港股異動丨維亞生物(1873.HK)大漲近13% 潛在的收購或將增厚公司明年約1億利潤
格隆匯5月25日丨維亞生物(1873.HK)大漲近13%,報7.42港元,總市值116億港元。維亞生物上週公告稱,公司向朗華製藥股東支付2000萬元意向金,雙方將對公司收購朗華製藥60%股權的事項進行磋商。光大證券研報稱,若收購60%股權成功,假設朗華製藥2021年利潤在2020年的1.4億基礎上僅增長20%,將增厚公司2021年約1億利潤。公司作為全球領先的基於結構藥物發現服務商CFS+EFS佈局前瞻,業績將持續較高增長。由於收購還未落地,暫時維持公司20-22年EPS預測為0.27/0.39/0.56元,分別同比增長43%/43%/45%,對應20-22年PE為24/17/11倍,維持“買入”評級。摩根大通發表報告指,集團股價近期大幅上升主要由於潛在的收購,推動下游業務擴展至CDMO/CMO服務等因素。該行將其目標價由5.5港元升至7.5港元。

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