《大行報告》野村:威高股份(01066.HK)受惠醫院重開 評級升至「買入」
野村發表研究報告,指上半年威高股份(01066.HK)醫學設備銷售按年下跌5.8%,主因疫情影響。受惠醫院重開,目前預期醫院市場於明年可恢復至比疫情前85-90%水平,故預期公司明年下半年該部份收入只有0至5%增長,而基於基數較低,料全年有19%反彈。
該行指,隨著將骨科和注射性消耗品業務分拆上市,料增長可加快。公司亦於9月時公布,考慮分拆旗下愛琅醫療器械(Argon)明年上市。
該行又指,市場對心臟支架集中採購的訊息過份解讀,因應國家醫療保障局傾向購買過去於名冊中的產品,因此相信公司亦很大可能被納入,該行維持2020至22年盈利預期,評級由「中性」升至「買入」,目標價維持20.3元,意味仍有23%上行空間。
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