《大行報告》中金首予金斯瑞生物科技(01548.HK)「跑贏行業」評級 目標價31.2元
中金首予金斯瑞生物科技(01548.HK)「跑贏行業」評級,目標價31.2元。該行預測公司2022至2024年收入分別為6.81億、9.76億至15.4億美元,年均複合增長率為44.4%。公司同期淨利潤料為2.89億、2.74億及1.13億美元。
該行指,金斯瑞在基因合成累積多年經驗,亦為全球領先基因合成公司。基於其基因合成工具優勢,公司逐步擴大業務至四大領域:生命科技臨床研究、委託開發與製造、細胞療法藥物及工業合成生物。公司同時已建立包括臨床研究、委託開發與製造、藥物及醇素工具的閉環生態圈。
該行相信該四大領域產生協同效應及技術分享,其綜合價值鏈有助削減成本。該行亦對公司創新產品及平台感到樂觀,認為具有合成生物學的巨大增長潛力。
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