《大行報告》大摩微降默沙東(MRK.US)目標價至99美元 評級「與大市同步」
摩根士丹利發表報告指,默沙東(MRK.US)去年第四季收入及每股盈利表現優於市場預期,今年首次收入指引亦於市場預期內,但每股盈利指引則低於預期,主要由於毛利率較低及稅率上升。
該行認為,集團去年的業務勢頭料可延續至今年,並預計其毛利率將於明年有所擴展。而集團股價昨日(2日)下跌3.3%,對比標指為上升1.5%,相信主要由於股市出現更廣泛的板塊輪換,離開防守性股份,市場重組倉位及對其每股盈利指引感混亂所致。
大摩微降默沙東美股目標價,由100美元降至99美元,評級維持「與大市同步」。
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