Hutchmed (china) Share Discussion Threads

[nerdofsteel] 06/6/2022 08:16

and IPO'd at $12.50 6 years ago..........unbelievable

[shaker44] 04/6/2022 02:51

Yep. Started this year at US35 - now US9.

[shaker44] 04/6/2022 02:51

Yep. Started this year at US35 - now US9.

[nerdofsteel] 30/5/2022 10:02

more free shares for insiders.....

[bulltradept] 23/5/2022 14:46

Buy now with a 10% stop might be a profitable trade a little further down the line...

[nerdofsteel] 19/5/2022 17:00

hey cazaman
General Atlantic





They now have someone on the BOD as of 16th May, clearly tehy want to have a say in how the company is being run

[cazaman] 19/5/2022 16:43

who is GA please? I am the bottom fisher

[nerdofsteel] 19/5/2022 09:06

correction, GA have now LOST 75% of their Clients money..........

[nerdofsteel] 18/5/2022 20:22

when this gets below $1 it will de-list so no HFCAA needed

[nerdofsteel] 18/5/2022 08:08

"Hopefully a more active corporate strategy and better attitude towards investor relations.

Agree 100% 1jat and I think that is exactly why he's there, at the insistence of GA, who have lost 70% of their money.

Hutchmed is treated by CKHH as a subsidiary and acts accordingly. This needs to change otherwise no new institutional investors will touch it with a barge pole.

[1jat] 16/5/2022 18:55

Meanwhile, Hutchmed has appointed a new NED from General Atlantic.
This is an interesting development, will the capital group and Barings also want a representative…;.and what will this consultant / spy in the camp deliver?

Hopefully a more active corporate strategy and better attitude towards investor relations.

[steeplejack] 10/5/2022 11:16

Sadly,militarism is far from logical and is driven by primitive instinct.The Western response to the invasion of Ukraine probably makes it less likely,i suspect,that China would invade Taiwan.However,if the world becomes increasingly embroiled in conflict,who knows what might opportunistically occur.

[nerdofsteel] 09/5/2022 21:43

they've had decades to do it, why would they do it now when they need the west so badly, they could have done it decades ago when they were far less reliant on the west and sanctions wouldn't have hurt them so much.

"The west now need to wake up and be making rapid plans to decouple instead of pretending this is not going to happen soon and stop sticking its head in the sand like you are doing!"

I'm not, I agree with you, the west do need to wake up, I just don't think China will invade Taiwan.

[my retirement fund] 09/5/2022 12:16

Why would they have done it by now, don't get that comment what's your logic, makes no sense!

China have accelerated their de-coupling from the west. Contrary to your second point, its actually the west that needs China as this is how we've managed to export our inflation and many other problems including our carbon footprint and above all, improve our standard of living through cheap labour and goods and increase our average life spans.

The west now need to wake up and be making rapid plans to decouple instead of pretending this is not going to happen soon and stop sticking its head in the sand like you are doing!

[nerdofsteel] 09/5/2022 10:57

If China wanted to invade Taiwan I would have thought it would have done it by now. China needs the west which is its biggest customer. They will not invade Taiwan.

[my retirement fund] 09/5/2022 10:31

China are selling off their western assets, all their major economic stuff such as the energy investments are for sale. The west needs to sell all their Chinese assets in return pronto before China is completely sectioned from the west, which will happen once it invades Taiwan. Rather than complaining, you guys should be pleased you've sold out long before the invasion and stuff like this becomes as horrific, toxic and worthless as a Russian asset now is.

[lauders] 09/5/2022 09:13

Yes, pretty shocking! Not just the general weakness in the bio sector either. This just smacks of loss of confidence! Will it ever recover? Buy when there is blood on the streets? In the case of HCM there is a bloodbath! Never catch a falling knife? So many puzzles here.

[nerdofsteel] 09/5/2022 08:54

the collapse continues, 7+ years of shareholder value wiped away

[nerdofsteel] 08/5/2022 13:31

Thanks Lauders, I hope they update on the EMA NDA and also on the HFCAA debacle

[lauders] 07/5/2022 07:08

One of the regular dbVIC: Deutsche Bank’s ADR Virtual Investor Conference sessions including HCM on 11th May I see:

[nerdofsteel] 05/5/2022 14:55

CMB Intl yesterday

Maintain BUY. We revised our DCF-based TP from HK$73.25 to HK$51.15
based on a 14-year DCF valuation (WACC: 10.47%, terminal growth rate: 3%)

[steeplejack] 05/5/2022 14:49

Deutsche has downgraded today from buy to hold and cut price target from $37 to $20.Bit behind the curve chaps!