《大行報告》花旗:藥明康德(02359.HK)或技術性反彈 惟問題解決前長期投資信心可能會被削弱
美國一名眾議員上周提出的《生物安全法案》草案中點名藥明康德(02359.HK)、華大智造等企業。花旗發表研究報告指,在與幾位行業專家及更熟悉華府事務的相關人士討論後,認為今年為大選年,中國將成為兩黨爭奪的焦點議題。
花旗表示,雖然認為藥明康德的股價被低估,今日(29日)股價可能會出現部分技術性反彈,但預期在法案相關問題及爭議解決之前,市場對該其長期投資信心可能會被削弱。
目前該行在中國醫療保健行業的投資,將傾向於其他業務更專注在中國市場的藥物、生物製藥、設備、醫院、醫療美容、分銷商、藥房和中醫藥相關企業。
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