《大行報告》中金:威高(01066.HK)獲母企開始注入資產 有望提升資產效率
中金發表報告表示,威高股份(01066.HK)日前發布了兩項資產收購和出售公告,當中將以12.3億元人民幣的向母公司收購美國血液輻照儀公司,加上威高已經獲得血液輻照儀在國內的進口註冊證,血液輻照儀和小型動物輻照儀已經開始生產,預計明年開始內地業務大幅增長。該行認為上述交易估值合理,和公司的血液管理業務具有協同效應,且內地市場尚未被開發。
另公司將以4,694萬美元的價格出售NeuroVasc可轉債,該行認為該項資產和上市公司業務協同效應不強,資產出售合理,更指該兩項交易標誌集團資產重組的開啟,未來期待公司有更多具有協同效應的資產注入。該行維持其2020至2022年度盈利預測、目標價為22.3元以及「跑贏行業」評級不變。
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