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《大行報告》美銀證券下調百濟神州(06160.HK)目標價至138.94元 評級「中性」
美銀證券發表報告指,百濟神州(06160.HK)去年總收入及產品收入分別14.2億及12.5億美元,按年增長20.4%及97.9%,主要由於產品銷售急升,總銷售稍高於該行預期的13.8億美元。 由於銷售表現強勁,該行上調集團今年至2025年的銷售預測,不過因經營開支提高,研發及一般與行政開支亦有所上調。 美銀證券下調百濟神州股份目標價,由152.71元降至138.94元,評級維持「中性」,反映集團有強大的全球擴張能力,但被激烈的競爭和降價壓力所抵銷。
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