《大行報告》大摩相信東陽光藥(01558.HK)股價30日內將升
大摩發表技術研究報告,相信東陽光藥(01558.HK)股價30日內將升,發生機率料70%至80%。目標價12元,評級「增持」。
報告引述美國疾控中心(CDC)最近數據顯示,流感疫情惡化,H1N1在新冠疫情三年後再次出現。作為內地流感抗病毒藥物「奧司他韋」的主要生產商,東陽光藥的盈利和股價表現與發病率數據有強烈的相關性。該公司大幅的缺貨和增加的生產運行顯示,今年將出現突破性的銷售增長。加上估值相當於預測今年市盈率5倍,具吸引力。
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