In July, brokerage research enthusiasm does not decrease, still "love" pharmaceutical stocks.
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Last Update: 2020-08-06
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Source: Internet
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Author: User
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, "Pharmaceutical Network Industry Dynamics" Wind data show that in July, a total of 130 brokerages surveyed listed companies, a total of 1390 times.
from the research preferences, brokerages love pharmaceutical stocks, in the number of investigations of the first six listed companies, four belong to the pharmaceutical industry, namely, Lizhu Group, MeiNian Health, Yifan Medical and Meirui Medical.
, Lizhu Group in July received a total of 56 brokerage research, the number of brokerage research listed companies in the first place.
Lizhu Group issued a results forecast on the evening of July 14, the first half of 2020 is expected to be attributable to shareholders of listed companies net profit of about 961 million yuan to 1.035 billion yuan, an increase of 30% to 40% year-on-year.
expects earnings per share of 1.02 yuan/share to 1.1 yuan/share in the first two quarters of 2020. the main reason for the change in
's performance is that the sale of Jiangsu Nico Medical Devices Co., Ltd. increased the company's net profit attributable to the parent company of about RMB85,239.9 million, and the first half of 2020 affected by the outbreak, the company's prescription drug-related productsales did not meet expectations, but due to antiviral particles and injection of sodium aprazole in the first half of last year, coupled with new sales of testing reagents products, providing important support for the company's overall performance growth.
Based on the forecast of lizhu Group's net profit by major brokerages, lizhu Group's 2020 half-year forecast net profit average is 771 million yuan.
in addition to the Lizhu Group, The Annual Health and Yifan Medical was surveyed by 31 brokerages, followed by Murray Medical by 28 brokerages.
In its first-quarter 2020 report,
forecast a loss of 650-850 million yuan in the first half of 2020.
as a leader in the private medical examination market, in recent years, the United States health has been accelerating the expansion, continued to develop the national layout, as of the end of 2019, the United States year health in 294 cities nationwide opened 703 medical examination centers.
but since 2019, the u.S. health of the senior team has changed blood more than half, personnel changes frequently.
some analysts believe that the direct reason is that the introduction of Ali system after the change in shareholder structure, the deeper reason or the United States health in the shell after the completion of the performance commitment, immediately encountered the performance of Waterloo, then borrowed personnel adjustment to boost the downturn in performance.
Efan Medical issued a results forecast on the evening of July 14, and expects net profit attributable to shareholders of listed companies to be about 680 million yuan to 825 million yuan in the first half of 2020, up 40% to 70% year-on-year.
expects underlying earnings per share of 0.55 yuan to 0.67 yuan in the first two quarters of 2020.
the main reason for the increase in net profit attributable to shareholders of listed companies in the half-year period 2020 compared with the same period last year, and the larger increase in the price of vitamin B5, the company's main product, during the reporting period compared with the same period last year.
Based on the forecast of the net profit of The Ifan Pharmaceuticals by major brokerages, the average forecast net profit for The First Half year 2020 is 652 million yuan.
Meirui Medical's earnings forecast shows that operating income in the first half of 2020 is expected to be RMB9,847 million to RMB10,667 million, up 20%-30% YoY, while net profit attributable to shareholders of listed companies will be RMB3,269 million to RMB3.506 billion, up 38% yoy-48% YoY.
it is understood that during the reporting period, the demand for portable color super and mobile DR of the life information and support line of Meirui Medical, with a significant increase in demand for portable color super and mobile DR, which is particularly significant for the life information and support production line.
starting in the second quarter of 2020, the company exported antibody reagents to overseas markets, making up for some of the impact of the outbreak on in vitro diagnostic production lines.
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