Shandong Weigao Group - empfehlenswert? - 500 Beiträge pro Seite
eröffnet am 07.10.11 10:24:56 von
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neuester Beitrag 13.12.11 07:00:38 von
Beiträge: 9
ID: 1.169.491
ID: 1.169.491
Aufrufe heute: 0
Gesamt: 855
Gesamt: 855
Aktive User: 0
ISIN: CNE100000171 · WKN: A0M4WA · Symbol: UK2
0,5600
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Letzter Kurs 09:30:51 Tradegate
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durch einen Beitrag im Handelsblatt wurde ich auf diese Aktie aufmerksam:
http://www.handelsblatt.com/finanzen/aktien/aktien-im-fokus/…
ich kann mir vorstellen, dass dies ein interessantes Inveswtment sein könnte. Hat hier schon jemand Erfahrungen mit diesem Unternehmen gesammelt?
Weitere Infos unter: http://www.weigaogroup.com/
http://www.handelsblatt.com/finanzen/aktien/aktien-im-fokus/…
ich kann mir vorstellen, dass dies ein interessantes Inveswtment sein könnte. Hat hier schon jemand Erfahrungen mit diesem Unternehmen gesammelt?
Weitere Infos unter: http://www.weigaogroup.com/
WEIGAO GROUP (01066) target cut to $9.05 by Nomura as JWMS disposal poses limited impact to earnings
2011-10-06 11:25:42 Twitter Share Email Print Size
Nomura reported on WEIGAO GROUP (01066) stating its Netural rating and target $9.05 with the following details:
Action: Maintain Neutral following completion of JWMS disposal
We maintain our Neutral rating for Weigao, as we believe the disposal of JW Medical Systems (JWMS) will have a limited near-term core earnings impact, with mixed effects for long-term growth, despite the estimated RMB2.9bn one-off disposal gain from the deal. We slightly cut our FY11 core earnings forecast by 7% to reflect the lower profit from JWMS. We expect neutral earnings effects in FY12-13, assuming Weigao increases its stake in Biosensors to 21.6% on full conversion of CB in 2012.
Catalysts: Mixed long-term effects from the deal
From a longer-term view, the deal will provide new growth opportunities from Biosensors’ overseas markets to Weigao, but it is at the expense of giving up direct control in the domestic drug-eluting stent market. Nevertheless, Weigao will raise nearly HKD953m cash from the transaction, which can be used for other major projects in the domestic hemodialysis market. Given the mixed effects from this deal, we do not expect completion of the transaction to be a catalyst for the share price.
Valuation: Lower TP at par to more conservative target to sector
Trading at c.26x FY12PE, Weigao’s valuation is at a high premium over the sector’s average of c.10-11x P/E. While many stocks in the sector have already corrected to bear-case P/E levels (-1 SD below the historical average), we revise down the Weigao’s TP based on a lower P/E target from 30x to 26x, or at 1x PEG, compared to our average sector target P/E and PEG of 19x and 0.8x. We also have a cautious stance on the possible long-term impact from the recent resignation of key management. (y)
AAStocks Financial News
Fax: 852 2186 8286
Email: newsroom@aastocks.com
Web Site: www.aastocks.com
News Provided by AASTOCKS.com
2011-10-06 11:25:42 Twitter Share Email Print Size
Nomura reported on WEIGAO GROUP (01066) stating its Netural rating and target $9.05 with the following details:
Action: Maintain Neutral following completion of JWMS disposal
We maintain our Neutral rating for Weigao, as we believe the disposal of JW Medical Systems (JWMS) will have a limited near-term core earnings impact, with mixed effects for long-term growth, despite the estimated RMB2.9bn one-off disposal gain from the deal. We slightly cut our FY11 core earnings forecast by 7% to reflect the lower profit from JWMS. We expect neutral earnings effects in FY12-13, assuming Weigao increases its stake in Biosensors to 21.6% on full conversion of CB in 2012.
Catalysts: Mixed long-term effects from the deal
From a longer-term view, the deal will provide new growth opportunities from Biosensors’ overseas markets to Weigao, but it is at the expense of giving up direct control in the domestic drug-eluting stent market. Nevertheless, Weigao will raise nearly HKD953m cash from the transaction, which can be used for other major projects in the domestic hemodialysis market. Given the mixed effects from this deal, we do not expect completion of the transaction to be a catalyst for the share price.
Valuation: Lower TP at par to more conservative target to sector
Trading at c.26x FY12PE, Weigao’s valuation is at a high premium over the sector’s average of c.10-11x P/E. While many stocks in the sector have already corrected to bear-case P/E levels (-1 SD below the historical average), we revise down the Weigao’s TP based on a lower P/E target from 30x to 26x, or at 1x PEG, compared to our average sector target P/E and PEG of 19x and 0.8x. We also have a cautious stance on the possible long-term impact from the recent resignation of key management. (y)
AAStocks Financial News
Fax: 852 2186 8286
Email: newsroom@aastocks.com
Web Site: www.aastocks.com
News Provided by AASTOCKS.com
WEIGAO GROUP (01066) has risen 8.706%. The last price is HK$9.24
2011-10-11 10:24:00
[Rising Stock] WEIGAO GROUP (01066)'s price went up 8.706% at 10:24a.m . Its last price is HK$9.24. Today's highest price is $9.24 and lowest price is $8.7. Total volume is 424K shares and total turnover is HK$3.83M.
News Provided by AASTOCKS
2011-10-11 10:24:00
[Rising Stock] WEIGAO GROUP (01066)'s price went up 8.706% at 10:24a.m . Its last price is HK$9.24. Today's highest price is $9.24 and lowest price is $8.7. Total volume is 424K shares and total turnover is HK$3.83M.
News Provided by AASTOCKS
05:43
Weigao Gp (01066) H-shr interim dividend $0.03552
http://www.chsec.com.hk/en/web/guest/historical-chart
Weigao Gp (01066) H-shr interim dividend $0.03552
http://www.chsec.com.hk/en/web/guest/historical-chart
WEIGAO GROUP (01066) rated Neutral with TP $7.12 by Nomura on lowered earnings forecast
2011-12-12 10:02:25
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Nomura reported on WEIGAO GROUP (01066) stating its Neutral rating and target $7.12 with the following details:
Action: Maintain Neutral with lowered earnings forecast
We maintain our Neutral rating and cut our earnings growth forecast by 8- 9% for 2012F-13F due to the risk of slowing growth of some key products, including the high-end infusion sets and pre-filled syringes, which could also put pressure on gross profit margins. As Weigao has already transformed from a strong growing (37% CAGR in 2008-10) to an average-growing company (22% CAGR in 2011-13F), we believe the stock is unable to maintain its high valuation premium to the sector, as we saw in the previous few years.
Catalyst: Further de-rating risk should be benign
As a result of the disappointing 3Q11 results and its high P/E vs. the sector, we believe Weigao is one of the worst-performing stocks in the healthcare sector. Over the past six months, its share price has declined c.46% from the peak. Its P/E premium also pulled back from the peak of 167% in 4Q09 to currently 63%, which is also below the mean average of 98% since 2008. We believe the risk of further de-rating should be benign at current price levels.
Valuation: Undemanding P/E, but lack of near-term catalysts
Currently trading at c.19x P/E or c.0.9x PEG (three-year EPS CAGR), Weigao’s valuation is no longer demanding compared to other top-notch peers in the Chinese healthcare sector. However, we believe it is likely to be re-rated again in view of the lack of near-term catalysts to bring back the company’s earnings to the fast-growth track. We cut our TP to HKD7.12, which is based on 22x FY12E P/E (26x earlier), to reflect the cut in our three-year profit CAGR estimate to 22.3% from 26.4%. (y)
AAStocks Financial News
Fax: 852 2186 8286
Email: newsroom@aastocks.com
Web Site: www.aastocks.com
News Provided by AASTOCKS.com
2011-12-12 10:02:25
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Size
Nomura reported on WEIGAO GROUP (01066) stating its Neutral rating and target $7.12 with the following details:
Action: Maintain Neutral with lowered earnings forecast
We maintain our Neutral rating and cut our earnings growth forecast by 8- 9% for 2012F-13F due to the risk of slowing growth of some key products, including the high-end infusion sets and pre-filled syringes, which could also put pressure on gross profit margins. As Weigao has already transformed from a strong growing (37% CAGR in 2008-10) to an average-growing company (22% CAGR in 2011-13F), we believe the stock is unable to maintain its high valuation premium to the sector, as we saw in the previous few years.
Catalyst: Further de-rating risk should be benign
As a result of the disappointing 3Q11 results and its high P/E vs. the sector, we believe Weigao is one of the worst-performing stocks in the healthcare sector. Over the past six months, its share price has declined c.46% from the peak. Its P/E premium also pulled back from the peak of 167% in 4Q09 to currently 63%, which is also below the mean average of 98% since 2008. We believe the risk of further de-rating should be benign at current price levels.
Valuation: Undemanding P/E, but lack of near-term catalysts
Currently trading at c.19x P/E or c.0.9x PEG (three-year EPS CAGR), Weigao’s valuation is no longer demanding compared to other top-notch peers in the Chinese healthcare sector. However, we believe it is likely to be re-rated again in view of the lack of near-term catalysts to bring back the company’s earnings to the fast-growth track. We cut our TP to HKD7.12, which is based on 22x FY12E P/E (26x earlier), to reflect the cut in our three-year profit CAGR estimate to 22.3% from 26.4%. (y)
AAStocks Financial News
Fax: 852 2186 8286
Email: newsroom@aastocks.com
Web Site: www.aastocks.com
News Provided by AASTOCKS.com
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