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| HSCEI1 | 9,031.38 | -61.96 | 92.09B |
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2026-02-06 15:18:07 The strong trend in China's healthcare sector last year will continue into this year, Goldman Sachs released a research report saying. However, investors are incorporating more value from R&D pipelines when considering valuations. As a result, stock trading is more based on the actual execution capability of companies rather than purely on licensing transaction expectations. To achieve returns that outperform the industry this year, it is more reliant on the release of key data, actual transactions, and the visibility of earnings realization or turning points. In terms of sub-sectors, the broker has become more constructive on CDMO companies due to their accelerated growth, strong product cycle, limited increase in geopolitical risks and reasonable valuations. Goldman Sachs upgraded WUXI APPTEC (02359.HK)(603259.SH) and WUXI XDC (02268.HK) to Buy. Regarding biotech and pharmaceutical companies, the broker adopted a selective strategy, and favored companies with key data releases and early data showing some promise, along with actual transaction expectations. Goldman Sachs was optimistic about SKB BIO-B (06990.HK), HENLIUS (02696.HK) and HANSOH PHARMA (03692.HK). The broker maintained a neutral view on the medical devices sector, and noted that, although the industry has bottomed out, it will take time to gradually recover. Goldman Sachs recommended buying ANGELALIGN (06699.HK) and WEIGAO GROUP (01066.HK). In the medical services sector, the broker remained relatively cautious due to the ongoing impact of cost control measures and a weak consumption cycle. Goldman Sachs downgraded HYGEIA HEALTH (06078.HK)/ JXR (01951.HK) to Neutral/ Sell respectively. ~ AASTOCKS Financial News Website: www.aastocks.com | |