WuXi Biologics ISIN: KYG970081173 Forum: Aktien User: Summer.76

Ja, trifft aber den gesamten Sektor. Die pol. Lage macht es natürlich dazu gerade nicht besser und die Liste ist auch noch nicht vom Tisch.

Der Verfall geht weiter. Langsam könnte Mal Ruhe reinkommen...

https://m.jrj.com.cn/madapter/hk/2022/03/07100534536793.shtml

https://inews.hket.com/article/3196337/%E8%97%A5%E6%98%8E%E7%94%9F%E7%89%A9%EF%BC%8802269%EF%BC%89%E6%9B%BE%E7%9B%B4%E6%8F%92%E8%BF%91%E4%B8%80%E6%88%90%20%20%20%E9%80%9F%E7%9D%87%E4%B8%8B%E5%80%8B%E6%94%AF%E6%8C%81%E4%BD%8D%E7%9D%87%E5%B9%BE%E5%A4%9A%EF%BC%9F WuXi Biologics (02269) has been directly inserted nearly 10% of the time to see how much the next support position is?

http://www.aastocks.com/en/stocks/news/aafn-con/.hk.220302_103859/latest-news

https://www.prnewswire.com/news-releases/wuxi-biologics-wins-cmo-leadership-awards-in-all-six-core-categories-for-fifth-consecutive-year-301493492.html

Ein etwas ausführlicherer Artikel: Zhongtai International: Maintain "Buy" rating on WuXi Biologics (02269), target price down 20.2% to HK$114.66 https://wap.eastmoney.com/a/202202252289514571.html

American Capital Group reduced its holdings of approximately 7,182,100 shares of WuXi Biologics (02269) at approximately HK$60.71 per share https://finance.sina.cn/hkstock/sckxjfx/2022-02-17/detail-ikyakumy6485912.d.html?from=wap

WuXi Biologics (02269) rose by more than 5%. Recently, the US capital group increased its holdings by more than 300 million, and Beishui increased its holdings by more than 2.2 billion. https://m.jrj.com.cn/madapter/hk/2022/02/17111334381444.shtml ... Zheshang Securities believes that the bottom of the valuation of the CXO sector has gradually emerged after the previous continuous decline. At present, the CXO sector is generally at the bottom of its historical valuation. Under the constant external positive catalyst, the internal operation quality and the recognition of overseas major customers continue to improve. Optimistic about the CXO market. ...

https://www.reuters.com/markets/europe/china-stocks-rise-policy-easing-bets-less-hawkish-fed-2022-02-17/#:~:text=SHANGHAI%2C%20Feb%2017%20(Reuters),rate%20hikes%20also%20boosted%20sentiment.

Ich habe gestern auch etwas aufgestockt

https://finance.sina.cn/hkstock/sckxjfx/2022-02-15/detail-ikyakumy6099703.d.html?from=wap

Wuxi Biologics’ Decline & Global Growth To Value Rotation Continue, Week In Review https://www.forbes.com/sites/brendanahern/2022/02/11/wuxi-biologics-decline--global-growth-to-value-rotation-continue-week-in-review/ • The US Commerce Department added 33 companies to an unverified/red flag list on Tuesday, including Wuxi Biologics. The company’s addition to the list weighed on its shares and the health care sector all week. ... Healthcare stocks were off again as Wuxi Biologics fell -2.74% overnight on the US’ inclusion of the global pharmaceutical company on its unverified list. Again, this reaction looks overdone to me as the stock has lost -29% over the last three trading sessions. The company is likely to be removed from this list eventually. Investors appear to be exhibiting a shoot first, ask questions later mentality. The stock is off -61% from its high on June 28th as concerns that China’s national drug procurement program will be expanded and high valuation stocks broadly have been hit by the growth to value rotation. The stock, which is expected to grow revenues +45% this year, has been a professional investor favorite due to the company’s strong reputation, though it has been a crowded trade. ...

Aus koreanischer Sicht (pro Samsung Bio, con WuXi Bio): Samsung Biologics Possibility to Benefit from US Government Wuxi Biologics UVL Registration https://m.mk.co.kr/stockview/?sCode=21&t_uid=6&c_uid=52212 Einschließlich Begründung zum (negativen) Einfluss auf die Wettbewerbsfähigkeit WuXis.

https://www.marketscreener.com/quote/stock/WUXI-BIOLOGICS-CAYMAN-I-37230806/news/Wuxi-Biologics-Shares-Fall-Further-on-Uncertain-Outlook-37834902/

Freezy50, ich finde das Unternehmen weiterhin top, aber blende die Politik drumherum nicht aus. Mal wird im Heimatland reguliert, dann kommen die Einflüsse aus dem Ausland dazu... Im folgenden Beitrag ist ganz gut zusammengefasst, was die aktuellen Bedenken betrifft, aber auch, welche Chancen möglicherweise eröffnet werden: https://m.marketscreener.com/quote/stock/WUXI-BIOLOGICS-CAYMAN-I-37230806/news/Wuxi-Biologics-Shares-Fall-Further-on-Uncertain-Outlook-37834902/ Darin ist auch aufgeführt, dass eine Streichung von der Liste bis zu zwei Monate dauern kann. Mit entsprechendem Risikobewusstsein (gerade bzgl des einzusetzenden Kapitals) würde ich nicht mit vollem Einsatz, sondern eher mit einer Tranche starten und ggf nachlegen.