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《大行報告》摩通升金斯瑞(01548.HK)目標價至30元 高瓴入股提振投資情緒
阿思達克 05-17 15:07
摩根大通發表研究報告,指金斯瑞生物科技(01548.HK)上周五(14日)宣布獲高瓴資本戰略入股,料可改善投資者情緒,顯著消除投資者對金斯瑞涉反走私調查的憂慮。當日下午金斯瑞急復牌,股價急升約21.7%,該行調整模型以反映近期轉變,包括去年度業績勝預期,以及來自高瓴資本的戰略投資。

該行認為,金斯瑞核心業務在2021至2023財年間可產生約30.5%的年均複合增長,對比過去三年則為32.4%。短期催化劑則包括CAR-T療法西達基奧侖賽(cilta-cel)的申請獲批,料利好股價。該行重申予金斯瑞「增持」評級,目標價由23元升至30元。

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