《大行報告》大摩上調綠葉製藥(02186.HK)目標價至4.1元 評級「與大市同步」
摩根士丹利發表報告,將綠葉製藥(02186.HK)今明兩年的盈利預測分別下調了8%和3%,主要是在銷售方面在去年開始出現疲態。
大摩指,綠葉製藥主要藥品力扑素(Lipusu)納入國家醫保藥品目錄後有利其前景,但競爭威脅仍然顯著,而研發管道缺乏具高增長潛力的產品。該行預計在未來三年盈利溫和增長的情況下,2021年至2024年度的複合增長率為8.3%,有關前景改善已被市場消化,目標價由3.8元上調至4.1元,相當於2021年預測市盈率11倍,略低於目前的12倍,評級「與大市同步」。
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