热门话题-贝伦贝格上调评级后,萨托里乌斯股价上涨
4月27日 - ** 贝伦贝格将德国生物制药设备供应商萨托里乌斯(Sartorius)SRT3.DE的评级从“持有”上调至“买入”,称在一系列负面共识修正后,该股的风险回报比已出现积极转变,受此提振,其股价一度上涨4.4%
** 该券商认为, (link) 在公布第一季度财报后股价的下跌属于过度反应,敦促投资者“不要被表面现象所迷惑”,并表示负面修正周期已接近尾声
** “我们认为此次股价波动主要源于生命科学仪器板块的整体资金轮动,以及市场对其能否实现2026年生物工艺耗材两位数增长目标缺乏信心的担忧”
(link) ** 贝伦贝格指出,同行丹纳赫 DHR.N 和赛默飞世尔 TMO.N 展现出的强劲生物加工前景,表明实现两位数增长是可能的
** “高溢价生物制药并购活动正在加速,生物技术融资状况也有所改善,”该券商补充道
** 萨托里乌斯(Sartorius)是德国中盘股指数.MDAXI中涨幅最大的个股之一
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