小摩:上调微创机器人-W(02252)装机量预测 目标价升至42港元

智通财经
Oct 14

智通财经APP获悉,摩根大通发布研报称,上调对微创机器人-B(02252)目标价,由30.9港元上调至42港元,此按现金流折现率作估值,投资评级“增持”,重申该股为中国医疗科技股首选,并指股价在基本因素未变下回调为良好的买入机会。

微创机器人全球订单动力仍然强劲,截至上周三(8日)累计手术机器人订单逾170套,高于8月底的150套。该行指,Toumai(四臂腔镜手术机器人)安装在全球加速,国际扩张急速,在近40个国家及主要医院系统应用,推动强劲的采用。

该行基于Toumai累计订单约100套,上调今年完成安装数量预测,由84套上调至105套,主要在海外增长及假设订单可在少于一季内转化为销售入账。 更高的安装量基础及产品组合改善,以及预期毛利率1至1.5个百分点改善。

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