大行评级丨瑞银:微降和黄医药目标价至29.5港元,续予“买入”评级

格隆汇
Aug 03
瑞银发表研报指,和黄医药上半收入同比增0.2%,大致符合该行预期;肿瘤或免疫业务收入同比增长13%,高于该行预期。期内纯利1590万美元,去年同期为4.55亿美元,主要是由于去年同期确认了出售上海医药合营的一次性收益。该行将阿斯利康的里程碑延后至2027年,并修正开支预测,导致2026年的每股盈测下调,而2027年的预测则已由6美仙上调至8美仙。该行将公司目标价由29.7港元下调至29.5港元,续予“买入”评级。

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