You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》麦格理上调华润医药(03320.HK)目标价至6.03元 评级「跑赢大市」
阿思达克 05-03 11:00
麦格理发表报告,考虑到华润医药(03320.HK)附属华润三九(000999.SZ)新产品的销售贡献,将目标价由5.31上调至6.03元,维持评级「跑赢大市」。

麦格理表示,随着医院的重新开业和病人就诊量增加,推动华润三九去年下半年起处方药销售逐步恢复。预计华润三九去年获批准注册的第五代头孢抗生素明年销售额为1亿元人民币(下同),最高销售额为10亿元。至於脑胶质瘤创新药产品「ONC201」,该行预期将於2026年在中国上市。

另外,华润医药收购博雅生物已进入最後阶段,现时正等待国资委批准,预计交易能够为华润医药带来积极的影响,并成为近期股价催化剂。

不过,该行考虑到未来更多潜在的药品集团采购(GPO),对华润医药分销业务持审慎态度,预期未来分销利润将会由7.1%降至6.5%,分别下调今明两年度的盈利预测18%和16%。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account