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新股暗盤 | 泰格醫藥H股收升19.3%,一手賺1930港元
uSMART友信智投 08-07 09:36

uSMART友信智投8月6日消息,泰格醫藥H股暗盤收升19.3%,報119.3港元,不計手續費,一手賺1930港元

泰格醫藥本次發行的認購人數為31.9984萬,認購倍數約414.39。由於認購倍數超過96倍,啟動回撥機制後公開發售的股份數目占比提高到21.5%。

國際配售認購倍數約20,亦非常火熱,與金融街物業、華夏視聽教育等熱門股相當,超過了思摩爾國際、祖龍娛樂等。

泰格醫藥是中國最大的臨床CRO(醫藥研發外包),與藥明康得、康龍化成“三足鼎立”。營收和淨利潤CAGR達到40%以上,在手訂單充足,可以保障未來業績高增長。CRO作為“賣水人”,是醫藥領域的黃金賽道,未來5年中國的增速高達27%。

作為A股的長牛股,泰格上市8年累計升幅超過30倍,港股的CRO概念股也出現了多隻翻倍股。且泰格深受外資青睞,A股外資持股比例已多次觸及26%警戒線。

國盛證券8月6日的研報指出,預計泰格醫藥2020-2022年歸母淨利潤分別為10.3億元、14.0億元、18.0億元,同比增長22.6%、35.2%、29.1%;對應PE分別為80倍、59倍、46倍。

公司是國內臨床CRO龍頭,國內政策紅利下增長強勁,深化全球佈局提高成長天花板,H股上市後成長有望再提速,堅定看好公司發展。首次覆蓋,給予“買入”評級

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