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《大行報告》麥格理升上海醫藥(02607.HK)目標價至21.75元 評級「跑贏大市」
阿思達克 04-15 11:58
麥格理發表報告表示,預計上海醫藥(02607.HK)分銷及仿製藥生產仍將佔今年收入及盈利分別近97%及94%,相信公司股份市盈率倍數的增長動力包括,與康希諾生物(06185.HK)於新冠疫苗方面合作,目標是在今年年底前開始生產,以及其他內部開發和許可項目等。

該行認為,上海醫藥下行風險有限,加上公司藥物推出的時間表,預期為公司帶來重新評級的機會。該行上調其2021至2023年度每股盈利預測40%/81%/80%,以反映新冠疫苗的貢獻,目標價由19.27元升至21.75元,維持「跑贏大市」評級。

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