《大行報告》瑞銀升康希諾生物(06185.HK)目標價至167元 指吸入式新冠疫苗推展較預期快
康希諾生物(06185.HK)今日(11日)股價曾最多彈24.6%高見146元,最新報137.2元升17.1%,成交7.33億元。
瑞銀發表報告表示,康希諾生物旗下吸入式的克威莎(Convidecia Air)新冠疫苗推出速度比預期快,重申對其「買入」評級,指公司自推出吸入式新冠疫苗以來,截至11月9日,已進入至少6至7個省份,而相關洽商正在進行中。值得注意的是上海是首批將吸入式的克威莎納入其加強疫苗名單的內地城市之一。而康希諾生物亦正在馬來西亞進行試驗,以評估吸入式的克威莎作為針對各種變體與輝瑞、BioNTech新冠疫苗的第二追加劑。
該行表示,調高對康希諾生物目標價,目標價從88元上調至167元,相當於預測2024年市盈率44倍及動態市盈率1.1倍,基於更高的疫苗銷售額預測,該行對公司2023年及2024年每股盈利上調預測88%和133%,惟降低今年每股盈利預測,主要是由於非經常性資產處置損失。
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