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大行評級|摩根大通:上調微創醫療目標價至10港元 維持“增持”評級
格隆匯 03-10 10:48
摩根大通發表研究報告,微創機器人訂單趨勢強勁,亦屬微創醫療旗下重要的子公司,預料由於中國和海外機器人安裝的快速擴張,前者對集團銷售貢獻將由2024年的約3%升至2033年的約40%。該行重申,對微創醫療持積極看法,形容在中小型醫療技術領域(SMID)中,集團是多元化本地領導者,具有強大的創新能力、海外市場擴張,並且預計至2026年可扭虧爲盈;又指集團仍然是該行在SMID醫療技術領域的首選。摩通將微創醫療目標價由8港元上調至10港元,維持其評級爲“增持”。
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