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高盛:維持康基醫療(9997.HK)買入評級 目標價降至15.5港元
格隆匯 11-18 17:10

高盛發表研究報吿,將康基醫療(9997.HK)目標價由15.7港元調低至15.5港元,維持“買入”評級。

高盛稱,集團管理層出席該行論壇時,提到區域集中採購對其核心產品包括套管穿刺器及結紮夾的毛利壓力有限,並預計明年新產品的貢獻將增加,新產品即超聲切割止血刀及4K內窺鏡攝像系統。雖然某些地區的疫情反彈,令擇期手術量受到影響,但集團管理層有信心今年收入達到增長30至40%的目標。

根據集團的指引,該行上調對其2022至2023年銷售開支佔收入比例的預測,由7%上調至8至10%。另下調對其2022及2023年每股盈利預測1.7%及2.9%,以反映銷售開支增加的預測。該行認為,市場對集中採購帶來影響的憂慮大致已反映。

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