Hutchmed (china) Share Discussion Threads

[paleje] 31/7/2012 09:08

Very positive report, revenue +25%, operating profit +97%, "Prospects for each of our businesses are strong.."

Still relatively early stages of building in a market in its infancy with huge growth and profit potential ahead, when they start paying a divi institutions might take note to the benefit of the share price I think the 'China' factor holds it back a bit.

[cisk] 31/7/2012 07:19

DCR, results out this morning. Agree that the share price follows a strange pattern - but on the basis of latest interims everything seems to be on track.

Only -ve for me was the discontinuation of Sen in the UK - but given the competitiveness of that market I'm not surprised and always thought that Sen 9at least outside of China) was a strange market for them to be in.

[daveycaferacer] 30/7/2012 19:20

i will never quite get whats happening with this stock. it seems to be over valued then rises nicely, then tanks. NASDAQ float for the drugs division would be good as was muted a couple of years ago. or hopefully some updates on The drug in clnical trials. minterims due shortly...

[daveycaferacer] 09/6/2012 09:51

very quiet in th HCM B. board, good set of results, plodding along here, hoping for significant news from the Drug division at some point to get the share price moving again.

[gbb483] 24/4/2012 19:07

More power to the tree-shakers elbow - it's providing a very nice sawtooth to sell on the peaks and buy in the dips.

[protean] 24/4/2012 16:45

Still the second largest holding in the Slater Growth fund according to the latest newsletter.



Showing some upwards momentum again.

[protean] 24/4/2012 14:08

"Despite Hutchison China MediTech delivering its maiden net profit, the company remains greatly undervalued considering its growth prospects."

https://twitter.com/#!/SlaterInside

[badday] 18/4/2012 19:50

davey, something to wet the appetite..

The healthcare opportunities within China remain compelling and Hutchison
China Meditech is beautifully positioned to benefit from what are once-in-ageneration
events. Yet recent macro-economic concerns means that now the
China Healthcare operations alone support the current share price, which means
the Consumer business, R&D unit and cash are essentially in for free. Our 600p
price target may appear ambitious but it is based on conservative assumptions.

[daveycaferacer] 18/4/2012 18:09

Cisk, do you have a link to that buy note by any chance? Thanks...

[cisk] 18/4/2012 18:05

Charles Stanley have a fresh buy note out today with target price of 600p.

[cisk] 16/4/2012 20:56

DCR - I'm a long-termer here, and have been for many years. For me, holding HCM is a no-brainer - it comprises three very distinct and great companies, with good year-on-year growth and the possibility for one of the three to be a game-changer if all goes according to plan.

[daveycaferacer] 12/4/2012 12:21

Excellent set of results, lookinmg forward to progress on HMPL-004 stage III trials, long term SIPP holding for me...
Any other long termers?

[gbb483] 03/4/2012 18:28

I see acorns scattered about again.

[gbb483] 13/3/2012 10:11

It looks like it must've been a bit of "tree shaking". Congratulations to those that resisted (oozing smugness).

[azalea] 07/3/2012 15:24

FWIW
I have bee watching HCM for quite some time(buying and selling when circa 480/520p). Whilst Panmure Gordon gives a 'buy' rating(6/3/12 -Morningstar) it is nevertheless forecasting 2012 Ptx £-0.72m(£1.6m), Eps -8.32p(-3.51p, but a div of 0.63p. With this in mind, perhaps holders have been holding on till the last minute, before FY results 20 March (confirmed).

[gbb483] 07/3/2012 14:32

Bit of a slide today - anyone know why?

[paleje] 25/2/2012 16:42

Lol yes agree ETO did upset a few speculators, gbb, but well after end Jan. (They'll recover imo).

[gbb483] 22/2/2012 17:41

It didn't so much knock ETO off, as ETO collapsed.

[pro_better] 16/2/2012 17:02

cheers paleje....