《大行報告》瑞信下調復星醫藥(02196.HK)目標價至51元 評級「跑贏大市」
瑞信發表研究報告指出,復星醫藥(02196.HK)第三季收入按年增長25.03%至101億元人民幣,純利升41.62%,至11億元人民幣,皆超出該行預期。
該行估計,復星醫藥所代理新冠疫苗「復必泰」或將於明年首季獲中國批準上市,將爲公司2022財年貢獻更多銷售額。此外,公司管理層繼續投資於疫苗、手術機械及新冠藥物等,透過多元化的方式進行業務擴張和全球化。
瑞信對復星的2021至2023財年每股盈利預測,分別下調25.7%、8.9%及13.3%,以反映中國或延遲批準「復必泰」上市等原因,H股目標價由68元下調至51元,維持「跑贏大市」評級。
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