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《大行報告》摩通下調華潤醫藥(03320.HK)目標價至4.5元 評級「中性」
阿思達克 10-08 09:55
摩根大通發表報告指,華潤醫藥(03320.HK)最近公布計劃斥53.58億元人民幣收購博雅生物製藥(300294.SZ)控股權,認為是次收購可使集團滲透至增長快、盈利能力強勁及入場門檻高的血液產品行業。而集團股價在交易公布後的反應亦正面,上升了約8%,對比MSCI中國醫療健康指數為升約3%。

該行表示,雖然認為華潤醫藥的舉動正面,但相信來自集中採購的持續挑戰、疫情造成的破壞擴大,及東阿阿膠(000423.SZ)渠道去庫存繼續,會限制集團股份的上升。

摩通下調華潤醫藥股股份目標價,由5元降至4.5元,評級維持「中性」。

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