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郭家耀: 港股短期料個別發展 藥明生物(02269.HK)憧憬估值修復
阿思達克 01-18 09:18
安里資產管理董事總經理郭家耀稱,美股周一(17日)假期休市,外圍股市大致靠穩,恆指夜期溫和向好,預料大市早段輕微高開。 內地股市昨日上升,上月宏觀經濟數據略勝預期,加上人行調低政策利率,刺激大市向好,滬綜指低開高走,收市上升0.5%,滬深兩市成交額進一步增加。 港股表現反覆,指數繼續在24,000點樓上整固,新經濟股及內房股出現調整,金融股表現則持續向好,減輕大市調整壓力。預料市況短期進入個別發展階段,指數維持於24,000至24,800點水平上落。 另藥明生物(02269.HK)日前舉行業務簡介活動,為投資者提供最新業務動向。公司預料在2023至2025年的收入將會以每年36%至40%的速度增長,相較行業平均高出兩倍,主要由於手上有480 個綜合項目的支持。公司亦預期今年的訂單強勁,2022 年收入可錄得約 70%增長。公司亦預料內地對腫瘤藥物發展的指導意見,不會對公司業務帶來影響,目前 約70%的收入來自海外客戶,其中都是具有臨床價值的優質項目。管理層亦預料未來對國內客戶的依賴減少,預計2025年中國收入佔比可能下降至約20%。公司亦認為中美地緣政治風險對公司業務影響有限,主要由於公司協助美國製藥及生物技術公司研發,而不是直接競爭關係。管理層亦提到部份訂單獲得海外藥廠垂青,展示了公司的競爭優勢,包括生產速度、質量和產量擴展。公司展現良好業務增長路徑,估值有望逐步修復。 (筆者為證監會持牌人,沒持有上述股份)~
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