《大行報告》大和升藥明生物(02269.HK)評級至「買入」 股價過度調整出現入市機會
大和發表報告指,受美國擬推出《生物安全法案》消息拖累,藥明生物(02269.HK)上周五(26日)股價重挫18%,股價調整似乎過度,相關法案仍然在立法程序初期,內容仍然需要進一步檢視,加上同系藥明康德(02359.HK)已於2022年從美國商務部的未經核實名單中移除,可以作為類似事件的參考,相信有關法案以及藥明康德被指與軍方有聯繫,屬標題風險(headline risk),但對集團基本因素並無影響。
該行將藥明生物評級由「持有」上調至「買入」,目標價維持33元,認為現時股價調整提供買入機會。
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