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港股異動 | 啟明醫療-B漲逾5% 機構看高公司股價至60.06港元
格隆匯 02-24 16:14
格隆匯2月24日丨啟明醫療-B(2500.HK)收漲5.47%,報47.25港元,最新總市值191.1億港元。中金研報指,公司瓣膜手術逐步微創化,經導管瓣膜介入治療潛在市場達百億美元。此外,公司還是國產器械創新龍頭,經導管瓣膜一線玩家,按照2018年TAVR產品的植入量計算,公司在中國享有79.3%的市場份額。認為,公司有望成為業內技術領先的頭部醫療器械企業,主要考慮到公司後續在研產品儲備豐富,且國外公司產品國內臨牀應用時適應性有所不足。預計公司2019-2021年EPS分別為-0.59元、0.20元、0.61元,首次覆蓋給予“跑贏行業”評級,基於DCF估值得到60.06港元目標價。
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