Hutchmed (china) Share Discussion Threads

[paleje] 16/2/2012 16:55

HCM is now the biggest holding in Mark Slater's Growth Fund, it knocked ETO off the top spot as of end Jan:-

[dugganjoe] 15/2/2012 10:28

news soon?

[pro_better] 26/1/2012 13:10

indeed Hectorp....a nice slow value adder....

[hectorp] 26/1/2012 13:07

aArget 560p ... this seems a fine mover, and interesting situation.

[paleje] 21/1/2012 11:31

Every little helps, polythene.
Hmm perhaps that wasnt the best slogan to borrow as the owners just lost 5bn off their mkt cap:)

[polythene] 20/1/2012 23:04

I'm 2% in profit on this one. Wheay!

[paleje] 20/1/2012 16:50

As does selling Chinese medicines to the West further down the line.
Nice to see us moving north again, finals in March.

[engelo] 21/12/2011 14:43

mkb666: You are getting a bargain even after to-day's rise, provided you are long term. Worth knowing this is a Slater stock.

Selling Chinese medicine to the Chinese seems good to me, as does selling Western medicine to the Chinese. HCM do both :-)

[gbb483] 21/12/2011 14:21

Assuming the next stages are successful the step-ups should continue. If it fails testing however ....

[john09] 21/12/2011 12:23

They were going to float to get funds, see the RNS before todays if you read between the lines they have now funds without dilution so maybe not floating...

Todays RNS indeed a good one. I was going to buy some at £2.90 first thing but ive been burnt on the spread of thsi one before and found it hard to sell them later . When they move they move though so it may keep going a few days... GLA

[share_shark] 21/12/2011 10:30

Yes....they are davey. Agree with yout sentiments so they may be mulling it over.

[daveycaferacer] 21/12/2011 08:52

I wonder is they are still thinking about floating the drugs division on NASDAQ. This could help in that regard although probably not the bext environment to float at the moment.

[share_shark] 21/12/2011 08:36

Excellent news and RNS. Such a good stock. Cant believe how low it has fallen. Good luck all and Merry Xmas.

[daveycaferacer] 18/11/2011 11:40

some big buys happening today - what we really need is some news - NASDAQ float for the drug division would be a good start

[mkb666] 30/10/2011 15:42

well guys
the chinese health market looks like it will be massive for chi med.The gvt are forcing employers to look after their employees,and with such a massive population to be serviced I cant see this failing as a long term investment. especialy when you condsider the chinese gvt wanting a medical centre in
each town/ villiage.

if im wrong please let me know as im really keen on a purchase.

mkb

[paleje] 27/9/2011 14:43

27 Sept Citywire - Goldman Sachs Asset Management Chairman Jim O'Neill, part of a larger address, link below:-

..As such, the Goldman executive noted, 'anything that relates to domestic Chinese consumption is the thing to invest in', pointing to research that suggested the value of Chinese consumption will triple to over $6 trillion by 2020...

[john09] 22/9/2011 15:34

Market down nearly 5% , when a stock has been falling anyway then its going to struggle to stop falling in the macro environment

I must confess id love to buy here but no money :-(

John

[4josef] 22/9/2011 15:20

Sold. Large loss, got cash though, will wait and watch. Frees up other opportunities however so not too depressed at the moment. Interested in topping up other holdings, looking at buying MONIF warrant (LSE:MONI)to hopefully leverage my returns in this stock further into the future.

[john09] 21/9/2011 22:52

Same john09. I bought this at 2.70 and sold at 4.50. I'd like to buy again but funds tied up :-) if entertainment one comes off il buy Eros and hcm with free funds but I'm not selling eto at today's price!

[4josef] 21/9/2011 18:22

Down 8% today - seriously what is driving this sell-off? I'm in two minds;

(1)Just sit and hold for the longer term

(2)Sell and find better perhaps more defensive stocks


Thanks for the insight john09. I see you are also on other bulletin boards such as iii's one? Or is that a different john09?

Still got the stop loss on.........

[john09] 21/9/2011 17:22

£3 reached . Logical. Will it hold?

[john09] 21/9/2011 11:12

In terms of the future this stock is a good buy but eps is minimal at the moment and liquidity is very very poor because stock is so tightly held. I know the house broker has a £6 share price target. Investors are just moving into stocks that are most likely to see some uplift in bear rallies and this isnt one. £2.90 is sensible as a stop loss, £3 may be many peoples stop loss if this happens it could fall through £3 at a pace or there may be buy orders in at £3

I would be a buyer at £3 but my funds are tied up. I wont be alone...

[4josef] 21/9/2011 10:55

I have a 10% holding of this stock in my portfolio and I am very concerned about the recent sell-off trend. I've put a stop loss at 290p but I'm not sure whether I have the balls to hold through! Can anyone restore my confidence in this business? Surely Hutchinson is irrationally valued atm?? Or is it's market value fair considering profits have not yet actually come in?

[paleje] 21/9/2011 09:37

Small daily vols, 8k, 7k, 4k, 6k etc and few buyers. But on news or a bit of press comment the share price can move smartly. China potential hasn't changed imo.

HCM heads the top 10 in Slater's growth fund as of 31 Aug 2011:-


HUTCHISON CHINA MEDITECH 6.70
ENTERTAINMENT ONE LTD 6.52
ANDOR TECHNOLOGY 5.73
CAPE PLC 5.22
DIALIGHT 5.15
OXFORD INSTRUMENTS 4.07
BRITISH AMERICAN TOBACCO 4.04
IMPERIAL TOBACCO GROUP 3.48
AVATION PLC 2.96
FISHER(JAMES)& SONS PLC 2.80

[john09] 20/9/2011 18:37

£3 bottom unless it triggers stop losses