生物醫藥迎來黃金坑,新一輪牛市或已起航!
最近,生物醫藥股的漲幅屢屢霸榜,不少龍頭個股在短期內翻倍,如微創機器人26個交易日大漲110%!
暴漲過後,生物醫藥吸引了衆多投資者目光,在被暴利吸引的同時,不少投資者更多的是疑慮,不知這次的上漲是反彈還是反轉?
從去年7月開始,港股的生物醫藥迎來大熊市,慘烈程度堪比歷史上的任何一次股災,短短一年內,股價從最高點下跌80%以上的股票比比皆是,最大跌幅甚至達到92%:
在跌幅榜中,不乏阿里健康、京東健康、微創醫療、信達生物等大塊頭市值股,由此可見,這波生物醫藥的熊市是多麼的慘無人道!
最奇葩的是,在5月份生物醫藥最低點時,不少公司的市值低於賬面上的現金,這意味着不考慮其他固定資產,僅僅是公司賬面上的現金就超過了公司的市值,這一幕,或將載入歷史史冊!
無獨有偶,一同港股生物醫藥大跌的還有A股和美股市場上的生物醫藥公司。
以納斯達克生物科技指數(代碼:NBI)爲例,其最高點出現在2021年9月,2022年6月跌至最低點,在此期間,指數成份股中,跌幅超90%的個股比比皆是,比港股更爲慘烈:
巨大的跌幅將估值帶至歷史低位,如NBI指數目前的市銷率只有5倍,處於歷史最低值附近,上一次這麼便宜還是2008年金融危機後!
恆生生物科技指數成立於2020年1月,歷史數據較少,但目前的估值同樣處於低位,僅有1.7倍市銷率,遠低於納斯達克生物科技指數的5倍。
A股醫藥生物指數(801150)目前市盈率只有26.7倍,歷史估值分位值只有7.6%,處於歷史最低值附近:
從估值上看,全球生物醫藥或已觸底,新一輪大牛市已經在路上了!
$直覺外科公司(ISRG)$ $艾利科技(ALGN)$ $藥明生物(02269)$ $京東健康(06618)$ $阿里健康(00241)$
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//@gorgonzola: ok// @koolgal:
Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.
//@JLSE: 👍👍👍// @koolgal: Thanks for liking my post @henghm Wah my post so popular. 😍😍😍// @henghm: Like// @koolgal: Thanks for liking my post @gorgonzola // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.
Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.
//@rhktrade:
Medical sector
// @koolgal: Thanks for liking my post @henghm Wah my post so popular. 😍😍😍// @henghm: Like// @koolgal: Thanks for liking my post @gorgonzola // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.//@Connie80: Ok// @henghm:Like// @koolgal: Thanks for liking my post @gorgonzola // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.
Medical sector
//@koolgal: Thanks for liking my post @henghm Wah my post so popular. 😍😍😍//@henghm: Like// @koolgal: Thanks for liking my post @gorgonzola // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.//@henghm: Like// @koolgal: Thanks for liking my post @gorgonzola // @gorgonzola: ok// @koolgal: Thank you for highlighting the golden opportunity to buy Biomedical stocks as their share prices are looking very attractive to buy. I am especially bullish on $Intuitive Surgical(ISRG)$ as I believe it is a market leader in its field of surgical equipment and in the health care sector which is a defensive play.
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