You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩削藥明生物(02269.HK)目標價至63.1元 下調藥明康德(02359.HK)目標價至147元
摩根士丹利發表報告指,美國有關生物安全法案的討論日趨激烈,而相關法案有機會影響2023年後中國醫藥合同研發機構(CRO)及醫藥合同研發生產機構(CDMO)行業的基本面。因此下調了藥明生物(02269.HK)的每股盈利預測,以反映更新後的美國生物安全法案指引及2023年第四季初期訂單改善的趨勢,並預期今年藥明生物的經調整後淨利增長率為-6.7%。大摩將藥明生物的目標價由115.36元下調至63.1元,維持「增持」評級。 不過考慮到美國立法程序的複雜性及多方面的不確定性,該行決定維持藥明康德(02359.HK)2023年的每股盈利預測,並預期藥明康德及藥明合聯(02268.HK)的經調整後淨利增長率為12.9%及92.1%。大摩將藥明康德的目標價由165元下調至147元,評級「增持」。(js/k) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account