中金:维持翰森制药(03692.HK)跑赢行业评级 升目标价至45港元

智通财经
Aug 20
【中金:维持翰森制药(03692.HK)跑赢行业评级 升目标价至45港元】智通财经APP获悉,中金发布研报称,由于阿美乐高增长,以及BD相关付款增厚业绩,上调翰森制药(03692.HK)25年/26年盈利预测4.8%/3.4%至46.17亿元/48.41亿元。当前股价对应45.8倍/43.1倍2025年/2026年P/E。维持跑赢行业评级,根据SOTP法估值,考虑到上调盈利预测以及港股创新药整体估值水平上移,该行上调目标价93.1%至45.00港币,对应53.1倍/50.0倍2025年/2026年P/E(15.9%空间)。

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