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麥格理:料醫藥股結構性增長持續 首選中生製藥(1177.HK)
格隆匯 02-13 13:54
麥格理髮表研究報告,指相較死亡率及潛在治療方法,新型肺炎疫情總確診病例數量錄逾4萬宗(截至13日早上11時半,最新數據累計確診近6萬宗),並持續呈上升趨勢,對社會及股市情緒影響更大,因此相信即使成功開發新藥或疫苗,在未來六個月的大市也沒有太大意義。
麥格理認為,截至目前,中港醫藥股受疫情影響的股價調整非常輕微,有部分企業表現仍然出色,繼續實現結構性增長,相信醫藥股將持續受惠,首選中生製藥(1177.HK) ,予目標價13.68港元及“ 跑贏大市 ”評級。

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