobile games go out to sea, which will steadily contribute to the increment of flowing water; the ability to obtain top overseas IP is outstanding, and the ecology of IP games is further deepened. Give it a "buy" rating with a target price of HK $6.97.

Credit Suisse: maintain$Baidu, Inc. (BIDU.US) $Outperform the market rating with a target price of HK $335.Credit Suisse reported that Baidu, Inc. (9888.HK) core business revenue is expected to grow 26.5% year-on-year in the second quarter of this year, reaching the median of the company's growth guidance, mainly driven by advertising revenue, while Baidu, Inc. 's AI cloud business is expected to grow by 65%. Taking into account the steady growth in the number of daily active users of Baidu, Inc. App, he considered the valuation attractive and maintained his "outperform" rating, but lowered his target price from HK $339 to HK $335 due to increased losses from iQIYI, Inc. (IQ.US) and increased investment in his business.

Big Motors:For the first time$Luoyang Glass Co. (01108.HK) $"overweight" rating, with a target price of HK $19.6.According to a research report released by Morgan Stanley, it is believed that Luoyang Glass (01108.HK) can become one of the leaders in the industry by virtue of strategic production capacity development, solid technology and the resource support of its parent company.

HSBC Research: big DownShanghai Electric (02727.HK) $The target price is 36% to HK $2.1 and the rating is downgraded to "hold".HSBC Research released a research report that slashed the target price of Shanghai Electric (02727.HK) by 36 per cent from HK $3.30 to HK $2.10 and downgraded its rating from "buy" to "hold".

UBS: downgrade$Greentown Service (02869.HK) $The target price is HK $8.7, rated "sell".Shares in Greentown fell about 22% in July, underperforming their peers by 15%, UBS reported. The company expects core profit to grow by 15% to 20% year-on-year in the first half of 2021, the lowest among its peers, with an average forecast growth of 65%. The bank lowered its valuation basis from 21 times next year's forecast to 19 times its target price from HK $9.6 to HK $8.7, with a "sell" rating.

Half-day turnover of Hong Kong stocks TOP 20

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