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《大行報告》美銀證券首予錦欣生殖(01951.HK)「買入」評級 目標價11.2元
阿思達克 12-20 10:04
美銀證券發表報告,首予錦欣生殖(01951.HK)「買入」評級,目標價11.2元。根據Frost & Sullivan和該行估計,按治療週期計算,錦欣生殖去年在中國非國有輔助生殖服務(ARS)供應商中排名第一。 報告指,錦欣生殖是中國和美國領先的ARS供應商,公司亦透過幾筆併購交易,以擴大在香港和東南亞的業務。 美銀證券預測,中國ARS市場將在2021至2025年期間翻一番,相當於18.4%的年複合增長率,而美國ARS市場將在2021年至2025年期間以9.4%的年複合增長率增長。相信隨着不孕不育夫婦數量的增長,以及中國政府鼓勵生育的有利政策,應該轉化爲對ARS行業的需求增長。
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