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研報掘金丨天風證券:愛美客龍頭地位穩固,維持“買入”評級
格隆匯 03-13 15:19

天風證券研報指出,愛美客(300896.SZ)擬收購韓國Regen85%股權,收購以現金方式支付,金額大約1.90 億美元。此次收購是公司國際化戰略的關鍵舉措,對公司醫美業務發展意義重大。該公司是韓國第一家,全球第三家取得聚乳酸類皮膚填充劑產品註冊證的公司,且AestheFill 已經獲得全球34 個國家和地區的註冊批準,在全球再生類產品中具備較強影響力。財務方面,2024年1-9月,韓國Regen收入7223.11萬人民幣,淨利潤2950.03萬人民幣。公司自研管線豐富,外延併購加強產品佈局。繼續看好公司醫美龍頭地位,有望以現有產品爲基本盤,以成長性單品及在研管線不斷貢獻業績增量。考慮到公司的龍頭地位穩固,以及外延併購擴大產品矩陣,維持“買入”評級。

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