《大行報告》麥格理降威高(01066.HK)評級至「跑輸大市」 目標價上調至12.8元
麥格理發表報告指,曾與威高(01066.HK)管理層舉行電話會議,財務總監料今年上半年收入可能持平,或按年錄得輕微下跌,而集團今年4月的銷售已轉正,表現跑贏行業。至於投資者的問題主要聚焦於批量招標、疫情的影響、骨科業務的增長及上市等。
該行下調威高股份評級,由「中性」降至「跑輸大市」,相信集團分拆骨科業務上市已於股價上反映,但批量招標的風險則未反映。不過,麥格理對集團股份目標價由9.8元,上調至12.8元,主要由於骨科業務即將在A股上市,及中國醫療器械行業的整體估值重評。
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