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《大行報告》野村:泰格醫藥(03347.HK)去年業績勝預期 評級「買入」
阿思達克 01-13 11:33
泰格醫藥(03347.HK)預告按中國會計準則,預計2021年止年度歸屬股東淨利潤介乎26.25億至30.27億元人民幣,按年增長50%至73%。野村發表報告,指其去年業績勝該行及市場預期,認為主因生物科技投資相關收益或公允值改變高於預期;公司披露非經常性收益介乎14億至18億元人民幣。 野村料其收入強勁增長及經營利潤率改善亦導致業績勝預期,據該行按初步業績推算,料去年末季盈利達8.43億至12.46億元人民幣,較2020年末季增長近一至兩倍。該行料這或反映去年末季或錄約4億元人民幣投資相關收益。 報告稱泰格醫藥現估值相當於今年預測市盈率25.6倍屬吸引,維持「買入」評級,以貼現現金流為基礎計算的目標價維持141.67元。
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