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《大行報告》高盛升醫渡科技(02158.HK)評級至「買入」 目標價降至59元
阿思達克 08-17 12:36
高盛發表研究報告,料醫渡科技(02158.HK)2021至2026財年收入年均複合增長可維持於51%,毛利年均複合增長可達48%,主因受惠利好政策環境;以及在擴大客戶基礎(包括監管機構、頂級研究醫院、生物科學客戶)後與2G/2B進一步合作。該行亦料醫渡受惠穩固醫療數據智能基建網絡擴張。 隨著科技股負面情緒以及投資者憂慮監管,致醫渡股價高位累跌54%,該行料公司在2024財年可達至收支平衡。目標價由67元降12%至59元,意味上行空間達103%,評級由「中性」升至「買入」。
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