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《大行報告》瑞信上調上海醫藥(02607.HK)目標價至22元 評級「跑贏大市」
阿思達克 05-03 10:18
瑞信發表研究報告指,受惠於藥物生產及分銷業務發展穩定,以及去年同期的低基數,上海醫藥(02607.HK)今年首季收入按年增長28%,勝預期。

瑞信表示,看好旗下互聯網+醫藥商業科技平台「上藥雲健康」,以及創新醫療支付服務品牌鎂信健康的發展。鎂信、基石藥業(02616.HK)、諾誠健華(09969.HK)、武田中國等與地方政府已達成新的戰略合作,合約金額超過2.4億元人民幣。

另外,上藥與康希諾生物(06185.HK)已建立合作關係,預期第三季可開始生產相關新冠疫苗,產能滿荷每年將可達2億至2.5億劑。

瑞信看好其疫苗生產業務,因此上調2021至2023年每股盈利預測15%、17%及19%,將目標價相應調升至22元(原本18元),維持「跑贏大市」評級。

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