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Huadong Medicine Co Ltd A / Equity Bottom-Up

<ul>
<li>Huadong released encouraging 2022H1 results. After a significant decline due to the loss of VBP bid for core varieties, Huadong is out of trouble and back on track now.</li>
<li>The future profit contribution would be on medical cosmetology and industrial microorganisms businesses. For 2022 forecast, revenue YoY growth is below 10%, and net profit YoY growth is above 15%.</li>
<li>Due to unfriendly macro environment, Huadong's share price could face a correction. But based on its promising outlook, we recommend that investors could take advantage of the pullback to long.</li>
</ul>


Huadong released encouraging 2022H1 results. After a significant decline due to the loss of VBP bid for core varieties, Huadong is out of trouble and back on track now.
The future profit contribution would be on medical cosmetology and industrial microorganisms businesses. For 2022 forecast, revenue YoY growth is below 10%, and net profit YoY growth is above 15%.
Due to unfriendly macro environment, Huadong's share price could face a correction. But based on its promising outlook, we recommend that investors could take advantage of the pullback to long.


Huadong Medicine (000963.CH) 2022H1 - Huadong Is Back on Track. If Shares Pullback, Then Be Long