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《大行報告》匯豐研究下調翰森製藥(03692.HK)目標價至17元 評級「持有」
阿思達克 04-19 09:40
匯豐研究發表報告指,翰森製藥(03692.HK)去年業績遜預期,因此將今明兩年銷售預期分別降低6%和3%,以反映Almonertinib去年納入國家醫保降價43%,相應下調對該藥預測,但預測其他創新藥物將恢復增長,因為其六個創新藥物都被納入醫保。 報告指,翰森製藥股價自2月以來累跌約10%,主要是由於去年業績遜預期。現估值相當於預測今年市盈率29倍,而同行市盈率為27倍,認為該股估值合理,目前市值已經反映其創新藥物銷售貢獻較高帶來的溢價。匯豐研究降其今年盈測2%,惟輕微上調明年盈測1%,料收入及純利在2022至2025年間年均複合增長率分別13%及11%,予評級「持有」,目標價由18.2元降至17元。
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