You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金重新給予復星醫藥(02196.HK)「跑贏行業」評級 目標價30.5元
中金發表報告,重新予復星醫藥(02196.HK)「跑贏行業」評級,目標價30.5元,對應2023年市盈率16 倍。該行認為,新冠疫苗內地相關預期的影響已經基本出清,未來內生業務的創新和國際化將是推進業績和市值增長的主要動力。 中金指,歷經多輪集採,復星醫藥化藥存量業務壓力逐漸出清;生物類似藥正處於銷售放量期,集采影響將在1至2年後出現,結合醫生使用習慣和產能限制,預計將比小分子集採溫和。新產品上,預計 自研小分子創新藥(CDK4/6、MEK1/2、ALK/ROS1等)有望在未來1至3年陸續迎來關鍵臨床進展,2024 年左右迎來密集上市期。同時,公司憑借強大銷售能力開展CSO業務,聯營公司復星凱特領跑內地細胞治療市場,並收購搭建疫苗平台,預計未來均有望提供新的增長動力。
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.
uSMART
Wealth Growth Made Easy
Open Account