《大行报告》汇丰研究上调中生制药(01177.HK)目标价至9.4元重申「买入」评级
汇丰研究发表报告,指出踏入2020年,在人口老龄化加速的背景下,患者数量将大幅增长,刺激中国的医药消费。另外,考虑到一系列潜在的重磅产品获审批,对中国2020年的健康护理板块有更积极的看法。拥有强大管道及销售团队的领先企业有望获得最大优势。
该行维持中生制药(01177.HK)「买入」投资评级,目标价由原来的8.8元上调至9.4元。对其2019至2021年收入预测维持不变,并较行业预测分别高出9%、7%及10%,因为预期专利药品的销售增加,能抵销药品集中采购後失却仿制药市场份额的影响;对其2019至2020年盈利预测则分别下调6.1%及9.2%,预期公司将会继续加大研发投入。
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