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《大行報告》瑞信下調藥明生物(02269.HK)目標價至120元 評級「跑贏大市」
阿思達克 02-09 10:28
瑞信發表報告表示,藥明生物(02269.HK)昨早召開電話會議,引述公司管理層指,預計美國商務部將子公司無錫藥明生物及上海藥明生物列入未經核實名單,對現有營運影響有限,因為目前只有有限的供應物料和無錫和上海廠房受牽涉在內,而儲備超過6個月,並可以從非美國供應商採購。 報告指,藥明生物管理層計劃,首先向美國商務部發聲明保證所採購物料的妥善使用,並持續邀請商務部派員巡視廠房。該行下調藥明生物2022年之後的收入增長預測,並還考慮了公司何時可以擺脫未經核實名單的不確定性,以及對2022年中國醫療保健前景中潛在的中美地緣政治風險,並輕微上調藥明生物中期內的資本支出和營運支出。 該行基於未經核實名單帶來的不確定性,將藥明生物目標價由151元下調至120元,維持「跑贏大市」評級。
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