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《大行報告》摩通降維亞生物(01873.HK)評級至「中性」 目標價上調至7.5元
阿思達克 05-22 10:40
摩根大通發表報告指,維亞生物(01873.HK)股價在過去兩周上升超過60%,對比同期MSCI醫療保健指數僅升約5%。

該行認為,集團股價大幅上升主要由於潛在的收購,推動下游業務擴展至CDMO(委託研究開發及生產)/CMO(委託生產)服務;根據管理層所指業務受新型肺炎疫情影響有限;及CRO(委託研究)及CDMO有行業利好。

該行相信,維亞生物目前股價或已完全反映其CRO業務,估值亦與國內同業不相上下。由於集團規模相對細且下游擴展有不明朗性,因此下調其股份評級,由「增持」降至「中性」,目標價則由5.5元升至7.5元。

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