《大行報告》大摩相信同仁堂國藥(03613.HK)股價30日內將升 評級「增持」
摩根士丹利發表技術意見報告,相信同仁堂國藥(03613.HK)股價30日內將升,料發生機率70%至80%,予其「增持」評級,目標價16.5元。
大摩指,內地近日印發《推進中醫藥高質量融入共建「一帶一路」發展規劃(2021年-2025年)》,呼籲在沿線國家更廣泛地應用中醫藥,雖然目前很大程度上只是言辭上的呼籲,但預計該政策立場應該會提振市場對同仁堂國藥的股票情緒。在同仁堂的三家上市公司中,同仁堂國藥是負責開發海外市場的公司。截至2021年上半年,其69個零售網點覆蓋了歐洲、北美、東南亞和大洋洲的20個國家。
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