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《大行報告》招商證券下調百濟神州(BGNE.US)目標價至359美元 次季業績強勁
招商證券發表研究報告指,百濟神州(06160.HK)(BGNE.US)今年次季業績強勁兼遠勝預期,次季產品收入按年增長82%至5.54億美元,超出該行及市場預期介乎約15%至20%,報告將百濟神州今明兩年收入預測相應上調18%及16%,以反映全球增長強勁。
報告指出,百濟神州產品銷售增長和監管催化劑將推動公司價值持續釋放,但由於面對全球宏觀不確定性,基於加權平均資本成本(WACC)預期上升,將美股目標價下調至359美元,維持「增持」評級。
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