《大行報告》摩通下調再鼎醫藥(09688.HK)目標價至1,059元 納入焦點名單
摩根大通發表報告指,在區域的宏觀憂慮及產品線受挫等影響下,再鼎醫藥(09688.HK)股價年初至今下跌逾50%,接近一年半低位。
摩通採用非常保守的模型方法,即對再鼎大多數產品線的高峯銷售額預期較市場爲低,但該行認爲集團目前的估值脫節,在機率調整基礎下估計集團的股價有潛力可升至近倍翻,相信再鼎產品線的進展會是主要利好,其推出產品有望突顯區域潛力,市場情緒有可能隨時間改善。
由於更爲保守的高峯銷售、短期和長期費用的預測等,該行將再鼎醫藥股份目標價由1,463元降至1,059元,評級維持「增持」,並納入焦點名單。
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