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[Brokerage Focus] BOCOM INTL indicates that the overseas uncertainties are easing and remains Bullish on the Hong Kong stock AI and Technology Sector.
Jinwu Financial News | BOCOM INTL released the May selection. After the implementation of Trump's "reciprocal tariff" policy, China has taken multiple measures to maintain stability in the Capital Markets. The impact of tariffs has slowed down by late April, and overseas uncertainty has diminished, leading to a general recovery in Global stock indices. The Politburo meeting in April directly addressed the challenge of increasing "external shock impacts" and proposed a series of more forward-looking and targeted policy plans. The bank remains Bullish on the Hong Kong stock AI and Internet Sectors, as AI infrastructure suppliers, Cloud Computing providers, and AI application-related symbols are entering a valuation reconstruction window. It is recommended to focus on leading enterprises with technological accumulation and commercialization capabilities. Semiconductors
Akeso, Inc. (HKG:9926) Just Reported And Analysts Have Been Lifting Their Price Targets
AKESO: 2024 ANNUAL REPORT
BOCOM INTL: Maintain AKESO "Buy" rating, Target Price 115 HKD.
BOCOM INTL released a Research Report stating a bullish outlook on AKESO (09926), maintaining a 'Buy' rating and a Target Price of HKD 115. The bank maintains its forecast for the domestic and overseas peak sales of Aivyasu at 6.1 billion yuan. The company announced that the application for the domestic listing of Aivyasu monoclonal antibody for the treatment of LPD-L1 positive NSCLC has been successfully approved, much earlier than expected. At the same time, it released the first interim analysis results of the Phase III AK112-303/HARMONi-2 study: HR value of 0.777, reducing the risk of death by 22.3%. The bank believes that the α value obtained from this interim analysis is relatively low, and the sample...
[Brokerage Focus] BOCOM INTL maintains a Buy rating on AKESO (09926), pointing out that the overseas development prospects of Ivosidenib remain optimistic.
Jinwu Finance | BOCOM INTL issued a Research Report stating that AKESO (09926) announced the successful approval of its application for listing in mainland China for the treatment of 1L PD-L1 positive NSCLC with evosetinib, much earlier than expected. It also disclosed the first interim analysis results of the Phase III AK112-303/HARMONi-2 study: a hazard ratio of 0.777, indicating a 22.3% reduction in mortality risk. The institution believes that the low alpha value and small sample size from this interim analysis means the market should pay more attention to the results of the second and final overall survival analysis. The study has obtained full clinical approval in mainland China.
Capital trends | North funds frantically buying AKESO at 0.779 billion, selling Alibaba and Tencent.
Goldman Sachs has raised its forecast for this year's Inflow from the north into Hong Kong stocks to 110 billion US dollars.
