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大行評級|星展:下調威高股份目標價至6.4港元 維持“買入”評級
格隆匯 04-08 13:47
星展發表研究報吿指,威高股份2023年盈利按年下跌27.6%,符合早前發表的盈警公吿,主要由於帶量採購政策導致不同業務的醫療器械及耗材產品價格下降,以及不再銷售疫情相關產品所致。相應地星展將威高2024至2025年盈利預測下調32%及35%,目標價從11.6港元下調至6.4港元。惟該行指出,威高的股價年前至今已下跌37%,預期負面因素已充分反映在股價表現上,看好公司是中國領先的醫用耗材和藥品包裝供應商,相信行業的減肥藥發展趨勢,將推動該公司藥品包裝需求增長,維持“買入”評級。
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