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《大行报告》摩通升金斯瑞(01548.HK)目标价至30元 高瓴入股提振投资情绪
阿思达克 05-17 15:07
摩根大通发表研究报告,指金斯瑞生物科技(01548.HK)上周五(14日)宣布获高瓴资本战略入股,料可改善投资者情绪,显着消除投资者对金斯瑞涉反走私调查的忧虑。当日下午金斯瑞急复牌,股价急升约21.7%,该行调整模型以反映近期转变,包括去年度业绩胜预期,以及来自高瓴资本的战略投资。

该行认为,金斯瑞核心业务在2021至2023财年间可产生约30.5%的年均复合增长,对比过去三年则为32.4%。短期催化剂则包括CAR-T疗法西达基奥仑赛(cilta-cel)的申请获批,料利好股价。该行重申予金斯瑞「增持」评级,目标价由23元升至30元。

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