《大行報告》美銀證券上調固生堂(02273.HK)目標價至67.3元 評級「買入」
美銀證券發表報告指,國務院辦公廳發布支持中醫藥發展的實施方案,相信固生堂(02273.HK)將長期受惠於政府的支持性政策,因此調高對其2026至2031年的收入預測,目標價由57.9元升至67.3元,重申「買入」評級。
該行渠道檢查顯示,固生堂的業務在今年2月已經強勁地恢復,線下求診已幾乎恢復到疫情前的水平。該行預計今年公司將有大約10至12間新的醫療機構開始營運。管理層的目標是在今年實現超過30%的收入增長,同時保持與去年相同的利潤率狀況。
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