《大行报告》花旗:中资医疗股首选阿里健康、君实生物、翰森制药及中生制药
花旗发表研究报告指,近期中资医疗板块回落主要是由於年初至今升幅太大,估值高的股份受市场情绪疲软拖累,以及大部分公司中期业绩均低於市场预期。
该行提醒,研发中的疫苗具有较高的抗体依赖增强(ADE)效应风险,潜在病毒突变亦仍存在不确定性,认为市场或对疫情复苏过於乐观。
花旗建议在板块调整後拣选有潜力的股份,相信最差情况已反映在上半年业绩,下半年表现将随着分销渠道补货有所改善,加上秋冬疫情有可能反弹,令市场再次关注医疗保健板块,首选互联网医疗企业阿里健康(00241.HK),以及君实生物(01877.HK)、翰森制药(03692.HK)及中生制药(01177.HK)等有良好往绩的制药公司。
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