《大行报告》大摩上调康哲药业(00867.HK)目标价至22元 评级「增持」
摩根士丹利发表报告指,康哲药业(00867.HK)去年下半年销售按年增长23%,表现符合预期;纯利则受到一次性减值影响,录得58%上升。
该行表示,集团指引现有制药业务今年的销售及盈利有近20%增长,而健康相关及美容/皮肤科产品的潜在上升,或可推动整体销售增长超过20%,即使该两个业务在今年未必对盈利有太大贡献。
大摩上调康哲药业股份目标价,由14.3元升至22元,评级维持「增持」,并调升集团今明两年销售预测6%至16%,以反映新收购的美容业务,及产品进展较预期为快(如用於治疗银屑病的创新生物产品Tildrakizumab)。
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