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瑞信:疫情對錦欣生殖(1951.HK)上半年影響有限 維持“跑贏大市”評級
格隆匯 02-07 14:45

瑞信報告指,昨日(6日)錦欣生殖(1951.HK)舉行了投資者會議討論新型冠狀病毒肺炎對其業務的影響。該行認為,疫情對集團今年上半年的影響有限及屬暫時性。下調對公司目標價,由14.88港元降至13.48港元,評級維持“跑贏大市”。

該行表示,人工受孕(IVF)的時間表非常靈活,目前疫情的爆發會推遲但不太可能減少市場對IVF治療的需求,而現時為集團業務的淡季,因此影響亦較少,估計對其中國業務的影響或限於20%的跨省病人。另外,為了抵銷對美國業務的影響,集團位於老撾的IVF中心會較預期時間提早一季開始商業營運。

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