Hutchmed (china) Share Discussion Threads

[steeplejack] 08/3/2022 20:40

There's a nasty suspicion that we're about to get "stiffed" here because while ALL the market listings,US,China and UK continue to decline,there's no obvious explanation other than institutional holders might know a good deal more about whats going on here than the long suffering private investor.

[nerdofsteel] 08/3/2022 16:56

yeah but -50% ytd, -35% in 1w...

[waldron] 08/3/2022 11:30

MOST SHARES HAVE BEEN DUMPED

Not much different than many others

[nerdofsteel] 08/3/2022 10:03

2 days prior to the annual results and CEO announcement there was significant dumping of shares which seems to me like some parties had prior knowledge. I have asked the company to comment and expect the "we are not aware of anything" type of response. Something smells very very fishy here.

[nerdofsteel] 08/3/2022 07:00

thanks 1pencil I have also done the same

[steeplejack] 07/3/2022 20:37

Unquestionably a geopolitical influence which is why i wonder about Nasdaq listing.

[nerdofsteel] 07/3/2022 20:31

I don't know you tell me seeing as you seem to know so much

[my retirement fund] 07/3/2022 20:04

It's Chino ain't it! Kleptocracy!! What you gonna do when they invade Taiwan or start openenly taking the Oil and Food from Russia and supporting their war? Sanction China too? What your China businesses gonna be worth then?

[nerdofsteel] 07/3/2022 19:57

"Nerdofsteel, curious as to why you had such a complete change of heart so quickly, surely that is not an unreasonable question?"

No change of heart, I am trying to work out wtf is going on like everyone else.

[steeplejack] 07/3/2022 19:42

https://guba-eastmoney-com.translate.goog/news%2Chk00013%2C1148885020.html?_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en&_x_tr_pto=wappTaken from the LSE board.Nerdofsteel is simply exasperated by the amateurism displayed by the company in terms of investor relations.He has unquestionably been the driving spirit on both the board here and on LSE.I don't quite know what to do here to be frank.If i was reassured that the company didn't intend to dump a listing in the UK or USA ,i'd probably hang in and let HZM's science win the day......hopefully.

[1pencil] 07/3/2022 19:25

Nerdofsteel, curious as to why you had such a complete change of heart so quickly, surely that is not an unreasonable question?

[nerdofsteel] 07/3/2022 19:20

I agree sj the company must surely say wtf is happening and institutional investors will demand it

[nerdofsteel] 07/3/2022 19:08

I am very flattered you have posted my postings but instead of that why don't you add to the debate by posting your own comments on the investment case 1pencil?

[nerdofsteel] 07/3/2022 17:05

$1.5 BILLION mcap wiped out ytd - something is badly wrong here

[nerdofsteel] 07/3/2022 16:35

anyone want a laugh, look at this target price

as has ALWAYS been the case with HCM, the analyst TP's are a work of fiction, the market never gets close



I look forward to seeing Trinity Delta's $500 per ADR 1 year target price FFS

[1pencil] 07/3/2022 16:19

Someone clearly wants out, house broker not doing their job, should intercept and place rather than working the whole lot through the market.

Some support at 290 on L2 ..

Edit: found the NASDAQ site a ;little awkward to use, Barron's seems much more user friendly

hxxps://www.barrons.com/market-data/stocks/hcm

[nerdofsteel] 07/3/2022 15:34

this is a hammering beyond anything I have seen, 45% is even more than the botched CKHH placing and that's saying something. On the corporate side they have screwed up AGAIN. Ok they can't control things like a potential PUFDA delay due to delayed inspections, or the fact they will not buckle to the NMPA discount demands in China but FFS they should be in command of the things directly in their control, like CEO succession. Announcing it with ONE DAYS NOTICE is simply not good enough and displays their complete lack of awareness oh how sensitive the market can be and how important these things are to get right. The Chairman has F'd-up here, not that he could care a jot. People like Simon To should know better.

[steeplejack] 07/3/2022 14:01

Yes,i think you're right.HMED is more than likely to hangfire and leave existing listings well alone.

[1pencil] 07/3/2022 12:52

I have observed an emerging trend with companies successfully raising cash via direct placings but subsequently struggle in the secondary main market. Funds will happily hand over 10x millions at multiples of what you can actually buy in the open market.

Quite odd really but becoming very common practice.