《大行報告》大摩上調翰森製藥(03692.HK)目標價至51元 評級「增持」
摩根士丹利發表報告指,翰森製藥(03692.HK)去年下半年盈利遜於預期,主要由於仿製藥在內地集中採購中降價,因此該行下調集團今年至2023年盈利預測2%至7%。
不過,大摩認為,集團近期有三種創新藥獲納入國家醫保目錄,且有數項全球特許協議,相信其業務能見度顯著改變。
該行上調翰森製藥股份目標價,由50元升至51元,維持「增持」評級,並將集團預測期延長七年至2030年。
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