Core Viewpoint - After a strong two-month rally, the stock price of Yaoshi Bang (9885.HK) consolidated between HKD 10-11 from June 9 to June 11, following a year-to-date increase of over 120% and a market capitalization exceeding HKD 7 billion [1][2] Group 1: Company Performance - Yaoshi Bang is expected to achieve a full turnaround to profitability in 2024, with a projected adjusted net profit of HKD 157 million, representing a year-on-year increase of 20.1% [1] - The company’s high-margin business has accelerated growth, with a transaction scale of HKD 717 million in its brand promotion business from January to April, marking a year-on-year increase of 108.1% [1] - The company’s fundamentals have shown significant improvement, validating its profit logic [1] Group 2: Strategic Initiatives - On June 3, Yaoshi Bang entered into a strategic partnership with leading collaborative robot company Yujian Technology, focusing on integrating pharmaceutical collaborative robots, AI models, and drug IoT technologies into new retail scenarios [1] - This initiative aims to explore high-value-added business opportunities targeting retail pharmacies [1] Group 3: Market Sentiment and Analyst Ratings - The company’s quality attributes have attracted significant institutional interest, with Changcheng Securities and Tianfeng Securities both issuing "Buy" ratings, while Xinda Securities is more optimistic, projecting a compound annual growth rate of 145% for net profit from 2024 to 2027 [2] - The management has demonstrated confidence through actions, including a billion-dollar buyback plan initiated in May 2025, with 5.435 million shares repurchased for over HKD 42.31 million from May 7 to June 11 [2] - The Hong Kong pharmaceutical sector remains active, with multiple policy benefits being released, indicating a potential new market rally [2]
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