《大行報告》大摩下調康希諾生物-B(06185.HK)目標價至90元 評級「增持」
摩根士丹利發表報告指,單劑型COVID-19疫苗克威莎(Convidecia)銷售額由今年首季4.99億元人民幣(下同)跌至次季的1.3億元,主要是加強劑接種速度放緩、內地政府於3月份規定的一輪降價、以及次季海外銷售有限。該行預料,透過增加採用異源加強劑,第三、四季銷售或按季改善。
該行表示,康希諾生物-B(06185.HK)原先對克威莎銷量目標為15億至20億元是具有挑戰性,故將公司今年銷售預測下調24%至11.7億元、明年則下調18%至7.9億元,並料克威莎毛利率約50%,視情況而定,包括未來平均售價以及是否需要進一步為庫存撇賬。大摩予康希諾H股目標價由135港元降至90港元,評級「增持」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.