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Since November, the pharmaceutical sector has rebounded, with Pharmaceutical Biology (Shenwan) rising by more than 3%, and public offerings have also actively deployed the pharmaceutical track
.
According to data from Oriental Wealth Choice, as of December 13, more than 20 medical themed funds (A/C shares are calculated separately) have been established in the fourth quarter, including Caitong Asset Management Health Industry Mix and Great Wall Health Consumption Mix, and as of December According to the announcement issued on the 13th, there are currently 17 pharmaceutical themed funds including GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Hybrid, CCB Medical and Health Industry Stocks, Great Wall Health Hybrid, and Guotai Junan Innovative Medicine Hybrid Launch
.
Some brokerages pointed out that the negative policy of the pharmaceutical industry has been cleared, and this may be a good opportunity for the pharmaceutical sector to "get on the bus" at this stage
.
Haitong Securities said that from the perspective of the overall trend of the sector, the cyclical stocks that had been substantially adjusted in the previous period have bottomed out, and they can lay out on dips at the end of the year.
Related sectors are expected to usher in a technical oversold rebound trend
.
At the same time, you can pay proper attention to those sectors such as consumption, medicine, and insurance that have experienced a round of sharp declines.
In the short term, they may have begun to stabilize and stabilize.
It is recommended to arrange bargain hunting
.
The proposed fund manager of GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Co.
, Ltd.
believes that from a time point of view, December is the node of the new year.
Investors will set prices according to the company’s profit expectations for next year, and there may be a valuation switch market; and this year's pharmaceuticals There has been an adjustment in the sector, and the current valuation has reached a staged bottom area, and it has good investment value in the medium and long term
.
According to the judgment of CCB’s medical and health industry’s proposed fund manager and CCB’s fund investment research team, judging from the short-term fluctuations in the pharmaceutical industry, taking into account the profitability of the pharmaceutical industry and the interest rates of U.
S.
debt, there may be a wave of adjustments around the fourth quarter, but the new For the development fund, the adjustment at that time will be a good buying point.
The short-term adjustment and the end of the year will be the window period for valuation switching in 2022, and the valuation of excellent companies will most likely reach a relatively reasonable position
.
Looking forward to 2022, China Everbright Securities believes that the current stage is a better time for the layout of the pharmaceutical sector
.
The brokerage’s point of view is that the valuation pressure on the pharmaceutical sector has been released: the pharmaceutical and biological sector has fallen by about 15% since its peak in 2021.
6.
.
The PE (TTM) of the medical and biological sector has been adjusted back to around 34x, and the valuation pressure has been fully released
.
The unfavorable policies of the pharmaceutical industry have been cleared: the results of the medical insurance negotiations were announced, and the overall agreement was in line with market expectations.
The short-term valuation suppression on the innovative industry chain was lifted, and the opportunity for layout was ushered in
.
The medical researcher of Nordisk Fund said that the investment in the medical track is more inclined to be "growth-oriented"
.
The view is that the overall investment logic of medicine is an aging population and growing medical demand, so the entire industry is still in a stage of rapid growth
.
In this case, as a leading company, if it cannot achieve a growth of more than 20%, it means that the competitiveness or barriers of the company may not be so strong.
It said that it will generally use 20% growth as the basic screening criterion to select the corresponding Subject
.
On the whole, more and more brokerage companies and fund companies have recently released their opinions and are optimistic about the opportunity to "get on the bus" in the pharmaceutical sector at the end of the year
.
In the long run, as stated by the medical researcher of the Nordisk Fund, the medical sector is just in demand.
Benefiting from the increasing aging of the population and the increase in medical demand under consumption upgrades, there is still a lot of room for development in the industry
.
.
According to data from Oriental Wealth Choice, as of December 13, more than 20 medical themed funds (A/C shares are calculated separately) have been established in the fourth quarter, including Caitong Asset Management Health Industry Mix and Great Wall Health Consumption Mix, and as of December According to the announcement issued on the 13th, there are currently 17 pharmaceutical themed funds including GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Hybrid, CCB Medical and Health Industry Stocks, Great Wall Health Hybrid, and Guotai Junan Innovative Medicine Hybrid Launch
.
Some brokerages pointed out that the negative policy of the pharmaceutical industry has been cleared, and this may be a good opportunity for the pharmaceutical sector to "get on the bus" at this stage
.
Haitong Securities said that from the perspective of the overall trend of the sector, the cyclical stocks that had been substantially adjusted in the previous period have bottomed out, and they can lay out on dips at the end of the year.
Related sectors are expected to usher in a technical oversold rebound trend
.
At the same time, you can pay proper attention to those sectors such as consumption, medicine, and insurance that have experienced a round of sharp declines.
In the short term, they may have begun to stabilize and stabilize.
It is recommended to arrange bargain hunting
.
The proposed fund manager of GF Shanghai-Hong Kong-Shenzhen Pharmaceutical Co.
, Ltd.
believes that from a time point of view, December is the node of the new year.
Investors will set prices according to the company’s profit expectations for next year, and there may be a valuation switch market; and this year's pharmaceuticals There has been an adjustment in the sector, and the current valuation has reached a staged bottom area, and it has good investment value in the medium and long term
.
According to the judgment of CCB’s medical and health industry’s proposed fund manager and CCB’s fund investment research team, judging from the short-term fluctuations in the pharmaceutical industry, taking into account the profitability of the pharmaceutical industry and the interest rates of U.
S.
debt, there may be a wave of adjustments around the fourth quarter, but the new For the development fund, the adjustment at that time will be a good buying point.
The short-term adjustment and the end of the year will be the window period for valuation switching in 2022, and the valuation of excellent companies will most likely reach a relatively reasonable position
.
Looking forward to 2022, China Everbright Securities believes that the current stage is a better time for the layout of the pharmaceutical sector
.
The brokerage’s point of view is that the valuation pressure on the pharmaceutical sector has been released: the pharmaceutical and biological sector has fallen by about 15% since its peak in 2021.
6.
.
The PE (TTM) of the medical and biological sector has been adjusted back to around 34x, and the valuation pressure has been fully released
.
The unfavorable policies of the pharmaceutical industry have been cleared: the results of the medical insurance negotiations were announced, and the overall agreement was in line with market expectations.
The short-term valuation suppression on the innovative industry chain was lifted, and the opportunity for layout was ushered in
.
The medical researcher of Nordisk Fund said that the investment in the medical track is more inclined to be "growth-oriented"
.
The view is that the overall investment logic of medicine is an aging population and growing medical demand, so the entire industry is still in a stage of rapid growth
.
In this case, as a leading company, if it cannot achieve a growth of more than 20%, it means that the competitiveness or barriers of the company may not be so strong.
It said that it will generally use 20% growth as the basic screening criterion to select the corresponding Subject
.
On the whole, more and more brokerage companies and fund companies have recently released their opinions and are optimistic about the opportunity to "get on the bus" in the pharmaceutical sector at the end of the year
.
In the long run, as stated by the medical researcher of the Nordisk Fund, the medical sector is just in demand.
Benefiting from the increasing aging of the population and the increase in medical demand under consumption upgrades, there is still a lot of room for development in the industry
.
