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《大行報告》高盛升愛康醫療(01789.HK)及康基醫療(09997.HK)評級至「買入」 過度調整帶來吸引切入點
阿思達克 04-23 11:58
高盛發表研究報告,指內地骨科手術/醫療消耗品企業自去年7月以來估值大幅收縮,憂慮國家帶量採購帶來的定價壓力,愛康醫療(01789.HK)及康基醫療(09997.HK)股價自高位累跌分別60%及67%。投標規則細節有待公布,該行分析指潛在影響已大致反映,料帶量採購後重新定價及銷量反彈,將提振股價。

報告稱,長期增長憧憬仍維持,受惠於手術程序滲透、進口替代品及新產品推出,認為股價過度調整帶來吸引切入點,將愛康醫療及康基醫療評級各由「中性」升至「買入」,將愛康醫療今明兩年盈測分別削26%及40%,以反映國家帶量採購帶來定價壓力,目標價相應降22%,由19元下調至14.91元。

另高盛削康基醫療今明兩年盈測26%及32%,以反映分銷商審慎庫存補貨及國家帶量採購帶來的壓力,目標價相應大削53%,目標價由30.9元降至14.4元。

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