《大行报告》大摩上调微创医疗(00853.HK)目标价至71.4元 评级「增持」
摩根士丹利发表研究报告指,微创医疗(00853.HK)管理层订立今年度销售收入增长指引为20%至25%,骨科业务料增长25%至30%,当中中国地区收入估计可增长40%至45%。
该行指,虽然药物支架(DES)产品将受到带量采购措施影响销售及盈利能力,但预期毛利率下降後仍达60%,以及海外市场增长,今年DES销售将可增长10%。
大摩表示,微创医疗前景仍然吸引,指出公司产品线丰富,种类覆盖多个相互关联的医疗技术细分市场,料可产生协同效益,料2020至2022年销售额复合增长28%,将目标价由20.5元一举上调至71.4元,并给予「增持」评级。
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