Core Viewpoint - The stock of He Yu-B (02256) has seen significant gains, rising over 60% in the month, driven by its inclusion in the MSCI Global Small Cap Index and strong financial performance [1] Group 1: Stock Performance - He Yu-B's stock price reached a new high of 17.5 HKD, with a current increase of 6.37% to 17.03 HKD [1] - The stock has experienced a cumulative increase of over 60% within the month [1] Group 2: MSCI Inclusion - On August 13, He Yu-B announced its inclusion in the MSCI Global Small Cap Index, effective after the market close on August 26 [1] - This inclusion is expected to lead to increased buying from passive funds, such as ETFs, enhancing market liquidity and international visibility for the company [1] Group 3: Financial Performance - For the first half of the year, He Yu-B reported revenue of 612 million HKD, representing a year-on-year growth of 23% [1] - The company's profit reached 328 million HKD, marking a year-on-year increase of 59% [1] - The strong performance was attributed to better-than-expected income from Merck's exercise [1] Group 4: Analyst Insights - CICC noted that the company's performance exceeded expectations, while Citigroup highlighted that the current valuation is low [1] - Citigroup emphasized the high certainty of the late-stage candidates, pimicotinib and irpagratinib, and the potential for differentiated innovation pipelines to secure external licensing [1] - The success rate of the Phase III clinical trial for irpagratinib in second-line liver cancer is expected to be very high, which should be factored into the company's valuation [1]
和誉-B涨超9%再创新高 月内累涨逾60% 公司获纳入MSCI全球小型股指数