《大行報告》大摩相信藥明合聯(02268.HK)股價30日內將升
摩根士丹利發表研究報告指,相信藥明合聯(02268.HK)股價30日內將會上升,料發生概率介乎70%至80%。該行予藥明合聯「增持」評級及目標價40.6元。
該行提到,美國擬議的法律草案禁止美國行政機關與部分生物技術供應商訂立合約,其中包括集團的少數股東藥明康德(02359.HK)。而集團的大股東藥明生物(02269.HK)首席執行官陳智勝被指曾是「解放軍軍事醫學科學院兼職教授」。
該行表示,留意到擬議法案中受限制的美國行政機構僅限於接受聯邦資助的機構,而在所有藥明公司中,藥明合聯的美國收入佔比最少。另外,根據藥明康德的澄清,所提及的學術頭銜是陳智勝2013年在一次受邀講座後作為禮遇而被授予。該行認為市場對消息反應過度。
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