《大行報告》高盛上調歐康維視生物-B(01477.HK)目標價至17.87元 評級「買入」
高盛發表報告指,歐康維視生物-B(01477.HK)近日發布盈喜,預期去年收入將按年增長1.7至1.8倍,達到1.55億至1.59億元人民幣,高於該行預期的1.43億元人民幣,毛利則預期增長至1億至1.03億元人民幣,亦高於高盛原預測的9,400萬元人民幣,預期毛利率將提升至介乎64.5%至64.8%。
該行指,考慮到產品Emadine及Betoptic S的授權許可攤銷減少,以及去年12月公醫2推出核心產品氟輕鬆玻璃體內植入劑「優施瑩」後收入基礎不斷提升,表示對公司增長勢頭更期待,認為疫情後各地醫院恢復營運,有助於「優施瑩」拓展銷售。
高盛將歐康維視生物2022至2024年每股虧損預測調整至0.65、0.62及0.16元人民幣,基於估值風險調整,將目標價從17.51元升至17.87元,評級「買入」。
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