UK 17:14 Friday, 6 November 2026
Breaking news and expert analysis on fast-moving AIM and LSE listed shares
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Never buy Chinese stocks listed in London is a golden rule of mine. But I broke it last month tipping Hutchison China MediTech (HCM) at an 870p offer. They are now 960p bid after interims yesterday. So why break a golden rule and is there more to come for the shares?
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Comments
wildrides
10.3% gain ……….hardly worth getting out of bed for on Aim . Oh sorry you dont have a bed in the hovel , just a rat nest . Fancy breaking your golden rule for 10.3 % tut tut Tom ;-)
Tom W
10.3% gain in 1 month for a low risk mid cap…I’ll settle for that any day.
T
PS I actually have 2 beds in the hovel
ADVFNPrep
Im into this because of Mark Slater. Ive learned that “riding the wales” is a profitable strategy.
Mark Slater is that much overweight in HCM that he must be fully convinced of HCM. HCM obviously also faces tailwinds from the ageing, massive Chinese population.
Although I am speculating, I would also imagine the Chinese government would be favourable to a potential Chinese pharmaceutical giant. I do not think HCM could face similar issues as GSK is currently facing in China. And then, of course, like TW mentioned, there is Mr Li Ka-shing with a very impressive track record. I think he is the richest man in Asia, despite starting out poor.
Very exciting share, though I think yesterdays interims failed to convince the market and the spread is quite large.