【出版时间及名称】:2009年11月韩国制药行业研究报告
【作者】:SHINHAN证券
【文件格式】:PDF
【页数】:60
【目录或简介】:
Summary
Investment Summary
3
I. 2009 Review
4
II. Increasing policy risks
9
III. Generic drug market is no longer a goose laying golden eggs
17
IV. Bio-drugs: Hope and Concerns
21
V. Growing hopes for new drugs in the pipeline
28
VI. Maintain conservative stance on pharma stocks
33
Company analysis
LG Life Sciences (068870 KS, BUY, fair value of W82,000)
Dong-A Pharmaceutical (000640 KS, BUY, fair value of W130,000)
Chong Kun Dang (001630 KS, BUY, fair value of W27,000)
Daewoong Pharmaceutical (069620 KS, BUY, fair value of W65,000)
Yuhan Corporation (000100 KS, BUY, fair value of W230,000)
Ildong Pharm (000230 KS, BUY, fair value of W40,000)
Green Cross (006280 KS, HOLD, fair value of W170,000)
Hanmi Pharmaceutical (008930 KS, HOLD, W125,000)
Bukwang Pharm (003000 KS, HOLD, fair value of W18,000)
Choongwae Pharma (001060 KS, HOLD, fair value of W21,000)
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