《大行報告》高盛降藥明系評級至「中性」 目標價平均削44%
高盛發表報告,就美國《生物安全法案》對藥明系作情景分析,以評估潛在影響。情景1為沒有聯邦資助項目的最小風險情景、情景2為美國收入被排除的更嚴格限制情景,情景3為影響國際業務的更廣泛限制的極端情況。
高盛指,維持對藥明系盈利預期不變,但將目標價平均下調44%,因為現時改為採用的預測未來12個月市盈率,以更好地反映近期市場情緒變化及風險升溫。
高盛最新對藥明康德(02359.HK)、藥明生物(02269.HK)和藥明合聯(02268.HK)目標價分別調整至57.5元、21.6元和26.1元。買入評級均由「買入」下調至「中性」。
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