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高盛:維持雲頂新耀(1952.HK)買入評級 目標價升至104.36港元
格隆匯 09-14 13:12

高盛發表研究報吿表示,將雲頂新耀(1952.HK)目標價由92.81港元升至104.36港元,以考慮獲得許可的mRNA COVID-19疫苗,維持買入評級。

報吿指,雲頂新耀9月13日公佈與Providence訂立COVID-19疫苗授權許可協議,內容有關訂約方合作在大中華區、新加坡、巴基斯坦和東南亞製造、開發及商業化COVID-19疫苗;及合作及授權許可協議,內容有關訂約方合作製造、開發及商業化授權產品。同時,與合作及授權許可協議相關的,Providence訂立股份發行協議,同意將疫苗某些製造技術和許可技術轉讓。根據協議,雲頂新耀將向Providence預付5000萬美元現金以及在內地及新加坡,淨利潤分享安排上限為1億美元和超過1億美元的特許權使用費和其他國家版税。該行相信,這些地區的加強COVID-19疫苗接種,產生巨大的潛在銷售額,預計2027年未經風險調整的銷售額為59億元人民幣。

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