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《大行報告》大摩升李氏大藥廠(00950.HK)評級至「增持」 目標價上調至8元
阿思達克 07-14 11:05
摩根士丹利在研究報告中表示,李氏大藥廠(00950.HK)在研產品線豐富,將推動2021年及以後的業績增長,加上日前宣布考慮分拆眼科藥品開發業務COPFL上市,有望釋放價值,將其評級由「與大市同步」升至「增持」。

該行指,雖然疫情仍然持續,但李氏大藥廠管理層對即將發佈的產品充滿信心,相信疫情帶來的影響可控,隨著內地醫院恢復提供日常醫療服務,Livaracine及Slounase等外科用產品銷售出現回升,加上另一產品Remodulin或在今年末被納入國家醫保名冊,預期是主要催化因素。

大摩預期,未來12個月李氏大藥廠可能有超過10種藥物獲批,而且更多的藥物已進入關鍵性試驗,因此調升評級,將2021至2022年盈利預測提高4%至5%,並基於現金流貼現法,將目標價由5元上調至8元,以反映2021年約19.5倍市盈率。

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