《大行報告》瑞信上調上海醫藥(02607.HK)目標價至19.5元 評級「跑贏大市」
瑞信發表報告指,上海醫藥(02607.HK)首季收入按年升16.4%、純利按年升21.3%,大致上符合該行預期,純利進一步受惠於較高的政府補貼,以及金融資產公允價值收益。
該行預料,製藥業務或受到創新藥和中藥新產品所推動,而上海醫藥或於未來3至5年期間,每年有1至2款的新藥獲批准。該行表示,將公司今年、明年及2025年每股盈測分別上調9.9%、17%及20.4%,以及將其H股目標價由18.5元上調至19.5元,維持其評級為「跑贏大市」。
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