CMBI Increases WUXI XDC's Target Price to HKD88, Maintains Buy Rating; Strong Earnings Growth Anticipated
Positive Profit Alert: WUXI XDC has issued a profit alert projecting a revenue growth of at least 45% and a net profit increase of over 38% for 2025, with adjusted net profit potentially rising over 45% excluding foreign exchange effects.
Target Price Increase: CMBI has raised its target price for WUXI XDC from HKD74 to HKD88 while maintaining a Buy rating, forecasting significant revenue and adjusted net profit growth through 2027.
Trade with 70% Backtested Accuracy
Analyst Views on 02268
About the author
HSI Declines 11 Points at Midday; POP MART Soars Over 8%; Consumer Stocks Rise Against Market Trends
Market Performance: The HSI closed down 11 points at 26,552, with the HSCEI and HSTECH also experiencing slight declines. Total market turnover for the half-day was HKD129.845 billion.
Tech Stock Movements: Major tech stocks like TENCENT and BIDU-SW fell by approximately 1.5%, while JD-SW and BILIBILI-W saw gains of around 1.1% and 1.2%, respectively.
Sector Highlights: Consumer stocks performed well, with POP MART surging 8.5% after announcing a share buyback, while pharmaceutical stocks like HENGRUI PHARMA and WUXI APPTEC faced significant declines.
Economic Indicators: China's Fixed Asset Investment for December showed a year-on-year decrease of -3.8%, and the GDP growth rate for Q4 was reported at 4.5%, slightly below expectations.
<Research>BOCOMI Increases WUXI XDC's Target Price to HKD91 Following Upgraded Earnings Projections
Positive Profit Forecast: WUXI XDC has projected a revenue increase of over 45% YoY for 2025, driven by rapid order growth and the commissioning of Wuxi DP3, alongside a gross profit surge of more than 70% due to improved capacity utilization and cost control.
Analyst Upgrades: BOCOMI has raised its net profit expectations for WUXI XDC for 2026-27 by 2-3%, along with increased earnings and capital expenditure forecasts, reflecting the company's aggressive capacity expansion plans.
Target Price Increase: Following its analysis, BOCOMI has raised WUXI XDC's target price to HKD91 and maintained a "Buy" rating, designating it as a top recommendation in the CXO industry.
Market Activity: As of the latest data, WUXI XDC has experienced significant short selling activity amounting to $38.33M, with a short selling ratio of 10.686%.
HSI Declines 265 Points at Midday as Certain AI and Pharma Stocks Drop; Power Equipment Stocks Rise
Market Overview: The HSI fell 1% to 26,579, with the HSCEI down 0.9% and the HSTECH decreasing by 1.1%, resulting in a total half-day turnover of $132.94 billion.
AI Stocks Performance: XTALPI saw a gain of 3.4%, while KINGSOFT CLOUD, INSILICO, GDS-SW, and UNISOUND experienced declines ranging from 2.7% to 5.6%.
Power Equipment Stocks: DONGFANG ELEC and HARBIN ELECTRIC both rose significantly, with increases of 6.6% and 7.3%, respectively, despite the overall market trend.
Pharmaceutical Sector Decline: Several pharmaceutical stocks, including SINO BIOPHARM and 3SBIO, faced declines of 4.6% to 6.1%, with WUXI APPTEC also dropping by 2.8%.
M Stanley Maintains Overweight Rating on WUXI XDC; Firm Suggests Acquisition Offer for BIODLINK-B
WUXI XDC Takeover Bid: WUXI XDC has proposed a takeover bid for BIODLINK-B, raising investor concerns about the rationale behind the move, as noted in a Morgan Stanley report.
Financial Comparison: In the first half of 2025, BIODLINK-B reported revenue of RMB489 million and earnings of RMB4 million, while WUXI XDC's figures were significantly higher at RMB2.701 billion in revenue and RMB746 million in earnings.
Market Ratings: Morgan Stanley has rated WUXI XDC as Overweight with a target price of HKD88, indicating a positive outlook for the company.
BIODLINK-B's Strategic Shift: Since the 2020s, BIODLINK-B has shifted its focus from oncology drugs to a CDMO model centered around Antibody-Drug Conjugates (ADC).
CMBI Increases WUXI XDC's Target Price to HKD88, Maintains Buy Rating; Strong Earnings Growth Anticipated
Positive Profit Alert: WUXI XDC has issued a profit alert projecting a revenue growth of at least 45% and a net profit increase of over 38% for 2025, with adjusted net profit potentially rising over 45% excluding foreign exchange effects.
Target Price Increase: CMBI has raised its target price for WUXI XDC from HKD74 to HKD88 while maintaining a Buy rating, forecasting significant revenue and adjusted net profit growth through 2027.
HSBC Research Identifies Top Stocks for 2026 in Global Emerging Markets (Table)
Stock Performance Overview: TENCENT and WUXI XDC experienced declines, while ZHONGJI INNOLIGHT and HORIZONROBOT-W saw slight increases; short selling activity was notable for several stocks, including TENCENT and HORIZONROBOT-W.
Market Insights: CMBI is optimistic about the rapid commercialization of AI applications in China, particularly regarding TENCENT and Alibaba's AI general assistants.
Latin American Stocks: Key companies in Latin America include MercadoLibre, America Movil, and Wal-Mart de Mexico, indicating a diverse market landscape.
Market Data Notes: Stock quotes for HK and A Shares are delayed by at least 15 minutes, with real-time US stock quotes also subject to delays for OTC stocks.
HSI Declines 11 Points at Midday; POP MART Soars Over 8%; Consumer Stocks Rise Against Market Trends
Market Performance: The HSI closed down 11 points at 26,552, with the HSCEI and HSTECH also experiencing slight declines. Total market turnover for the half-day was HKD129.845 billion.
Tech Stock Movements: Major tech stocks like TENCENT and BIDU-SW fell by approximately 1.5%, while JD-SW and BILIBILI-W saw gains of around 1.1% and 1.2%, respectively.
Sector Highlights: Consumer stocks performed well, with POP MART surging 8.5% after announcing a share buyback, while pharmaceutical stocks like HENGRUI PHARMA and WUXI APPTEC faced significant declines.
Economic Indicators: China's Fixed Asset Investment for December showed a year-on-year decrease of -3.8%, and the GDP growth rate for Q4 was reported at 4.5%, slightly below expectations.
<Research>BOCOMI Increases WUXI XDC's Target Price to HKD91 Following Upgraded Earnings Projections
Positive Profit Forecast: WUXI XDC has projected a revenue increase of over 45% YoY for 2025, driven by rapid order growth and the commissioning of Wuxi DP3, alongside a gross profit surge of more than 70% due to improved capacity utilization and cost control.
Analyst Upgrades: BOCOMI has raised its net profit expectations for WUXI XDC for 2026-27 by 2-3%, along with increased earnings and capital expenditure forecasts, reflecting the company's aggressive capacity expansion plans.
Target Price Increase: Following its analysis, BOCOMI has raised WUXI XDC's target price to HKD91 and maintained a "Buy" rating, designating it as a top recommendation in the CXO industry.
Market Activity: As of the latest data, WUXI XDC has experienced significant short selling activity amounting to $38.33M, with a short selling ratio of 10.686%.
HSI Declines 265 Points at Midday as Certain AI and Pharma Stocks Drop; Power Equipment Stocks Rise
Market Overview: The HSI fell 1% to 26,579, with the HSCEI down 0.9% and the HSTECH decreasing by 1.1%, resulting in a total half-day turnover of $132.94 billion.
AI Stocks Performance: XTALPI saw a gain of 3.4%, while KINGSOFT CLOUD, INSILICO, GDS-SW, and UNISOUND experienced declines ranging from 2.7% to 5.6%.
Power Equipment Stocks: DONGFANG ELEC and HARBIN ELECTRIC both rose significantly, with increases of 6.6% and 7.3%, respectively, despite the overall market trend.
Pharmaceutical Sector Decline: Several pharmaceutical stocks, including SINO BIOPHARM and 3SBIO, faced declines of 4.6% to 6.1%, with WUXI APPTEC also dropping by 2.8%.
M Stanley Maintains Overweight Rating on WUXI XDC; Firm Suggests Acquisition Offer for BIODLINK-B
WUXI XDC Takeover Bid: WUXI XDC has proposed a takeover bid for BIODLINK-B, raising investor concerns about the rationale behind the move, as noted in a Morgan Stanley report.
Financial Comparison: In the first half of 2025, BIODLINK-B reported revenue of RMB489 million and earnings of RMB4 million, while WUXI XDC's figures were significantly higher at RMB2.701 billion in revenue and RMB746 million in earnings.
Market Ratings: Morgan Stanley has rated WUXI XDC as Overweight with a target price of HKD88, indicating a positive outlook for the company.
BIODLINK-B's Strategic Shift: Since the 2020s, BIODLINK-B has shifted its focus from oncology drugs to a CDMO model centered around Antibody-Drug Conjugates (ADC).
CMBI Increases WUXI XDC's Target Price to HKD88, Maintains Buy Rating; Strong Earnings Growth Anticipated
Positive Profit Alert: WUXI XDC has issued a profit alert projecting a revenue growth of at least 45% and a net profit increase of over 38% for 2025, with adjusted net profit potentially rising over 45% excluding foreign exchange effects.
Target Price Increase: CMBI has raised its target price for WUXI XDC from HKD74 to HKD88 while maintaining a Buy rating, forecasting significant revenue and adjusted net profit growth through 2027.
HSBC Research Identifies Top Stocks for 2026 in Global Emerging Markets (Table)
Stock Performance Overview: TENCENT and WUXI XDC experienced declines, while ZHONGJI INNOLIGHT and HORIZONROBOT-W saw slight increases; short selling activity was notable for several stocks, including TENCENT and HORIZONROBOT-W.
Market Insights: CMBI is optimistic about the rapid commercialization of AI applications in China, particularly regarding TENCENT and Alibaba's AI general assistants.
Latin American Stocks: Key companies in Latin America include MercadoLibre, America Movil, and Wal-Mart de Mexico, indicating a diverse market landscape.
Market Data Notes: Stock quotes for HK and A Shares are delayed by at least 15 minutes, with real-time US stock quotes also subject to delays for OTC stocks.
