《大行報告》大摩相信同仁堂國藥(03613.HK)股價30日內將升
摩根士丹利發表報告,預測同仁堂國藥(03613.HK)的股價在未來30日內有超過80%以上機率會上升。
該行指出,內地與本港於今日(6日)起正式實施免檢疫通關,預計旅遊及零售業將全面復甦,帶動同仁堂國藥業務回升。
作為同仁堂集團的海外分支公司,疫情前公司港澳零售收入貢獻有20%以上來自內地遊客,因此大摩繼續將同仁堂國藥視為通關受惠股份,在業務復甦前景及公司2023年雙位數的盈利增長指引下,認為現時是不錯的入市時機,給予同仁堂國藥目標價14.2元,評級「增持」。
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