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Compensation Mechanism Being Weak, Golden Time of Investment in Essential Drugs to Be Awaited --- Investment Opportunities on Essential Drugs under Healthcare Reform

By  TX Investment Consulting Co., Ltd.

Feb 16, 2011
Pharmaceuticals

Take example of WTO, China’s essential drug system takes accessibility as the most important goal. This round of healthcare reform begins from April 2009 and its goal is to establish a fundamental healthcare system covering all urban and rural citizens of China by 2020. Its core is to set up four significant systems in public .......

SALUBRIS (002294) Growing Capacity Still Under-estimated by Market as Shown in Announcement of Performance Prediction --- Recommended

By  China Galaxy Securities Co.Ltd.

Mar 1, 2010

Event: The company announced in the evening of Jan 29, 2010: After preliminary estimation and calculation by finance department, the company’s accumulated actual net profit is ~Rmb195mn-215mn in 2009, and net profit attribute to owners of parent company sees year-on-year growth of ~67%-84%.   Our Analysis and Estimation: 1.     Performance is beyond universal market anticipation. Market estimation on the company’s .......

Northeast Pharmaceutical Group (000597) Net Profit Attributable to Parent Saw Year-on-year Increase of 385%; Being Better than Expectation --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 27, 2009
Northeast Pharmaceutical Group Co., Ltd.

The company released its Q1 2009 report, according to which it realized business turnover of Rmb1396mn (+25.10% yoy), net profit attributable to parent of Rmb157mn (+433.77% yoy), and EPS of Rmb0.471.   We hereby maintain its earning forecast in 2009-2010E EPS to be Rmb1.70 and Rmb2.05, representing dynamic P/E ratio at 12x and 10x based on closing .......

NanJing Pharmaceutical (600713) Net Profit attributable to Parent Saw Year-on-year Increase of 0.55% --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 24, 2009
Nanjing Medical Company Limited

As shown in Q1 2009 report, during the period under view, it realized business turnover of Rmb2804mn (+2.81% yoy), operating profit of Rmb18.64mn (+1.81% yoy), net profit attributable to parent of Rmb10.24mn (+0.55% yoy), and basic EPS of Rmb0.041.   Earning forecast and rating: We predict its 2009-2010E EPS to be Rmb0.20 and Rmb0.28, representing dynamic .......

Jiangsu Yuyue Medical Equipment & Supply (002223) Surging Gross Margin Promoted Better Performance --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 22, 2009

The company issued its Q1 2009 report, according to which it realized operating revenue of Rmb123mn (+41.59% yoy), operating profit of Rmb24.71mn (+61.60% yoy), net profit attributable to parent of Rmb20.94mn (+88.73% yoy) and basic EPS of Rmb0.20. In addition, the company forecasted its net profit attributable to parent to see over 50% surge in .......

Tianjin Tianyao Pharmaceutical (600488) Growth Maintained Steady with Limited Impact from Financial Crisis --- Neutral

By  TX Investment Consulting Co., Ltd.

Apr 22, 2009
Tianjin Tianyao Pharmaceutical Co., Ltd.

In Q1 2009, the company reported operating revenue of Rmb211mn (+6.6% yoy or -3.3% qoq), operating profit of Rmb11.07mn (+3.5% yoy or +79.0% qoq), net profit attributable to parent of Rmb9.66mn (+13.4% yoy or -0.9% qoq) and basic EPS of Rmb0.018.   Earning forecast and rating: We maintain our forecast of the company and predict its 2009-2010E .......

Zhejiang Hisun Pharmaceutical (600267) Gross Margin Maintained Low, Being in Line with Expectation --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 21, 2009
Zhejiang Hisun Pharmaceutical Co., Ltd.

In the first quarter of 2009, the company reported business turnover of Rmb851mn (+9.46% yoy or +5.56% mom), operating profit of Rmb56.55mn (-6.85% yoy or -0.13% mom), net profit attributable to parent of Rmb49.42mn (+10.88% yoy or -16.46% mom), and basic EPS of Rmb0.11.   Earning forecast and rating: Earning forecast is hereby maintained. Its 2009-2010E .......

Wuhan Jianmin Pharmaceutical Group (600976) Investment Return Supported 2008 Net Profit Increase of 89.5% --- Neutral

By  TX Investment Consulting Co., Ltd.

Apr 21, 2009
Wuhan Jianmin Pharmaceutical Groups Co., Ltd.

According to the company’s 2008 annual report, during the period under view, it realized business turnover of Rmb835mn (-19.38% yoy), total profit of Rmb24.62mn (+16.31% yoy), net profit attributable to parent of Rmb15.78mn (+89.5% yoy), net profit of Rmb-8.15mn if nonrecurring profit & loss deducted, and EPS of Rmb0.1. The company’s dividend distribution plan in .......

North China Pharmaceutical (600812) Vitamin Business Performance Being Prominent, yet Others Just Passable --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 13, 2009
North China Pharmaceutical Co., Ltd.

The company issued its 2008 annual report, according to which it realized business turnover of Rmb4911mn (+15.81% yoy), total profit of Rmb408mn (+182.91% yoy), net profit attributable to parent of Rmb269mn (+344.50% yoy), and EPS of Rmb0.26. It planned no profit distribution proposal in 2008.   We maintain its 2009-2010E EPS to be Rmb0.30 and Rmb0.35, .......

Angel Yeast (600298) Capability Release Accelerated due to Well-performed Main Business --- Neutral

By  TX Investment Consulting Co., Ltd.

Mar 27, 2009
Angel Yeast Co., Ltd.

In 2008, the company reported business turnover of Rmb1311mn (+23.61% yoy), operating profit of Rmb145mn (+24.70% yoy), net profit attributable to parent of Rmb105mn (+15.25% yoy), and basic EPS of Rmb0.385. The company’s dividend distribution plan was to send pretax cash of Rmb1.30 for every ten shares.    Earning forecast and rating: Supposing that domestic business .......

 

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