《大行报告》瑞信升复星医药(02196.HK)目标价至60元 夥BioNTech组疫苗合营令人惊喜
就复星医药(02196.HK)与BioNTech订立条款书,为新冠疫苗产品的本地化生产及商业化而拟设立一家合资公司,双方将分别持股50%,瑞信发表报告表示,合组公司的时点较该行原预期为早,令人感到惊喜,该行重申对复星医药「跑赢大市」评级,按加总估值,H股目标价由52元上调至60元。
该行估计,复星医药与BioNTech所组合营,或可达到复必泰「BNT162b2」全球产量20%,料可成复星医药的催化剂。
瑞信料复星医药下一个催化剂,包括中国政府6月或会批准使用新冠疫苗「BNT162b2」、相关疫苗在中国内地商业化(包括定价、市场推广、分配等)。
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