《大行》美銀證券升康希諾(06185.HK)目標價至56元 重申「買入」評級
美銀證券發表報告指,康希諾(06185.HK)上半年營收按年增長31%,淨虧損收窄。 由於MCV4 Menhycia的銷售增長,上半年來自腦膜炎球菌疫苗的收入按年增長38.4%。受惠於高利潤疫苗銷售額上升及產能利用率提升,上半年疫苗產品的毛利率提升至79.3%,按年上升12個百分點。
美銀證券上調2028年至2034年每股盈利預測7%-11%,考慮到其在多種技術路線的領先研發能力及強勁的海外擴張能力,重申對康希諾「買入」評級,目標價由43元升至56元。
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