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Pharmaceuticals & Biotech Taiwanese Investing Ideas
Lotus Pharmaceutical
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Hybrid Pipeline Expansion Will Harness Aging Trends Amid Cost Headwinds
Key Takeaways Seamless business integrations and operational execution are fueling rapid growth and market dominance in Southeast Asia, with long-term revenue and market share expansion potential. Margin growth, a strategic pipeline, and strong cash flow position Lotus for global expansion, innovation, and leadership in both generic and high-value pharmaceutical markets.
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NT$600.00
FV
64.0% undervalued
intrinsic discount
7.80%
Revenue growth p.a.
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Bora Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US Facility Modernization Will Secure Future Specialty Success
Key Takeaways Strategic shift to high-value CDMO services and facility upgrades has improved margins, driven growth, and positioned the company for market share gains. Operational excellence, regulatory strength, and a focus on U.S. manufacturing enhance customer retention, pricing power, and long-term growth amid stable sector demand.
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NT$1.00k
FV
17.4% undervalued
intrinsic discount
20.05%
Revenue growth p.a.
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10 days ago
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Lotus Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Alpha Choay Acquisition And New R&D Center Will Strengthen Southeast Asia Presence
Key Takeaways Strategic acquisitions and alliances are bolstering Lotus Pharmaceutical's growth and diversification, particularly in Southeast Asia. In-house production and a strong product pipeline are enhancing profitability and driving revenue and earnings growth.
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NT$357.00
FV
39.5% undervalued
intrinsic discount
5.92%
Revenue growth p.a.
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10 days ago
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