摩通发表报告指，在微创医疗(00853.HK) 附属心脉医疗(688016.SH) 公布第三季业绩发表后，将母企微创医疗H股目标价由7.5元升至7.8元，评级“增持”。主动脉支架业务部门的胸腔/腹腔主动脉支架在终端用户层面分别降价约40%，以及20%至35%，预期心脉医疗承受了大部分的冲击，将转化为其出厂价格下降25%至30%。
不过，该行指心脉医疗改善营运效率方面的努力将有助长期利润率，将长期净利润率预测由23%大幅上调至约30%。因此，该行亦相应上调微创医疗长期净利润率预测，由原先11%向上修订至12%。该行维持认为微创医疗可以达成2024至2026年主要经营目标。该行提及，管理层曾承诺今明两年收窄亏损，2026年有望扭亏赚9,000万美元。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-08 16:25。) (A股报价延迟最少十五分钟。)
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