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》麥格理降藥明康德(02359.HK)評級至「中性」 地緣政治風險加劇
麥格理發表研究報告指,自2023年第三季起一直將藥明康德(02359.HK)列為行業首選,看好其減肥藥物替塞帕(月太)(tirzepatide)胰高血糖素樣(月太)-1(GLP-1)供應鏈發展,但由於地緣政治風險加劇,持續對股價帶來衝擊,公司亦將2024年業務指引相應下調,因此將其投資評級從「跑贏大市」降至「中性」。 藥明康德去年業績表現強勁,展望未來,管理層更預期旗下WuXi TIDES的積壓訂單有望推動產能利用率提升。然而,麥格理指出,今年1月美國眾議院提出的生物安全法案,點名藥明康德等一眾中國生物科技企業,為公司股價及經營帶來直接影響。 麥格理現時將藥明康德2024至2026年收入預測下調19%、29%及36%,每股基本盈利預測相應下調18%、28%及34%,目標價為43元,相信地緣政治風險將持續存在。
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