《大行報告》摩通微降微創機械人-B(02252.HK)目標價至59.9元 評級「增持」
摩根大通發表研究報告指,恢復微創機械人-B(02252.HK)「增持」評級,目標價由60元微降至59.9元。該行指,集團是全球唯一一間涵蓋五個主要外科專業的公司,包括腹腔鏡、骨科、全血管、自然孔道和經皮外科手術。該行預計,2020至2026年間,中國安裝的腹腔鏡和關節置換手術機械人的數量將分別快速增長10至50倍。公司作為領先企業,相信其將處於有利地位,可以從這一增長趨勢中受惠。
該行預計,集團收入在2023至27財年的複合年增長率為161%,並在2025年實現收支平衡。集團在上市後,開局強勁後遭到拋售,並於後來趨於穩定。該行認為,未來該股仍有進一步上漲空間。
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