大行每日評級 | 高盛上調再鼎醫藥的目標價至1482.57港元
港股點評
高盛：維持百度買入評級，目標價262港元高盛發表研究報告指出，雖然宏觀環境疲弱及新冠肺炎疫情爲百度(09888.HK)帶來短期不確定性，但該行仍然對其長期增長前景保持樂觀，認爲公司月活躍用戶數量穩定增加和移動生態系統擴張，推動廣告收入增長健康，而且其生態系統互連性有所改善。此外，高盛認爲百度的雲業務收入增長較行業快，非基礎設施即服務(IaaS)收入增長更快，加上其向汽車行業及自動駕駛領域的合作夥伴提供的軟件平臺Apollo的穩固變現能力，該行維持對其買入評級，目標價262港元。花旗：維持雅迪控股買入評級 目標價23港元花旗發表報告指，雅迪控股(01585.HK)將透過新收購獲得對E2W石墨烯電池生產技術的控制，對提高其產品的行駛裏程和降低充電時間至關重要，亦是未來研發電動兩輪車(E2W)電池發展的核心。鑑於電池技術在E2W行業研發競賽中的重要性不斷加強，對交易持積極態度，維持買入評級，目標價23港元。
野村：下調百濟神州目標價至176.97港元 評級中性野村發表報告，指百濟神州(06160.HK)與諾華(Novartis)就在研TIGIT抑制劑ociperlimab的獨家許可擴大合作，將2022年和2023年的收入預測分別提高到15.6億美元和21.84億美元，以考慮到諾華的預付款和可能的額外付款。野村預計，百濟神州未來幾年因合作帶來更高的毛利率，其淨虧損將縮小。然而，該行將目標價由214.05港元下調至176.97港元，因考慮到最近新發行的約8.6%的A股股份，維持中性評級。
大和：下調海豐國際目標價至46港元 評級買入大和發表研報指，近期運價上升除了因爲目前是東南亞航線的旺季外，亦由於大部分東南亞國家自第三季起恢復生產，加上美國西岸港口擁堵問題尚未解決，以及東南亞出現的港口擁堵擾亂船隻週轉，另外奧密克戎亦對航運造成一定影響。該行指，由於利息收入減少，將海豐國際(01308.HK)2022至2023年每股盈利預測下調1%，目標價由46.5港元輕微下調至46港元，維持買入評級。海豐近期宣派每股80港仙特別息，大和稱，即使未來兩年貨船付運量強勁，派特別息料意味集團對未來盈利展望樂觀，以及預示未來有望繼續派特別息。
高盛：上調再鼎醫藥目標價至1482.57港元 評級買入再鼎醫藥(09688.HK)合作夥伴Argenx近日宣佈，美國食品和藥物管理局(FDA)已批準VYVGART(efgartigimod alfa-fcab)用於治療成人患者的全身性重症肌無力。高盛發表研究報告，將再鼎醫藥目標價由1474.25港元輕微上調至1482.57港元，維持買入評級。高盛指，目前efgartigimod獲批，證明瞭再鼎醫藥在推出腫瘤藥以外的能力，另外再鼎醫藥在大中華擁有該藥的商業化獨家權，料該藥能在2023推出，銷售額至2030年達到峯值的3.3億美元。
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