《大行》美銀證券微升巨子生物(02367.HK)目標價至79.5元 重申「買入」評級
美銀證券研究報告指出,巨子生物(02367.HK)上半年業績略超預期,總收入31.13億元人民幣,按年增長22.5%。 該行基於上半年表現及今年7月強勁的線上表現,上調公司旗下品牌可復美(Comfy)的收入預測,並將2025至2027年的總收入預測各上調1.9%。
此外,因巨子生物的直播收入貢獻降低,下調2025年銷售費用比率;將2025至207年每股盈利預測分別上調2%、1.7%及1.7%。對其目標價由79元微升至79.5元,重申「買入」評級,因為重組膠原蛋白產品的增長可見度高。
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