【海通国际:维持亚盛医药-B(06855.HK)“优于大市”评级 目标价84.6港元】智通财经APP获悉,海通国际发布研

智通财经
26 Jun
【海通国际:维持亚盛医药-B(06855.HK)“优于大市”评级 目标价84.6港元】智通财经APP获悉,海通国际发布研报称,结合亚盛医药-B(06855.HK)ASCO公布的数据,提高lisaftoclax在MDS适应症的研发成功率,及全球潜在销售峰值。该行预计公司FY26-27营收分别为29.9/28.0亿元(不变),对应FY26-27的净利润为12.5/9.1亿元(不变)。该行使用经风险调整的贴现现金流(DCF)模型及2026-2033财年的现金流预测对该公司进行估值。基于WACC10.0%,永续增长率3.5%(原为3.0%),对应目标价84.6HKD/股(前值:53.1HKD/股),维持“优于大市”评级。

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