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《大行報告》摩通下調微創醫療(00853.HK)目標價至24.2元 反映較低銷售及毛利率
阿思達克 09-11 09:44
摩根大通發表報告指,微創醫療(00853.HK)上半年收入增長低於其25至30%的指引目標,並不令人意外。管理層將2023財年收入增長預期下調至25%,該行認為是由於下半年Medbot銷售預期下降,以及線材短缺導致CRM業務疲軟。 摩通指,考慮到下半年內地醫療反腐的潛在影響,預計2023財年收入增長率將略低於24%。由於宏觀環境充滿挑戰,該行亦下調銷售額和毛利率預測,並提高加權平均資本成本假設,因此將目標價由30元降至24.2元,評級「增持」。
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