You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
里昂:料醫藥外包企業受惠於行業升級及鼓勵創新 升藥明生物(2269.HK)等目標價
格隆匯 02-17 16:49
里昂發表報告表示,內地推出輔助藥物名單、新版國家藥品報銷清單,以及全國第一批集中採購的擴大和第二批集中採購的啟動等政策,相信旨在優化公共醫療保健預算,削減昂貴/臨牀不必要藥物的公共資源,同時鼓勵創新。
該行認為,由於“ 4+7 ”政策中藥品及實施地區的數量有限,預計藥品製造公司將保持增長勢頭;且預料分銷商在第四季度的表現將保持首三季的勢頭,當中國藥(1099.HK) 上海醫藥(2607.HK) 華潤醫藥(3320.HK) 去年收益料分別升20%/21%/10%。
同時里昂稱,醫藥外包企業料持續受惠於行業升級及鼓勵創新,因此料藥明生物(2269.HK) 、藥明康德(2359.HK) 康龍化成(3759.HK) 去年收益分別升53%/35%/30%,目標價分別升至139.69港元、142.37港元及68.25港元,維持“ 買入 ”評級。另將錦欣生殖(1951.HK) 評級由“ 跑贏大市 ”升至“ 買入 ”,目標價為15.37港元。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account