台灣醫療界翹楚-4126太醫-耗材毛利率上看33%以上-南歐國家進貨量大增240%

STB-Finance理財大富翁

全球醫療指數本益比自20倍下降至16.3倍，來到近八年的相對低檔，在獲利展望方面，分析師估計明年EPS成長率可達9.3％，優於大部分的產業，其中，透過醫療保健產業結合預防保健所形成的「醫療保健新趨勢策略」EPS成長率更可達12.6％，投資價值浮現。
另一方面，醫療保健產業無論景氣好壞都屬於必要支出，不太受景氣影響，在目前市場大幅震盪下，為絕佳資金避風港。
台新醫療保健新趨勢基金經理人黃俊晏表示，我們正經歷空前醫學創新的時期，主要歸功於21世紀初人類基因體成功解碼，帶動新治療的爆炸性成長。2017～2021年，全球醫療保健支出每年持續以4.1％的速率成長，攀升的醫療支出，意味著大眾對藥物、醫療服務、醫療器材的需求增加。而老齡化也將持續推動醫療產業革命性商機。
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群益全球關鍵生技基金經理人蔡詠裕表示，升息帶動資金兩大流動趨勢，一是對於升息循環的預期，資金將持續從債市流向股市，二是美元走強，可望使資金從原物料市場移往受惠景氣復甦的成長型類股，兩大趨勢皆利於美股醫療生技產業中長線表現。
整體而言，生技族群因臨床試驗解盲成功以及併購題材發酵，商機擴大下，長多趨勢不變。加上今年經FDA核准的多為重磅級新藥，同時第四季也有多場重量級醫療研討會登場，相關臨床成果與商機議題有望釋出，中長期表現並不看淡。
鋒裕匯理投信表示，隨著先進醫療科技推出的革命性技術，除了為原有的醫療方式或設備帶來變革之外，也進而成為該領域的龍頭廠商，藉由研發提升優勢，擴大市佔規模、獲利表現與財務體質，整體產業投資前景看好。
富蘭克林華美生技基金經理人劉翠玲表示，醫療保健產業中醫療通路與服務、製藥等防禦性領域，有望再次吸引資金進駐；生技族群持續受惠臨床數據成功解盲、藥證獲批與併購等相關題材，持續展現其創新趨勢與剛性需求特性，後續仍可期待
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The price-to-earnings ratio of the global medical index has dropped from 20 times to 16.3 times, which has come to a relatively low level in the past eight years. In terms of profit outlook, analysts estimate that the EPS growth rate next year will reach 9.3%, which is better than most industries. Among them, The EPS growth rate of the "Health Care New Trend Strategy" formed through the combination of the health care industry and preventive care can reach 12.6%, and the investment value has emerged.
On the other hand, the health care industry is a necessary expenditure no matter whether the economy is good or bad, and it is not affected by the economy. Under the current market volatility, it is an excellent safe haven for funds.
Huang Junyan, manager of Taishin Healthcare New Trends Fund, said that we are experiencing a period of unprecedented medical innovation, mainly due to the successful decoding of the human genome in the early 21st century, which led to the explosive growth of new treatments. From 2017 to 2021, global healthcare expenditure will continue to grow at a rate of 4.1% per year. Rising medical expenditure means that the public's demand for drugs, medical services, and medical equipment will increase. Aging will also continue to promote revolutionary business opportunities in the medical industry.
Cai Yongyu, manager of Qunyi Global Key Biotechnology Fund, said that the rise in interest rates has driven two major flows of funds. The first is the expectation of a cycle of interest rate hikes, and funds will continue to flow from the bond market to the stock market. The material market has shifted to growth stocks that benefit from the recovery of the economy. Both trends are beneficial to the medium and long-term performance of the US medical and biotechnology industry.
Overall, the growth trend of the biotechnology group remains unchanged as business opportunities expand due to the success of clinical trials in unblinding and the ferment of mergers and acquisitions. In addition, most of the new drugs approved by the FDA this year are heavyweight new drugs, and there are also many heavyweight medical seminars in the fourth quarter. Related clinical results and business opportunities are expected to be released, and the medium and long-term performance is not bearish.
Fengyu Huili investment letter said that with the revolutionary technology launched by advanced medical technology, in addition to bringing changes to the original medical methods or equipment, it has also become a leading manufacturer in this field. Taking into account the scale, profit performance and financial health, the overall industrial investment prospects are promising.
Liu Cuiling, manager of Franklin Huamei Biotechnology Fund, said that defensive fields such as medical access and services and pharmaceuticals in the healthcare industry are expected to attract funds to enter again; the biotech community continues to benefit from the successful unblinding of clinical data, approval of drug certificates, and mergers and acquisitions. Relevant themes continue to show its innovation trend and rigid demand characteristics, and the follow-up can still be expected

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