Performance forecast of key pharmaceutical stocks in 2019

In recent years, the market of annual report has been greatly improved, and those with good performance in advance notice, such as Changchun hi tech, tag pharmaceutical, Zhaoyan new drug, humanwell pharmaceutical, etc., have all brought the share price up due to the performance surge The importance of performance to stock price is self-evident Forecast the annual performance of key 35 companies in 2019 You can have a clearer understanding There are 5 companies whose net profit growth rate is expected to be 50% or more: Jinyu medicine (75%), tag medicine (75%), Jiuzhou Pharmaceutical (72%), Changchun hi tech (65%), Puluo Pharmaceutical (53%); There are two companies whose net profit growth rate is expected to be 40% - 50%, namely Zhaoyan new drug (48%), Lepu medical (42%); five companies whose net profit growth rate is expected to be 30% - 40%, namely Jianyou (39%), Aier Ophthalmology (36%), DASHENLIN (35%), Fosun Pharmaceutical (35%), LiuYao (35%); There are 12 companies whose net profit growth rate is expected to be 20% - 30% They are Hengrui Pharmaceutical (30%), Enhua Pharmaceutical (30%), Shandong YAOBO (30%), Antu biological (30%), Yunnan Baiyao (28%), Shanhe Pharmaceutical (25%), mindui medical (25%), Dabo medical (25%), Shiyao group (24%), common people (23%), Huadong Pharmaceutical (21%), Dean diagnostics (21%); There are 5 companies whose net profit growth rate is expected to be 10% - 20%, including Yixintang (17%), Kanghong Pharmaceutical (15%), Hualan Biology (15%), Eide Biology (12%), Tongrentang (11%); 4 companies whose net profit growth rate is expected to be 0% - 10%, including meinian health (10%), Guoyao (9%), sunflower Pharmaceutical (8%), sannuobi (4%); It is estimated that there are two companies with a year-on-year decline in net profit: Wuxi apptec (- 5%), China biopharmaceutical (- 68%), reducing the impact of intangible assets amortization by 18% Specifically, the top 15 companies with the growth rate of net profit are listed as follows: 1 Golden domain medicine: the leader of in vitro diagnostic laboratory, with revenue increased by 17% and net profit increased by 75% The business structure has been gradually optimized, the proportion of high-end customers and special inspection has been gradually increased, the loss laboratory has gradually turned loss into profit, and the net interest rate has stepped into the rising channel The valuation is 64 times in 19 years 2 Tiger pharmaceutical: the leader of innovative drug outsourcing, with 32% increase in revenue and 75% increase in net profit With the acceleration of R & D of innovative drugs and the acceleration of conformity evaluation of generic drugs, the prosperity of cro industry has been improved All business sectors have continued to grow at a high speed, and are greatly affected by the growth of non recurring profits and losses 19 year valuation 75 times 3 Kyushu pharmaceutical industry: innovative pharmaceutical outsourcing, revenue growth of 12%, net profit growth of 72%, acquisition of Suzhou Novartis, cdmo business to achieve leapfrog development, is expected to complete the integration in 2020 after 2021 ushered in performance explosion 19 year valuation 44 times 4 Changchun hi tech: leading by growth hormone, with revenue growth of 33%, net profit growth of 65%, Jinsai maintained a high growth, and in November 2019, Jinsai completed the consolidated thickening of minority equity 19 year valuation 61 times 5 Puluo pharmaceutical industry: API, with revenue increasing by 19% and net profit increasing by 53%, is a model of integrated and coordinated development of API preparations Cdmo commercialization project is about to be implemented, and "troika" is gradually completed 19 year valuation 28 times 6 Zhaoyan new drug: innovative drug outsourcing, revenue growth of 47%, net profit growth of 48%, cro industry prosperity continued to be good, the company continued to steadily increase orders; with the steady progress in the field of pharmacovigilance and animal experiments, the company's future revenue is expected to achieve diversified growth 19 year valuation 74 times 7 Lepu medical: the leader in cardiovascular disease, with revenue growth of 31% and net profit growth of 42% Degradable stents have further promoted the revenue growth of the device sector, and the overall growth of drugs has remained stable 19 year valuation 36 times 8 Jianyou Co., Ltd.: the leader of heparin, with revenue growth of 44% and net profit growth of 39% The company's injection export ushered in a harvest period The prosperity of heparin industry has improved or resonated with the volume of overseas heparin injection, and the company is optimistic about the future growth of overseas injection business 19 year valuation 60 times 9 Aer ophthalmology: the leader in Ophthalmology, with revenue growth of 31% and net profit growth of 36%, benefited from the advantages of regional resource integration and global resource coordination, and the main business volume and price rose together 19 year valuation 77 times 10 DASHENLIN: leading chain drugstores, with 36% increase in revenue and 35% increase in net profit The market outside the province has continued to expand The profitability of new stores opened last year has continued to improve, and it is expected to undertake the overall planning of Guangdong Province slowly 19 year valuation 38 times 11 Fosun Pharmaceutical: Pharmaceutical equity investment, revenue growth of 16%, net profit growth of 35 (deducting non-12%), performance growth of Wanbang and gland is expected to maintain high growth, performance driven by rituximab and Da Vinci surgical robot is accelerated quarter by quarter, and the equity sale of united family is significantly thickened (non recurring) 19 year valuation 25 times 12 LiuYao shares: Chinese herbal pieces Revenue increased by 23%, net profit increased by 33%, net sales share steadily increased, retail business grew rapidly, and the annual beverage revenue was nearly 200 million 19 year valuation 15 times 13 Hengrui medicine: the leader of innovative medicine, with revenue growth of 38% and net profit growth of 30% New varieties such as albumin paclitaxel, PD-1, 19K and pyrrolidine lead the accelerated growth of tumor business, and the capacity bottleneck of imaging business is solved quickly 19 year valuation 77 times 14 Enhua Pharmaceutical Co., Ltd.: Neuromedicine, with revenue increasing by 10% and net profit increasing by 30% (deducting non-22%) The effect of sales line reform continues to be reflected Aripiprazole, duloxetine, remifentanil, midazolam, etomidate, etc maintain high growth 19 year valuation 18 times 15 Shandong Pharmaceutical Glass Co., Ltd.: for pharmaceutical packaging, its revenue increased by 11% and net profit increased by 30% It is expected that the growth rate of type I molded bottles will maintain a high growth rate of more than 30%, the capacity of brown bottles and butyl rubber plugs will be released gradually, and the gross profit rate will continue to increase 19 year valuation 40 times You can make the relevant dynamic layout according to the performance forecast of the above key pharmaceutical stocks and the specific situation of individual stocks in the future Original author of penicillin: This article is reprinted by yaozhi.com The copyright belongs to the original author The purpose of reprint is to transmit more information, which does not represent the view of this platform If the content of the work, copyright and other issues are involved, please contact our website message, we will delete the content in the first time.