Hutchmed (china) Share Discussion Threads

[gucci] 15/10/2010 14:33

missing ss where is she????

[ddav] 15/10/2010 12:20

91,845 yesterday's late trade --- Buy!

[gucci] 15/10/2010 11:00

ha ha nice

wish I had bought more :-(

[hectorp] 14/10/2010 14:37

Do Hutcheson hold a lot of this stock, warrants, or whatever?
I see a good turnover but only a tiny profit in July. Clearly another year of 20% growth and more would show profits rise 500-1000 percent, eg from $2m to over $12M. That would signal a larger share price rise even than over the last 2 years. it would be quite easy. Also there is the possibility of Yuan appreciation ( or even non-decline!)
ie, like a gold mine, but with a pharma growth aspect.
Maybe worth a good look.

[willsy50] 14/10/2010 13:06

Fourthed (If that's a word)

[bongo bwana] 14/10/2010 11:55

I'll second that.

[gucci] 14/10/2010 11:30

ss - thanks for all the hard work you do.

[share_shark] 14/10/2010 10:10

Newbies. Take a very good look,if you have a mind to DR S Du's VC.

I have been intrigued on a couple of issues and it looks amazing(to me).

[share_shark] 14/10/2010 09:39

Latest broker recommendation

Piper Jaffray:
BUY
Charles Stanley Securities:
BUY
Panmure Gordon:
BUY
Investec Securities:
BUY.


Chi-Med shortlisted for
"International Company
of the Year" in 2010
AiM Awards.
September 2010

[share_shark] 14/10/2010 09:32

For any newbies (like myself) this is an old article but I have been watching the company for as long as SCSW bought it to my attention.


HCM don't seem to get much coverage but i was pleased to see the following "Buy"Rec from IC yesterday:-

Maiden profit from Hutchison China MediTech.

Created:31 July 2009

Written by: Nigel Bolitho

Big daddy investors are important in emerging markets as they protect and nurture often unlikely offspring. For example, HUTCHISON CHINA MEDITECH (Chi-Med) was an odd mixture of medicine, drug and retail interests when it floated in 2006 - and still is. But, crucially, it has the support of Asian conglomerate Hutchison Whampoa (72 per cent holding) and its first drug milestone payment dramatically reduced cash burn in the six months to end-June.

Chi-Med's main business is selling herbal medicines through most of China and prescription drugs in the main eastern cities. In the half year this business increased sales by almost $10m to $53.15m (£32.2m), and cash profits by $2.23m to $9.48m. More drug trail work enabled the drug research division to reduce its loss from $8.04m to $5.23m after capitalising $2.76m development work on a botanical treatment for inflammatory bowel disease. And, with some 200 western trained full-time scientists and staff, this business is now attracting the attention of western drug majors. Indeed in the half year it received its first milestone payment of $5.6m.

The smallest operation is a loss-making retail business selling herbal and beauty products through nine shops in London and now via 125 Marionnaud shops in France. They are owned by Hutchison, there are more than 1,000 in France and Hutchison has perhaps eight times as many herbal and beauty outlets worldwide.

Full-year normalised losses were forecast to fall from $14.8m to $11m and sales expected to rise from $87m to $107.4m, but Investec Securities is likely to upgarde its estimates in light of the results.

HUTCHISON CHINA MEDITECH (HCM)

ORD PRICE: 80.5p MARKET VALUE: £ 41.2m
TOUCH: 78-83p 12-MONTH HIGH: 126p LOW: 35.25p
DIVIDEND YIELD: nil PE RATIO: NA
NET ASSET VALUE: 142¢ CASH: $39.6m

[kluk069] 14/10/2010 09:19

I third that - best behaved share in my universe.

[share_shark] 14/10/2010 09:17

Well lets hope we all benefit.

Very little buying pushes it up and very little selling makes it fall very quickly indeed, so lets hope the news to come is good eh?.

[ddav] 14/10/2010 09:13

I second that -- added.

[bongo bwana] 14/10/2010 09:11

With so little of the free float available to retail investors this could surprise spectacullarly in the coming weeks and i believe that 2011 will be an amazing year for HCM

[gucci] 14/10/2010 09:04

500P next stop imho

[bongo bwana] 14/10/2010 08:58

Now performing to expectations.

Thank you SB and the SCSW crew!

[willsy50] 14/10/2010 08:51

And again!

[willsy50] 14/10/2010 08:40

Nice tick up, must be some news coming.

[bongo bwana] 13/10/2010 15:52

Well its been in reverse gear for too long SS.

Their results announced yesterday indicates a BOD and top management well on top of the job which they are excellently incentivised to outperform.

If they manage to crack a decent sized market for their Magners Cider (US and or China?) then they will transform the firms prospects.

In any event they are preparing this now sleek company (with excellent drink brands) for TO - if I was to quote a respected broker who advised me to buy them only 6 months ago.

Have a dekko at the results.

Apologies for OT.

[share_shark] 13/10/2010 15:01

Blimey BB, your CCR is starting to move well !.

[share_shark] 13/10/2010 14:38

Many thanks BB. ;-)

[share_shark] 05/10/2010 09:42

Phew BB. .;-( Toodle pip .

[share_shark] 04/10/2010 14:42

BB. See my email of last night re IC,Lincoln etc.