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Share Name Share Symbol Market Type Share ISIN Share Description
Hutchmed (china) Limited LSE:HCM London Ordinary Share KYG4672N1198 ORD USD0.10
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  14.00 2.58% 556.00 556.00 559.00 559.00 550.00 551.00 217,382 16:35:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 166.7 -138.8 -13.2 - 4,806

Hutchmed (china) Share Discussion Threads

Showing 3301 to 3325 of 3500 messages
Chat Pages: 140  139  138  137  136  135  134  133  132  131  130  129  Older
DateSubjectAuthorDiscuss
28/5/2021
05:56
NASDAQ yesterday:- Volume 647,090 Avg. volume 232,040
nerdofsteel
27/5/2021
16:37
CH was very firm, he would NOT comment on any possible equity raising..... "I'm not gonna comment on specific equity capital market activities"
nerdofsteel
27/5/2021
14:42
Not sure if it was my question, but I asked it during yesterday's call and it wasn't included due to time constraints. Perhaps they carried it over to today. I couldn't attend as I was in the office during the event. Will be interesting to see if something does happen re: the HK listing soon. Back to waiting and seeing the drug development mature.
lauders
27/5/2021
11:21
NoS thanks for getting up early to listen. Got my second jab yesterday so was a bit crook , but ok now. Agree that only reason CH could not comment on listing is that it will happen soon. Also good to hear that we are getting some forecasted numbers - recent big investors should not be in a privileged position (although if the co was only listed on AIM could probably get away with it , but not with a Nasdaq listing ).
dbadvn
27/5/2021
07:33
The HK call has just finished. It was interesting that when someone submitted a question about an Asian listing CH immediately said he cannot comment on that subject which suggests to me something will happen quite soon on that. He also stated the Company expects revenues of $1bn p.a by 2025 and that the Company will also be profitable by then.
nerdofsteel
27/5/2021
05:54
re the opportunity cost, I suppose it depends on your investment timescales and whether you need a more immediate return on your investment. I've no doubt that in 5+ years the Company will be worth far more than it is today simply because the market cannot ignore the numbers if the pipeline continues to deliver.
nerdofsteel
26/5/2021
21:56
Must admit I'm perplexed here. I've held companies through tough periods, price has halved etc, but the fundamental belief (or not) I've had on a company has determined whether I keep holding. HCM is essentially a Chinese company - in as far as it's market is China. Personally I believe the (stock) market is well aware of this, hence the poor recent performance in its shares. And no amount of seeking HK listing etc will change this. So my confusion stems from why people are so confused about this. It's pretty simple. If you think that the mkt has underpriced the company, it's a buy. If you are concerned about the China situation then maybe it's better to sell. Personally, I believe fundamentally it's a good company, and yes if it was based in the US then the price would be far, far higher. But it's not, so that creates an opportunity in my view. I'm happy to continue to hold in the belief that value will out in the long run. Others of course may have a different view, decide to sell and I wish them luck. NofS, you have made many valuable and interesting posts over the years and know the company better than most. If you think the opportunity cost of holding HCM isn't worth it, then by all means sell. But let's no kid ourselves that there is some magical silver bullet that will suddenly perk up the share price - whilst the company is still China-centric. If they get a drug on the mkt in the RoW then the market will sit up and take notice. It's a big IF but personally I'm happy with the risk / reward here.
cisk
26/5/2021
21:15
I am increasingly of the view that an Asian listing will not be a fund raising event, but the result of M&A. A merger with an existing listed entity that retains the UK and US listing is a distinct possibility. CKHH has form in doing this if the price is right. This would be an unpredictable event and being out of the market could be costly. I am planning on continuing to add to my holding.
whatja
26/5/2021
20:47
NerdOfSteel - I ( mostly* ) agree that an Asian listing would help, but, if an announcement was made tomorrow that we were going to be listed in Hong Kong in a couple of months, I'm not convinced that would immediately make the share price rise, so you'd likely have that time to rebuild your stake ? What I'm struggling to square here is your short term negativity ( but long term positivity ), with an unwillingness to rebalance your portfolio. Seems to me that if you think there are far better short term options ( short term to me is < 12 months ) then you have an opportunity to do something about it ? End of the day, we're all small PI's without large enough holdings to move the market if we sell or buy, so there's no point in moaning that a management team isn't doing what we want. If we don't like their way of doing things, then we can find another team / company who's more in tune with our own ideas and spread the wad around. *re mostly - If an Asian listing is poorly judged and there's not as much interest as hoped, then issuing new shares in Hong Kong could have a detrimental effect. I doubt that would happen, but I wouldn't completely rule it out as a possibility.
bareknee
26/5/2021
20:20
Bareknee - maybe it will go north of $5bn eventually, but my point is I think it will get there much quicker if they open up to Asian/Chinese Investors.
nerdofsteel
26/5/2021
19:14
If they can generate $1.2bn, their gross profit should be around 800m and net profit say 500m. 20xnet profit would be a mkt cap of 10bn….quite a margin of error from the current position of $4bn. Using logic like This HCM should double by end 2025….
whatja
26/5/2021
18:20
NerdOfSteel If you really think breaking a Market Cap of 5 Billion USD without an Asian listing is impossible, maybe it really is time for you to at least reduce your holding until such time as that listing comes to fruition ? My exposure here, as a percentage of my portfolio is doubtless much less than yours though, so I continue to hold, and am more likely to add than reduce.
bareknee
26/5/2021
17:34
I agree, they need a specific session on financials and growth targets and they also need an Asian listing. Without it I can't see this ever getting north of $5bn. With an Asian listing, revs of around $1.2bn and positive cashflow generation by 2025 they could get to an macap of $20bn+ but without that listing I can't see that happening. They always state "subject to the right market conditions" but never say what those conditions need to be. Lots of other Biotech/Biopharma listed in the same Quarter that Hutchmed pulled theirs - we've never been given a proper explanation about it.
nerdofsteel
26/5/2021
15:09
In order to get the recent large investors onboard CH must have made a strong financial case including revenue f0recasr and cash positive date . He needs to stop hedging around by saying you can do the figures etc and share that information with the rest of the shareholding community. To not do so is in my opinion at least to take a very dismissive position to shareholders if not worse... So a finance day is essential . In any case without an Asian listing the share price is going nowhere and I am not interested in a giant medical experiment however noble it is ,
dbadvn
26/5/2021
14:57
As usual, it was an interesting pipeline update. It does seem the combinations have a lot of potential. The 2025 targets don’t seem that stretching if some registrations jump to NDAs from stage II studies like surufatinib did. Think they need a finance day to run through the business plan.
whatja
26/5/2021
14:46
Just said if all goes to plan "we may need to build another factory in addition to the New Shanghai Factory". US up nearly 3%.
mcmather
26/5/2021
14:02
No indication of asian listing in slides. UnlesnCH mentionsit specifically in Qand A I am OUT.
dbadvn
26/5/2021
13:51
Investor conference ongoing. Got to say that HMPL-689 looks VERY promising. If we have enough patience HCM have so much potential! Just frustrating at present.
lauders
26/5/2021
07:41
that's a long session, better than these fireside chats which always seem like a waste of time for this type of Company. Rather than just going through ASCO data and the Company presentation I hope they say something meaningful on the Corporate side, whether it be about an Asian listing or other developments; something to get out of the valuation rut we are in.
nerdofsteel
25/5/2021
21:10
The session is billed to last 150mins which is a long time You have to register beforehand but it is a simple process. I will be watching and hoping for a sales upgrade. I hope there will be anew corporate presentation. It will be dull to go through the may 12 version.
whatja
25/5/2021
18:03
Anybody else thinking that tomorrow better be a real turning point ?
dbadvn
19/5/2021
07:06
I hope we get some decent updates and news next week, not just on the pipeline but something on the corporate development / listing front.
nerdofsteel
14/5/2021
09:42
It is a roller coaster of positive pipeline progress and disappointing markets at the moment.
whatja
14/5/2021
08:55
true, but even so it's still down 6% in a week, 13% in a month and 25% YTD. We know that the CEO suggested recently that 2021 will be an exciting time for Investors, I just didn't realise this is what he had in mind!
nerdofsteel
13/5/2021
14:41
But....it was all recovered within minutes of opening. Sometimes the markets are noisy and difficult to ignore....but I think this is a time to sit tight or add at this extraordinary value.
whatja
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