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大行評級|建銀國際:上調信達生物目標價至54.7港元 維持“跑贏大市”評級
格隆匯 05-06 10:34
建銀國際發表報吿指出,信達生物首季總產品收入按年增長超過60%,至逾17億元(去年同期按年增長10%),佔該行對公司今年總收入預測的24.2%。該行對信達生物2024至2026年的總收入預測各上調6%、7%及6%,至78億、103億及148億元,使該行對公司今年總產品收入按年增長預測由原來的23%提高至30%,明年預測由32%提高至34%。鑑於推動更高產品收入所需的銷售成本,該行將信達生物2024至2026年的銷售與管理費用預測上調7%、11%與12%。該行認為信達生物是中國醫藥行業中的首選股之一,將其目標價由54.3港元上調至54.7港元,維持“跑贏大市”評級,有信心公司銷售增長更光明。
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