《大行报告》花旗调整医药股目标价 看好阿里健康、翰森、中生及昊海生物等
花旗发表报告表示,在开放线上处方药销售、处方药流出及线上医疗措施等支持性政策的推动下,预计线上医疗谘询及药品销售增长将进一步加快。互联网医疗将在未来十年内在中国医疗体系中至关重要,以更好地分配医疗资源,提高效率和透明度,并提高长期商业保险参与度。该行指,行业首选阿里健康(00241.HK),目标价由30元上调至50元。
报告又指,建议重新焦点於大型且有良好的记录的医药股,如翰森制药(03692.HK)、中生制药(01177.HK)等,相信集中采购的措施对该等公司影响不大,其中将翰森目标价由50元升至60元;至於医疗器械方面,则看好昊海生物(06826.HK)。
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