金吾财讯 | 摩根士丹利发研报指，近期微创医疗(00853)销售额预测的降低被研发和营运开支的加速下降所抵销。该行维持2026年的收支平衡的预测。该行将2024-2026年的每股盈测分别调整，2024及2025年上调6.1%及0.4%，2026年调低7.1%。另外，下调2027-2030年的每股盈测5-9%，以反映在持续的定价压力下，对2027-30年的增长和利润率假设较为保守，并相应地将SOTP估值中各业务部门的折让率由10-11%调高至11-13.5%。目标价则由7.4港元下调13.5%至6.4港元。维持“与大市同步”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.