《大行報告》大摩上調康哲藥業(00867.HK)目標價至22元 評級「增持」
摩根士丹利發表報告指,康哲藥業(00867.HK)去年下半年銷售按年增長23%,表現符合預期;純利則受到一次性減值影響,錄得58%上升。
該行表示,集團指引現有製藥業務今年的銷售及盈利有近20%增長,而健康相關及美容/皮膚科產品的潛在上升,或可推動整體銷售增長超過20%,即使該兩個業務在今年未必對盈利有太大貢獻。
大摩上調康哲藥業股份目標價,由14.3元升至22元,評級維持「增持」,並調升集團今明兩年銷售預測6%至16%,以反映新收購的美容業務,及產品進展較預期為快(如用於治療銀屑病的創新生物產品Tildrakizumab)。
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