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《大行報告》野村降微創醫療(00853.HK)目標價至17.95元 評級「中性」
阿思達克 08-01 16:03
野村發表報告,指對微創醫療(00853.HK)今明兩年收入預測大致維持不變,惟因開支控制進展較預期慢,將今明兩年虧損預測擴大0%及18%,維持「中性」評級,以現金流折現率計,目標價由23.24元降至17.95元。 該行對其今明兩年收入預測較市場預測輕微低出各1%,虧損預測則較市場預測分別高出44%及55%(意味更為悲觀)。 考慮內地上半年需求在低基數下復甦,該行估算其今年上半年銷售按年升20%至4.85億美元,虧損收窄12%至2.23億美元。分部而言,該行料其心血管設備銷售按年增9%至6,600萬美元。
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