Core Viewpoint - The stock of Giant Bio (02367) has dropped over 5%, currently trading at 54.6 HKD with a transaction volume of 560 million HKD, amid negative media coverage affecting its performance during the 618 shopping festival [1] Group 1: Company Performance - Giant Bio is set to hold a board meeting to approve its mid-year results for 2025 [1] - According to China Merchants Securities International, the GMV growth rate for May to June has slowed to a mid-single-digit percentage year-on-year [1] - The firm projects that Giant Bio will achieve revenue and net profit of 3.1 billion and 1.2 billion RMB respectively in the first half of 2025, primarily driven by sales growth of approximately 25% for Comfy and over 50% for Collgene [1] Group 2: Market Outlook - The target price for Giant Bio remains unchanged at 77.0 HKD [1] - According to Caitong Securities, the sales data for Kefu Mei is expected to recover after resuming broadcasts in July, with a gradual sales rebound anticipated in the second half of the year [1]
港股异动 | 巨子生物(02367)跌超5% 中期业绩披露在即 此前负面舆论拖累618大促表现