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<Research>BOCOMI: Multiple Tailwinds for Pharma Sector, Trend Moving Upward Steadily
Recommend 22 Positive 30 Negative 22 |
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The pharma sector is on a steady upward trajectory and is expected to mark a pivotal turning point this year, according to a report from the BOCOMI. As short-term policy disruptions have largely been resolved, more favorable policies are likely to be implemented. The industry is set for strong earnings growth over the next two years alongside gradual upward revision in short-term earnings forecasts. Besides, the ongoing boom in innovative drug exports will remain a positive factor. Looking ahead to 2H25, BOCOMI estimated the pharma sector to benefit from macroeconomic recovery, the interest rate cut cycle, and supportive policies. Future opportunities will come from currently undervalued stocks with clear long-term growth potential and abundant catalysts. In terms of innovative drugs, BOCOMI expected leading biotech giants to reach a turning point in their profit and loss balance. It recommended AKESO (09926.HK), REMEGEN (09995.HK), and SKB BIO-B (06990.HK). Regarding the prescription drug segment, the broker suggested focusing on stocks with short-term results growth and long-term innovation-driven value. Its key recommendation was SIMCERE PHARMA (02096.HK). When it came to the CXO space, the broker was optimistic about WUXI XDC (02268.HK) and GENSCRIPT BIO (01548.HK) instead. For the private hospital sector, the broker preferred GUSHENGTANG (02273.HK) and HYGEIA HEALTH (06078.HK) for their strong short-term growth certainty and clear long-term expansion paths, though it also highlighted the significant policy dividend effect for JXR (01951.HK). AAStocks Financial News |
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