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Shanghai Fosun Pharmaceutical (Group) Co., Ltd. 2014-01-28T08:44 財經茄呢啡 摩根大通於上周二,以每股平均價23.638元增持56.6萬股復星醫藥(2196),最新持股比例增至7.02%。就國策層面,復藥應有望反覆破頂,建議可趁近日調整低吸。
Shanghai Fosun Pharmaceutical (Group) Co., Ltd. 2014-01-28T08:44 財經茄呢啡 富瑞金融(Jefferies)報告指出,三中全會重申支持私人投資醫院,以及擴大醫保到民營醫院,而復星醫藥(2196)作為醫院板塊的先驅,將受惠於利好政策。在過去兩年,復藥已收購三間綜合醫院及兩間癌症專科醫院,能受惠於私人醫院優勢。富瑞重申復藥買入評級,上調目標價至25元。
Shanghai Fosun Pharmaceutical (Group) Co., Ltd. 2013-10-23T09:29 財經茄呢啡 復星醫藥(2196)擬向瑞士醫藥企業SELLAS轉讓兩項化合物的國外權益,分別為治療糖尿病及腫瘤的潛在藥物。復藥出售研發成果予外國大藥廠,很可能是藥股重估價值的開始。藥股有政策支持的,即使市況回落亦可以繼續睇好。高盛認為,復藥出售研發成果可以將集團藥物研發部門的價值釋放,高盛給予復藥的新目標價是19.5元。
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