You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》摩通下調金斯瑞生物科技(01548.HK)目標價至27元 評級「增持」
阿思達克 04-06 09:53
摩根大通發表報告指,金斯瑞生物科技(01548.HK)去年整體銷售額6.26億美元,低於該行預期的6.99億美元,若排除匯率的影響因素,行業增長符合該行預期。不過,由於宏觀經濟,以及在生命科學和生物醫藥合同研發生產(CDMO)業務出現的不確定性,管理層指引今年生命科學收入增長下調至按年升10%至20%,而CDMO收入則下調至按年升30%至50%,預期今年毛利率穩定或稍微走低,該行將其目標價相應由30元下調至27元。 該行提到,管理層觀察到其復甦趨勢會由美國客戶開始。而基於旗下傳奇生物開發的CAR-T細胞治療藥Carvykti首年商業化符合預期,專注於多發性骨髓瘤(multiple myeloma)二線治療有望2024年獲批;產能瓶頸或可改善等利好因素,因此維持其評級「增持」。(ca/k) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account