《大行報告》瑞信降巨星醫療控股(02393.HK)評級至「中性」 目標價下調至1.2元
瑞信發表研究報告,指巨星醫療控股(02393.HK)去年下半年疫後復甦慢過預期,收入按年跌4.3%至25.05億元人民幣,與行業整體良好復甦趨勢背馳。該行料其今年復甦步伐改善,但僅與2019年增長持平,該行料其今年醫用消耗品及成像印刷銷售按年分別升20%及30%。
報告稱,巨星醫療有2億美元高級債今年9月到期引發關注,於去年底止公司現金結餘僅5.72億元人民幣,去年底止槓桿比率0.86。瑞信下調其目標價由1.5元降至1.2元,下調今明兩年每股盈測分別33%及24%,考慮流動性引起關注,投資評級由「跑贏大市」降至「中性」。
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