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招銀國際:維持愛康醫療(1789.HK)買入評級 目標價升至11.45港元
格隆匯 09-15 12:35

招銀國際研報指,上調愛康醫療(1789.HK)目標價至11.45港元,維持買入評級。

該行稱,關節產品全國帶量採購結果昨日(14日)公佈,產品平均降價82%,符合該行預期。愛康醫療於帶量採購中全部四類初次髖膝關節系統產品相關競標程序成功中標,相信集團於再分配市場的佔有率將有龐大增長空間。而集團於3D產品有強大創新能力,相信將持續發展3D產品。 該行下調對其2021至2023年純利預測4%、11%及2%,以反映帶量採購的影響,但對長期增長前景樂觀,料其全面的產品組合及強大研發能力將帶動業績於2022年後恢復高增長。

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