20170206-三星证券-Samsung_Healthcare_Weekly_16页_1005kb
报告摘要
Sector Update Summary
Core Content
This document provides a comprehensive update on the global and Korean healthcare and related sectors, including pharmaceuticals, biotechnology, medical devices, and healthcare equipment and services. It highlights key financial metrics and share price performances for various indices and major companies within these sectors.
Main Analysts
- Brian Lee - Team Head (Pharm/Biotech)
- SunYoung Yoon - Analyst (Pharm/Biotech)
- Kevin Kim - Analyst (Medical devices)
- Wonyong Park - Research Associate
Key Information
Global Healthcare Indices
| Country | Index | Forward P/E (x) | Portion of Market Cap (%) | 1-w (%) | 1-m (%) | 3-m (%) | ytd (%) |
|---|---|---|---|---|---|---|---|
| Korea | KRX Health Care | 34.4 | 5.0 | 1.3 | (4.6) | (4.2) | (5.5) |
| Korea | Kospi Medical Supplies | 42.2 | 2.2 | 2.1 | (2.2) | 5.3 | (2.1) |
| Korea | Kosdaq Pharmaceuticals | 27.3 | 2.2 | 1.6 | (4.5) | (5.2) | (5.5) |
| Korea | Kosdaq Medical and Precision Machines | 17.8 | 0.5 | 0.3 | (1.9) | (1.2) | (2.5) |
| US | S&P 500 Healthcare | 15.0 | 8.2 | 2.4 | 0.7 | 7.4 | 3.6 |
| US | S&P 500 Pharma/Biotech | 14.2 | 5.0 | 2.8 | (1.0) | 6.3 | 2.3 |
| US | Nasdaq Biotechnology | 34.2 | 2.4 | 3.2 | 1.1 | 12.5 | 6.9 |
| US | S&P 500 Healthcare Equipment and Services | 16.5 | 3.2 | 1.8 | 3.4 | 9.0 | 5.8 |
| Europe | MSCI Europe Healthcare | 15.4 | 11.1 | (0.3) | (2.2) | 8.6 | (0.4) |
| Europe | MSCI Europe Pharm/Bio | 14.9 | 9.6 | (0.3) | (2.4) | 8.6 | (0.4) |
| Europe | MSCI Europe Healthcare Equipment and Services | 21.0 | 1.5 | (0.5) | (0.3) | 8.5 | (0.1) |
| Japan | MSCI Japan Healthcare | 24.9 | 7.2 | (0.1) | (3.5) | 6.2 | (1.4) |
| Japan | MSCI Japan Pharm/Bio | 24.6 | 5.3 | 0.7 | (3.4) | 6.3 | (1.1) |
| Japan | Topix Pharma | 24.3 | 4.8 | 0.6 | (3.6) | 6.1 | (1.2) |
| Japan | MSCI Japan Healthcare Equipment and Services | 25.5 | 2.0 | (2.0) | (3.8) | 6.0 | (2.1) |
| China | MSCI China Healthcare | 17.7 | 1.6 | 1.4 | 8.1 | 5.2 | 8.3 |
| India | MSCI India Healthcare | 24.4 | 7.7 | 1.7 | 0.9 | 0.0 | 3.0 |
Korean Healthcare Sector
Major Korean Healthcare Firms (1)
| Category | Company | Ticker | Market Cap (KRWb) | Share Price (KRW) | P/E (x) | P/B (x) | Performances (%) |
|---|---|---|---|---|---|---|---|
| Pharmaceutical holdings | Hanmi Science | 008930 | 3,427 | 58,800 | 41.3 | n/a | n/a |
| Pharmaceutical holdings | Green Cross Holdings | 005250 | 1,085 | 21,800 | 30.7 | n/a | 2.8 |
| Pharmaceutical holdings | Donga Socio Holdings | 000640 | 765,126,500 | n/a | 16.9 | 5.5 | 1.6 |
| Pharmaceutical holdings | Daewoong | 003090 | 517 | 44,450 | 17.0 | 12.3 | 2.4 |
| Pharmaceutical holdings | JW Holdings | 096760 | 462 | 7,530 | 4072.0 | n/a | 1.3 |
| Pharmaceutical holdings | Chongkundang Holdings | 001630 | 297 | 59,300 | 30.4 | 1.7 | 3.0 |
Major Korean Healthcare Firms (2)
| Category | Company | Ticker | Market Cap (KRWb) | Share Price (KRW) | P/E (x) | P/B (x) | Performances (%) |
|---|---|---|---|---|---|---|---|
| Pharmaceuticals | Hanmi Pharm | 128940 | 3,057,293,000 | n/a | 48.2 | 35.6 | 11.0 |
| Pharmaceuticals | Yuhan | 000100 | 2,207,186,000 | n/a | 24.6 | 16.9 | 2.0 |
| Pharmaceuticals | Green Cross | 006280 | 1,665,142,500 | n/a | 22.5 | 30.3 | 2.2 |
| Pharmaceuticals | SK Chemicals | 006120 | 1,527 | 59,800 | 31.7 | 13.4 | 1.2 |
| Pharmaceuticals | Young Jin Pharm | 003520 | 1,273 | 6,960 | 111.7 | n/a | 3.8 |
| Pharmaceuticals | Bukwang Pharmaceutical | 003000 | 976 | 21,900 | 34.5 | 61.2 | 3.4 |
| Pharmaceuticals | Chong Kun Dang | 185750 | 950,101,000 | n/a | n/a | 23.0 | 2.9 |
| Pharmaceuticals | Daewoong Pharmaceutical | 001060 | 879 | 75,900 | 19.2 | n/a | 1.6 |
| APIs | 069620 | 001060 | 843 | 43,750 | 304.5 | 68.4 | 2.9 |
| APIs | Donga ST | 170900 | 747 | 88,500 | 23.8 | 30.2 | 2.1 |
| APIs | Boryung Pharm | 003850 | 458 | 51,800 | 22.3 | 24.3 | 1.3 |
| APIs | Samjin Pharm | 005500 | 434 | 31,200 | 12.0 | 14.0 | 1.9 |
| APIs | Kwang Dong Pharm | 009290 | 426 | 8,130 | 16.7 | 13.3 | 1.5 |
| APIs | Daewon Pharmaceutical | 003220 | 364 | 20,600 | 17.1 | 16.3 | 2.0 |
| APIs | Huons | 243070 | 335 | 54,100 | n/a | n/a | 2.3 |
| APIs | Korea United Pharm | 016580 | 275 | 16,950 | 13.0 | 15.2 | 1.5 |
| APIs | Handok | 002390 | 274 | 21,750 | n/a | n/a | 1.2 |
| APIs | Whan In Pharm | 033270 | 272 | 14,650 | 17.7 | 14.3 | 1.7 |
| APIs | ST Pharm | 237690 | 237 | 44,900 | n/a | 13.9 | 1.6 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 11.0 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,000 | n/a | n/a | n/a | 2.2 |
| APIs | Binex | 053030 | 477 | 15,250 | n/a | n/a | 3.1 |
| APIs | Alteogen | 196170 | 181 | 28,800 | 193.7 | n/a | 2.3 |
| APIs | ISU Abxis | 086890 | 156 | 7,920 | n/a | n/a | 3.3 |
| APIs | Chabiotech | 085660 | 604 | 11,950 | n/a | 24.3 | 2.4 |
| APIs | Medipost | 071200 | 413 | 38,350 | 32.5 | 21.8 | 5.5 |
| APIs | Pharmicell | 005690 | 322 | 23,500 | 19.2 | 16.1 | 3.9 |
| APIs | Tego Science | 191420 | 314 | 18,950 | n/a | 21.9 | 1.8 |
| APIs | Corestem | 104540 | 279 | 13,100 | n/a | 47.2 | 2.5 |
| APIs | Kolon Life Science | 102940 | 822,108,000 | n/a | 1659.9 | 127.2 | 9.5 |
| APIs | Kyongbo Pharmaceutical | 214390 | 308 | 12,900 | 12.4 | 21.6 | 2.8 |
| APIs | Daebongs | 078140 | 130 | 11,750 | 15.5 | 13.7 | 2.0 |
| APIs | CKD Bio | 063160 | 110 | 21,100 | 21.7 | 10.8 | 1.1 |
| APIs | Hwail Pharm | 061250 | 106 | 7,390 | 17.1 | n/a | 1.9 |
| APIs | Estech Pharma | 041910 | 102 | 8,880 | n/a | n/a | 1.9 |
| APIs | Amicogen | 092040 | 374 | 41,000 | 281.4 | 41.9 | 2.3 |
| APIs | Genofocus | 187420 | 152 | 16,850 | 124.6 | 151.5 | 5.5 |
| APIs | Celltrion | 068270 | 12,426,101,500 | n/a | 61.6 | 64.3 | 5.4 |
| APIs | Samsung Biologics | 207940 | 11,447,173,0 |
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