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《大行報告》瑞信升上海醫藥(02607.HK)評級至「跑贏大市」 目標價維持13.4元
阿思達克 09-01 12:26
瑞信發表報告,指上海醫藥(02607.HK)在公布2022年下半年業績後股價上升,可能是由於中藥業務增長穩健和毛利率改善,管理層亦考慮將中藥業務分拆上市。該行將上海醫藥2022、2023、2024年每股盈利預測分別上調35%、11%、1%,評級由「中性」升至「跑贏大市」,目標價維持13.4元。 瑞信認為,創新藥可以推動上海醫藥長期增長,該公司首個自主研發創新藥有可能在2-3年內獲批。
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